1. Customer Portal – Customer User

2. You will receive an email indicating that your Customer Portal registration is complete. A link to the Customer Portal, your User Name and Temporary Password will be included. 10/11/2011RGIS Confidential

3. Log in with your User Name and Password. User Name will be your email address. Click to answer your security questions and reset your password. 10/11/2011RGIS Confidential

4. When you log in with your temporary password, you’ll be prompted to setup a new password. 10/11/2011RGIS Confidential

5. When you log in with your temporary password, you’ll be prompted to set up 3 security questions. These will be used to verify your identity if you forget your password. 10/11/2011RGIS Confidential

6. The selected account, customer or program will be displayed here. This will default to All. Click to Select a Specific program. This dashboard is the home screen. The data displayed corresponds to the program(s) selected. 10/11/2011RGIS Confidential

7. Click on All to see all accounts you have access to. Click + to expand the list and select a specific account, customer # or program. Use the search fields to narrow the list. (Click on the + to expand the list after searching.) 10/11/2011RGIS Confidential

8. A history of files uploaded to RGIS on the Customer Portal is displayed here. A history of files downloaded from the Customer Portal is displayed here. 10/11/2011RGIS Confidential

9. A summary of upcoming scheduled events is displayed here. A summary of completed events is displayed here. 10/11/2011RGIS Confidential

10. Many screens in the Customer Portal use the grid format below. The data on the screen is based on the selected Account, Customer or Program. Click on the column headers to sort. Click again to toggle from Ascending to Descending order. Click save to export the data as an Excel, CSV or Word file. 10/11/2011RGIS Confidential

11. Enter site id or a date range and click Search to find specific data. Enter a value in the box and then click the icon and select a condition to filter the data. Click on the page number to go directly to a specific page. Click the arrows to move through the pages or skip to the beginning or end. 10/11/2011RGIS Confidential

12. Click on Home to return to the Dashboard. Breadcrumbs keep track of where you are. Click to logout. 10/11/2011RGIS Confidential

13. Click to access Customer Portal Help. Click to see a list of features coming soon. 10/11/2011RGIS Confidential

14. Click here to maintain your user profile. 10/11/2011RGIS Confidential

15. Click here to change your password. 10/11/2011RGIS Confidential

16. Enter your old (current) password and then your new password.

17. Click here to change your security questions.

18. Use the drop down list to select a different question. You are required to set up three security questions. In the event you forget your password, these will be used to verify your identity. Enter the answers to the questions here.

19. Click here to change your language setting. 10/11/2011RGIS Confidential

20. Select the language you would like to use for the Customer Portal. 10/11/2011RGIS Confidential

21. Click here to manage your customer user accounts. 10/11/2011RGIS Confidential

22. Click to select another account, customer or program Click to create customer user accounts. 10/11/2011RGIS Confidential

23. Create a user account for each customer. Edit a existing user profile. Check the box to deactivate the account. The user will no longer be able to log in. This box will be checked if the user has locked their account by attempting to log in with an incorrect password too many times. Uncheck the box to unlock the account. A new temporary password will be emailed to the user. Click to add a new user 10/11/2011RGIS Confidential

24. Enter the user’s email address and name. Select the User Type. A Customer Superuser will be able to set up additional Customer users, and see their data file transfer history. Select the areas of the Customer Portal that the user should have access to. **Only allow access to Visual Count if the customer’s program uses Visual Count. 10/11/2011RGIS Confidential

25. Enter the account name or number and click search. Matching accounts will be displayed below. Select the program(s) that the user should have access to. Selections can be made at the Account, Customer or Program Level. 10/11/2011RGIS Confidential

26. Selections will appear here. The user will have access to these Accounts, Customers or Programs. Click to save changes or new user profile. The new user will receive an email with their User Name, Password and a link to the Customer Portal. 10/11/2011RGIS Confidential

27. Click to manage email notifications. You must select a specific Program to use this screen. The settings are applied at Program level. 10/11/2011RGIS Confidential

28. Check and uncheck to quickly change which areas of the site users have access to. 10/11/2011RGIS Confidential

29. Check this box if the user should receive an email when an updated customer validation file is requested. Check this box if the user should receive email when a customer validation file is installed. Click to add email addresses for notification, without creating a user account. 10/11/2011RGIS Confidential

30. Email addresses added here can receive email notifications for requested and installed customer validation files. They will not have a User Name or Password to access the Customer Portal. 10/11/2011RGIS Confidential

31. Click here to view the schedule for the selected Account, Customer(s) or Program(s). 10/11/2011RGIS Confidential

32. All events that have not been balanced at FSC will be listed here. Scroll to see additional fields. 10/11/2011RGIS Confidential

33. A green check indicates that that validation file currently installed is current for this event. A red X indicates that the validation file currently installed is outdated for this event. Click to see more information about the Customer Validation file. 10/11/2011RGIS Confidential

34. This number used to determine how many days after install the file is current. 10/11/2011RGIS Confidential

35. Click to see events that have been completed. 10/11/2011RGIS Confidential

36. All events that have been completed are displayed here. Click to see a history of files uploaded to RGIS on the Customer Portal. 10/11/2011RGIS Confidential

37. View a history of all files you have uploaded. Click to see a history of files downloaded from RGIS on the Customer Portal. 10/11/2011RGIS Confidential

38. View a history of all files you have downloaded, or that were downloaded. Click to download files. 10/11/2011RGIS Confidential

39. All Programs for the selected Account or Customer will be displayed. Click to select. 10/11/2011RGIS Confidential

40. Browse to select the file and click upload. Click to see a sample of the last file installed. Click to download files. 10/11/2011RGIS Confidential

41. All available website directories for this program will be listed. Click the icon to see the files available. The corresponding website User Name from the old site is listed here. All Programs for the selected Account or Customer will be displayed. Click to select. 10/11/2011RGIS Confidential

42. Click on the file name to download the file. The date and time that the file was last downloaded is listed here. The date and time that the file was posted to the site is listed here. 10/11/2011RGIS Confidential

43. If you do not have access to Visual Count, it will be grayed out. 10/11/2011RGIS Confidential

44. If you have access link will take you to the Visual Count log in page. You will need to log in with your Visual Count User Name and Password. 10/11/2011RGIS Confidential

45. END 10/11/2011RGIS Confidential