Viewing Institution Information and Reports

Viewing Institution Information and Reports

November 22, 2019 0 By Kody Olson


Announcer: This video,
and captioning, are brought to you
by AMAC Accessibility. Narrator: In this video
we will take a look at updating organization information
and viewing reports. To view and update
Organization information, go to the left
Main Menu navigation and click on My Organization. Here you will see the
organization contact information associated with your
organization’s membership, including the Primary Contact
and the Billing Contact. Scroll down to view a list
of current users identified by email address,
their role and a time stamp showing when they
last logged in. A useful feature in AMAC Orders
is the ability to update your organization’s primary
or billing contact information. For this example,
we will update the Billing Contact. Click on the link to Edit
or Change Billing Contact. You will have the choice
of Editing Billing Contact, the current user listed,
Switch Billing Contact by selecting a new user
from your existing list of users,
or Add New Billing Contact to one not already listed
on your account. If you would like to add
or remove users, you can do so by clicking
on the appropriate button. Users may be assigned
the following roles: Service Provider—
A service provider is associated with student records,
and will receive emails associated with student orders
including notifications when orders are completed,
and alert emails if orders have a status
of Needs More Information. The service provider is
the point of contact if there are questions
regarding students or orders. A service provider can add
and edit student records and add and edit orders. View Only—
A user with the view only role cannot add or edit
student records or orders, but can view
student records and orders. Once you enter the information,
click Submit Request, and the request will be sent
to AMAC customer support for approval. To remove users,
you would click on the Remove Users button. You would check the box
next to the user you wish to remove and enter
a reason for why that user should be removed. Now let’s take a look
at the available reports. On the left
navigation Main Menu, click on Reports. The Downloaded Software report
shows the number of times specific software
has been downloaded by members of your institution. The next report shows E-Text
and Audiobook Completed Orders by Month for USG members. All other members will see
E-Text and Audiobook Invoice Billing by month. There are also separate
reports showing Braille Invoice Billing
by month and Captioning Invoice Billing
by month. You also have the ability
to create additional reports that fit your own needs. To create a new report,
click on Custom Export, choose the parameters,
for example Alt Media Format, contains, pdf,
and then click Export. You will then be prompted
to Save the file as a .csv file. If desired, you can click
on Export All Audio/Braille/E-Text Orders
to export a csv file of all of your orders. If you have any questions
feel free to contact AMAC Customer Support
at [email protected] or call 866-418-2750.