POI Insight


Concept

The POI (Person of Interest) Insight allows you to retrieve data about POI's using search criteria based on your manager/security roles.


Steps:

  1. Click the Main Menu menu.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the POI Insight menu.

    Step 4

  5. The POI Insight page provides general contact information for City and County Paid Judiciary Employees. The POI Insight can also generate a report of all POI employees within a specific Department or Location based on the selected search criteria. If a specific POI employee information is needed, the report can be generated by using Employee ID or Last/First Name search criteria.

    Step 5

  6. If you click Search and do not select any criteria, all of the POI's in CONNECT will appear.

     

    Click the Search button.

    Step 6

  7. There are a total of 934 POIs in CONNECT.

    Step 7

  8. Click the Export button to download the search results into an Excel spreadsheet.

    Step 8

  9. You can choose to Save File or Open with Microsoft Excel.  For this example, you will open the file.

     

    Click the OK button.

    Step 9

  10. Once the file is open, you are able to filter, sort, etc. just as you would any other Excel file.

    Step 10

  11. Click the Minimize button to return to the POI Insight page.

    Step 11

  12. Click the Clear button.

    Step 12

  13. Click the Look up Department button.

    Step 13

  14. If you do not know the Department number, click the Search by drop-down list.

     

    For this example, you are searching for CC Allegany County.

    Step 14

  15. Click the Description list item.

    Step 15

  16. CONNECT supports the (%) percent sign as a wildcard feature when searching for data in character fields.  The (%) percent sign matches one or more characters.

     

    a valid value
     e.g.
    Enter
     "%allegany"
     into the field.

    Step 16

  17. Click the Look Up button.

    Step 17

  18. The (%) percent wildcard search returned 2 results, both including Allegany in the Description.

     

    Click the CC Allegany County link.

    Step 18

  19. Notice the Department number is posted to the right of the Department field.

     

    Click the Search button.

    Step 19

  20. There are 11 POI's in the department CC Allegany County.

    Step 20

  21. Click the Clear button.

    Step 21

  22. The POI Insight allows you to enter more than one Department or Location. 

     

    For this example, you will look up POI's in Courthouse locations.

    Step 22

  23. Click the Look up Location button.

    Step 23

  24. Click the CC12A link for CC Harford - Courthouse.

    Step 24

  25. Notice the Location Code is posted to the right of the Location field.

     

    Click the Look up Location button.

    Step 25

  26. Click the CC13A link for CC Howard - Courthouse.

    Step 26

  27. Click the Look up Location graphic.

    Step 27

  28. Click the CC16A link for CC PG - Main Courthouse.

    Step 28

  29. Notice all 3 locations selected are listed to the right of the Location field.

     

    Click the Search button.

    Step 29

  30. There are a total of 7 POI's in Courthouse locations.

    Step 30

  31. Click the Clear button.

    Step 31

  32. Click the Home link.

    Step 32

  33. Click the Sign out link.

    Step 33

You have completed the POI Insight topic.

Table of Contents  Start Topic