[Voiceover] Managing Your CDC Worksite Health ScoreCard
Account This tutorial will cover how
to manage your Worksite Health Scorecard account.
Once you have created your account,
there are a few features that will be helpful
in managing your account.
We will look at how to edit profile and user information,
reset and recover the log-in code, and email notifications.
To demonstrate account management features,
we will refer to the fictitious company, "Our Healthy Co."
Jane B. Well, the Employer Administrator,
has created an account for Our Healthy Co.
and added the three worksites
that will be completing ScoreCards.
She has added additional employer Administrators
and team members to the account.
When Jane logs into the account, she sees the employer dashboard
that has worksite information on the left
and account tools on the right.
By accessing the items in the Employer account box,
Jane can update the employer profile,
add or delete employer administrators
and reset the log-in code for the account.
Changes can be made to the employer profile at any time.
The system will prompt users to review
and update the profile on an annual basis.
Every year, Jane and her team members complete worksite
ScoreCards, Jane is prompted to update the employer profile
in case any information has changed during the year
such as employer size, program features,
or workforce demographics.
She can also update employer administrator
contact information.
Employer administrator information can be edited either
by clicking on "Update profile"
or the "Edit administrators" link.
Under the employer administrators section
of the employer profile, Jane can add, edit,
or delete employer administrators on the account.
There must be at least one employer administrator
on the account and it is recommended
that there be more than one.
Jane can add additional contacts by using the
"add an employer administrator" link above the table.
She can also change the information listed in the table
by using the edit/delete links
to the right of the person's name.
When Jane clicks the edit button next to employer administrator,
Sue Walker's name, a pop up window appears that allows her
to change Sue's information.
When she is done updating the information,
Jane clicks the OK button, then saves the changes
by selecting the "save employer profile" button
at the bottom of the profile page.
Resetting the log-in code.
The primary reason for resetting the log-in code is in the event
that someone is removed from the account because he
or she leaves the organization or is no longer going
to be involved with the wellness program
and no longer needs access to the account.
By clicking the reset link, an auto-generated email
with the new log-in information will be sent
to the employer administrators and team members on the account.
The management features found at the worksite level are the same
as those found at the employer account level.
From the Manage Worksite Account box, either Jane,
the employer administrator, or Steve, the team member,
could update the worksite profile, edit team members
and reset the log-in code for team members
at the worksite level.
When Jane added Steve Heart as a team member
to the West Coast Division,
he received an auto-generated welcome email
with the Our Healthy Co. log-in code.
However, if Steve misplaces this email,
he can request his log-in code by clicking on the
"forgot your log-in code"
on the worksite health ScoreCard log in page.
Steve will verify his email address in the system
and then will receive an auto-generated email
with the worksite log-in code.
The CDC Worksite Health Scorecard system sends email
notifications when an account is created as well
as when changes are made to the account,
such as adding Employer Administrators or Team Members.
The employer administrators
and team members will receive an email confirmation
when a worksite's ScoreCard has been submitted to CDC.
Since the CDC Worksite Health Scorecard is intended
to be completed on an annual basis,
account users receive a series of reminder email notifications
to prepare for and to complete their scorecards
for the current year as the yearly anniversary approaches.
For example, when Steve completes the West Coast
division's scorecard in July,
he will receive a reminder the following year
in June (30 days before the anniversary)
that is it almost time to complete his next ScoreCard;
He will receive another reminder in July
on the anniversary date stating that the ScoreCard is open
for completion; and one more reminder 90 days
after the anniversary date
to ensure the data is still roughly 12 months
between scorecard completions.
This concludes the tutorial
on managing your CDC Worksite Health Scorecard account.
If you have questions or need assistance, please contact us
at this email address.
Visit our website to access the CDC Worksite Health ScoreCard
User Guide for more information.
MUSIC ScoreCard Tutorial #3