Changes for page FAQ: Frequently Asked Questions (and answers!)

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1		-**Frequently Asked Questions**
	1	+=== **__Frequently Asked Questions__** ===
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3		-
	3	+(((
	4	+**Q**: I can't seem to see the report I just generated. Why is it not opening, and what can I do?
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5		-Q: I'm getting an error message when I start up the application that says
	6	+**A**: Most likely, you are having this problem because you have a pop-up blocker enabled on your computer. Since newly generated reports often open in a new tab or window (depending on your browser settings), pop-up blockers may interfere with you being able to view the report. To avoid this problem, simply disable the pop-up blocker for the OA system's website. You can do this several ways, but perhaps the easiest is if you click on the window with an 'x' icon in the upper right hand corner of your url bar and choose the option that allows pop-ups for the OA site.
	7	+\\\\**Q**: I am trying to view certain information/data, but the system won't allow me to access it. Why is this the case?
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7		-**"This Connection is Untrusted."**
	9	+**A**: You are probably restricted from seeing this information because of the levels of responsibility and access set up through your organization. Remember that items shown throughout the system (e.g. client data or menu options) are context sensitive and based strictly on the roles, permissions, and responsibilities set up by your organization. Please contact your system administrator if you feel like your inability to access is in error or to clarify your viewability privileges.
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9		-[[image:Missing.png]]
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11		-using **Firefox**. How do I fix this?
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13		-A: Use this procedure for making FireFox trust the OA-SMR certificate:
	13	+**Q**: Do you have any specific recommendations or tricks regarding which browser to employ when using the system?
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15		-1. Click on "I Understand the Risks"
16		-1. Click on the Add Exception... button
17		-1. On the Add Security Exception window, click on the Get Certificate button
	15	+**A**: While we recommend Firefox, all prominent browsers (i.e. Safari, Chrome, and IE) should work with the system. Remember to turn off any pop-up blockers in your browser setting as this may hinder your ability to view reports. Also, be sure to ~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~_~__
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19		-[[image:Missing.png]]
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21		-4. Click on the "Confirm Security Exception" button to proceed to the OA-SMR website.
	18	+\\**Q**: What is the difference between an episodic tickler report and a non-episodic one?
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23		-[[image:Missing.png]]
	20	+**A**: In brief, we will say that the tickler without episodes is the default configuration and more basic in terms of the data it conveys. Whereas a tickler report with episodes will give you the ability to introduce the element of client episodes into the data set (and will also provide information about the "responsible user" in such cases), the standard tickler requires a discharge or other form of de-activation to not include the individual in the main data set. For more information about tickler reports, this difference, and how to create and understand one, please click [[here>>doc:Tickler Report]].
	21	+\\\\Q: What is the default setting on parameters? Am I filtering things out or choosing to include them?
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25		-
	23	+A:
	24	+\\\\Q: What is the difference between OUs (Organizational Units) and RUs (Recording Units)?
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	26	+A:
	27	+\\\\Q: The parameter options in the report section seem broad. Is there a way to tailor the options (and pull-down menus) to my organization more specifically?
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29		-Q: I'm getting an error message when I start up the application that says
	29	+A: configurable to meet your needs
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31		-**"There is a problem with this website's security certificate."**
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33		-using **Internet Explorer 8**. How do I fix this?
	32	+Q: I want to learn how to create a new report. Where should I go?
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35		-A: We recommend using Firefox, however if IE 8 is your browser of choice, use this procedure for making IE8 trust the OA-SMR certificate:
	34	+A:
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37		-
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39		-1. Browse to your OA-SMR site.
40		-1. When told "There is a problem with this website's security certificate.", choose "Continue to this website (not recommended)."
41		-1. Select Tools->Internet Options.
42		-1. Select Security->Trusted sites->Sites.
43		-1. Confirm the URL matches, and click "Add" then "Close".
44		-1. Close the "Internet Options" dialog box with either "OK" or "Cancel".
45		-1. Refresh the current page.
46		-1. When told "There is a problem with this website's security certificate.", choose "Continue to this website (not recommended)."
47		-1. Click on "Certificate Error" at the right of the address bar and select "View certificates".
48		-1. Click on "Install Certificate...", then in the wizard, click "Next".
49		-1. On the next page select "Place all certificates in the following store".
50		-1. Click "Browse", select "Trusted Root Certification Authorities", and click "OK".
51		-1. Back in the wizard, click "Next", the "Finish".
52		-1. If you get a "Security Warning" message box, click "Yes".
53		-1. Dismiss the message box with "OK".
54		-1. Select Tools->Internet Options.
55		-1. Select Security->Trusted sites->Sites.
56		-1. Select the URL you just added, click "Remove", then "Close".
57		-1. Now shut down all running instances of IE, and start up IE again.
58		-1. The site's certificate should now be trusted.
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60		-(((
61		-
62		-**__Frequently Asked Questions__**
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66	66	(% style="line-height: 19.600000381469727px;" %)New notes of things to do:
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68	68	Browser tricks