HomeServicePointGetting Around in ServicePointEnter Data As

1.1. Enter Data As

All ServicePoint users are attached to one provider that serves as their default provider. Many users enter data for multiple projects, while some only enter data for one.

USERS WHO ONLY ENTER DATA FOR ONE PROJECT: The users that enter data for only one project are generally attached to that provider so that they do not need to click Enter Data As.

USERS WHO ENTER DATA FOR MULTIPLE PROJECTS: The users that enter data for multiple projects must pay close attention to which project they are entering data as so that the data entered gets saved to the correct project.

USERS WHO ARE ATTACHED TO A PARENT PROVIDER: Some users (usually Agency Administrators) must click Enter Data As upon every login because they are attached to a parent provider, or a grouping of multiple related projects. If a user set up in this way tries to enter a household without EDA'ing, their Summary tab will remind them to EDA so that they don't go further.

USERS WHO ARE ATTACHED TO ONE OF THE PROJECTS THEY ENTER DATA FOR: The users that are attached to one of the projects that they enter data for will sometimes have to click Enter Data As and sometimes remain under their default project for entering data.

It is important to know how you are set up so that you can always be sure that you entering data under the correct project.

HOW DOES A USER KNOW HOW THEY ARE SET UP?

Log into ServicePoint. Look at the top left under "Ohio Development Services Agency". The provider listed there is your default provider. If you only enter data for one project and that project is listed under "Ohio Development Services Agency", then you do not need to click Enter Data As before entering data. If you enter data for multiple projects, and the provider listed under "Ohio Development Services Agency" does not have an abbreviation at the end (or a string of abbreviations) like "ES" or "PSH" or "RRH" or similar, then you are attached to a parent provider and should ALWAYS be clicking Enter Data As. If you enter data for multiple projects and the provider listed under "Ohio Development Services Agency" is one of the projects that you enter data for, then you only need to use Enter Data As when you are entering data for a different project besides your default.

HOW DO I USE "ENTER DATA AS"?

The Enter Data As link is located in the top right corner of your screen once you are logged into ServicePoint. Once you click this link, you will see a list of projects that you have permissions to enter data as. Click the plus sign and notice the link that appears next to the "Enter Data As" link. If you cannot read it all, you can hover your mouse over it and the entire project name will show.

In order to revert back to your default provider, you can simply click the name of your Enter Data As provider and it will disappear. You will then be "entering data as" your default provider.

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