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Help Desk - User Guides and Manuals



Click here to email the Help Desk


In the lower right corner you'll see a  - Talk to a Specialist -  chat box which you can use to speak to one of our specialists in real time.  

Note:  e-mail verification is required for chat - all new requests for access or changes to permissions are required to be sent directly to your Internal System Administrator for authorization.

User Guides and Manual with step-by-step instructions 

Chat Icon for Website_edited.jpg

 View  - Getting Started - First Time Logging In  

 View  - Navigation - How To Find Things  

 View  - Contracts - Editing and Creating New Contracts

 View  - Views and Custom Reports - Creating Custom Data Sets

 View  - Assessments - Assessors, Reviewers & Owners

 View  - General & Automated Workflow - Requestors, Originators, Reviewers, Approvers & Signatories (activation required for access)


View  - Provider Timesheets - Administrators, Reviewers & Approvers (activation required for access)

 View  - Provider Timesheets - Mobile Device Users (iOS & Android) (activation required for access)  


                                                            downloads require Adobe Acrobat Reader 



We are glad you found this page helpful!