Basic Unit 1 – ROSS User Basics

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10/8/2018Basic Unit 1 – ROSSUser BasicsROSS Dispatch Training Student WorkbookRelease 2.16.12For ROSS Steady StateOperations & MaintenanceDeveloped by Phacil, Inc. underContract #: GS-35F-502CA/12024B18F00021t

Basic Unit 1 – ROSS User BasicsTable of ContentsOBJECTIVES. 2BASIC UNIT 1: ROSS USER BASICS . jectives . 3ROSS User Session . 3ROSS Home Screen . 4Accessing ROSS Help . 6Working with ROSS Screens . 8Searching and Filtering . 9ROSS Tables . 9Required Fields . 11Calendar Feature. 12User Tips . 12Purpose of ROSS Administration Module . 13Purpose of ROSS Dispatch Module . 14ROSS Dispatch Module . 14Objectives Review . 15ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 1 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsOBJECTIVESUpon completion of this unit, the trainee will be able .Switch to another user.Refresh a ROSS session.Log off of ROSS.Exit ROSS.Identify the layout and components of the ROSS Home screen.Access ROSS Help.Refresh a screen.Switch between open screens.Close a screen.Perform a search.Perform a filter.Perform a wildcard search or filter.Adjust a ROSS table.Recognize a required field.Set dates using the Calendar Feature.Identify User Tips.State the purpose of the ROSS Administration module.State the purpose of the ROSS Dispatch module.Identify the primary functions and capabilities of the ROSS Dispatch module.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 2 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsBASIC UNIT 1: ROSS USER BASICS1.1 ObjectivesTopicNotesRefer to Slide ROSSD-SL-BASIC-01-01 (ROSS User Basics).1.1. ObjectivesRefer to Slides ROSSD-SL-BASIC-01-02 and ROSSD-SL-BASIC-01-03(Objectives).1.2 ROSS User SessionTopic1.2. ROSS User SessionNotes Switching to Another User – Select Switch User under File menu. Switching to Another Dispatch – Select Switch Dispatch under File menu. Refreshing a ROSS Session. Refreshes Menu Bar – Useful if your user account has been modified toallow access to more screens. Refreshes 'Most Recent Incident List drop-down list'.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 3 of 1610/8/2018

Basic Unit 1 – ROSS User Basics 1.3 1.2TopicROSS User Session(continued)Notes Logging Off of ROSS – Select Log Off under File menu. Exiting ROSS – Select Exit ROSS under File menu or click X button inApplication Title Bar.ROSS Home ScreenTopic1.3. ROSS Home ScreenNotes Menu Bar.Refer to Slide ROSSD-SL-BASIC-01-05 (ROSS Menu Bar).ROSS 2.16.12 Toolbar Buttons – Provide quick access to key ROSS dispatch screens. Most Recent Incidents Drop-down List – Used to set incident ‘context’ ofdispatch screens on which only local incidents can be viewed (e.g.,Incident, New Request, Incident Resources). Select incident from 'Most Recent Incidents' drop-down.ROSS Dispatch Training Student WorkbookPage 4 of 1610/8/2018

Basic Unit 1 – ROSS User Basics 1.3TopicROSS Home Screen(continued)Notes Click 'Show/Update Incident Context of the Current Screen' toolbarbutton (' '). Changes context of only current’ screen, allowing different context foreach open screen. ROSS Screen Title Bar – Identifies current screen and current user. Message Board. Informs users of major system events, such as shutting down formaintenance and Help Desk closings. Only users with Manage Message Board function assigned can add,edit, or delete messages. Refresh button.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 5 of 1610/8/2018

Basic Unit 1 – ROSS User Basics1.4 Accessing ROSS HelpTopic1.4. Accessing ROSS HelpNotes ROSS Help under Help menu – Displays ROSS Help Table of Contents.- Search button – displays keyword search. '?' button in ROSS Screen Title Bar - Displays ROSS Help for currentscreen. '?' button also appears in upper left of each ROSS dialog box. ROSS Help Desk – Accessible by: Telephone: 1-866-224-ROSS (7677). Online at ROSS home page: http://ross.nwcg.gov/ (Select User Supporttab and click on Help Desk image). Email at helpdesk@dms.nwcg.gov or help@interagencyhelpdesk.com.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 6 of 1610/8/2018

Basic Unit 1 – ROSS User Basics 1.4TopicAccessing ROSS Help(continued)Notes Also accessible via the ROSS home page: User Guides – Provide detailed instructions for performing most ROSStasks, arranged by ROSS screen. Quick Reference Cards – Provide basic instructions for performing keyROSS tasks. Release Notices – Contains Agency Release Notices, ROSS ReleaseNotes, and Geographic Area Implementation Notices. Accessible fromROSS home page System Check function provides access to the ROSS diagnostic tool, whichis used by ROSS Support personnel to troubleshoot ROSS client andnetwork issues. Accessible on the Log On screen and under the File menu. Compiles diagnostic data and sends to ROSS Support personnel. Use when instructed to by ROSS Support personnel.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 7 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsTopic 1.5NotesWorking with ROSS Screens TopicNotes 1.5. Working with ROSS Screens Refreshing a Screen. Use 'R' button. Database queried, and screen data refreshed. In order not to significantly slow down system performance, manydatabase queries are not automatic. 1.5Working with ROSS Screens(continued) The longer a screen has been open, the more likely the informationdisplayed is no longer accurate. Switching Between Open Screens. Window menu. Toolbar button if applicable. ROSS 2.16.12Closing a Screen. Close Screen under File menu.ROSS Dispatch Training Student WorkbookPage 8 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsTopic Notes X button in ROSS Screen Title Bar.1.6Searching and FilteringTopic 1.6. Searching and Filtering1.6Searching and Filtering(continued)Notes Search Buttons – Used to find items matching criteria. Filter Buttons – Used to screen out undesired items. Wildcard Searching and Filtering. Text entry search and filter criteria fields allow use of 'wildcards'. Only a portion of word or phrase, and use an asterisk (*) to representmissing letters or words.1.7 ROSS TablesTopic1.7. ROSS TablesROSS 2.16.12Notes Adjust column widths by dragging vertical line in header to left or right.ROSS Dispatch Training Student WorkbookPage 9 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsTopic 1.7ROSS Tables (continued)ROSS 2.16.12Notes Click a column’s header to sort rows alphabetically or numerically. Sorted column displays ' ' symbol. Clicking header for sorted column switches sort order (e.g., ascending todescending. Multi-select permitted in many tables; use Control or Shift key. Right-clicking anywhere within a table displays an “Export to Excel.”action. Available on most grids in ROSS. Data is saved to a local *.csv file, which must be saved under a differentfilename in order to keep. Maximum 5 export files that haven’t been saved under a differentfilename may be open at a time. If attempt to multi-select when not supported, action applied only to‘currently selected item’ which equals: Single item highlighted in table.ROSS Dispatch Training Student WorkbookPage 10 of 1610/8/2018

Basic Unit 1 – ROSS User BasicsTopic Notes First selected item when multi-selecting by click-and-drag. 1.8 1.7ROSS Tables (continued) Last selected item when multi-selecting by CTRL-Click or SHIFT-Click. Last selected item when unselecting an item.Required FieldsTopic1.8. Required FieldsROSS 2.16.12Notes Marked with an asterisk (*).ROSS Dispatch Training Student WorkbookPage 11 of 1610/8/2018

Basic Unit 1 – ROSS User Basics1.9Calendar Feature Topic 1.10 Notes1.9. Calendar FeatureUser TipsTopic1.10. User TipsROSS 2.16.12Notes Open ROSS screens in order you want them to appear in Window menu. Leave ROSS screens open, rather than opening/closing throughout day, butremember to refresh data. Enter information in all applicable fields. The information may be useful,and automatically displayed, on many other ROSS screens. Information is automatically displayed in certain fields on most ROSSscreens. Ensure information displayed is correct.ROSS Dispatch Training Student WorkbookPage 12 of 1610/8/2018

Basic Unit 1 – ROSS User Basics Topic1.10 User Tips (continued)Notes Working Bar and Error Message: When Working Bar displays, means ROSS is performing a query. If Error Message appears during a query: Click OK and message goesaway, but do not continue waiting. To remove working bar, can often just initiate a different query.1.11 Purpose of ROSS Administration ModuleTopic1.11. Purpose of ROSSAdministration ModuleROSS 2.16.12Notes Used to build data foundation necessary to support functioning of DispatchModule. The ROSS Administrator in your office will perform the functions of theAdmin module. Access to individual ROSS screens is based on the user’s roles andprivileges. As Dispatchers you will have access to selected Admin screens,such as Personal Settings, Roster, and Preorders.ROSS Dispatch Training Student WorkbookPage 13 of 1610/8/2018

Basic Unit 1 – ROSS User Basics1.12 1.13 Purpose of ROSS Dispatch ModuleTopic1.12. Purpose of ROSS DispatchModuleNotes Used to perform dispatch operations in support of planned or emergencyevents.ROSS Dispatch ModuleTopic1.13. ROSS Dispatch ModuleNotesRefer to Slide ROSSD-SL-BASIC-01-04 (ROSS Dispatch Process). The primary functions and capabilities of the ROSS Dispatch module are: Creating Incidents. Creating resource requests. Filling resource requests. Placing resource requests. Mobilizing & demobilizing resources.ROSS 2.16.12ROSS Dispatch Training Student WorkbookPage 14 of 1610/8/2018

Basic Unit 1 – ROSS User Basics Topic1.13 ROSS Dispatch Module(continued)Notes Documenting travel. Statusing resources & requests. Though the ROSS application may appear complex: You will typically use only a few key ROSS screens on a day-to-daybasis. With a little practice, you will find that ROSS is actually quite easy touse.1.14 Objectives ReviewTopic1.14. Objectives ReviewROSS 2.16.12NotesRefer to Slides ROSSD-SL-BASIC-01-06 and ROSSD-SL-BASIC-01-07(Objectives Review).ROSS Dispatch Training Student WorkbookPage 15 of 1610/8/2018

Basic Unit 1 – ROSS User Basics ROSS Dispatch Training Student Workbook Release 2.16.12 For ROSS Steady State Operations & Maintenance Developed by Phacil, Inc. under Contract #: GS -35F-502CA/12024B18

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