Administrator Module

There is a separate module for the Administrator. This is the person or persons responsible for
maintaining the system. They control the lookup tables, import data into the system, run the
AM Best feeds and generally administrate the changes to the system. Usually this is also the
person who is the main user of the system.

Main Screen
Importing Data
Re-Name and Merge
Custom Fields
Automatic Updates
Special Reports

Main Screen

The first screen controls the AM Best feeds and provides the overall System Maintenance capabilities.

Other features of the Administrator Module are selected via the tabs at the top of the screen.

Imports

The Import option lets you import data from an MS Excel File. If any of your departments have
Supplier data in an Excel File you can easily import this into your CERTS System.

To link the incoming data with the existing CERTS Data Structure you use the following match up
between Excel and CERTS.

 
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By matching the fields in the Excel File with the fields in the CERTS Database you establish the method
in which data is transferred between the files.

Re-Name and Merge

Often after using a system for an extended period of time you determine that in order to be more meaningful,
certain names need to be changed. And then there is the other problem where the same item was entered twice.

The Administrator can accomplish both of these functions from this tab. Any changes or merges
automatically update all occurrences in the database.

 
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Custom Fields

If customized data fields are needed on either the Supplier or Contract the administrator can accomplish
this from this Custom Data screen.

 
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Custom fields will appear as a list when ever the user clicks on his or her custom display button.

Might result in a screen something like the following:

You may add as many custom fields as you wish.

Automatic Updates

There may be times when you wish to update your CERTS System from information contained in an Excel File.
CERTS lets you do this. The updates can be either a single field replace with a fixed value,
or multiple fields with different information. The key is that there must be an Excel File which
determines which Suppliers are to be updated.

 
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Special Reports

Special reports are those reports which only an Administrator would probably use. We add reports to this section whenever our Customers require additional reports not covered in the regular reports section of CERTS.