![](media/image1.png){width="1.3333333333333333in" height="1.375in"}

M O D U L E 1

> NAVIGATING IQCS

**Overview**

IQCS is based on a Commercial Off-The-Shelf (COTS) Software package from
PeopleSoft -- HRMS 8. IQCS is an Internet application that is accessed
with a current web browser, such as Netscape or Internet Explorer. There
is no need to load any software on your local computer (client).

The online flexibility of IQCS enables you to choose from a variety of
methods to access information within the system. You have the ability to
choose the method that is best for you. In this chapter, you will
explore the various navigational techniques available. You will learn
how to navigate to PeopleSoft's online documentation - PeopleBooks,
which provides you with specific information on all PeopleSoft
applications.

**Objectives**

By the end of this module, you will be able to:

-   Access the IQCS (PeopleSoft) Application.

-   Navigate the IQCS System.

-   Understand the search capabilities.

-   Retrieve, View, and Update Data.

-   Describe how to search on a given topic within PeopleBooks.

**Roles**

**ALL** roles will participate in the activities described in this
module.

**Activity Overview -- Accessing IQCS Application**

In this activity we will cover accessing the IQCS application.

**Instructions**

IQCS is located at [http://iqcs.nwcg.gov](http://iqcs.nwcg.gov/)

1.  Enter the correct URL of the application in the address bar of the
    browser and the hit enter key. The IQCS Sign In page will appear.

2.  Enter your user ID and Password. Your user ID is the first initial
    of your first name and your full last name, all lower case and no
    caps.

3.  Click the ![](media/image2.jpeg){width="0.6354166666666666in"
    height="0.2604166666666667in"} button.

> ![](media/image3.jpeg){width="3.4902777777777776in"
> height="2.9569444444444444in"}

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

> You can now access the IQCS application.

**Activity Overview -- Navigating in IQCS**

In this activity we will cover navigating the IQCS application.

**Instructions**

> Once you have signed in to IQCS, you are presented with a Home page.
> The Home page lists the menu groups to which a user is granted access.
> IQCS navigation functionality is organized into these categories:

-   Menu Groups

    -   Menu Items (higher level)

        -   Menu Items (lower
            level)![](media/image5.jpeg){width="0.3597222222222222in"
            height="1.2395833333333333in"}

            -   Components

                -   Pages

Menu groups represent functional categories. Once you navigate through a
menu or application inside a menu group, all pertinent functions are
available within the various menu items.

The IQCS is a pure Internet application. Point your mouse to the menu
group you want to access and see the image of the small hand appear.
This means the item to which you are pointing is hyperlinked and the
system will allow you to select the item. Once you have selected the
item, the system opens the corresponding menu categories immediately.

1.  For example, select the *Workforce Development* Menu Group and the
    *Competency Management* Menu Item*.*

![](media/image6.png){width="5.625in" height="2.015972222222222in"}

2.  During Menu Navigation, IQCS provides a visual display of the
    directory structure within the main window, to the right of Menu
    List (as shown above).

3.  You can also search the Menu by typing a key word in the 'Search'
    field and clicking on '\>\>'.\
    \
    ![](media/image7.png){width="1.875in" height="1.1979166666666667in"}

Menus can be toggled open and closed. An open menu is indicated by an
![](media/image8.png){width="0.11458333333333333in"
height="0.11458333333333333in"} arrow next to the menu title. Clicking
the arrow again will collapse the menu. The
![](media/image9.png){width="0.11458333333333333in"
height="0.11458333333333333in"} arrow indicates a closed
menu.![](media/image10.wmf){width="0.5381944444444444in"
height="0.8125in"}

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You now have seen the navigating features of the IQCS application.

**Activity Overview -- Retrieve, View, and Update Account Data**

In this activity you will learn how to retrieve, view, and update
responder account data.

**Instructions**

To find existing values of data, you must use a search. A search page
displays when you select a component or a prompt. Typically, you will
have various field values to narrow your search. The more fields or
characters you enter, the more specific your search results become. This
will reduce the number of rows of data returned and from which you will
make a selection.

If you do not enter complete information in the search box, you can
simply click the Search button
![](media/image11.png){width="0.6458333333333334in"
height="0.23958333333333334in"} or press 'Enter' to be presented with a
listing.

The list box displays all records in the table that match the value(s)
you specified in the search area. You can scroll through the search list
to find the value you are interested in viewing. Select the row of data
that you want to view to access that
data.![](media/image5.jpeg){width="0.3597222222222222in"
height="1.2395833333333333in"}

**Advanced Search**

  -----------------------------------------------------------------------
  ![](media/image12.png){width="5.097916666666666in"
  height="2.3194444444444446in"}

  -----------------------------------------------------------------------

You can refine your search using the dropdown
(![](media/image13.png){width="0.19791666666666666in"
height="0.22916666666666666in"}) Parameters on each Search Key. The
search parameters are: begins with, contains, =, not=, \<, \<=, \>,\>=,
between, and in. You can use as many of the Search Keys as you want to
refine your search. When a search screen includes an EmplID field
(system generated Employee ID number), at least one Key must contain
some information in order for the system to query the database.
![](media/image10.wmf){width="0.5381944444444444in" height="0.8125in"}

If your search does not return the expected results, refine your search
or try different options such as: change "begins with" to "contains",
leave out the Unit ID, use wildcard (%), etc.

-   Empl ID: - always the strongest search

-   Last Name: - second strongest search

-   Name: - format is Lastname,firstname -- change the 'begins with' to
    'contains' to type just the first name or a portion of the first
    name. Highly recommended to have the Last Name field filled in.

-   Department SetID: - Agency, i.e. BIA00, BLM00, FS000, FWS00, NPS00,
    TNC00, NWCG0 for the INAC org code.

**REMEMBER:** Each search will only return the first 300 records. If the
search results display "1-100 of 300" there are more records not
showing. This is a good indicator to refine your search criteria.

**Page Elements**

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  ![](media/image14.jpeg){width="5.097222222222222in" height="4.2125in"}

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**Download excel spread sheet**

1.  Click on the yellow grid to download any list into an excel
    spreadsheet.

2.  To customize your list before you download the spreadsheet, click on
    the Customize link in the Nominee Details section. Personalize
    Column and Sort Order screen will appear.

3.  Highlight field names in the left window (hold down the "Shift" key
    to highlight multiple field names).

4.  Check/Uncheck Hidden checkbox.

5.  Highlight field names for sort order (hold down the "Shift" key to
    highlight multiple fields).

6.  Click the right arrow button to move the fields to the Sort Order
    box on the right.

7.  Highlight field.

8.  Click on the up/down arrows to the right of the Sort Order box to
    move a field up or down in the list.

9.  Click ![](media/image15.png){width="0.6458333333333334in"
    height="0.23958333333333334in"}

**Inserting and Deleting Data within a Record**

Within various pages throughout the system, you have the ability to add
rows of data to include all applicable values and details. To include
this information on a page, you are provided with **Insert**
![](media/image16.png){width="0.2604166666666667in"
height="0.19791666666666666in"} and **Delete**
![](media/image17.png){width="0.2604166666666667in"
height="0.19791666666666666in"} buttons. These buttons are associated
with what is referred to as scroll areas.

The header of the scroll area may display a navigation bar to access
hyperlinks for viewing a previous, next, top, or bottom row. Scroll
areas enable the user to scroll through multiple rows of data by
clicking on the forward and back arrows next to the word First and Last.
Or you can view all rows at one time by clicking on View All. You will
typically find scroll areas visually grouped by a frame and a set of
controls.

  -----------------------------------------------------------------------
  ![](media/image18.jpeg){width="5.092361111111111in"
  height="1.4736111111111112in"}

  -----------------------------------------------------------------------

> In order to maintain any of the changes you have made in data you must
> ![](media/image19.png){width="0.6354166666666666in"
> height="0.16666666666666666in"}your
> changes.![](media/image10.wmf){width="0.5381944444444444in"
> height="0.8125in"}![](media/image10.wmf){width="0.5381944444444444in"
> height="0.8125in"}

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now learned how to Retrieve, View, and Update Responder Data

![](media/image5.jpeg){width="0.3597222222222222in"
height="1.2395833333333333in"}

**Activity Overview - Favorites**

In this activity we will cover creating favorites in the IQCS
application.

**Instructions**

For quick and easier access to frequently used pages in IQCS, you can
add open pages to your Favorites folder.

1.  At the page you wish to mark, click Add to Favorites in the menu bar
    at the top of your screen.

> ![](media/image20.png){width="4.603472222222222in"
> height="0.5520833333333334in"}

2.  The following screen will appear; here you will be able to customize
    the name of your favorite.

![](media/image21.png){width="3.6034722222222224in" height="1.59375in"}

3.  Click "Add to Favorites". This page will then be added to your
    favorites list as shown below.

![](media/image22.png){width="2.0729166666666665in"
height="1.5520833333333333in"}

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now learned how to add **Favorites** to your menu.

**Activity Overview -- New Window**

In this activity we will cover opening a new window in the IQCS
application.

**Instructions**

You can open a new window when you are working in one page and want to
see another page without having to cancel out of the page you are
currently working in.

1.  Click the "New Window" hyperlink at the top right side of the
    screen. A new window will open and allow you to navigate to a
    different menu item.

![](media/image23.png){width="5.863888888888889in"
height="3.2847222222222223in"}

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now learned how to open a "New Window" in the IQCS application.

**Activity Overview -- Effective Dates**

In this activity we will cover the use of Effective Dates to maintain
system history.

**Instructions**

When you update information, you do not want to lose the historical data
stored in the system. To retain this history you will add a new
effective dated row. You set the effective date to indicate when you
want the data to go into *effect*. Usually you will accept the default
of today's date as the effective date. You can set the date in the
future. ![](media/image5.jpeg){width="0.3597222222222222in"
height="1.2395833333333333in"}

![](media/image24.png){width="3.9055555555555554in" height="0.28125in"}

The effective sequence is used when more than one action is taken on an
effective dated row during one day.

IQCS recognizes 3 types of effective dated rows:

**Current Row** The data row with the most recent effective date that is
less than or equal to the system date (usually today's date). There can
only be ONE Current Row.

**History Rows** The data rows with effective dates that precede the
current row. There can be multiple History Rows.

**Future Rows** The data rows with effective dates that are greater than
today's date. There can be multiple Future Rows.

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now learned about effective dated rows.

**Activity Overview -- Update Display, Include History, Correct
History**

In this activity, we will cover the options you can use within the
system when accessing information. Your ability to use these options
will be based on the security and permissions you have been granted.
Usually, you will **NOT** be able to correct history.

The actions you select tell the system the type of activity you want to
perform on the database.

**Instructions**

There are four general options:

Add a New Value The Add action adds a new row of information to the
database with a new high level, primary key. This is like adding a new
file folder to a filing cabinet.

![](media/image25.png){width="0.9583333333333334in"
height="0.2708333333333333in"} Update/Display is the default when you
enter a page. You can view and update information here. When you insert
a new row in this mode, it is like adding a piece of paper to a file
folder.

![](media/image26.png){width="0.96875in" height="0.25in"} This action
works the same as Update/Display, but allows the user to review not only
current and future rows of information, but also History rows of data.

![](media/image27.png){width="0.9895833333333334in"
height="0.23958333333333334in"} Correct History is the most powerful of
action types. When you choose this action you can do it all. Most users
will have very limited access to Correct History. If you need data
corrected, contact your IQCS Agency Representative or the IQCS help
desk.

![](media/image4.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now learned about Actions utilized in the IQCS system.

![](media/image5.jpeg){width="0.3597222222222222in"
height="1.2395833333333333in"}

**Accessing your application using the keyboard**

Keyboard navigation is controlled by Hot keys and Access keys.

**List of Hot Keys**

**Alt 1** - Executes different buttons depending on the page type:

-   Save button on the Toolbar in a page.

-   OK button on a secondary page.

-   Search or Add button on a Search or Lookup page.

**Alt 2** - Return to Search

**Alt 3** - Next in List

**Alt 4** - Previous in List

**Alt 5** - Valid Lookup Values

**Alt 6** - Related Links

**Alt 7** - Insert Row in grid or scroll area

**Alt 8** - Delete Row in grid or scroll area

**Alt 0** - Refreshes the page by invoking the Refresh button on the
Toolbar

**Alt .** - Next set of rows in grid or scroll area \[e.g., Alt period\]

**Alt ,** - Previous set of rows in grid or scroll area \[e.g., Alt
comma\]

**Alt /** - Find in grid or scroll area \[e.g., Alt forward slash\]

**Alt \'** - View All in grid or scroll area \[e.g., Alt prime\]

**Alt \\** - Toggle between Add and Update on the Search page \[e.g.,
Alt backslash\]

**Ctrl J** - System Information

**Ctrl K** - Keyboard Information

**Ctrl Y** - Toggle menu between collapse and expand

**Ctrl Tab** - Toggles focus through the frame set

**Enter** - Invokes the following buttons where present: OK, Search,
Lookup

**Esc** - Cancel

**List of Access Keys**

**Alt 9** - Takes you to the Help line

**Alt \\** - Takes you to the Toolbar \[e.g., Alt backslash Enter\]

**Ctrl Z** - Takes you to the Search box of the Menu

**Menu Access Keys**

The Ctrl Z combination will focus your cursor onto the menuing system.
From there, you can use your tab key (or shift-tab to reverse direction)
to navigate through the menu hierarchy.

**About Access keys and Hot keys**

An **Access Key** is an Alt key combination that moves focus to a
specified field on the current page. For example, Alt \\ moves focus to
first button on the Toolbar. Then pressing the Enter key would invoke
that action. Or, you may use the Tab key to move to the next Toolbar
button.

A **Hot Key** performs an immediate action. For example, when focus is
in a field that has lookup processing, Alt 5 invokes the Lookup page
without having to press the Enter key.

**IQCS Navigation Quick Guide**

Menu Structure

![](media/image6.png){width="5.625in"
height="2.015972222222222in"}![](media/image5.jpeg){width="0.3597222222222222in"
height="1.2395833333333333in"}

Advanced Search

![](media/image12.png){width="6.080555555555556in" height="2.775in"}

**IQCS Navigation Quick Guide**

Page Elements

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  ![](media/image28.jpeg){width="5.09375in" height="3.511111111111111in"}

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Inserting and Deleting Data within a Record

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  ![](media/image18.jpeg){width="5.092361111111111in"
  height="1.4736111111111112in"}

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### Quick Navigator

### NEW ACCOUNT

-   Administration \> Hire Employee

    -   Includes AD/EFF employees for whom you manage qualifications

-   Administration \> Add Non-Employee

    -   For non-IQCS partner agencies (States, private, municipal)

    -   To add non-IQCS students for class enrollment, rosters,
        certificates

    -   To add instructors from the private sector, state and other
        non-fed agencies

### UPDATE PERSONAL INFORMATION

-   Administration \> Update Personal Information

    -   Update name, address

### UPDATE RESPONDER'S JOB INFORMATION

-   Administration \> Job
    Data![](media/image5.jpeg){width="0.3597222222222222in"
    height="1.2395833333333333in"}

    -   Change work location

    -   Change work status (for Regular job)

    -   Transfer account to another agency or organization

    -   Transfer to INAC (which [IS]{.underline} an organization
        code/Org ID)

### ADD INCIDENT EXPERIENCE

-   Workforce Development \> Competency Management \> Experience by
    Incident

    -   Add multiple employees' experience on a single incident

-   Workforce Development \> Competency Management \> Experience by
    Employee

    -   Add multiple incident experiences for a single employee.

```{=html}
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-   Workforce Development \> Competency Management \> Experience by
    Group

    -   Add a group of employees to a single incident.

### INCIDENT DATA SETUP

-   Workforce Development \> Competency Management \>Incident Setup

    -   Find existing incidents in database (and edit existing incident
        data)

    -   Add new incidents to database

    -   Necessary BEFORE you can add experience or Task Book "position
        performance" evaluation records for your employees.

### POSITION TASK BOOKS

-   Workforce Development \> Competency Management \> Position Task Book

    -   Initiate new PTB on "Task Book" tab

    -   Add evaluation/final evaluation records AFTER experience is
        entered

    -   PTB certification on "Certification" tab (if you're authorized)

### VIEW RESPONDER'S COMPETENCIES

-   Workforce Development \> Competency Management \> Competencies

    -   Competency Assignment Tab to view 'assigned competencies'

    -   Competency Rating Tab to view fitness level attained and date

    -   Add Technical Specialist jobs to person's records

    -   Update fitness and fire line refresher manually rather than by
        session administration

```{=html}
<!-- -->
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-   Workforce Development \> Competency Management \> Licenses and
    Certifications

    -   To view or add special license data to a person's record

```{=html}
<!-- -->
```
-   Workforce Development \> Competency Management \> Responder Training

    -   To view complete training history (not in summary form)

    -   Can add training courses to a person's records here

```{=html}
<!-- -->
```
-   Workforce Development \> Competency Management \> Responder Summary
    History

    -   View all competencies, training, experience, task books, and
        instructor history for individual responders

    -   Summary views of almost everything about your org's employees

    -   Quick and easy way to print (Internet Explorer: File\>Print)
        most of the information included in the Responder Master Record
        report, C-028.

### TROUBLESHOOTING

-   Workforce Development \> Troubleshooting \> Person to Role Matching

    -   Person to Role: view various positions for one person (shows
        what's required and what they're missing, one position code at a
        time)

    ```{=html}
    <!-- -->
    ```
    -   Role to Person: view one position for one or more persons

### INCIDENT QUALIFICATION CARD (Red Card)

-   Workforce Development \> Competency Management \> Incident
    Qualification Card

    -   Quick view of all qualified and trainee jobs for an individual

    -   1^st^ step in troubleshooting qualifications---view
        qualification status

    -   Select, prioritize & certify jobs to print on the Card

    -   Apply administrative actions ('overrides') directly from here

### PRINT QUALIFICATION CARD (Red Card)

-   Workforce Development \> Competency Management \> Incident Qual Card
    Print

### 

### IRDP (Incident Responder Development Plan)

-   Workforce Development \> Career Planning \> Create Career Plan

## TRAINING ADMINISTRATION

## ENTERPRISE LEARNING MENUS

### SET UP COURSE SESSIONS

-   Enterprise Learning \> Define Course Sessions \> Course Sessions

    -   Add a session of a course (for YOUR training center only)

    -   Choose course location, instructors

    -   Review or assign equipment list for course

    -   Review, modify, print course agenda (if established in
        Instructor Guide)

### ID TRAINING ROOMS, INSTRUCTORS, VENDORS

-   Enterprise Learning \> Define Training Details \> *choose
    appropriate menu item*

### TRAINING SUMMARY for a RESPONDER

-   Enterprise Learning \> Student Enrollment \> Responder Training
    Summary

### SUMMARY OF A COURSE SESSION![](media/image5.jpeg){width="0.3597222222222222in" height="1.2395833333333333in"}

-   Enterprise Learning \> Student Enrollment \> Responder Session
    Summary

### ENROLLING STUDENTS

-   Enterprise Learning \> Student Enrollment \> Course Session
    Enrollment

    -   Full course and student details, single course

    -   Can enroll single student or multiple students

-   Enterprise Learning \> Student Enrollment \> Rapid Session
    Administration

    -   To enroll multiple students in a single course

-   Enterprise Learning \> Student Enrollment \> Student Training

    -   Enroll a single employee in multiple courses, full details

-   Enterprise Learning \> Student Enrollment \> Quick Enrollment

    -   Enroll a single student in multiple courses, limited details
        (single line)

```{=html}
<!-- -->
```
-   Enterprise Learning \> Student Enrollment \> Group Enrollment

    -   Enroll a group of employees into a single course

### 

### *COMMON REPORTS*

A few of the more useful reports for Account Managers are listed below.
Since these are reports, they have to be run before you can view the
results, which are PDF documents.

### EMPLOYEE LIST

-   Reports \> Qualifications \> Responder List (C3)

    -   Lists all employees in your 'account' with Employee ID

    -   Includes top 5 Qualifications, top 2 trainee jobs

    -   Can print for an Organization Code or Unit ID

### EMPLOYEE MASTER RECORD

-   Reports \> Qualifications \> Responder Master Record (C028)

    -   All the qualifications data for an individual responder.

    -   Can be printed for individuals or entire units (Org Code or Unit
        ID)

### INCIDENT QUALIFICATION CARD

-   Workforce Development \> Competency Management \> Incident Qual Card
    Print

    -   You must first set up the card on the Incident Qualification
        Card component, located immediately above this choice on this
        menu.

    -   Cards can be printed by individual, list of individuals, or Unit
        ID.

### IRDP (Incident Responder Development Plan)

-   Workforce Development \> Career Planning \> Prepare
    Evaluation/Career Plan\>Reports\>Responder Devel Plan (C43)

    -   This is another one you must set up first, using the 'Create
        Career Plan' link in the same component (menu item).

### TRAINING ROSTER

-   Reports \> Training \> Course Sessions \>Training Roster (C126)

    -   Gives you a PDF roster you can post anywhere

    -   Rosters can also be captured as Excel spreadsheets at the
        various enrollment screens.

### COURSE ROLL SHEET (sign-in sheet)

-   Reports \> Training \> Course Sessions \> Course Sign-In Sheet
    (C200)

    -   This gives you a sign-in sheet for a course, with all course
        details in the header and spaces for the number of enrolled
        students.

### TRAINING SUMMARY FOR A RESPONDER

-   Enterprise Learning\>Result Tracking\>Responder Training Summary

    -   This is the onscreen view, but you can download an Excel
        spreadsheet with the information from this screen.

-   Enterprise Learning\>Training Reports\>Student Training History

    -   This is the PDF version of the training summary for a responder

### EXPERIENCE SUMMARY FOR A RESPONDER

-   Reports \> Qualifications \> Responder Master Record (C028)

    -   This report allows sections (training, qualified jobs, trainee
        jobs, experience, etc) to be printed separately or all at once
        by individual.

-   Workforce Development \> Competency Management \> Experience by
    Employee \> Experience Summary tab

    -   Lists all recorded incident (and other) experience in the
        employee's data

    -   Can be downloaded as an Excel spreadsheet

### NAME CARDS, NAME TAGS, ADDRESS LABELS

-   Reports \> Training \> Course Sessions \> Name Tags & Tents or
    Address Labels

### RESPONDER MEDICAL HISTORY![](media/image5.jpeg){width="0.3597222222222222in" height="1.2395833333333333in"}

-   Reports \> Training \> Responders \> Responder Med History (C37)

    -   For planning, lists medical clearances and next exam date for
        employees in an Org Code and Unit ID.

**RESPONDER TO ROLE MATCH (C302)**

-   Reports \> Qualifications \> Responder to Role Match (C302)

    -   Gives you the same information you find in the Match
        Competencies to Roles menu item when troubleshooting your
        employees' quals, but in a report you can review offline.

    -   Can be printed by individual or Unit ID.