Working in Webvantage

Webvantage™ is the Advantage web-based interface available with Advantage that provides access to the Advantage Applications, Reports and Information from an Internet Browser.

Webvantage supports the following web browsers:

The database compatibility level must be at SQL Server 2008 (100) or higher.

• Browser based 'Auto-Complete' functionality has been disabled for Webvantage Applications.

• Webvantage allows for multiple tabs to be open and active within a single browser session.

• If an application window does not have a SAVE icon, auto-saving is used.

• When Webvantage is inactive for a period of time, a timeout warning message will be issued with an option to Continue rather than exit out of the application.  

Log on to Webvantage using the User ID and Password assigned in the Advantage application.

A User ID should only be logged on to one computer at a time. System problems may result if a User is logged on to multiple computers with the same ID at once.

Entering/Selecting Codes From the Database

Insertion Point

The insertion point is the position at which a character can be entered, corrected, or deleted. A movable indicator (usually blinking) called a cursor, marks the position.

In Webvantage, the insertion point advances in a logical sequence through data entry windows when new records are added. In some cases, the cursor advances automatically, but often the user must manually advance the cursor. To move the insertion point:

• Press the Tab or Enter key to move the cursor to the next data field or table column.

• Press the Shift + Tab keys together to move the cursor backward one data field or table column.

• Use the mouse to set the insertion point by clicking in the field or column.

Selecting Codes From the Database

Tables with related data are linked by a unique code that is contained in all related tables. Required codes can be typed in, or selected from a list box. The method used to select a code from a dropdown / list box is dependent upon the application.

Dropdown

Some data entry fields display with a dropdown next to the field. Click on the down arrow, and the dropdown (Combo Box) will display with a list of valid selections for that field. Most will contain the code and description/name related to that code.

• Click on the column heading to sort the list boxes in ascending or descending order.

• Double click on the code to use or single click on the code and click OK.

Data cannot be typed into a dropdown; however, in most cases, if the first character is entered, the list will begin at that point.

Search or Lookup List

In an empty data field, a code can be typed in if it is known. If the code is not known, use the hyperlink or double click in the input textbox to use the Search List to display a list of the codes available for that field.

• Hyperlink - In options where the field names display with an underline, click on the hyperlink (underlined field name) to display the Search List.

• Double Click - If there is not a hyperlink, double click in the input textbox to display the Search List.

• Search - In the Search List window, select the desired row and click the Select button to continue or click the Cancel button to cancel and return to the original window.

The Selection List is the same, regardless of the way it is displayed. The list displays in order by Code.

Filter

The filter provides an additional way to find records for large databases.  

In the column heading, click on the Filter button to display a filter of items available to limit the column by:  

For the Filter type ‘Between’, type in first character, space, then last. Example: e g will find records that start with a letter between e and g.

Logging into Webvantage

Open the web browser and type in the address to Webvantage.

Example:  http://webservername/webvantage/login.aspx

The Webvantage application log on window displays. Enter the following information: All fields are case sensitive.

• Server Name - Enter the SQL Server name provided by the System Administrator.

• Database Name - Enter the SQL Server database name provided by the System Administrator.

• User ID - Enter the User ID set up in Advantage application (Agency | Create New Users).

• Password - Enter the Password assigned to this User ID in the Advantage application.

• • Select the Remember my login check box to retain the log in information for the SQL Server Name and DataBase Name.

• Change Password - Click this link to change the user password. Enter the Old Password, New Password and Confirm New Password. Click Save.

• Forgot Password - Click this link to reset the password when forgotten or lost. The following prompt will be triggered. 'You have requested a password reset. We'll email you at (user's email address) with a link to complete this process. Continue?' Open the email link and copy the five-letter code and past the five-letter code into the text box and click Validate. Enter the new password and then enter it again to verify new password. Click the Show Password check box to ensure both passwords match. Click Save. Sign in with the new password.

• Locale - Select the Region to use to display numbers, currencies and dates.

Select the Use Trusted Connection check box to use the Windows NT Authentication using the Network login ID. This check box may not be seen in all cases. Needs to be set up on the SQL Server in order to use.

Click the Sign In button to login to Webvantage.

Important: A User ID should only be logged on to one computer at a time. System problems may result if a User is logged on to multiple computers with the same ID at once.

Logging into Webvantage requires a Power User license in order to access all portions of the Webvantage system. A Time Entry Only licensing will allow access into only the Web Time Entry portion of Webvantage. Please speak to your sales representative for any licensing questions.

A User ID can be used to log in to Advantage and/or Webvantage. The User ID can be logged into both application simultaneously if there are licenses available.

Example: If a user is logged into Webvantage at computer 1 and goes to another office and logs into Computer 2 to do more work (but does not log out) when the user returns to Computer 1 and clicks on any of the buttons to access the application then the user session is automatically terminated.

Log Out

There are two ways to exit Webvantage:

• Main Menu | Sign Out icon (located at the bottom)

• Click the Sign Out icon on the top of the screen (last icon)

Once the Webvantage application is closed, the Webvantage Login  is displayed.

Important: A User ID should only be logged on to one computer at a time. System problems may result if a User is logged on to multiple computers with the same ID at once.

A User ID can be used to log in to Advantage and/or Webvantage. The User ID can be logged into both applications simultaneously if there are licenses available.