Coming soon!
Note to us: There are a lot of button and name changes happening so when we walk through we will need to watch for corrections
Is it Save and Continue or Save and Validate. Look for renamed button "Process Adresses"
I'm wondering if we need to have a standardization workflow section so that we can refer to it vs. have it all typed out over again?
Navigation to the Address Standardization page | |
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Login and click on the task tab.
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You will be navigated to the Pending Task List page where you will click on the Edit button.
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You will be navigated to the Performance Reports Status Overview page. On the left menu click on EXP-1.
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From the EXP-1 form, please scroll down and enter new data in the appropriate fields. You may see existing data from the prior year. After clicking the “Save and Validate” button, you will be directed to a new "Address Standardization Summary" page.  |
Address Standardization Summary Page | |
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All addresses will be filtered into the non-standardized tab.
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Click on the Process Addresses button to start the Address Standardization process for the entered sites. The request can take a couple of minutes based on the number of records entered. Please refresh the page, after 2 minutes, to see the status of the site address standardization Status column. If any address is marked as "Not Processed", refresh the page again in 2-3 minute intervals until no addresses remain. or all remaining addresses are marked as "Processed". I never saw all marked processed. It said no records to display  | |
Two messages will appear. Success! and Warning:
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Once all addresses are processed, you must review the Non-standardized addresses. If there are no Non-standardized addresses click Save and Continue to proceed to the Address Standardization Summary page. | |
Non-Standardized Address Tab | |
To make edits, note the EXP-1 row number of the address and click the Update link. You will be navigated back to the EXP-1 form. | SS highlighting the update link and EXP-1 row number column |
| Scroll down to the EXP-1 row number and make the necessary changes. | SS highlighting where changes are made and the "Save and Validate" button |
| Click on the Save and Validate button to start the Address Standardization process for the updated/edited sites. | SS for the Save and Validate button |
| If you enter a new address or update an existing address, the Standardization process must be repeated. Please see The Standardization Work Flow section below. | SS of page that says "Repeat Address Standardization Summary |
| This will navigate you to the Report Address Standardization page, where you can review standardized addresses in the Status column which should say processed or not processed | SS of Report Address Standardization Summary highlighting status column show processed |
If no changes are needed, click the "Save and Continue" button to advance to the Standardized Addresses tab.
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| If an address can not be standardized, it will stay on the Report Address Standardization Summary page and will stay on the non-standardized tab. ? status in process | |
Standardized Address Tab | |
Once you have navigated to the Standardized Addresses tab you will see a warning message as well as the Entered Address and the Standardized Address columns. You will need to choose the correct address by clicking on the button next to the correct address and click Save and Continue. Any previously standardized addresses will not appear.
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Once you have made your selections click save and continue. You will be navigated to the EXP-2 form and will see a Success message.
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If the standardized address is not correct, you can choose to keep the address you entered or use the Update link to return to the EXP-1 form and make edits. To make edits, note the EXP-1 row number of the address and click the Update link.
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| If updates/edits are needed to resolve errors you must repeat the entire Standardization Process, found in Standardization Work Flow section in order to successfully save and validate your EXP-1 form and move to the next form. | |
Standardization Workflow - used after making an update | |
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The Standardization Workflow is used after you make an update/edit in either the Non-Standardized and Standardized Address Tabs. | |
Once you have completed your updates/edits, click on the Save and Validate button to start the Address Standardization process for the updated/edited sites. | |
You will be navigated to the Address Standardization page where you can review standardized addresses in the Status column which should say processed or not processed Click on the Process Addresses button to start the Address Standardization process for the entered sites. The request can take a couple of minutes based on the number of records entered. Please refresh the page, after 2 minutes, to see the status of the site address standardization Status column. If any address is marked as "Not Processed", refresh the page again in 2-3 minute intervals until no addresses remains or the addresses are marked as "Processed". I never saw all marked processed. It said no records to display
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Two messages will appear. Success! and Warning:  | |
Once the updated/edited addresses are processed, click Save and Continue.
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You will be navigated to the EXP-2 form and will see a Success message.
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| If an address can not be standardized, it will stay on the Report Address Standardization Summary page and will stay on the non-standardized tab. ? status in process |
