pth rrnco ncoic instructions (1 0)
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8/15/2019 Pth Rrnco Ncoic Instructions (1 0)
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RRNCO & NCOIC Portal
Instructions
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8/15/2019 Pth Rrnco Ncoic Instructions (1 0)
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RRNCO & NCOIC Portal This is the Homepage for both the
RRNCO andNCOIC Portals
The users loginwill direct them tothe correct portal(RRNCO orNCOIC)
Unless otherwise noted, instructions are for both RRNCOs and
NCOICs
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RRNCO & NCOIC Portal This is the pagewhere RRNCOs
and NCOICs willregister
Note the emailaddress and last4-SSN must matchwhat is in FAZR
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RRNCO & NCOIC Portal This is the Loginpage
Note passwordscannot be set tobe memorized
You must use thesame emailaddress you havelisted in FAZR
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RRNCO (Only) Portal This is theRRNCO home
page
All functions arelisted in the left-side menu area
Recent Activity willappear in thissection
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NCOIC (Only) Portal This is the
NCOIC
home page
Functions are
listed in the left-side menu area
Most functions are
broken down anddisplayed byRRNCO
Recent Activity willappear in thissection
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RRNCO (Only) Portal This is theRequested
Contact page
PTH leads thathave requested tobe contacted by arecruiter will belisted here
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NCOIC (Only) Portal This is theRequested
Contact page
PTH leads thatrequested to becontacted by arecruiter will belisted here
Reminder in allcombined RRNCO andNCOIC pages fromhere forward, the AddProspect function doesnot appear in theNCOIC Portal
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RRNCO & NCOIC Portal This is the AddContact pop-up
window
RRNCOs andNCOICs use thisto record anycontacts they havewith the lead.
This function
appears innumerouslocations
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RRNCO & NCOIC Portal This is theConfirmed page.
This will list leadswho requested tobe contacted by arecruiter and infact have beencontacted by theRRNCO. These
leads will not have begun entering their data in the PTH application.
The expandbutton lets youview informationon the lead
The + button opens apop-up window that
allows you to record acontact with the lead
The history buttonopens a pop-up windowthat allows you to viewthe contact history with
the leadNote the NCOICpage will have thisinformation displayed
by RRNCO
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RRNCO & NCOIC Portal This is theinformation
displayed whenthe expand
button is clicked
Note the NCOICpage will have this
informationdisplayed byRRNCO
Click on collapsebutton to close therecord
The + and AddContact buttons open a
pop-up window thatallows you to record acontact with the lead
The history and ViewFull History buttons
open a pop-up windowthat allows you to viewthe contact history with
the lead
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RRNCO & NCOIC Portal This is the InProgress page,
which lists leadsthat are actively
entering data intheir PTHapplication.
Note the NCOICpage will have thisinformationdisplayed byRRNCO
The + button opens apop-up window that
allows you to record acontact with the lead
The history buttonopens a pop-up windowthat allows you to viewthe contact history with
the lead
The view detailsbutton displays theleads data in their
PTH application
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RRNCO & NCOIC Portal This is thehistory (Contact
History) pop-uppage
It shows theRRNCOs (orNCOICs) contactswith the lead, withthe most recentlisted first
This functionappears innumerous
locations
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RRNCO & NCOIC Portal This is the ViewDetails page (full
page not shown)
Note the tabs atthe top whichare the 8 sectionsof the leads PTHapplication
Colored lines
above the tabsindicate the leadslevel of completionof data entry
Note theNCOIC page willhave a reassignbutton which will
allow them toreassign leads toother RRNCOs
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RRNCO & NCOIC Portal This is the
Finalized page.Leads listed herehave clicked the"Submit myinformation to theNational Guard"button, indicatingthey have entered
all the data theyare going to.
The
+ (add contact), history, and view details
functions are alsoavailable
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RRNCO (Only) Portal This is the Add
Prospect pop-upwindow (fullwindow omitted)
This is whereRRNCOs get alead started. It issimilar to the CARForm. It sends anemail to the leadwith an embeddedlink to PTH. The
lead must openthe email and clickon the embeddedlink before theycan proceed. Note this function not available in the NCOIC Portal
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RRNCO & NCOIC Portal This is theProspect Archive
page
This is whereRRNCOs andNCOICs cansearch for leadsthat have beenarchived
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RRNCO & NCOIC Portal This is the MyInformation page
RRNCOs and
NCOICs canupdate their nameand email addressinformation here