ICON User Guide

Introduction

ICON (Insight CONnect)

ICON is platform used to provide and track Insight's online screening services such as the Driver Anxiety Screen.


Table of Contents

ICON

  1. Login
  2. Navigation (Menu)
    1. Screens
    2. Clients
    3. Settings & Admin
    4. Access code page
    5. Insight WWW
    6. About
  3. Workflow

Login

Via the website

  1. Navigate to the website www.insightdriverfitness.com
  2. Click on ICON ADMIN Login
  3. Enter your email address and password

Via the link

  1. Click on OR copy and paste the link into your browser
    https://www.insightdriverfitness.com/icon/?a=i&t=login
  2. Enter your email address and password

Navigation (Menu)

Screens
Clients
Settings & Admin
Logout
Access code page
Insight WWW
About

Screens

Displays a list of screens in reverse chronological order that have been:

  • Created - access code has been activated
  • Issued - access code has been shared with the client via email or print
  • In-progress - client has partially completed a screen
  • Completed - screen has been completed by the client and the report is available

Clients

Displays a list of clients, sorted alphabetically by last name with their email address

Settings & Admin

My account

Account information
  • Email - email address of account holder
  • Organization name - abbreviated version of organization name
  • Organization full name - full name of organization account is attached to
Screen Completion notications

Setting for receiving email notifications when a client completes a screen

Change password

Fields for changing account password

Custom field

Adds a custom field (eg. case number) to the client record, which displays on reports and can be made mandatory.

Accounts

  • An organization can have sub-accounts.
  • Displays all sub-accounts that the active account has permissions for.
  • See New Account to create a new sub-account for your organization.

Groups

  • An organization can create groups to control permissions of sub-accounts.
  • Displays all groups that the active account has permissions to edit.
  • See New Group to create a new group for your organization.

Logout

Logout the active account by clicking on Logout and then confirming your intention to logout.

Access code page

Field to enter the client's access code for an issued medical screen.

Insight WWW

Link to the Insight Driver Fitness website

About

Links to:

  1. Instrution Manual for ICON
  2. Terms of Use

Workflow

New Client

Screens are issued to clients, so the first thing to do is to create the client if it doesn't already exist in ICON.

To search for an existing client, use the Search field at the top right of the Clients page
  1. Navigate to menu > Clients > New Client
  2. Enter the client's information
    • First name
    • Last name
    • Common name
    • Email
    • Gender
    • Language - sets which language screens are issued in
    • Comments
  3. Click on Add to save the client record

Edit Client

Client information can be edited at any time.

  1. Menu > Clients > Select client record > Edit Client
  2. Edit the client's information
  3. Click on Save

Transfer Client

Clients can be transferred to accounts within the same organization and to other organizations within ICON.

  1. Menu > Clients > Select client record > Under Client Info > Client of > Click on Transfer
  2. Enter the email of the account to transfer to
  3. Click on Transfer
The receiver must accept the transfer (Menu > Clients) before it will complete.

Issue Screen

Screens are issued to clients in a two step process:

  1. Issue the screen via the client record
  2. Share the access code with the client via email or print

Navigate to the client record and issue a screen:

If a client has just been created, the client record will already be displayed
  1. Menu > Clients > Select client from list to open client record
  2. On the CLIENT RECORD > New Screen > Select a medical screen from dropdown list > Issue Screen

Share the access code withe the client:

  • On the CLIENT RECORD > Under Screens > Under Access code > Choose print or email
    • Print - displays the access code and a QR code for printing
    • Email - emails the access code with a link to the screen to the client
Each screen issued to a client has a specific access code. Access codes cannot not be used for any other client or screen.

Access Report

A report is available after a client has completed a medical screen and can be accessed on the client record.

  1. Navigate to the client record > Menu > Clients > Select client from list to open client record
  2. On the CLIENT RECORD > Under Screens > Under Report > Choose file or PDF
    • File - opens an HTML version of the report to view or print
    • PDF - opens a PDF version of the report to download

Upload Files

Files can be attached to a client record

  1. Menu > Clients > Select client record > Under Client files > Click on Upload files
  2. Drag and drop files to be uploaded
  3. Type - Leave blank unless DriveABLE documents
  4. Click on Upload
JPG, PDF, TXT and ? documents up to ?MB will be accepted

New Sub-account

An organization can have sub-accounts and can set the permissions for sub-accounts individually or in groups

To create a sub-account, navigate to New Account:

  1. Menu > Settings & Admin > Accounts > New Account
  2. Enter new account information
    • Email - unique email required for new account
    • Password - create password for new account
    • Confirm password
    • Sub-account of - autofilled
    • Org name - autofilled
    • Org full name - autofilled
  3. Choose administration level for sub-account
    • DriveABLE Account - can access DriveABLE system
    • Admin - can access all data in the organization
    • Disabled - to disable account access and activity

New Group

An organization can set the permissions for sub-accounts in groups in a two-step process:

  1. Create the group
  2. Set the permissions for the group

To create a group, navigate to New group:

  1. Menu > Settings & Admin > Groups > New group
  2. Enter a name for the new group > Create

Set the permissions for the group

  1. Menu > Settings & Admin > Groups > Select group
  2. Members - select which members are to be a part of the group > Save membership
  3. Security - select which accounts the members will have access to AND the View & Modify permissions for each account > Set permissions
Groups are especially useful for organizations with a lot of sub-accounts.