How to Complete Synar Merchant Tracking

Step 1
From the Ecco Dashboard/Home Page click on Plan and Report.  

Primary Ecco Homepage and Dashboard  

Step 2
Click on the respective Intervention Profile Name to provide a drop-down drawer with five blue icons (see arrows provided on the next two screenshots).  This is found on the main Plan and Report intervention page within each agency/LME/MCO.   Note:  The blue drop down drawer only presents five icons when a Intervention Profile is coded as Synar. 

 ECCO Implementation Planning Dashboard – Drop Down Drawer Screen Capture 

Merchant Education for Synar 

 

 Synar Merchant Dashboard Tracking Desktop Screen Capture 

Merchant Information  

Note: The Synar Merchant Dashboard Screens are Mobile Responsive.  This means the items on the screen will automatically format and resize based on the dimensions of your mobile device.  The question order and questions remain the same.  These screens are optimized to allow for data entry in the field to support Synar Activities.   

Special One Time .CSV File Upload 

Users will note three blue boxes labled as Upload CSV Merchant List, Download CSV Merchant List and Merchants Uploaded.     

Synar Merchant Dashboard Tracking Desktop Screen Capture Detail of CSV Boxes.   

ECCO Label	Intended Action
Upload CSV Merchant List	The Upload CSV Merchant List Box can be clicked on and users must upload their pre-formatted Merchant List provided by the state office.
Download CSV Merchant List	Users may download updated Merchant Lists from ECCO at anytime after SYNAR work is entered into the system.
Merchants Uploaded	This box provides users the numbers of Merchants uploaded based on their account access permissions/catchment area.

What is a CSV File? 

CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel.  Ecco will also accept files in .CSV format for the Synar Merchant list uploads.   

Important Note 

Users must upload their pre-formatted Merchant List provided by the state office prior to beginning data entry in the Merchant Education Section of Ecco. 

Synar Merchant Dashboard Tracking Categories 
General Merchant Sort and Information Instructions  

Synar Merchant Dashboard Tracking Categories 
General Merchant Sort and Information Instructions 

ECCO Section Number	Field	Instructions
Merchant Sort/Search Options
	Sort Merchants	Merchants may be sorted by:  All  Last Updated  Follow Up Status
	Search Merchants	Merchants may be searched by typing into the search box the name of the Merchant.
	Merchant Address – All Cities	The Merchant can be searched for using the store street address and includes all cities.
	Merchant Address –  All Zip	The Merchant can be searched for using the zip code and includes all cities.
	Merchant Address – All County	The Merchant can be searched for using the county the store belongs to.
Merchant Contact Information
1	Merchant Name	Business Name of the Merchant.
1	Manager	Name of the Merchant/Store Manger.
1	Store Phone Number	Store Phone Number Including Area Code in the (xxx) xxx-xxxx format.
1	Type of Merchant Education	Select from the drop down box the type of Merchant Education Visit:  Routine Visit  State Sign Non-Compliance  State Sign Non-Compliance  Synar Non-Compliance  Other
1	Merchant Street Address	The Street Address of the Merchant.
1	Merchant City/Town	The City/Town of the Merchant.
1	Merchant State	Choose one of the following if applicable:  •Store Temporarily Closed  •Store out of business  •Store moved  •Store refused  •Unsafe location  •Other
1	Merchant Zip Code	The State must always be indicated as North Carolina (NC).
1	Merchant Type	Select from following Merchant Type listing:    Convenience with gas  Convenience w/o gas – tobacco store  Convenience w/o gas – vape shop  Convenience w/o gas – other  Grocery Store  Drug Store/Pharmacy  Dept/Discount Store  Gas Only  Restaurant  Hotel/Motel  Bowling Alley  Skating Rink  Video Arcade  Other
1	Merchant Type	Use the Text Box to include other relevant information.

Synar Merchant Dashboard Tracking Desktop Screen Capture 

Merchant Education Visit 

Synar Merchant Dashboard Tracking 

Merchant Education Visit 

Field	Instructions
Spoke to	Choose the type of Merchant Staff person contacted:  Clerk  Manager
Provider Name	Indicate the name of the Prevention Provider Staff Person delivering Merchant Education.
Visit Not Completed	Choose one of the following if applicable:  Store Temporarily Closed  Store out of business  Store moved  Store refused  Unsafe location  Other
Add Visit Notes	Include relevant notes about the Merchant Education Visit.
Merchant Education Dates	Indicate when the Merchant Education Visit was conducted.
NC Youth Tobacco Law Signage Visible	Choose Yes or No based on if NC Youth Tobacco Law Signage was Visible.
Follow Up Needed	Choose Yes or No based on if Store Follow-Up is needed.
Date of Follow Up Visit	Choose one of the following if applicable:  Manger/Call Visit  Tobacco Survey

Synar Merchant Dashboard Tracking Desktop Screen Capture 

Tobacco Survey 

 Synar Merchant Dashboard Tracking 

Tobacco Survey 

Field	Instructions
Add Rationale	Choose Rational Trigging the Tobacco Survey:    State Sign Non-Compliance  FDA Non-Compliance  Synar Non-Compliance
Estimated Clerk Age	Select the estimated age of the store clerk:  Under 18  18-40  40+
Clerk Sex	The clerk was:  Male  Female
Clerk Asked for ID	Indicate either Yes or No that the Clerk asked for Purchaser ID.
Inspector Tested Age	Indicate the age of the Inspector (in years):  15  16  17
Inspector Sex	Choose male or female for the sex of the inspector.
Inspector Initials	Indicate the three letter initials of the inspector.
Tobacco Survey Date	Indicate the date that the inspection occurred.
Provider Name	Indicate the name of the Prevention Provider Staff Person delivering Merchant Education.
Visit Not Completed	Choose one of the following if applicable:  Store Temporarily Closed  Store out of business  Store moved  Store refused  Unsafe location  Other
Add Visit Notes	Include relevant notes about the Tobacco Survey Visit.

How to Delete a Store in Synar Merchant Dashboard Tracking

It is now possible to delete a store in the Ecco Merchant Tracking Section of Ecco.    Please keep in mind the following details about the deletion feature:

• You can only delete one store at a time.
• If you delete a store in error and do not have the data to recreate the entry, contact the NC TTA Center at ncpreventiontta.org for assistance.

Step 1:  Entering Edit Mode

From the Synar Merchant Dashboard Tracking Screen click on the Edit Button.

Step 2:  Identifying the Store

Users will then be provided a “X” with a black circle around it for all stores.   Choose the store that you want to delete by clicking on the “X” as indicated below.

 

Step 3:  Confirmation

Ecco will ask you to confirm that the store you have chosen to delete is your desired intent.

 

Step 4:  Success

After selecting “Yes, delete it” from Step 3, Ecco will provide the following Success Screen.

 

The store should now be deleted from your Synar Merchant Dashboard Tracking Lists.

Important Notation:  If a merchant entry was deleted by accident, please contact the NCTTA at [e-mail] or submit a Help Desk Ticket for assistance.