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:
|
|
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:
|
|
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:
|
|
Provider Name |
Indicate the name of the Prevention Provider Staff Person delivering Merchant Education. |
|
Visit Not Completed |
Choose one of the following if applicable:
|
|
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:
|
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:
|
|
Estimated Clerk Age |
Select the estimated age of the store clerk:
|
|
Clerk Sex |
The clerk was:
|
|
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):
|
|
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:
|
|
Add Visit Notes |
Include relevant notes about the Tobacco Survey Visit. |
Comments
0 comments
Please sign in to leave a comment.