In DrugTestNetwork, the Personnel menu lets you search for people (donors, participants, employees, etc.) across all accounts.  When you find the person you can edit their profile, open their dashboard, create a new drug / alcohol test result record, get a list of all their drug and alcohol test result reports, and more.

The feature now has a new streamlined presentation for less clutter on the page with the same full control of the search.

Click the about icon  to get an overview how search works.

Click the services icon   to read how to easily manage the search options.

Click the wrench icon  to open the Search Options Panel where you’ll find all the options fully presented similarly as in the earlier version of the feature.

Use compact icons  to cycle through search options without clutter.

How to Use the Search Tools

1. Cycle Through Options Using Icons

• Each of the four search option categories shows an icon control  that cycles through the options in that section when clicked.
• The label beside the icon updates to show your current selection.

2. Open the Full Search Panel

• Click on the wrench icon or the label Open Options Panel.
• Review and change all filters, including Name and ID fields.
• Choose:
  • Search – run the search immediately
  • OK – apply changes and close the pane

There’s a new feature in the Client-Mgt module of DrugTestNetwork.com.

When you open Client-Mgt, you will find the the contact(s) assigned to the account on the Client Dashboard section or you can open the Contacts section where all contacts for the client are listed.

Click the icon  presented next to each contact to open their dashboard.

Open the profile editor or launch the Contact Dashboard directly from the contact list. The dashboard view presents key contact information and management features for the contact.

What’s New

• New Formatted Dashboard for the Contact:
  After editing and saving a contact’s profile, the contact’s dashboard is presented to acknowledge the record has been saved and provide management utilities for the contact, for example: open the contact profile editor, send an email, account assignments, etc.

• Quick Access to Contact Info:
  The dashboard also features the contact’s address, phone numbers and email, making it easy to reference or verify at a glance.

• One-Click Copy Address Tool:
  A new Copy button next to the address allows users to copy the full address to the clipboard with a single click—ideal for emails, shipping labels, forms, or internal notes.

This update is part of a continued effort to make client management easier, richer, and more intuitive for our users. Whether you’re editing contact details or simply referencing client addresses, the new dashboard view brings everything you need into one simple interface.

Hidden Time-Saver: Click the Company Name to Access Mailing Tools

There’s a hidden feature built into the Test Result Report page when it’s displayed for printing and provides a convenient way to print the company address when you need to mail the report to the recipient.

When viewing a printable version of a test result report, click the company name at the upper right of the page to open a helpful popup. This feature is designed for those times when you need to mail a physical copy of the report to a company contact — and it makes the process easy.

Here’s what the popup includes:

•  Full Contact List for the Client
  Quickly browse all representatives associated with the company. Whether you’re mailing results to HR, a DER, or another contact, just pick the appropriate recipient.
•  Printable Address Option
  Print a formatted mailing address directly from the popup — perfect for envelope labels or cover sheets.
•  Dashboard with Copy-to-Clipboard Feature
  Want to paste the address into a Word doc, label template, or email? There’s a link to the contact’s dashboard that includes a one-click “Copy Address” feature.  When you click the address from the report to open the Print Address feature, every contact for the client is listed.  Use the radio button to select a contact with their mailing address.  Also, appearing next to each contact is the dashboard icon.  Click the icon to open the dashboard for the contact where you will find a feature to copy the contact’s address to your clipboard which you can use to paste (ctrl-v)  into a Word document, for example.

This feature is designed as a link in the text of the address on the report so there are no extra visible icons or instructions that clutter the presentation of the report and stays out of the way unless you need it. And when you do, it will save time and eliminate the need to dig for addresses elsewhere in the system.

Try it next time you view a test result report — just click the company name to explore.

From the main menu, the menu choice Randoms, navigated to the module that lists random selections for all accounts and consortia for dates specified by the user.  The page also included other report options the developers felt did not best serve the user from that page.  Since the change, in order to navigate in a single click directly to the List Randoms module, you will find a new short cut icon under the menu:

The updated menu now navigates to a page that presents the List Randoms option as the first link on the page, and includes a variety of other reports to help users better manage random selections.

The first option on the page is where the Randoms menu previously navigated: List Randoms by Date.  The other options on the new page provide data management reports so users can list accounts that need randoms conducted by a scheduled date.  You will also find a link to a feature that send emails to accounts with a notification of upcoming randoms so they can update their participant list.

For many DTN subscribers, random selections are not conducted for every account, as a Stand Alone account or as a member of a consortium.

For an account to be included in reports related to random selection, the account must be a member of a consortium, or considered Stand Alone. To be a Stand Alone account for random selection report considerations, its Random Selection Participant attribute must be turned ON (set to Yes).  You will find the attribute, Random Selection Participant, (Participates in Random Selections) in the account profile editor under the section: Random Selection Parameters.

Stand Alone Accounts & the Random Selection Participant Attribute:

An account that’s a member of a consortium is automatically considered a random selection participant.

If an account is not a member of a consortium, it’s considered a Stand Alone account, however, Stand Alone accounts are included in random selection summary reports, scheduled random selections, and mass emails regarding random selections, only if its Random Selection Participant attribute is set to Yes.

Use the report Report Accounts Not flagged as Random Participants (Non-Consortium Members to list all Stand Alone accounts (i.e., non-consortium members ) whose account attribute, Random Participant, has not been turned on. The report includes a link to open the account profile editor, or turn the attribute ON for multiple selected accounts.

Email Notification:

On the new page, you will find the email utility to send notifications that random selections will be conducted soon so the account can update their participant list. The email is sent to all consortia member accounts, and Stand Alone accounts whose account attribute, Random Participant, is set to Yes.

Scheduled Random Selections:

You can specify the date to generate the next random selection for every Stand Alone account, and although the platform does not automatically generate random selections on these scheduled dates, there are reports available on the new page to list accounts by their scheduled date so the TPA can easily manage randoms and helps ensure every account stays in compliance.

Accounts without a date specified for the next Random Selection:

You will find a report to list all accounts that do not have a specified date for their next random selection.

To generate random selections by date, the random selection profile for the account must include a date, Next Random, to indicate when the selection is anticipated. When the random is generated, the date will roll forward, based on the Frequency, however, a scheduled date must first be specified.

Note:  Frequency is a random selection profile attribute and determines how the scheduled date is rolled forward when a random selction is generated.  The date is rolled forward to be consistent, i.e., the order of the day-of-week, with the earlier date.  If the earlier date is the third Thursday of the month, then the rolled forward date will also be the third Thursday of the month.

These are the current Frequency attributes you can choose:

• Weekly
• Monthly
• Quarterly
• Bi-Annual
• Annual

This report will list all Stand Alone accounts that do not have a date yet specified. For an account to be considered Stand Alone, the account attribute, Participates in Randoms, must be turned ON. You’ll find this attribute under the section Random Selection Parameters in the Account Profile editor. Also note, this page  provides a report that lists all accounts that do not have the Random Participant attribute turned ON.

Generating Random Selections by Schedule:

You can list Accounts by their date scheduled for the next random selection.

This option lists accounts with a scheduled date within a calendar period specified by the user. This feature is designed to help easily generate randoms so accounts are not overlooked. When you generate a random selection, the Next Date is rolled forward based on the Frequency attribute defined in the account’s random selection profile.

From the report you can easily generate a random selection for each account listed using the familiar random selection control. You can also select multiple accounts, with a check-box, and generate the random selection for all of them in a single request.

Note: The system does not automatically generate randoms – the user must initiate the randoms manually. The user can generate randoms for multiple accounts in a single request.

Random Selection Summary Reports:

You’ll find the four summary reports on the new page.  In an effort to improve the List Randoms module, those reports were removed and added to the new page.

1. Summarize Randoms Conducted for ALL Accounts:

This report shows random selections for all accounts, including each account’s annual percentage targets and accumulated Year-to-Date (YTD) percentages (based on the average number of people over the number of randoms conducted) for both the substance and alcohol test.

2. Show ALL Random Participants with ZERO Randoms:

This report shows all accounts flagged as a Random Selection Participant (meaning it is an account for which you planned on generating a number of random selections for the year) for which no random selections have yet been generated.

3. Summarize Consortia Random Selections:

This report shows all the random random selections conducted for each consortium defined for your installation, including their annual percentage targets and their accumulated Year-to-Date (YTD) percentages (based on the average number of people over the number of randoms conducted) for both the substance and alcohol test.

NOTE: This report does not include random selections for accounts included in random selections for a consortium. Also, random selection test results that were created as the result of a consortium random selection are not included in the accumulative numbers for YTD percentages.

4. Less Than / More Than / Exactly: Summarize No. of Randoms Conducted:

For Stand Alone accounts you can use this summary report to list accounts that have not had enough selections yet generated.

For example, the numbers in the screenshot below will report all accounts that have been scheduled for 4 randoms (quarterly) but have had less than 4 random selections generated, to date.