Download P20 WIN User Manual: Basic User Interface Account Functions

Contents
1.0 Introduction ............................................................................................................................... 3
1.1 P20 WIN System Architecture Overview ............................................................................. 3
1.2 The P20 WIN User Interface ................................................................................................ 4
1.3 P20 WIN Roles and Privileges ............................................................................................. 4
1.4 Query Workflow ................................................................................................................... 6
1.5 Overview of the P20 WIN User Interface............................................................................. 6
2.0 Using the P20 WIN User Interface ........................................................................................... 7
2.1 Login ..................................................................................................................................... 7
2.1.1 Login Failures ................................................................................................................ 9
2.1.2 Forgotten Passwords ...................................................................................................... 9
2.1.3 Forgotten Usernames ..................................................................................................... 9
2.1.4 Account Lockout ............................................................................................................ 9
2.2 User Logout .......................................................................................................................... 9
2.2.1 Timeout Logout ........................................................................................................... 10
3.0 My Account ............................................................................................................................ 10
3.1 Editing your Contact Information ....................................................................................... 11
3.2 Resetting a Password .......................................................................................................... 12
3.3 Viewing messages ............................................................................................................... 12
3.3.1 Deleting Messages ....................................................................................................... 13
4.0 Browsing Metadata ................................................................................................................. 13
4.1 Viewing Overview Information .......................................................................................... 14
4.1.2 Viewing Information on Matching .............................................................................. 15
4.2 Viewing Data Source Metadata .......................................................................................... 16
4.2.1 Navigating the Metadata Tables .................................................................................. 19
4.2.2 Sorting Metadata .......................................................................................................... 19
4.2.3 Searching Metadata ...................................................................................................... 20
4.2.4 Showing/Hiding Metadata Columns ............................................................................ 22
5.0 Building and Submitting Queries............................................................................................ 23
5.1 Building and Saving a Query .............................................................................................. 23
5.2 Monitoring Query Status..................................................................................................... 28
5.3 Downloading a Query* ....................................................................................................... 29
Appendix A: Understanding the Matching Process ...................................................................... 32
Appendix B: Understanding Query Results Files ......................................................................... 32
P20 WIN User Manual: Version 3 5/9/2013
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