General Overview & Navigation
- Thomas Stachowicz (Deactivated)
Owned by Thomas Stachowicz (Deactivated)
For Plan Rules, please visit the Admin Manual: Link
The General Overview and Navigation pages will assist all users in maneuvering within HOOPP Insight. Â We have split this overview into six sections to assist you in identifying the area(s) you would like to focus on:
When you first log into HOOPP Insight, you will land on the Dashboard homepage. The dashboard includes a series of tiles which are organized and presented in an easy to use format. There is also a left Hand Navigation Bar that you can use to access each of the tiles as well as additional items.  | |
These tiles and layout let you
There are also easy access buttons that allow you to quickly identify action items and initiate new events. | |
In Insight, you can filter results by clicking on a filter icon beside each column heading. You can also search by typing a full or partial name into a search box (where applicable). | |
To find a member from the dashboard, go to the Find a Member tile and enter the last name and/or SIN and select search.  | |
Within HOOPP Insight, there are different status codes for Member Events, Data Collection and Remittances which allows you to easily identify what step/stage of the process your Member Events, Data Collection and Remittances are at. | |
This allows you to manage your team roles and access. Only users with Global Admin access can add/delete or change other users within HOOPP Insight. |