Search for an administration screen

You can search for a key word or characters in the Admin module, and quickly find the administration screen you are looking for.

Example: You want to add a new service area to the list of areas your agency covers, but you can not remember where the screen for adding service areas is located in the Admin module. If you search for the characters ser or the word service, you can quickly pull up a list of Admin screens with the characters ser or the word service in their name.

1. Do one of the following.

   • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

     

   • (If you have not yet logged in) Log in to the ESO Suite.

     1. In a web browser, go to https://www.esosuite.net/EsoSuite.

        The ESO Suite login screen appears.

     2. Enter your user name, password, and agency name, then click Let's Go.

        If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

        Click graphics to open them.

        Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

        Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

     3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

        With an authenticator application.

        1. Click MFA verification via authenticator app.

           The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

           

        2. Open your authenticator application and note the authentication code currently displayed.

        3. Enter the authentication code displayed in the authenticator application.

        4. Click Log In.

        With a text message (SMS short message service).

        1. Click MFA verification via SMS.

           The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

           

        2. Enter the authentication code sent to your MFA-registered phone number.

        3. Click Log In.

        With an email message.

        1. Click MFA verification via email.

           The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

           

        2. Enter the authentication code sent to your agency or department email address.

        3. Click Log In.

   The ESO Suite landing screen appears.

   Click graphics to open them.

   Note: You can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

2. On the top side of the home screen, click Admin.

   Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

   The Admin screen appears, displaying the Welcome screen.

   

3. In the upper right corner, in Search Admin, type the characters or key word you want to search the Admin module for.

   As you type, the results of the search appear in a drop-down menu below the Search Admin field.

   

4. Click the link in the menu that corresponds to the page you want to go to in the Admin module.

   The hierarchy in the left pane expands, the name of the page becomes selected in the hierarchy, and the page itself appears.