Build a print header list

A print header is the text and any images that appear in the top margin of a document. You can build a list of different headers that your agency or department uses.

Each header can include an image, a document title, and two additional lines of text. You can use this header content flexibility to create custom headers that correspond to the agency or department as a whole, to divisions or teams within the organization, to individual officers or management positions, and so forth.

After you create any headers you need, you can assign a specific header to each of the different documents your agency or department generates. You can assign the same header to multiple documents, or you can assign different headers to individual documents.

Information on assigning headers to documents is available in Assign a print header to a document type.

Note:

  • You do not need to define or assign print headers to successfully print documents from the PM module.

  • The ability to work with settings in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account. You must have the Print Setup Access permission as part of one of your user roles to work with print headers and associate then with specific documents.

    Information on user accounts, roles, and permissions is available in Manage a user account.

You can build a list of printer header menu options that appear when you click the fields on the Print Setup > Print Header Configuration screen.

Example: The print header menu options you enable on the Print Setup > Print Headers screen appear when you click the Calculation Details or Award Program Results fields on the Print Setup > Print Header Configuration screen.

    

  1. Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

    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.

        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 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.

          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.

          SMS

          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.

          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: If MFA is enabled, 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 PM.

      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.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version) PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

      Information on user accounts, roles, and permissions is available in Manage a user account.

  2. In the left pane, near the bottom, click the Settings icon.

    If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module, and whether your agency or department has PM Basic or the full-featured version of the PM module. By default, the module opens to the Certifications and Licenses > EMS screen.

    PM (full version) PM Basic

  3. In the left pane, expand Print Setup, then click Print Headers.

    A list of any print headers already defined appears in the right pane.

  4. Work with the list of print headers in any of the following ways.

    1. In the upper right corner, click Add.

      The Add Print Header dialog box appears.

    2. In Header Description, type information about the print header you are adding.

      This description identifies the print header in the list you build on the Print Headers page.

      • Depending on the image you want to use, do one of the following.

        Note: The agency or department image is identified in the Admin module, under General > Agency Info > Logo.

        Information on uploading an agency logo is available in Enter agency information.

        • Select Use current agency logo.

          In the upper right corner of the dialog box, under Preview, a thumbnail version of your agency or department's logo appears.

        1. Under Upload a logo to be used for this header, or use the current agency logo, click Browse.

          A file browser appears.

        2. Use the file browser to navigate to, select, and open the image file containing the logo image you want to link to the print header you are adding.

          In the upper right corner of the dialog box, under Preview, a thumbnail version of the uploaded file appears, and the Clear Image button replaces Browse.

    4. In Title, type the name of the agency, department, division, team, or person you want to display in the header.

      The title appears in large, bold print in the header. If you uploaded a logo image, the title appears to the right of the logo image.

    5. In Line 1 and Line 2, type any additional information you want to include in the print header.

      Lines 1 and 2 appear in regular print in the header. If you uploaded a logo image, lines 1 and 2 appear to the right of the logo image and below the title.

      Example: The address of the agency or department, the name and title of a person within the agency or department, the mission statement of the agency or department, and so forth.

    6. Click Save.

      The print header you created appears as a new listing on the Print Headers screen.

    1. Open the print header for editing in one of these ways.

      • Click the listing for the print header.

      • On the right side of the listing, click Actions, and choose Edit.

      The Edit Print Header dialog box appears.

    2. Change the information in the fields as needed.
    3. Click OK.

    Tip: Before deleting a header, check on the Print Setup > Print Header Configuration screen to see if the header is assigned to any documents your agency or department generates. If you delete the header from the Print Setup > Print Headers screen, it is also removed from any documents it was assigned to.

    Information on managing the links between print headers and documents is available in Assign a print header to a document type.

    1. On the right side of the listing, click Actions, and choose Delete.

      A confirmation dialog box appears.

    2. Click Yes.

      The listing of that print header disappears from the Print Headers screen.

      Note: If the print header was assigned to documents on the Print Setup > Print Header Configuration screen, the field on that screen becomes blank since the header it was linked to no longer exists.