Assign a print header to a document type

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. 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.

Example: You need to print two different documents—one containing the participation of all users in an EMS award program, and another containing the participation of an individual in the award program. To help differentiate the two documents at a glance, you created different headers with different logo images and text, that you can link to these two different documents, and which will appear at the top of the documents when the PM module generates them for printing.

    

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.

  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 Header Configuration.

    The Award Programs screen appears.

  4. In the upper right corner of the screen, click Edit.

    The Edit Award Program Headers dialog box appears.

    The print headers you define on the Print Setup > Print Headers screen appear when you click the fields on the Print Setup > Print Header Configuration screen.

    Example: The print header menu options you define 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.

        

    If no options appear, or if the menu does not have an option that meets your needs, go to the Print Setup > Print Headers screen and add any headers you need.

    Information on creating custom print headers is available in Build a print header list.

  5. For Calculation Details, click the field or the list icon to the right of the field, then select the appropriate single option from the menu that appears, to indicate which header to use when printing the participation report of an individual in the award program.

  6. For Award Program Results, click the field or the list icon to the right of the field, then select the appropriate single option from the menu that appears, to indicate which header to use when printing the participation of all users in an award program.

  7. Click Save.