Objective #
This SOP provides a step-by-step guide for team members to navigate and utilize the Off Duty Blue Client Portal effectively.
Key Steps #
1. Accessing the Dashboard 0:00
- Log in to the Off Duty Blue Client Portal.
- Review the dashboard for event details including:
- Event name
- Event date
- Event address
2. Viewing Event Details 0:09
- Check the description of the event.
- Add any necessary notes or text related to the event via the Detail Tab.
3. Managing Your Profile 0:33
- Navigate to the top right corner to access your profile.
- Options available:
- Change your password
- View your profile information
- Access the knowledge base for FAQs.
4. Reporting Issues 1:11
- If you encounter problems with the website, report them using the provided link.
- Alternatively, email support at the specified email address.
6. Adding a new Special Event Request 1:37
- From the Details tab, you can select the option in the top right to add a special event.
- Fill out the required form with:
- Event name
- Event description
- Invoice notes
- Alcohol presence details
- Estimated attendance
- Point of contact name and number
- Recurring event details (if applicable)
- Event start and end times (in military time)
- Time zone selection
- Number of offices needed
- Event location
- Agree to the terms and conditions.
- Department administrators are notified upon submission of your request to review and approve
- Once approved, you will be notified and the detail is shared with officers for them to apply
7. Reviewing Upcoming and Completed Events 2:57
- Check the details page for:
- Upcoming events
- Completed events.
8. Managing Invoices 3:12
- Access the invoices section.
- Search for specific invoices using the invoice number.
- View, pay, dispute, or download invoice.
Cautionary Notes #
- Ensure all event details are accurate before submission to avoid issues.
- Double-check military time entries to prevent scheduling errors.
Tips for Efficiency #
- Familiarize yourself with the dashboard layout to quickly locate information.
- Use the search function for invoices to save time when looking for specific documents.
