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Welcome
mailtoreed_at_segreant.com
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Segreant provides Human Resources Software
tracking applications that automate Professional
Standards Requirements. Software that tracks
individuals according to your organizations
hierarchybased on your unique policies. The
result is a tighter operation with better
records, morale, and confidence in the system.

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• The software
• Creates records and reports that are defensible
  in the event of litigation.
• Continuously informs and coaches employees
  eliminates yearend confusion and employee
  surprise.
• Calculates cumulative scores.
• Gathers 360 information,
• across roles, functions, workgroups, and
  supervisors.
• Generates intervention, status, and due diligence
  reports by any time period.

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• The software is safe and secure inside and out.
• From the inside, the software is password and
  user id driven. Access is available by policy.
  When you logon, you can only see and make changes
  appropriate for your rank, role, location, and
  position.
• From the outside, this is a LAN application.
  Your existing security is intact and protecting
  the network. The software itself uses
  sophisticated data storage called strings.
  Even if hacked, the strings are useless.

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• Table of Contents
• (You can click on a link below to go directly to
  that section. Or, to see the entire presentation
  simply hit enter.)
• Segreant Software Professional Standards Suite
• Performance Appraisal
• Training Certification
• FTO
• Early Intervention All of which work with the
• Notification Module.
• Providing employee risk management tools for 20
  years.

mailtobjones_at_segreant.com
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O.K., you want an easy and powerful way to manage
performance evaluation in your organization
Here it is. Performance Appraisal
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• Performance Appraisal
• Powerful
• Easy to use
• Easy to understand

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If you want to create an entry about your job
performance, go to the Performance Note Menu.
Select Self.
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If you want to enter a note about a
Subordinates job performance Select
Subordinate
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The software will post a list of your
subordinates. Select the Subordinate you wish
to enter information about. If you are a
supervisor and are assigned Down-line
rights, you will be able to open up the list of
people who are your subordinates - and their
subordinates. (The number of layers you may view
Downline can be adjusted.)
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Upon selection of a name,
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the software will automatically load the list
of characteristics called Booklets assigned to
that person or that role. Some examples might be
Job Tasks,
Dimensions, or Competencies.
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The date of the entry will be entered
automatically by the system. As you open the
correct booklet, you will see a list with
signs to the left of it. If you click your
mouse on the sign it will open up the list to
the next layer. You may select any item or
combination of items within a single booklet.
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On the left side of the screen you will see the
unique set of fields that you are required to
complete
for each booklet.
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When you have selected all the items and
completed the fields, you may click on Evaluate
at the bottom right of the
form. This opens an area for you to enter your
observations about the incident being evaluated.
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First, you must enter whether you have discussed
the entry with the employee by entering a Y or
N into the Note and the
date if your response is Y. This will allow
you to append information. If you are the
supervisor of of record, you will not need to
complete the verification step.
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If your response is No, simply complete the
form.
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Entering Complete saves the entry and assigns
it a unique tracking number. If you Review an
Entry, you may update it later by selecting
Update. If you are the supervisor of record,
you may also Approve notes entered by others.
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The supervisor of record can see the total number
of notes, and can even click the number and
review the notes themselves. When the Appraisal
period is up, the Supervisor clicks Calculate
and scores are presented by category and tallied.
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Early Intervention Application
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• Benefits
• Identify and track risk factors before they get
  out of hand.
• Assign and route confidential information to the
  right people.
• Implement agency specific thresholds,
  notifications, and calculations.
• Accumulate policy and procedure recommendations
  to reduce risks.
• Invoke intervention steps from panel review
  members and others involved in intervention.
• Collect input from panel review members and
  others involved in intervention.

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Early Intervention Software that is easy to use
and produces meaningful information to support
Risk Management objectives. Take a look.
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If involved in, for example, a Use of Force
Incident, Pursuit or Accident and you want to
initiate the record, by entering your information
about yourself Select Self.
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If you want to enter a note about a subordinate
Select Subordinate
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The software will post a list of your
subordinates. Select the Subordinate you wish
to enter information about.
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If you are a senior officer and are assigned
Downline rights, you will be able to open up
the list of people who report to your
subordinates. (The number of layers you may view
Downline can be adjusted by your system
administrator.)
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When you select a name, EI booklets associated
with that person become available for entry.
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There are two categories of booklets one is for
information about an issue of EI concern. Use
these booklets to capture and process information
and details. The other booklet is an EI Case
Management Booklet, for you to use to enter the
changes in status or assignment or to manage an
EI Case as a case.
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• The date of the entry will be entered
  automatically by the system.
• As you open the correct booklet, you will see
  a list with signs to the left of it. If you
  click your mouse on the sign it will open up
  the list to the next layer.
• You may select any item or combination of items
  within a single booklet.

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As you select items a red checkmark will appear
next to the item.
On the left side of the screen you will see the
unique set of fields that you are to complete for
each booklet.
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Enter all information currently available to you
on the left side of the screen.
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Your subordinates may enter information into
Booklets through their own logon. An example
would be a Use of Force incident.
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When you have selected all the items and
completed the fields, you may click on evaluate
at the bottom right of the form. This opens an
area for you to enter narrative information about
the event.
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You must also enter whether you have resolved the
issue by entering a Y or N into the note and
the date if your response is Y. This will
allow you to append
information about how the issue was resolved. It
can be set up so you will need to verify even
your own entries this allows you to update and
append information to the entry.
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If a subordinate makes an entry and you log onto
the system, you may go to the EI Note Menu and
choose Verify to approve entries. Each entry
will have
information about the date it was entered and the
source of the entry. If you have verification
rights, you will be able to verify the
information in the form.
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If a subordinate makes an entry and you log onto
the system, you may go to the Review item in
the EI Note Menu and select to review entries
from Direct or Downline subordinates.
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Each entry will have information about the date
it was entered and the source of the entry as
well as other fields clicking on the top of a
list will sort the list. In the open box, if you
type in a level,
the software will load up a list of employees at
all levels you wish to view.
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When you open an entry to review it, if you
select the Update button you can open the entry
up to add further input. The software will
retain or save the earlier version for data
quality purposes. To find
the latest version of an entry, simply sort the
list of entries for the most recent version in
your Review List.
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You can resize the panes. Below is the same
window as the previous slide. It looks different
because it has been adjusted to make it easier to
see the EI Note Fields and
Narrative panes.
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To see and create a combined report of activity
and incidents regarding one of your subordinates,
you may go to the EI Report menu
and select pending E.I. Reports for your
subordinates.
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And then select the subordinate you wish to
create or view a report for. NOTE You may have
rights to several Segreant Applications, so
select Early Intervention from the drop down
list.
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Enter the time range in the first two date fields
at the upper left of the form. Enter the date
for the report into the upper Right date field.
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At the bottom Left of the form is a Calculate
button. Clicking on this button will pull all
records from the window of the date range you
have selected into the report and the number of
items pulled up will be displayed in the
EI Management Report in the Entries column.
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If you click on an entry number, the group of
entries that are related in the database will be
posted in a box on the screen. You may then
review each of these in turn and may even update
them with additional information.
Type in the first few letters of the name you
wish to rise to the top of the list.
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On the lower Left of the form are options for you
to change the status of the report. At the point
you select Preliminary Report, the file will
appear on the Pending List for your direct
supervisor.
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Once your Supervisor has approved these reports,
they will be routed up-line for approval. Upon
final approval, they will appear on the
Completed Reviews list.
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Training Certification Protect your
organization. Make sure your training and
certifications are current.
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Our Training Certification Software is
powerful, easy to use, and does away with tedious
filing and bulky file folders. (It even saves
trees!)
Please take a look.
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With data entry rights, you can enter training
notes as a surrogate for an employee, a
supervisor, an instructor, or even the Training
Manager. Select Training Data Entry.
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The software will post a list of all employees.
Select the employee you wish to enter information
about.
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Upon selection of a name you will see a screen
where you can elect to enter a note as a Direct
Supervisor or Self.
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When you select your role the software will
automatically load the list of Booklets. Some
examples might be Roll Call, Request Training
For a Subordinate, or Certifications.
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There are two categories of booklets one is for
information about a training course or program.
Use these booklets to capture and process
information and details. The other is for
administration.
The administrative booklet is for you to use to
enter the changes in the composite training
portfolio of the Employee.
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The date of the entry will be entered
automatically by the system.
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As you open the correct booklet, you will see
a list with signs to the left of it. If you
click your mouse on the sign it will open up
the list to the next layer.
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As you select items a red checkmark will appear
next to the item. You may select one item within
a single booklet. When you have entered the
required field (in this case it is
the date assigned to training) you will be able
to evaluate or process the training course.
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On the left side of the screen you will see the
unique set of fields that you are to complete for
each booklet.
PLEASE NOTE You may set policies that require a
field to be completed such as the date assigned
field.
Enter all information currently available to you
on the left side of the screen.
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Employees may enter information into Booklets
through their own logon. An example would be a
course they have taken at a local Junior College.
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When required fields are completed, clicking on
Evaluate at the bottom right of the form opens
an area to enter narrative information about the
event.
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Enter whether you have verified that the training
was completed by entering a Y or N into the
note and entering the date you verified the
training. This will allow you to append
information about the course itself. Some
organizations are set up to automatically verify
entries made by the training manager.
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If an employee desires to make an entry and log
onto the system, they may go to the Training
Note Menu and choose My Record to make an
entry. Each entry will have information about
the date it was entered and the source of the
entry. These entries will not be automatically
verified. The Training Manager will need to
verify them.
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If an employee makes an entry and you log onto
the system, you may go to the Review item in
the Training Note Menu and select to review
entries from Direct or Downline subordinates.
(See Below) Each entry will have information
about the date it was entered and the source of
the entry as well as other fields
clicking on the top of a list will sort the list.
In the open box, if you type a few letters, the
software will sort the records to load up the
items you are seeking.
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You can select the entries to Review.
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When you open an entry to review it, if you
select the Update button you can open the entry
up to add further input. The software will
retain or save the earlier version for data
quality control purposes. To find the latest
version of an entry, simply sort the list of
entries for the most recent version in your Review
List.
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Here you see the fields for entry opened out upon
selection of Update.
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To see and create a combined report of activity
and incidents regarding one of your subordinates,
you may go to the Training Report menu and go to
pending Training Reports for your subordinates.
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Enter the time range in the first two date fields
at the upper left of the form. Enter the date
for the report into the upper Right date field.
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At the bottom Left of the form is a Calculate
button. (See Above) Clicking on this button will
pull all records from the window of the date
range you have selected into the report and the
number of items pulled up will be displayed in
the Training Report in
the Entries column.
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When the up-line supervisor or personnel officer
has approved these reports, they will appear on
the Completed Reviews list.
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Our FTO Software is powerful, easy to use, and
does away with that huge file cabinet loaded with
single sheets of paper. (It even saves trees!)
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You manage the entire FTO process through a point
and click interface. Here is a sample of the San
Jose Model.
If you are driven more by SIFA or by
problem- Solving models, even these can be easily
enabled and tailored to your organization.
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A single entry can track many items quickly and
easily.
All your dates and activities are retained.
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The officer in training can record his own
comments and notes inside the system the
trainee can maintain a developmental diary.
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Drop-down lists allow you to speed through the
entry process, but be precise about every
training activity.
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This is not just a one way system. The trainee
can also make observations about the FTO (if
that is your policy).
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Approve notes that have been entered by new FTOs
or by other coaches to keep a rich but
accurate record.
Open up the files of your trainees to enter notes
about their training No need to search through
long lists
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When the FTO period is complete the entire
record is available. --------------- Every
entry, every score, every comment -------------- F
or any window of time.
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Insure the quality of your FTO Program. Accumulat
e information on the performance of your FTOs or
the FTO program itself from Trainees or other
FTOs.
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You have better things to do with your time than
locate and organize paper files about Early
Intervention, Training Certification, FTO, and
Performance Appraisal issues. Segreants
Notification and Reporter Module will actively
send you e-mails or pop-up notifications on
your desktop. Whenever scheduled or triggered
events occur such as a Use of Force or a
Certification lapses ----- youll know!
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Notification Icon
When you click on the notification icon, you can
set the connection rules for your desktop.
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Notification Icon
You can configure the Notification Client to
automatically notify you if any criteria of
importance to you are met.
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Notifications are driven by rights of access,
just like all Segreant Software.
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You can pre-set when a trigger value is reached
or a date for a scheduled report is met and then
set your notification client to poll for
notifications. As soon as your criteria are
met, you are notified and can view the report, go
to the program to work with the raw information
or dismiss the notification (the software will
record your actions).
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If you want to configure a report or
notification, you can log onto the Reporter and
design your own reports or you can use reports
that Segreant provides for you.
Reporter Icon
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Select the tables you want to see.
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Link the fields in the tables together.
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Set the filters and the sorting.
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You can even set up mathematical or statistical
operations to run on your tables.
And now you see the table and can save it as a
standard, a scheduled, or a triggered
notification report.
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Simple and Rapid Implementation
Project Managers Your organization assigns one
and we assign one.
Policy Confirmation Your organization reviews
and confirms policies. (We can provide templates!)
Tailored Measurement Tools You set up your
measurement strategy. You may draw from our best
in class booklets and protocols.
We send you simple spreadsheets to complete to
set up your organizations structure.
We build your unique application and test it
before we install.
Your IT section gives us access to the server you
want the software to run from.
Your program is installed, updated, and
maintained through the internet or RAS.
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• System Requirements
• Network
• Windows NT/2000 Server
• SQL Server 7.0 minimum or for under 250 employees
  we include MSDE light version at no charge
• 10 to 50 MB hard disk space.