Posts Tagged ‘Research Reports’

How to Create a Genlighten Research Report

Saturday, July 2nd, 2011

So you’ve finished a research project for your first Genlighten client. Congratulations! It’s time to upload your report so you can get paid.

Upload ReportLog into the site and click on the “Provide” tab. You’ll see a list of pending requests. Click on the red title for the request you’re ready to complete. Scroll down the page and you’ll see a button on the left that says “Upload Report.” Click it to go to the report page. (If you don’t see the button, check to make sure you’ve accepted the research request.)

A Genlighten report has three required parts but they don’t have to be completed in one sitting. You are welcome to upload images to the report page for safe-keeping while you’re working on a project and you can edit the report as many times as you’d like as long as you remember to scroll down to the bottom of the page to “Save” every time you do. Your client won’t have access to the report page until you select “found” or “not found.”

Part 1: Tag the results “Found” or “Not Found”
Found/Note Found

Select “Document Found” or “Document Not Found” by clicking the radio button to the left. You can toggle back and forth between the two options but you can’t deselect both once you’ve chosen one.

Hint:

Once you’ve selected “found” or “not found” your client can view your report and any documents that you’ve uploaded. In many cases, it’s best to leave this step for the very end.

Part 2: Compose Report to Client
Report Box

Your report format will depend on the level of service you choose to provide. Many providers use this box to share an informal summary of the research process and results. If you choose this approach, please make sure to tell your client where you found the document(s) you are uploading and to provide enough information that another person could follow in your footsteps and retrieve the same record.

If you choose to share a more formal report, you can enter it in this box or you can upload it in another format. PDFs work well. So do Word documents. If you choose to upload your report in a file instead of using the report box, just add a note that says something like “Please see the report I’ve uploaded.” You have to type something in the box.

Hints:

If you have Internet access at the repository you visit, you can use the report box to take notes. Just remember to “Save” each time you leave the page.

It’s sometimes helpful to your client if you include site-related guidance at the end of your report. For example, sometimes clients try to print images from a browser and this usually results in the pages being cut off no matter what they do. Adding a link to our “How To Print Your Lookup Document Images on Genlighten” can help clients avoid frustration. You are also welcome to add a note that reminds clients to contact support@genlighten.com if they have any trouble using the site—downloading images, printing images, etc.

Feel free to format your report with HTML. You can use code for things like bold and italic and also to add paragraphs.

Part 3: Upload Scanned Document(s)
Upload Images
Please upload digital images of the records that you retrieved for your client. You can upload almost any image format – JPG, GIF, TIF, BMP, PDF – and you can also upload documents in Word format. If you upload jpgs or gifs, the site will create thumbnails to appear on the report page. If you upload a pdfs or a Word document, your client will just see a red link.

You can upload images one at a time or you can upload them as a batch. If you upload them as a batch, they will be in order from the bottom of the page to the top. In other words, the first image that your client sees will be the last one you uploaded.

What if your research didn’t generate any images? Then you’ll have to be creative because you won’t be able to charge your client until you upload something. You could upload a photo of the repository you visited or provide a copy of the report as a PDF or Word document. You could also provide images of an index or page searched to document a negative result.

Hints:

Please do your best to provide quality images. Create images with high enough resolution that the record can be easily read on a computer screen and/or printed. If it’s a document, a 200 dpi jpg is probably fine. If it’s a photo, you might want to include a higher resolution image.

Consider making small tweaks to the images with a program like Picasa. Quickly rotating and/or cropping images can make a big difference in your presentation.

If you have the ability to create multiple file formats, e.g., jpgs or pdfs, consider offering a choice to your clients.

Finishing the Research Request

Once you’ve completed and saved the three-part report, a “Charge Client” button will appear on the request page. When you’re ready, click it. Your client will receive email notification that the request is complete and your account will be credited with your fee. Even though the request is complete, you can still edit the report if you find you need to made additions or corrections.

If you get an error message when you click the “Charge Client” button, please delete the images you uploaded (so your client can’t see them) and email support@genlighten.com immediately. Usually, it’s just a matter of the payment authorization having expired (you have about four weeks to complete a request before that happens)–something that can be easily fixed with your client’s help.

If you have questions about how to create a report, just send a quick email to cynthia@genlighten.com. I’m always happy to help.