Barlap Licensing System - User Guide

 


Table of Contents Version 2.0 – 10/02

1.0    System Overview    2

1.1   Introduction  2

1.2   Barlap’s Building Blocks 3

2.0   System Login / Security  8

2.1  Accessing Barlap  8

2.2  System Security  9

2.3  My Staff Record  10

3.0   Home Screen    12

3.1   Accessing Information  12

4.0   Entity Overview    16

4.1   Corporate Entity  16

4.2   Location Entity  19

4.3   Individual Entity  23

4.4   License Entity  26

5.0     Licenses  29

5.0   License - Overview  29

5.1   Adding a new License  30

5.2   Working with Tasks 31

5.3    Creating a Form   33

6.0   Schedule / Notifications  35

6.1   Scheduler 35

6.2   E-mail Notifications 37

7.0  System Reports  42

7.1   System Reports Overview  42

8.0  Technical Support  44

8.1   Barlap Support 44

 

 


 

Chapter

1


1.0   System Overview   Welcome to Barlap!

1.1   Introduction

B

arlap combined more than 30 years of traditional licensing expertise with the latest in Internet technology to provide a full-service, turnkey solution.  The subscription service allows clients unlimited access to license management functions from an Internet browser. 

This User Guide is designed to provide users with a starting point and reference guide to help get up to speed using Barlap quickly.  The guide is separated into sections that describe each major area of the system.  Screen navigation is reviewed and frequent questions are posed and answered in each area. 

 

icon key

s       Key Questions

p     Important section

ę    Review with Caution

š     E-Mail related

¦      Scheduler-related

Ź      Reports-related

User Guide Road signs As you review the manual, sections may be introduced with a reference icon next to the section title.  These road signs are designed to highlight key functionality within Barlap. So take note and read the road signs!

There is a full index at the back of guide, and you can always contact Barlap directions for additional assistance.  We welcome any feedback on improving our service and support materials.  Enjoy!


 

1.2   Barlap’s Building Blocks

Barlap utilizes an on-line licensing database system to streamline data entry, automatically merging your data to the appropriate state forms to complete renewals with accuracy and consistency.  Licenses are organized and easily accessible by location, corporate entity or license type.  The system also provides convenient task lists, reporting and notifications of critical dates.  Barlap protects your sensitive information through a reliable and secure encryption and login structure.  The diagram below provides a high level view of the system.

 

 

Each Barlap user is provided with a unique Login ID and Password.  This secures access to your information, and provides an important edit-tracking feature to the system.  Each change to your Barlap data will be logged with the user ID and time that data was last modified.  To make changes or to add new Barlap users, contact Barlap Technical Support from the www.barlap.net site.

 

1.2.1   The Barlap “Lingo

It is easier to understand a new piece of software if you understand the “lingo;” the terms that define how the application works.  Let’s start out with a quick overview of the key vocabulary words that will help you understand how Barlap is put together:

p    EntityA set of related data (information) that is stored as a record in the database.  An Entity is created for each set of Corporate data, each set of Location data, License, and information about each person entered into Barlap.  How the entities (blocks) are put together, defined the structure of your Barlap database.

p    AssociationA link created between two entities that are named to define the relationship between them.  Think of an association as an extension cord that links two records together.  The type of association defines how the two entities are related.  A President of a company will have an association called “President” between the person and the corporation.  A Secretary of a company will have an association called “Secretary” between the person and the corporation.

Example:

Atlantic Star Restaurants, Inc. is a corporation that owns 6 restaurants.  The corporate information for Atlantic Restaurants, Inc. (name, address, tax IDs, etc.) would all be stored in a Corporate entity.  Tom Smith is the president of Atlantic Restaurants, Inc.  His personal information would be stored in Barlap in an Individual entity.  Atlantic Restaurants has 6 locations.  Each location would have a unique Location entity.  That’s how entities work; each entity would store the data about the company, the person, or each restaurant.

Now for Associations, the links (“extension cords”) that combine the entities together. In this example, Barlap would create a President Association between the Atlantic Restaurants, Inc. corporate entity and Tom Smith’s individual entity.  That tells everyone that Tom Smith is the President of Atlantic Restaurants, Inc.  If Tom had a different role with another corporate entity inside of Barlap, he would have a second association to the other company.  Same personal data, but different associations based on his role. 

For each location, Barlap would create a corporate owner of location association between the Atlantic Restaurants, Inc. corporate entity and each Location entity.  That tells the system that the restaurant is owned by Atlantic Restaurants, Inc.  Atlantic Restaurants can own any number of locations under any name; the association links the corporation with each restaurant.

p    Nav BarThe data tree on left edge of the screen displays all the related information about an entity displayed on-screen.  Simila