“Lightning Bolt” Navigation:
Navigating efficiently within the EPC portal takes some practice. Navigation depends in large part on the level of permission of the user. The higher the permission — Account Administrator, full rights, partial rights, or view-only rights (in that order) — the more there is to see, do, and navigate.
We encourage users to establish their EPC portals as early as possible, then go into the portals and explore. There is a definite learning curve to using the EPC portal. Different resources can be accessed in different ways. The following discussion reviews the major pathways, focusing on what we have begun calling the “Lightning Bolt” page. In all cases, the examples shown are from the perspective of the Account Administrator (“AA”) who has the most options.
One starting point for navigating within EPC is the Landing Page. This is the first page a user sees upon a successful login. From the Landing Page, there are two sets of links (shown below). One is from the tabs shown in the top blue bar with pull-down menus to other EPC sections. The other is the line of direct links to other tasks found in the upper right-hand portion of the page.
Tip: The easiest way to return to the Landing Page from any other point within EPC is to simply click on the omnipresent USAC logo located on every page.
Another important navigational starting point is the applicant’s Organization Detail page, reached by clicking on the first Organization listed on the Landing Page. This page has the same top blue bar with the same functions as on the Landing Page, but has two other important navigation features. One feature is the four buttons in the upper right-hand portion of the page showing:
The first three buttons give the AA the ability to manage other employee EPC users. (Consultant EPC users are managed separately.) The fourth button labeled “????” is less intuitive. It provides a pull-down list of five other EPC management functions.
The left-hand side of the applicant’s Organization Detail page also contains a list of the following linked actions (a list that is likely to be expanded as other forms are added):
The “Related Actions” link in this list leads to the “Lightning Bolt” page, the featured EPC page of this article. In its current form, likely to be expanded, the “Lightning Bolt” page, as seen by the AA, looks as follows (other users see less functions):
This is a more comprehensive navigational tool for the Account Administrator. In particular:
- The first three “Lightning Bolts” are for user management. They match the functions of the three buttons shown on the applicant’s Organization Detail page.
- The next five “Lightning Bolts” match the pull-down functions provided by the “????” button the Organization Detail page.
- The last “Lightning Bolt” can be used to start a Form 470. It matches the function of the “Apply Now” link on the Landing Page. As other forms become available within EPC, we expect to see additional form creation “Lightning Bolts” added to this list.
The “Lightning Bolt” page provides a useful navigational tool that an AA user may wish to bookmark for easy access. Note, however, that any attempt to jump directly to the “Lightning Bolt” page will first require the normal EPC login if the user is not already logged in.