The following are helpful answers to common questions. If the provided information does not help you with what you are looking for, then please send a question to us through our Contact page.

1. How do I sign-up my organization?

First time users can create an organization account here. If you have questions, contact us.

2. What should I do if I forgot my User ID and password?

The default User ID is first initial of your first name and your last name with no spaces, hyphen or any special character.

Example: My Name:
User ID:
John Doe

The default password is your first name all in lowercase with no spaces. You are required to change your password on first sign-in. If you don’t remember your password, use Forgot Password page.

3. My User ID and password do not work. What should I do?

Contact us for sign-in assistance.

4. What are the technical requirements to start the online tool?
  • Latest version of Internet Explorer or Safari
  • Minimum resolution of 1024
5. How do I get started using the Rate Checkup Tool?

This user guide will help you navigate through the tool.

6. What do I need before I get started using the Rate Checkup Tool?

This checklist will help you determine what you’ll need.

7. What do the admin features do?

The admin features are accessible to those who have a designated admin role. This user guide will help you with the admin features.

8. The rate checkup I need is locked. What do I do?

A locked rate checkup indicates that someone is working in it.

A yellow lock means that it’s locked by another person. To unlock:
1. Mouse over the lock to see who has it locked.
2. Contact that person to have them unlock it.

A green lock indicates that you have the rate checkup locked. To unlock:
1. Go into the rate checkup by clicking view/edit.
2. Click on the Back button at the bottom of your screen.