Each
AUR
workstation
is
equipped
with
a
monitor,
keyboard
and
mouse.
The
monitor
displays
the
case
data.
The
keyboard
allows
you
to
communicate
with
the
computer
by
entering
information.
It
is
similar
to
a
typewriter
with
additional
function
keys.
The
mouse
is
a
hand
operated
device
that
enables
you
to
control
the
location
of
the
cursor
on
the
screen.
Figure
4.19.7-1
The
monitor
button
is
located
beneath
the
screen
on
the
front
of
the
monitor.
The
power
is
on
when
the
green
indicator
light
displays.
The
monitor
adjustment
controls
are
set
to
the
appropriate
positions.
There
are
brightness
and
contrast
controls
beneath
the
screen
on
the
front
of
the
monitor.
The
keyboard
contains
several
types
of
keys
for
entering
commands
or
information
into
the
system.
Figure
4.19.7-2
Type
of
Key
Description
Non
Functional
Keys
Perform
no
function
and
are
located
above
functional
keys.
Function
Keys
Perform
commands
defined
by
the
AUR
program.
Indicator
Lights
Indicate
when
the
<Num
Lock>
or
<Caps
Lock>
key
is
on.
Typewriter
Keys
Use
for
text
entry.
Window
Keys
Accesses
the
Start
Menu.
Cursor
Control
Keys
Move
the
cursor.
Numeric
Keypad
Enters
numbers
when
<Num
Lock>
is
on
or
moves
cursor
when
<Num
Lock>
is
off.
Function
keys
are
used
to
perform
the
following
actions:
Action
Function
Key
Accept/Commit
<F4>
Clear
Field
<F5>
Clear
Form
<F7>
Delete
Backward
<BACKSPACE>
Delete
Character
<DELETE>
Delete
Line
<SHIFT><BACKSPACE>
Delete
Record
<F3>
Enlarge
Report
<F11>
Exit
<F8>
Highlight
Main
Menu
<ALT>
Insert
Record
<F2>
List
Key
<F6>
Cursor
Up
UP
Arrow
Cursor
Down
DOWN
Arrow
Cursor
Right
RIGHT
Arrow
Cursor
Left
LEFT
Arrow
Next
Field
<ENTER>
Next
Window
<F12>
Number
Lock
<NUM
LOCK>
Page
Down
<SHIFT>
DOWN
Arrow
Page
Up
<SHIFT>
UP
Arrow
Previous
Field
<SHIFT><TAB>
or
<SHIFT><ENTER>
Previous
Window
<SHIFT><F12>
Print
Screen
<PRINT
SCREEN>
Screen
Lock
<CTRL><ALT><DELETE>
Select
Main
Menu
<ALT>
and
Underlined
Menu
Letter
Show
Keys
<CTRL><K>
Non
Functional
Keys
<F1><F9><F10>
4.19.7.1.1
(10-01-2004)
System
Authorization
and
Security
Access
to
the
AUR
system
is
restricted
to
authorized
users.
The
AUR
system
administrator,
database
administrator,
appropriate
management
official
and/or
security
personnel
must
authorize
individual
user
access.
A
security
profile
is
established
and
maintained
for
each
user.
Users
may
choose
their
own
password.
Each
password
must:
Be
at
least
six
characters
Contain
a
minimum
of
two
alpha
characters
and
one
numeric
or
special
character
Differ
from
the
user's
login
(including
any
reverse
or
circular
shift
of
the
login)
The
system
will
prompt
you
to
change
your
password
every
120
days.
New
passwords
must
vary
from
old
passwords
by
at
least
three
characters.
User
profiles
are
established
to
allow
access
to
the
specific
areas
of
the
system
needed
to
perform
your
assigned
duties.
Inform
your
manager
if
you
are
prohibited
from
accessing
an
area
of
the
system
needed
to
complete
an
assigned
task.
The
system
produces
audit
trail
information.
All
user
activities
are
tracked
from
log
on
to
log
off.
Each
user
must
ensure
only
authorized
accesses
are
preformed.
Do
not
attempt
unauthorized
system
queries.
To
ensure
the
security
and
integrity
of
the
AUR
system:
Protect
your
password.
Do
not
reveal
it
to
anyone.
Never
allow
anyone
access
to
the
system
using
your
login
and
password.
If
you
have
reason
to
believe
that
your
password
has
been
compromised
alert
your
manager
immediately.
Lock
your
workstation
when
it
is
not
in
use.
Log
off
the
system
at
the
end
of
your
shift.
Never
leave
sensitive
information
on
the
screen
and
leave
your
workstation.
Do
not
eat
or
drink
near
computer
hardware.
Use
computers
and
software
for
official
purposes
only.
Do
not
copy
licensed
or
copyrighted
software
for
private
use.
It
is
a
violation
of
federal
law
with
civil
and
criminal
penalties.
Retrieve
your
hard
copy
prints
from
the
printer.
Give
prints,
remaining
near
or
on
the
printer
for
an
extended
period
of
time,
to
your
manager
for
disposition.
4.19.7.2
(10-01-2004)
Accessing
the
AUR
System
Access
to
the
AUR
system
requires
a
login
and
password
for
both
Windows
NT
and
the
AUR
system.
To
display
the
Windows
NT
logon
window
depress
the
<CTRL><ALT><DEL>
keys
simultaneously.
When
the
logon
screen
appears
you
will
be
required
to
enter
your
User
Name
(log
in)
and
Password.
The
Domain
field
should
already
be
filled
in.
Once
you
have
entered
the
required
information
use
your
mouse
and
click
on
"OK"
.
Figure
4.19.7-3
Windows
NT
Logon
Screen
The
first
time
you
logon
to
the
workstation
you
will
use
an
assigned/temporary
password.
The
system
will
prompt
you
to
change
your
password.
Figure
4.19.7-4
Change
Password
Screen
Once
the
required
information
is
entered
the
workstation
desktop
applications
will
appear.
From
the
desktop
double
click
on
the
"
AUR"
icon.
This
will
cause
the
Microsoft
Internet
Explorer
window
to
display
along
with
a
message
regarding
unauthorized
access.
Read
the
text
of
the
disclaimer
and
then
click
"OK"
.
The
AUR
system
logon
screen
will
now
display.
Enter
your
user
name
and
AUR
password
and
click
on
"Connect"
to
gain
access
to
the
system.
Figure
4.19.7-5
AUR
Logon
Screen
Once
access
is
granted,
the
AUR
"Message
of
the
Day
"
will
display.
Figure
4.19.7-6
Message
Of
The
Day
Screen
Starting
with
TY
2003,
the
AUR
system
will
be
reconfigured
to
allow
access
to
multiple
tax
years
through
the
use
of
a
single
"AUR
"
icon.
During
the
preliminary
phase
of
the
initial
roll
out
year
the
AUR
icon
will
only
include
TY2003
data
and
the
training
database.
Users
will
still
need
to
utilize
separate
tax
year
specific
icons
to
access
AUR
data
prior
to
TY
2003.
At
some
point
during
TY
2003
processing
the
prior
year
AUR
databases
will
be
transitioned
and
will
be
accessible
through
use
of
the
single
"AUR"
icon.
Users
will
no
longer
be
required
to
launch
separate
icons
to
access
the
various
AUR
tax
years
that
are
available.
Various
problems
may
occur
while
logging
on.
Correct
mistakes
made
while
entering
your
login
and/or
password
by
using
the
<Backspace>
key
or
select
the
"Start
Over"
box.
The
<Delete>
key
will
not
work
for
logging
on.
The
system
prompts
you
for
a
new
password.
Follow
the
system
prompted
steps
to
change
your
password.
You
can
request
to
change
your
password
by
selecting
"Security"
from
the
Main
Menu.
Select
"Change
Password"
from
the
pull-down
menu.
Follow
the
system
prompts
to
change
your
password.
To
screen
lock
your
workstation,
press
<CTRL><ALT><DEL>
.
This
will
bring
up
the
"Windows
Security
"
window.
Figure
4.19.7-7
Windows
Security
Screen
Click
on
"Lock
Workstation"
.
To
unlock
your
workstation,
press
any
key
or
move
the
mouse.
The
prompt
for
your
password
will
display.
Enter
your
password.
The
window
you
were
last
working
in
is
displayed.
To
logoff
the
AUR
system,
click
on
"Exit
"
.
DO
NOT
EXIT
BY
CLICKING
ON
THE
"X"
IN
THE
TOP
RIGHT
HAND
CORNER.
Doing
so
will
prevent
successful
log
off
and
cause
the
user
account
to
be
locked.
Figure
4.19.7-8
Exit
AUR
Screen
Once
you
have
exited
the
AUR
screen,
the
"
Automated
Underreporter
Microsoft
Internet
Explorer"
window
displays.
You
must
select
"File"
from
the
main
menu
and
then
click
on
"Close"
to
exit
completely
from
AUR.
DO
NOT
EXIT
BY
CLICKING
ON
THE
"X"
IN
THE
TOP
RIGHT
HAND
CORNER.
Doing
so
will
prevent
successful
log
off
and
cause
the
user
account
to
be
locked.
Figure
4.19.7-9
The
Print
Screen
Setting
control
allows
you
to
change
your
screen
prints
based
on
your
chosen
color
scheme.
Each
color
scheme
affects
your
prints
and
settings
differently.
All
color
schemes
do
not
print
the
same
in
each
setting.
To
configure
Printkey
2000:
Step
Action
1
Select
"Start"
at
the
bottom
of
your
screen.
2
Select
"Programs"
.
3
Select
"Printkey
2000"
.
4
Select
"Printkey
2000"
again
(there
will
be
a
hand
that
appears
at
the
bottom
right
corner
next
to
the
clock).
5
Locate
the
clock
and
verify
the
"Off"
position.
(If
"On"
,
select
"Off"
).
6
Select
"Picture
Option"
tab
(Dialog
box
appears
with
Color
Depth
located
at
the
bottom).
7
Select
the
"down
arrow"
key.
8
Select
"Black
and
White"
.
9
Select
"Printer
Options"
tab.
10
Select
"Landscape
Mode"
.
11
In
the
"Footers"
section,
select
"Date
&
Time"
,
"12
Cpi
"
.
Note:
These
settings
will
label
your
prints
to
help
with
identification.
12
Select
"Options"
from
the
top
menu
bar,
to
reveal
a
pull
down
menu.
13
Select
"Direct
Print"
(No
Dialog),
"Close
after
Printing"
,
"Define
Footer
Text"
leaving
a
check
next
to
these
items
prevents
this
application
window
from
appearing
every
time
you
want
to
make
a
print.
To
print
a
specific
window
or
screen,
use
the
following:
Print
a
specific
window
on
your
screen
Press
<file><print><ok>
Print
the
entire
screen
Press
<Print
Screen>
To
cancel
a
print,
take
the
following
actions:
Step
Action
1
Press
<file>.
2
Select
the
Print
Job.
3
Select
<Cancel>.
4.19.7.3
(10-01-2004)
Using
Menus
Menus
give
you
a
list
of
choices
from
which
you
may
select
screens,
windows,
and
commands.
The
main
menu
that
displays,
when
you
log
on
the
AUR
system,
depends
on
your
user
profile.
The
Tax
Examiner
Main
Menu
displays
as
shown
below:
Security
Analysis
reView
Window
Exit
Label
Description
Security
Allows
a
password
to
be
changed.
Analysis
Displays
the
Case
Analysis
Screen.
From
this
screen,
additional
screens/windows
may
be
selected
for
analyzing
AUR
cases.
reView
Allows
access
to
the
system
for
the
purpose
of
quality
review
or
viewing
a
case
that
is
not
assigned
to
you.
Window
Allow
you
to
access
specific
tax
years
or
training.
Exit
Allows
you
to
log
off
the
AUR
system.
Figure
4.19.7-10
Analysis
Menu
The
location
of
the
pointer
or
the
highlighted
options
determines
which
menu
option
is
selected.
Select
the
Analysis
menu
by
clicking
the
mouse
on
the
menu
option,
or
by
pressing
both
the
<Alt>
and
A
keys
on
the
keyboard.
The
Case
Analysis
screen
displays
with
the
Analysis
menu
across
the
top
of
the
screen.
Menu
options
are
selected
by
using
the
mouse
or
keyboard.
To
select
an
option
from
the
Case
Analysis
Menu
using
the
mouse,
use
the
following
steps:
Step
Action
1
Place
the
pointer
on
the
menu
option
you
want
to
select.
2
Click
the
left
mouse
button.
Most
menu
options
contain
additional
selections
on
a
pull-down
menu
shown
below.
The
pull-down
menu
displays
when
a
menu
selection
is
highlighted.
Figure
4.19.7-11
To
select
from
the
pull-down
menu
using
the
mouse,
use
the
following
steps:
Step
Action
1
Place
the
pointer
on
the
pull-down
menu
item
you
want
to
select.
2
Click
the
left
mouse
button.
There
are
additional
menu
choices
available
when
an
arrow
follows
a
pull-down
menu
selection.
This
type
of
menu
is
a
pull-right
menu.
The
pull-right
menu
displays
when
a
pull-down
menu
option
with
an
arrow
is
highlighted.
Figure
4.19.7-12
To
select
from
the
pull-right
menu
option
using
the
mouse,
use
the
following
steps:
Step
Action
1
Place
the
pointer
on
the
Case
Analysis
Menu
option
you
want
to
select.
2
Click
the
left
mouse
button
to
select
the
pull-down
menu
options.
3
Place
the
pointer
on
the
pull-down
menu
option
followed
by
an
arrow.
4
Click
the
left
mouse
button.
The
pull-right
menu
displays.
5
Place
the
pointer
on
the
pull-right
menu
item
you
want
to
select.
6
Click
the
left
mouse
button.
When
using
the
keyboard
to
select
menu
options,
you
may
press
<Alt>
and
the
underlined
letter
of
the
menu
option.
Use
the
down
arrow
key
to
select
the
pull-down
menu.
When
the
pull-down
menu
displays,
use
the
arrow
keys
to
navigate
up
and
down
the
menu.
Each
menu
selection
also
contains
the
underlined
letter.
To
make
a
selection
from
the
pull-down
menu,
press
the
underlined
letter
on
your
keyboard.
Using
this
method
is
a
good
tool
to
help
familiarize
you
with
the
menu
options.
To
select
the
Analysis
menu,
press
<Alt>
and
A.
The
Case
Analysis
menu
displays.
To
select
the
pull-down
menu,
use
the
following
steps:
Step
Action
1
Press
<Alt>
and
the
underlined
case
analysis
menu
letter.
2
Press
the
left
and
right
arrow
keys
to
move
across
the
case
analysis
menu
until
the
desired
selection
is
located.
3
Press
the
underlined
letter
of
the
pull-down
menu.
To
select
the
pull-right
menu,
use
the
following
steps.
Step
Action
1
Press
<Alt>
and
the
underlined
letter
to
select
a
pull-down
menu.
2
Press
the
up
and
down
arrow
keys
until
the
selection
with
a
pull-right
menu
is
highlighted.
3
Press
the
right
arrow
key
to
move
across
to
the
pull-right
menu
and
the
up
and
down
arrow
keys
to
the
desired
menu
selection.
4
Press
the
underlined
letter
of
the
pull-right
menu
or
press
<Alt>
and
the
underlined
case
analysis
menu
letter
to
select
a
pull-down
menu.
5
Press
the
underlined
pull-down
menu
letter
to
select
the
pull-right
menu.
6
Press
the
underlined
pull-right
menu
letter.
Take
the
following
action
when
a
menu
option
is
selected
in
error
or
when
you
want
to
dismiss
a
menu
displayed
using
the
mouse:
Step
Action
1
Place
the
pointer
on
another
menu
option.
2
Click
the
mouse
button.
To
dismiss
the
menu(s)
using
the
keyboard,
press
<F8>
.
4.19.7.4
(10-01-2004)
Components
of
a
Screen/Window
A
screen
displays
over
the
entire
visual
area
or
a
window
displays
on
top
of
an
already
displayed
screen
when
selecting
an
option
from
a
menu.
There
are
several
different
areas
of
a
screen/window.
Figure
4.19.7-13
Screen/Window
Components
The
Title
Bar
gives
the
title
of
the
screen
or
window.
The
Menu
Bar
provides
pull-down
menus
from
which
you
can
select
an
additional
screen(s)/window(s).
The
Message
Area
displays
in
the
center
of
the
screen
to
alert
you
to
certain
situations.
Click
on
"
OK"
or
place
the
arrow
within
the
window
and
press
<Enter>
to
acknowledge
the
message
before
you
continue.
The
Hint
Text
displays
for
most
fields
within
a
screen
or
window.
It
describes
the
field
entry
to
be
verified
or
input.
The
following
windows
may
display
when
you
leave
a
particular
screen/window.
The
Warning
windows
provide
information
that
you
must
acknowledge
before
you
continue.
The
Alert
windows
alert
you
to
certain
situations
you
must
acknowledge
and
make
the
necessary
corrections
before
you
continue.
The
Loading
windows
alert
you
that
the
computer
is
loading
or
in
time-out.
You
cannot
continue
until
the
window
disappears.
Figure
4.19.7-14
Warning
Window
The
pointer
location
determines
which
screen/window
is
active.
The
title
bar
and
outside
lines
of
the
screen/window
are
highlighted
when
the
pointer
is
positioned
within
the
active
screen/window.
Move
the
mouse
until
the
pointer
is
positioned
within
the
screen/window
to
be
used
after
selecting
a
menu
option.
Some
of
the
windows
contain
more
items
than
will
display
on
the
window
at
one
time.
View
this
information
by
using
the
Scroll
Bar
located
on
the
side
of
the
window.
Click
on
the
arrows
located
on
the
top
and
bottom
of
the
bar
to
scroll
through
the
remaining
information.
Figure
4.19.7-15
Assign
Work
Unit
Window
Save
or
commit
your
changes
by
pressing
<F4>.
This
key
is
specifically
programmed
for
saving
changes.
The
system
may
prompt
you
to
save
or
commit
the
changes
when
you
leave
a
particular
screen/window.
Figure
4.19.7-16
Click
on
the
appropriate
box
when
the
prompt
message
displays.
NOTE:
ALL
RECORDS
HAVE
BEEN
COMMITTED
TO
THE
DATABASE
displays
as
a
Hint
Text.
Exit
a
screen/window
by
selecting
Exit
from
the
menu
or
by
pressing
<F8>.
4.19.7.5
(10-01-2004)
Error
Messages
Serious
error
messages
may
display
as
you
work
through
the
screen(s)/
window(s)
of
the
AUR
system.
Most
error
messages
are
self-explanatory
and
direct
you
to
the
problem
or
action
necessary.
However,
some
of
the
error
messages
are
numbers
and
give
no
explanation.
Figure
4.19.7-17
The
following
table
lists
the
most
common
numbered
error
messages,
a
description
of
the
error,
and
the
action
to
take
when
one
of
these
error
codes
displays.
If
a
number
displays
that
is
not
shown
in
the
table,
contact
your
manager.
This
list
is
not
all-inclusive.
Number
Description
Action
40405
The
system
is
unable
to
insert
a
record
created
or
modified
because
an
invalid
entry(ies)
has
been
entered
in
a
field.
(For
example,
the
letter
O
was
entered
instead
of
the
number
0,
or
a
record
already
exists
containing
the
information
being
created
or
modified.)
Correct
the
invalid
field.
If
you
are
unable
to
find
or
correct
the
field,
exit
the
Create
IR
or
Modify
IR
window
and
recreate
or
remodify
the
information
return.
If
you
receive
the
same
error
message,
contact
your
manager.
40654
The
record
or
data
of
a
case
has
been
changed
by
one
user
while
the
case
is
being
viewed/worked
on
by
another
user.
Exit
the
case
and
reinput
the
case
social
security
number
(SSN)
at
a
later
time.
40735
This
numbered
error
message
has
a
multitude
of
reasons
for
displaying
including
database
and/or
system
problems.
Exit
the
case
and
reinput
the
case
social
security
number
(SSN)
at
a
later
time.
40815
The
values
set
on
the
system
do
not
match.
An
action
has
been
done
out
of
order
or
a
value
has
been
added
without
being
set
within
the
system.
A
new
form
cannot
be
sent
out.
Try
reworking
the
case
first.
If
this
does
not
work,
contact
your
manager
to
determine
the
next
action.
4.19.7.6
(10-01-2004)
Analysis
Menu
The
Case
Analysis
menu
displays
at
the
top
of
the
screen
when
Analysis
is
selected
from
the
main
menu.
Screens/windows
selected
from
the
Case
Analysis
Menu
provide
information,
request
information,
or
perform
certain
functions
necessary
to
analyze
an
AUR
case.
Access
the
screens/windows
from
pull-down
and
pull-right
menu
options.
Only
the
menu
options
available
for
a
particular
screen/window
are
accessible.
The
path
you
have
taken,
the
information
return
you
are
reviewing,
and
the
screen
or
window
you
are
using
are
the
deciding
factors
for
the
menu
options
available.
4.19.7.6.1
(10-01-2004)
Ca
Tools
Menu
The
Ca
tools
menu
option
allows
you
to
select
screens/windows
to
review
or
take
required
actions
on
an
information
return(s).
The
following
table
describes
the
Ca
Tools
menu
choices:
Menu
Items
Action
ir
Note
Records
a
comment
concerning
action
taken
on
a
specific
information
return.
Payer
agent
Displays
payer/agent
information.
inFo
return
Displays
the
complete
information
return.
Create
ir
Creates
an
information
return
for
which
the
system
has
no
corresponding
information
return.
Modify
ir
Allows
modification
of
an
information
return
to
match
the
information
supplied
by
the
taxpayer.
Income
cmpr
Displays
the
types
of
income
that
are
discrepant
along
with
