To provide a balance between availability, data quality and data security the results of Online jobs that have been processed but not purchased are available on the system for 7 days. During this period, you can buy your job and download the results. To provide the most accurate results possible, after 7 days the results of the job are deleted but the input file is retained in your account. This enables you to reprocess the job easily and benefit from any changes to our datasets that may have occurred during the 7-day period. After 30 days, if you have not purchased the job, the input file will be deleted. The job will still exist on your account, retaining your original settings but a new input file will need to be uploaded to run the job. If you have purchased a job both the input file and the results file will remain on your account for 30 days from the date that the job was last ran. You can retrieve the results easily by clicking the Collect icon, which will be next to your job during this period. After 30 days from when the job was last ran, both files will be deleted so it is important that you download your results during this period. The Collect icon will not be displayed against jobs after 30 days. Please be aware that for data security reasons there are no exceptions, so please manage the data in your account according to the above time frames.

All results files created by Online are encrypted in a password protected AES256 .zip file. The password for the file is contained in the notification email you receive when the job is complete. When decrypting your file, ensure that the file you're opening and the notification email both relate to the same job. The password pictured in the email below will only ever relate to a job named 'MyJob'. Once you have your password ready, there are 2 options available to extract the data from your desired results archive. 1. Self extracting archive Online provides a file that extracts your results itself to save you downloading any software. These are the '.exe' versions of the files on the 'Collect Results' page shown below When you download your desired results type .exe file and open it you may be presented with a warning, similar to the below: The file is flagged due to its type but it can be safely opened by clicking 'More info' and then 'Run anyway'. The message may differ depending on your operating system, but the nature of the warning will be the same. When you run the file you will be presented with the screen below Ensure you have clicked onto the window to allow you to type your password and then enter the password provided within your results email. You will not see a moving cursor or characters on the screen for security. Press enter and the application will unzip your results into the same location, usually your downloads folder. The all results files are simply called 'results'. 2. Downloading 7-Zip to manually unzip the file: If you are unable to use the self-extracting file due to company IT policies, or you prefer to extract the files yourself, you will need to download the 7-Zip application. This is a free and safe application for extracting encrypted files. Please install 7Zip from http://www.7-zip.org/ before proceeding. 1. Right-click on the file and select 7-Zip. 2. Select "Extract here" if you want to extract the file to the same location as the download or "Extract files" to allow you to choose a new location for the extracted files. For this example, we are using "Extract here"     Enter the password provided in your Online results email. After the extraction, you will now have access to your results file in your chosen location.

If you forget your password it can easily be reset by using the 'forgot my password' functionality, which is accessible on the login page. After clicking the link you will then need to enter the email address registered to your Online account and hit submit to receive the email that will reset your password. Please ensure the email address entered at this step exactly matches your Online registered email address. Once you receive the email just click on the link so you can enter a new password. Password reset emails should arrive within a couple of minutes so please check your spam folder or filtering settings if you haven't received it after this time. If for any reason you request a password reset multiple times, you will receive multiple links. Once a new link is issued, previous links will not work so please ensure you are using the most recent link.   You can then enter a new password using the password reset form below. Please note that passwords need to adhere to the following rules: At least 1 upper case letter At least 1 lower case letter At least 1 number At least 1 symbol At least 8 characters long Not used within the last 2 years It is advisable to use a password management application, such as LastPass or DashLane to generate and store secure passwords that you do not have to memorise. After entering a secure password you then just have to login with the new password. Resetting your Security Code The downloading of results is protected by a six digit pin code, if you forget this it can be reset in the same way as your password, just click the 'reset code' button on the PIN entry screen You will then be prompted to enter your email address at the next screen and you will receive an email to reset the PIN code. As for password reset emails, PIN reset emails should arrive within a couple of minutes so please check your spam folder or filtering settings if you haven't received it after this time.  Clicking the link and will automatically reset your code and you will receive the below confirmation Login to your account and go to the required job where you will be prompted to create a new code. Unlike passwords, PIN codes can be reused but it is best practice and most secure to avoid generic number sequences such as '123456' or '000000'. Enter your desired PIN code at the screen below and your code will be reset. Password Expirations and Lockouts If you enter your password incorrectly 3 times you will be locked out of your account and will have to reset your password by going through the above process, the same applies to your security PIN. Passwords expire every 60 days; you will be notified when each 60 day period is coming to an end to reset your password.

Results from Online are created based on your input and output criteria, if these are not configured correctly you may receive results that you don't expect, like in the below example, where the postcode and subsequent columns have spilled over, breaking the layout.  Fortunately, this can be resolved easily by ensuring the following steps are taken before purchasing your job.  In Online the delimiter and text enclosers are automatically detected for your file, however on some occasions there may not be enough information to make a decision. These can be manually set when confirming the layout of your file and clicking the settings icon on the fields pane, pictured below The text delimiter drop down section will be blank or "None" if it hasn't been automatically detected for your file.  Enter the drop down and select your chosen text delimiter, this would typically be a double quote but can differ depending on your file.    Once selected, proceed through the job process as before and the layout issue will be resolved.

Online will match records to suppression products that have been supplied with a joint name. If your input file contains joint names and you need to understand which of these names has matched please ensure your job is configured as below. 1. In the matching options of your selected services, select the required certainty level, here we have selected 'Surname' as often joint name records will only contain a surname such as Mr & Mrs Smith, for example. However, you can set this to Initial or Forename if your data contains this level of information. 2. Map your input name field to the Full Name field in the input file mapping step. 3. On the output file mapping step you will need to select the 'Name Matched' column for each service you've selected Once your job has processed the output file will contain a 'Name Matched' for each of your services with a value of 1 or 2, signifying the first or second name in the Name field as per the order provided, all of the below records have matched to a 'Mr' record, apart from URN 3, which has matched to a 'Mrs'. The same applies if your data contains an initial or forename: Mr & Mrs James & Jane Smith 1 = James matched to product Mr & Mrs Alice & Bob Jones 2 = Bob matched to product If within your file you have data such as 'Mr & Mrs Jane Smith', and you are matching at forename level, the name matched column can be ignored, because for this record at forename level the only possible match is the one name within the name field, Jane, regardless of the additional as this is not a necessary condition of a match.

Online will automatically determine if your input file includes a header record, and then check that the header is valid to then be used on your output file. On some occasions, the layout or contents of the input file will mean that the header record is determined to be invalid, and as such, will not be selected to be exported and so the header will be missing when you open your results. This can be avoided by following the below steps: 1. When you configure your input file layout, go into the field settings on the right hand pane 2. Set the options 'Skip Header' and  'Add Header Record' to output file. This will exclude your header record from being processed and ensure that it is included in your results file. 3. If you have processed your job already without ensuring these options are set, you can add your header record to your file manually. On the results page just click on 'Output Details' which will display the output file structure, including your input header record. 4. The header for the output file can be copied from here and pasted onto your output file and each column will be named accordingly

Online is compatible with the following browsers: Google Chrome Microsoft Edge Mozilla Firefox Other browsers may allow you to use Online, but some features may not work properly. As such please use one of the above browsers to resolve any potential issues before raising a ticket.

When a Online job finishes processing, an automated email containing an overview of results is sent to the email address associated to the account. The email contains a brief summary of every service that the job ran and how many matches were made to each service, but you can also see a complete breakdown of your results by clicking the link highlighted in the image below. These job stats are a comprehensive presentation of your job results containing all the information you'll need about your job. By clicking the link you are able to see more granular results directly in your browser - you don't need a Online account to access the link so it is easily shareable with anyone interested in the results of the job. When opening the page, you'll see that each service ran is represented by a balloon, which when clicked, displays information about the results for that service.  Clicking the 'Input Details' icon allows you to see the specification of your uploaded file, and within that you can also see the settings for your job by clicking the highlighted settings icon shown below. This presents the 'General Processing' options that were set for the job. The same applies when clicking the 'Output Details' icon; you can check what layout the job was set to output and what settings were applied for exporting your file. And presents the 'Output Options' that were set for the job. The 'File Summary' section of the stats page shows a 'Mailable' balloon to allow you to quickly see how many records in your file are mailable. With a full breakdown provided by clicking the '+' icon. As before, clicking the settings icon allows you to see the settings applied to address processing. This allows you to reconcile discrepancies in your file if you do find something unexpected in your output. Finally, you can see the specific results per service by clicking the relevant balloon. Here the number of matches and costs are provided for the 'Deceased' service. You can then drill down into the results by clicking the '+' icon. As before, you can also view the settings applied to the service when the job was ran. There is also an additional option on the individual services results provided by the key icon. Clicking this provides the relevant result codes for the service, so you can then see what service the code relates to in your output file.