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| These help documents are intended for end users of iHRIS Manage, Qualify and Plan. We have provided step-by-step instructions for completing each action in iHRIS, corresponding with the menu and other options presented after connecting to the system. Following many subsections is a "Troubleshooting" section for solving common problems encountered while working with the system.
| | #REDIRECT [[iHRIS:Documentation (4.0.4)]] |
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| If you have any suggestions or questions, or if you have an issue that the user's manual does not address, we encourage you to send us feedback. Click the '''Feedback''' button in the top navigation bar of any screen of iHRIS and complete the form that opens, or contact us directly (see the bottom of this page for contact information).
| | [[Category:Archived Pages]] |
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| Please note that these help documents are currently being updated for the new release version of iHRIS (as of June 2009).
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| == Common Procedures in iHRIS ==
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| === Configure and Administer the Systems ===
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| : [[iHRIS:Administer the System#Configure_System|Configure the Systems for Initial Setup]]
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| : [[iHRIS:Administer the System#Configure_Modules|Enable, Disable and Configure Modules]]
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| === Manage Geographical Areas in the Database ===
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| : [[iHRIS:Add Geographical Areas#Add_a_Country|Add or Update a Country]]
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| : [[iHRIS:Add Geographical Areas#Add_a_Region|Add or Update a Region]]
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| : [[iHRIS:Add Geographical Areas#Add_a_District|Add or Update a District]]
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| : [[iHRIS:Add Geographical Areas#Add_a_County|Add or Update a County]]
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| : [[iHRIS:Add Geographical Areas#Add_a_Currency|Add or Update a Currency]]
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| === Create Customized Reports and Run Standard Reports ===
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| [[iHRIS:Create Reports|The Customized Report Builder]]
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| : [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]]
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| : [[iHRIS:Create Reports#Reports|Manage and Create Reports]]
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| : [[iHRIS:Create Reports#Report_Views|Manage and Create Report Views]]
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| [[iHRIS:Run Reports|Run Standard Reports]]
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| : [[iHRIS:Run Reports#Filtering_Reports|Filtering Reports]]
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| : [[iHRIS:Run Reports#Charting_Reports|Charting Reports]]
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| : [[iHRIS:Run Reports#Exporting_and_Printing_Reports|Exporting and Printing Reports]]
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| === Manage User Accounts ===
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| : [[iHRIS:Administer Users#Add_a_User|Add a New User Account]]
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| : [[iHRIS:Administer Users#Update_a_User|Update or Disable a User Account]]
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| === User Access ===
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| : [[iHRIS:User_Access#Log_In|Log in]]
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| : [[iHRIS:User_Access#Retrieve_a_Forgotten_Password|Retrieve a forgotten password]]
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| : [[iHRIS:User_Access#Change_Your_Password|Change your password]]
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| : [[iHRIS:User_Access#Log_Out|Log out]]
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| == Using iHRIS Manage ==
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| [[iHRIS:Understanding iHRIS Manage|Understand the Modules, User Roles and Functions]]
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| [[iHRIS:Before Installing iHRIS Manage|Collect Necessary Data Before Installing iHRIS Manage]]
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| === Configure the Database for Use ===
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| [[iHRIS:Administer Database|Administer the Database and Set the Values for Dropdown Menus]]
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| : [[iHRIS:Administer Database#Add_a_Facility_Type|Add or Update Facility Types]]
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| : [[iHRIS:Administer Database#Add_an_Office_or_Facility|Add or Update an Office or Facility]]
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| : [[iHRIS:Administer Database#Add_a_Department|Add or Update a Department]]
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| : [[iHRIS:Administer Database#Add_an_Education_Type|Add or Update an Education Type]]
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| : [[iHRIS:Administer Database#Add_a_Degree|Add or Update a Degree]]
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| : [[iHRIS:Administer Database#Add_a_Language|Add or Update a Language]]
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| : [[iHRIS:Administer Database#Add_a_Competency_Type|Add or Update a Competency Type]]
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| : [[iHRIS:Administer Database#Add_a_Competency|Add or Update a Competency]]
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| : [[iHRIS:Administer Database#Add_a_Competency_Evaluation|Add or Update a Competency Evaluation]]
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| : [[iHRIS:Administer Database#Add_an_Identification_Type|Add or Update an Identification Type]]
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| : [[iHRIS:Administer Database#Add_a_Benefit_Type|Add or Update a Benefit Type]]
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| : [[iHRIS:Administer Database#Add_a_Marital_Status|Add or Update a Marital Status]]
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| : [[iHRIS:Administer Database#Add_a_Reason_for_Departure|Add or Update a Reason for Departure]]
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| === Configure the In-service Training Management Module ===
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| [[iHRIS:Administer the System#Enable_the_In-service_Training_Management_Module|Enable the In-service Training Management Module]]
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| [[iHRIS:In-service Training Management Module|Set Up and Update the In-service Training Management Module]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Training_Course|Add or Update a Training Course]]
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| : [[iHRIS:In-service Training Management Module#Schedule_a_Course|Schedule a Training Course]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Status_of_a_Training_Course|Add or Update the Status of a Training Course]]
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| : [[iHRIS:In-service Training Management Module#Add_Requestors_of_a_Training_Course|Add or Update Requestors of a Training Course]]
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| : [[iHRIS:In-service Training Management Module#Add_an_Evaluation_of_a_Training_Course|Add or Update Training Course Evaluation Options]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Category_of_a_Training_Course|Add or Update Training Course Categories]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Training_Institution|Add or Update a Training Institution]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Training_Funder|Add or Update a Funder of a Training Course]]
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| : [[iHRIS:In-service Training Management Module#Add_a_Continuing_Education_Course|Add or Update a Continuing Education Credit Course]]
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| === Manage the Organization's Job Structure and Positions ===
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| [[iHRIS:Create a Job Structure|Create a Job Structure]]
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| : [[iHRIS:Create a Job Structure#Add_Cadres|Add and Update Health Worker Cadres]]
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| : [[iHRIS:Create a Job Structure#Add_Job_Classifications|Add and Update Job Classifications]]
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| : [[iHRIS:Create a Job Structure#Add_Salary_Grades|Add and Update Salary Grades]]
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| : [[iHRIS:Create a Job Structure#Add_Jobs|Add and Update Jobs]]
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| [[iHRIS:Administer Positions|Add Positions and Related Information]]
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| : [[iHRIS:Administer Positions#Add_Salary_Sources|Add and Update Salary Sources]]
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| : [[iHRIS:Administer Positions#Add_Position_Types|Add and Update Types of Positions]]
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| : [[iHRIS:Administer Positions#Add_Positions|Add a Position]]
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| : [[iHRIS:Administer Positions#Edit_a_Position|Edit a Position]]
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| : [[iHRIS:Administer Positions#Discontinue_a_Position|Discontinue a Position]]
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| === Manage Employees ===
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| [[iHRIS:Manage People|Add a New Employee Record]]
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| : [[iHRIS:Manage People#Add_Person|Add a Person]]
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| : [[iHRIS:Manage People#Set_Position|Set the Person's Position]]
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| [[iHRIS:Add Employee Information|Add and Update Information About the Employee]]
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| : [[iHRIS:Add Employee Information#Add_Identifications|Add Identification Information]]
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| : [[iHRIS:Add Employee Information#Add_Demographic_Information|Add Demographic Information]]
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| : [[iHRIS:Add Employee Information#Add_Contact_Information|Add Contact Information]]
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| [[iHRIS:Add Position Information|Add and Update Information About the Employee's Salary and Position]]
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| : [[iHRIS:Add Position Information#Add_a_Benefit_or_Special_Payment|Add a Benefit or Special Payment]]
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| : [[iHRIS:Add Position Information#Record_a_Departure|Record the Employee's Departure from the Organization]]
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| : [[iHRIS:Add Position Information#Record_a_Position_Change|Record a Change in Position for the Employee]]
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| : [[iHRIS:Add Position Information#Record_a_Salary_Change|Record a Change in Salary for the Employee]]
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| [[iHRIS:Add Qualifications|Add and Update Employee Qualifications]]
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| : [[iHRIS:Add Qualifications#Add_Language_Proficiency|Add Language Proficiency]]
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| : [[iHRIS:Add Qualifications#Add_a_Competency|Add and Update Competencies]]
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| [[iHRIS:Add Trainings|Schedule and Evaluate Training Courses for the Employee]]
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| : [[iHRIS:Add Trainings#Schedule_a_Training_Course|Schedule the Employee to Take a Training Course]]
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| : [[iHRIS:Add Trainings#Evaluate_Training_Course_Competencies|Evaluate Competencies Earned from the Training Course]]
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| [[iHRIS:Add an Application|Complete an Application for an Open Position]]
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| : [[iHRIS:Add an Application#Add_Application|Fill out the Job Application]]
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| : [[iHRIS:Add an Application#Log_Interview_Details|Record the Details of an Interview by the Applicant]]
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| : [[iHRIS:Add an Application#Log_Hiring_Decision|Log the Decision Whether to Hire the Applicant]]
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| [[iHRIS:Add Employee History|Add and Update the Employee's History]]
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| : [[iHRIS:Add Employee History#Enter_Employment_History|Enter the Employee's Work History]]
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| : [[iHRIS:Add Employee History#Enter_Education_History|Enter the Employee's Education History]]
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| : [[iHRIS:Add Employee History#Add_Notes|Add Notes to the Employee's Record]]
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| [[iHRIS:Find Records|Find Employee Records]]
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| : [[iHRIS:Find Records#Find_Employee|Find the Record for an Employee]]
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| : [[iHRIS:Find Records#Find_Applicant|Find the Record for a Job Applicant]]
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| [[iHRIS:Manage Job Applicants|Manage Job Applicant Records]]
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| : [[iHRIS:Manage Job Applicants#Review_Applicants|Review Applicants for a Position]]
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| : [[iHRIS:Manage Job Applicants#Make_a_Job_Offer|Make a Job Offer to an Applicant]]
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| [[iHRIS:Administer the System#Disable_the_Application_Module|Disable the Job Application Module]]
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| === Search Records ===
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| : [[iHRIS:Search Records|Search Records]]
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| == Using iHRIS Qualify ==
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| [[iHRIS:Understanding iHRIS Qualify|Understand the Modules, User Roles and Functions]]
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| [[iHRIS:Before Installing iHRIS Qualify|Collect Necessary Data Before Installing iHRIS Qualify]]
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| == Using iHRIS Plan ==
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| : Introduction; understanding iHRIS Plan; data setup checklists; usage and troubleshooting.
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| == Installing and Using Windows iHRIS ==
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| [[iHRIS:Using Windows iHRIS|About the Windows Version of iHRIS]]
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| : [[iHRIS:Using Windows iHRIS#Install_Windows_iHRIS|Install Windows iHRIS]]
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| : [[iHRIS:Using Windows iHRIS#Set_Up_Windows_iHRIS|Set Up Windows iHRIS]]
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| : [[iHRIS:Using Windows iHRIS#Using_Windows_iHRIS|Use and Exit Windows iHRIS]]
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| == Installing and Using the iHRIS Appliance ==
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| : How to install and start using the self-contained iHRIS Appliance.
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| == Data Dictionary ==
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| : A glossary of data terms used in the iHRIS Suite.
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| ----
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| Copyright (c) 2007-2009 [http://www.intrahealth.org/ IntraHealth International, Inc.]
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| Permission is granted to copy, distribute and/or modify this document under the terms of the [[iHRIS:License|GNU Free Documentation License]], Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.
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| If you have a question, feedback on our software, or a suggestion for a new feature or improvement, or if you would like to discuss initiating HRIS strengthening activities, please contact the HRIS Development team. You may do so in any of the following ways:
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| * Click the Feedback button at any point in the iHRIS software.
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| * Visit the HRIS Strengthening Website at http://www.capacityproject.org/hris/ and click "Contact Us."
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| * Send us an email at: hris@capacityproject.org
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| * Write us at:
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| ::: HRIS Strengthening Information
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| ::: IntraHealth International, Inc.
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| ::: 6340 Quadrangle Drive Suite 200
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| ::: Chapel Hill, NC 27517
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