Managing the Voucher Distribution Tool (VDT)

Transcription

1 Managing the Voucher Distribution Tool (VDT) To Get Started Open a web browser window and type into your web address field and then press the ENTER key on your keyboard. The CareerSafe website displays. Click the Campus Login link located in the top right corner of the page. 3) Enter your information into the Username and Password fields and then click Login. 4) The campus homepage displays. Click on Voucher and Teacher Tools. 5) Click on Voucher Distribution Tool (VDT) link. The Voucher Summary page displays.

2 Functions of the VDT Adding a New Customer click the Add Teacher link located above the Your Customers table. The Create New Customer page displays. Complete the fields on the page. Required fields are designated with a Red Asterisk. 3) Ensure that the Distributing Customer Field displays the default value, which is your name, address, and username. 4) Click the Submit button located at the bottom of the page. 5) The page refreshes and displays a green check mark and a message indicating that the customer was successfully added. The customer will receive an to complete their registration process. 6) Click the Voucher Summary link located under the Administrative Resources heading. The Voucher Summary page displays and the newly added customer displays in the Your Customers table.

3 Distributing Vouchers to Customers click the View link to the right of the appropriate customer in the Your Customers table. The Customer Summary page displays. In the Distribute Vouchers to table, select the appropriate course from the Course Number drop-down menu. Distribute vouchers to Teacher Account 3) Enter the appropriate number of vouchers into the Number of Vouchers to Distribute To this Customer field. Vouchers will be distributed from: <insert name> Select the course to distribute: Select course from dropdown Number of vouchers to distribute: Start distribution with vouchers that will expire earliest: Starting with vouchers that expire earliest will distribute your oldest vouchers first then work towards the newer vouchers. 4) Select the Start Distribution with Vouchers that will Expire Earliest checkbox. 5) Check the Submit button at the bottom of the Distribute Vouchers to table. Submit

4 Distributing Vouchers to Customers Continued To Get Started 6) The Notification Preview and Handling page displays. 7) 8) 3) 9) 4) 10) 5) Select or deselect checkboxes in the Notification Handling section based on preferences. Click the Submit button located at the bottom of the Notification Handling Section. The Customer Summary page displays a green check mark and a message is shown indicating that the distribution was successfully saved. Click the Voucher Summary link located below the Distribution Feedback Message. The Voucher Summary page displays and the vouchers distributed to the customer are no longer displayed in the Your Voucher table. notification preview Welcome to CareerSafe! This confirms the distribution of vouchers to your account from <insert name>. Following the steps below will give you access to the CareerSafe Online Campus. To Retrieve Your Voucher Number(s): Navigate to Click on Campus Login Enter the login information On the course homepage My Vouchers section, click on the number of unused column Student Enrollment Directions: Please provide one valid voucher to each student Direct your students to Click on Campus Login Click on Don t Have An Account Fill out the user information and include the voucher number If you have any questions about your subscription or navigating the campus, please our Support Team at support@careersafeonline.com We appreciate your support, Account Services CareerSafe notification handling Send to the recipient: Check this box to send the notification to the recipient of the distributions. Send to myself: Check this box to send the notification to yourself.

5 Returning Vouchers Previously Distributed From the Voucher Summary page, click the View link to the right of the appropriate customer in the Your Customers table. The Customer Summary page displays. Scroll down to the Return Vouchers from table which is located below the Distribute Vouchers to table. 3) Select the appropriate course from the Course Number drop-down menu. Return vouchers to my account Vouchers will be distributed from: <insert name> Select the course to distribute: Select course from dropdown 4) Enter the appropriate number of vouchers into the Number of Vouchers to Return From this Customer field. Number of vouchers to distribute: Start distribution with vouchers that will expire earliest: Starting with vouchers that expire earliest will distribute your oldest vouchers first then work towards the newer vouchers. Submit 5) Select the Start Return with Vouchers that will Expire First checkbox.

6 Returning Vouchers Previously Distributed 6) 7) 8) 9) 10) 1 Click the Submit button located at the bottom of the Return Vouchers from section. The Notification Preview and Handling page displays. Select or deselect checkboxes in the Notification Handling section based on your preferences. Click the Submit button located at the bottom of the Notification Handling section. The Customer Summary page displays a green check mark and a message is shown at the top of the page indicating that the distribution was successfully saved. Click the Voucher Summary link located below the Distribution Feedback Mesage. The Voucher Summary page displays and the returned vouchers are now displayed in the Your Vouchers table along with all previously existing vouchers. notification preview Welcome to CareerSafe! This confirms the distribution of vouchers to your account from <insert name>. Following the steps below will give you access to the CareerSafe Online Campus. To Retrieve Your Voucher Number(s): Navigate to Click on Campus Login Enter the login information On the course homepage My Vouchers section, click on the number of unused column Student Enrollment Directions: Please provide one valid voucher to each student Direct your students to Click on Campus Login Click on Don t Have An Account Fill out the user information and include the voucher number If you have any questions about your subscription or navigating the campus, please our Support Team at support@careersafeonline.com We appreciate your support, Account Services CareerSafe notification handling Send to the recipient: Check this box to send the notification to the recipient of the distributions. Send to myself: Check this box to send the notification to yourself.

7 Student Archive Archiving Students if you scroll down to the Your Vouchers section you will notice a list of your students. Your vouchers 1VR39P Check the box next to the students names you would like to archive and click Archive Students. Archive Students Unarchiving Students scroll down to the Your Voucher section. Click on the View Archived Students link. View Gradebook Report View Archived Students Your vouchers View Distribution Report Request Replacement Cards 1VR39P 3) Check the box next to the students names you would like to unarchive and click Unarchive Students. Archive Students View Archive Gradebook scroll down to the Your Voucher section. View Archive Gradebook Report Your vouchers 1VR39P Click on the View Archive Students link. You can then click the View Archived Gradebook Report. Archive Students

8 Requesting a Replacement Card If a student has not received a card in 6 weeks after completing the course, you can request a replacement card. View Gradebook Report View Archived Students Your vouchers View Distribution Report Request Replacement Cards 1VR39P scroll down to the Your Voucher section. 3) Click on the Request Replacement Cards link. Archive Students 4) Check the box next to the student s name you would like to request a replacement card for and click Request Replacement Cards. Eligible Students 1VR39P 5) You will be directed to a checkout screen. Replacement cards are $7 each for the OSHA reprint. Request Replacement Cards