User guide Citizens / Business environment

Transcription

1 User guide Citizens / Business environment Pagina 1 din 34

2 Content 1. Information sections Service catalog Complete Catalog of Procedures Search for services using the interactive map Account request Request a new account Citizen account New account request Company account Login Manage user profile Account details Select account type Claim Rights Change Password change Create request My requests My requests Response to the request for clarification Historical consultation activities within the request...33 Pagina 2 din 34

3 1. Information sections Using any of the common browsers, to access the portal is edirect. From the main menu you can access information portal sections (sections that do not need to login). Service catalog o Cross-border services o National services o Complete service catalog Regulated professions Fields of activity General information Contact Create request User guides Pagina 3 din 34

4 1.1 Service catalog For consultation procedures, using both service catalog, where users are able to view procedures structured by area of interest, ie services, and search field "Search". Thus, the main menu click on "catalog services", then select from the desired "cross-border services" (procedure for citizens of the EU), "National Service" (procedures for citizens Romanian and "catalog services ". Choose the type of procedure for individuals or legal entities. Pagina 4 din 34

5 Identifies the desired domain of interest, then click the button associated with the service title. In the case of multi-service domains of interest, to view the complete list, click the "View all" button, then choose the service you want. Look at the list of procedures associated with that service. To view the details of a procedure, id's ntifică desired procedure using the search field from table columns, then click on the name of the procedure. Pagina 5 din 34

6 Thus, on the details of the procedure, information such as: General information about the procedure, the necessary documents, the final documents (issued by the institution), the normative acts associated with the procedure and, where appropriate, information on regulated professions in the procedure Complete Catalog of Procedures D in the "Procedures Catalog" section, you can see all the procedures, grouped alphabetically, Pagina 6 din 34

7 available in the system. Thus, the main menu click on "catalog services", then select from the desired "cross-border services", "domestic" and "catalog services". Click the " View all procedures related to services " button. You can see the list of procedures grouped alphabetically. The user has the possibility to filter the list of procedures by the letters of the alphabet. Pagina 7 din 34

8 Using search filter can be identified p ROCEDURE different criteria such as a keyword in the procedure, the county where there is procedure, the institution he procedure, the subject matter to which it belongs forced procedure, the type of person (natural or legal entity) to which the procedure is addressed. Pagina 8 din 34

9 To view the details of a procedure, click on the name of the procedure. 1.3 Search for services using the interactive map The portal allows you to search for services and procedures using the interactive map. Thus, the main menu click on "catalog services", then select from the desired "cross-border services", "domestic" and "catalog services". Pagina 9 din 34

10 Press the "Search for services in your area" button. Choose the category of users for which to search procedures (individual or business environment). Use the interactive map to identify the county / city, respectively the desired structure. Thus, select fields can be selected or you can choose the county directly from the interactive map, then click the "Continue" button. Pagina 10 din 34

11 Once filtered, you can consult the services available according to the search criteria. To review the procedures associated with the services available, Click the service name. Pagina 11 din 34

12 The list of procedures associated with the service selected in the previous step is displayed. To see the details of a procedure, click on the procedure name. Pagina 12 din 34

13 2. Account request 2.1 Request a new account Citizen account From the main menu click on "New Account", then choose "Citizen account". Complete the electronic form with specific information, then click the "Save" button. Pagina 13 din 34

14 At the address specified in the form, the user will receive a notification to confirm the access account request. Press the confirmation link in the content. After confirmation, the access credentials are active and the user can log into the portal. 2.2 New account request Company account From the main menu, click the "New account" button, then select the "Company account" option. Pagina 14 din 34

15 Fill in the electronic form with information sp e cific then click on "Save". Pagina 15 din 34

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17 NOTE: The system validates the correctness of the data in the form. Thus, while the information on CUI your company or your company administrator are not validated enrollment request is approved. The address specified on the form user will receive a notification confir m area account access request. Click the confirmation link in the content. Once confirmed, access credentials become active and the user can log in to the portal. 3. Login From the main menu, click the "Connect" button. Choose one of the authentication options : edirect - Authentication is done using the access credentials obtained by completing the electronic form within the portal. ghiseul.ro - authentication is done using the access credentials used on ghiseul.ro portal Digital certificate - if the user already has an active account its n portal authentication can be performed automatically using a digital certificate (under the address in the certificate is identical to the address associated with your account from portal). The user and password are filled in, the "I'm not a robot" field is marked, then the "Login" button is pressed. Pagina 17 din 34

18 Choose the role that used to operate in the port tor Lulu, then press the "Select account". 4. Manage user profile From the "My Account" menu, the user has the ability to manage user account details with the following options : Account details Select account type Pagina 18 din 34

19 Claim Rights Change Password change 4.1 Account details From the context menu, click the "My Account" button, then choose "Account details".. Thus, the user has the possibility to view the details filled in the request for the portal access account. Pagina 19 din 34

20 To update the current information, click the "Modify" button. Update the information in the electronic form, then click the "Modify" button. 4.2 Select account type If the user has multiple roles within the portal (for example, he may act as a natural person or a company representative), he has the ability to change, without re -requiring the role, for his role. From the contextual menu, click the "My Account" button, then choose "Choose account type". Choose the role that the user wants to continue to operate within the portal, then click the "Select Pagina 20 din 34

21 account ". 4.3 Claim Rights This option is used only in their case the user is an employee of a competent authority / or a company that will operate the electronic files transmitted via its platform. From the context menu, click the "My Account" button, then choose "Request Rights". In order to request an operator 's rights, press the "Institution Operator" button. Pagina 21 din 34

22 The chosen institution and service / compartment is selected, then click on the "Send" button. The administrator will take over the institution and validate the application and turn it Role as requested by its user.. To request operator rights for a business, press the "Business Operator" button. In the electronic form, fill in the CUI of the company, then click on the "Submit" button. Pagina 22 din 34

23 Portal validated by the current user data, applications and displays it to companies available it can become operator. 4.4 Change If the user wants to change the address specified when creating the account, from the context menu click on "Account Details", then choose "Change ". Update the form with the desired information, then click on the "Change " button. 4.5 Password change If the user wants to change the password -and specified when creating the account, from the Pagina 23 din 34

24 context menu click on "Account Details", then choose "Change Password". Fill the form with specific informa tion, then click on "Change Password". 5. Create request After logging into the portal, d in the main menu click on "Create request". From the list of procedures is identified desired operational procedure using the search field Pagina 24 din 34

25 from the table columns. The list contains both information procedure (not permit launching of applications) and operating procedures (allowing release request). Press release request associated procedure " Create request ". Pagina 25 din 34

26 Choose s ervice / compare t imentul which will launch the application. In the "Documents submitted" section, the documents are uploaded in electronic format. So, click the " Upload Document " button. If there is a document template, it can download to complete, the column "template". Pagina 26 din 34

27 If appropriate, make a description to the attachment that will be sent in the request, then click on "Browse" and identifies the document on the local machine. Once the document has been identified, click the "Upload" button. If necessary, attach other documents by pressing the "Load other documents" button. In the "Remarks" is filled message r's do it (if any), and it marks the "I agree AADR to use my personal data" then click on "Create request". Pagina 27 din 34

28 Following the launch of the application, both the portal and address, the user will receive a notification, notifying them that the request was submitted successfully. Also, when the operator of the institution will take request, the user will receive an notification to that effect. Pagina 28 din 34

29 6. My requests 6.1 My requests In the "My Applications" viewable both online requests sent to INS t ituţii and answers ed operators institutions. Thus, in the context menu, click on the "My Requests" button. The table contains the following information : Nr. PISEG - the unique identification number of the request. Name procedure - name of the procedure for which the request was initiated. Structure - name of the structure to which the request was initiated (structure within the institution). Location - the location where the institution to which the request was made is located. Applicant - The name of the person who launched the request. Institution operator - the operator of the institution that took over the request for resolution. Date of launch - the date of the request to the institution Expires in (days) - the number of days remaining p NA in fulfilling the request operator organization. Status - the status request is found. Actions - actions that can be taken on the request. Pagina 29 din 34

30 Depending on the activity within an application that can be found in ur m ătoarele states: Initiated - the request was submitted by the citizen and is to be taken over by the operator of that institution. At work / received - the request was taken over by the operator. Stop (The applicant must provide clarifications) - The operator has launched a call for clarification by the citizen and it will have to respond within the time specified in the procedure. Clarifications submitted by the applicant - tert eanul citizens submitted the clarifications requested by the operator. expired - the request was not taken / resolved within the deadline specified by the operator of the institution in the procedure. Closed - the citizen did not respond to the request for clarification sent by the operator within the deadline specified in the procedure. settled - the request was resolved by the operator. Thus, complete information on the request sent to the institution can be found. Pagina 30 din 34

31 In order to send a new message, the "Send request" field is filled in the request, a file is loaded, if necessary, by pressing the "Add file" button. 6.2 Response to the request for clarification If the operator institution requires the user who sent the request a request for clarification, it must respond within the set the procedure to clarify that (also address the user's will Pagina 31 din 34

32 automatically be sent a notice to that effect). Thus, from the context menu click on "My Applications" list identifies existing applications with the status request "request for clarification" and then click on " - Request details ". In the "requests sent" consult message sent by your institution, AND then to send clarification, make the message in the "comments" (attach documents if necessary) and click on "Send clarification". Pagina 32 din 34

33 6.3 Historical consultation activities within the request Within an application, the user is able to see the history of work performed (by both useful ized, and the operator). So, in the context menu, click the "My Requests" button. Identify the desired request, then press the " - Request details ". Request details page is to press the button "application state history." Pagina 33 din 34

34 All the activities performed within the request can be consulted. Pagina 34 din 34