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1 PROFESSIONAL QUALIFICATION SCHEME ITIL PRACTICES FOR SERVICE MANAGEMENT THE ITIL MASTER QUALIFICATION ONLINE SYSTEM USER GUIDE FOR CANDIDATES The Swirl logo is a trade mark of the Cabinet Office ITIL is a registered trade mark of the Cabinet Office Page 1
2 Contents Purpose of this document 3 Step 1 - Log In 3 Step 2 Registration 6 Step 3 Application 8 Step 4 Proposal 9 Step 5 Work Package 10 Step 6 Interview 10 Final Step - Certification 10 Page 2
3 Purpose of this document This user guide has been created to provide a step- by- step guide to candidates of the ITIL Master Qualification so they understand what is expected of them when submitting their details, proposal and work packages for assessment of their work by the Accreditor s Assessors. Step 1 - Log In The Examination Institutes register candidates for the ITIL Master Qualification; further to this an is sent to the candidate with an Activation Link and User Name as follows: Dear Candidate You have been registered for the ITIL Master Qualification by [EI Name]. Please click on the following Activation Link and enter the username provided below to activate your account and access the ITIL Master Online System to complete your application: Activation Link: Username: Candidate.### Please also note your candidate number which is below. This must be retained for inclusion on all of your written submissions: EG: ITILM/OIA/0000### Many Thanks Official ITIL Accreditor If you do not have any Log in details you will need to contact an Examination Institute or contact the ITIL Official Accreditor for more information. Enter the User name provided in the and click next. Select a 4-digit PIN, verify the Pin and confirm the Pin this will then request that you select a Password. Page 3
4 The Password must be at least 9 characters and must contain at least one uppercase letter and a number. It will be confirmed that the Pin and Password have been set, which will then go into the system for the Registration to be completed. When Logging in from this point you will be prompted to select 3 out of 4 digits of the PIN and 3 random characters of the password. There is also a link for Forgotten Username and Forgotten PIN/Password link (accessed once the username has been given). Page 4
5 The Home Page This page provides links to the following items: 1. How to get access to the system via the Examination Institutes the link launches the Examination Institute Information web page 2. How to get more information about the ITIL Master Qualification this will take you to the ITIL Official Website where all the other documents can be viewed or downloaded. 3. The Legal Disclaimer 4. Contact us The Official Accreditor 5. Complaints and Appeals 6. LOG IN Page 5
6 Step 2 Registration To complete the registration it will be necessary to enter the required information noting the following: All Your Details fields are mandatory. You only need to provide one phone number. You need to provide at least 2 unique Identifying details. Employee details are optional. Please note that once these details have been submitted you can only change them via a Change Request. Page 6
7 Acceptance of the Registration will be received from the Accreditor. Once logged in, the options available are as follows: Option Description Additional information Status Provides a quick view of your current status Profile This is where your personal information is located. Once submitted, it can only be changed via a change request. Add the required personal information in order for your details to be validated through the process of assessment. Application Form Proposal This is where you need to provide more information about your submission the Candidate Guidelines outline the requirements for the application. This is where you need to provide details of your proposal so it can be reviewed by assessors to confirm it is acceptable. Includes adding referees, supporting documents and completing the declaration. See Step 3 and candidate guidelines. Work Package This is where you submit your Work Package See Step 4 and candidate guidelines. Interview This is where you schedule an interview and where you will receive your feedback. Certification This is where you will find the outcome of your certification and any feedback. It also displays the Examination Institute who registered the candidate. Page 7
8 Step 3 Application All fields are mandatory you need to complete all sections of the application form in order to proceed. General Information About the organisation Time line for submission Experience in ITSM For more information on the eligibility criteria ensure you read the Candidate Guidelines. Referees Please include your referees and select the type of referee, eg. Referee Sponsor or Project Witness or both. If you only have one available, you may be warned about this at the end of the application, but you will still be able to proceed. Supporting Documents The ID documents must be uploaded. If there are reasons why documents cannot be provided, they should be entered here. Documents already submitted by the EI will be pre- loaded into this section of the application. If the EI has not uploaded a CV, this should be uploaded here. Declarations and Submission When you submit the form, you will be prompted to re- enter your password before proceeding. Once submitted, you will not be presented with this form again. Page 8
9 Step 4 Proposal Proposal Details Candidate Name Add the title and a brief description of your proposal. More guidance on this can be found in the Candidate Guidelines. Elements Section Candidate Name Download the templates to complete the Elements and Proposal. The requirements and scope are included as guidance. Document Upload Candidate Name Once you have completed the requirements, you can upload them here. The proposal will be sent to the Assessors in order to confirm if the proposed work package will meet the requirements of the qualification. Once accepted, you will be able to move to the Work Package submission. Page 9
10 Step 5 Work Package Work Package Details Candidate Name When submitting the Work Package, enter the title, total word count, number of pages and total number of appendices. Document Checklist Candidate Name This is to help you make sure that you have covered all the requirements and scope for the qualifications. List the assignments included, and then using the checklist provide references by section and page which will show that you have covered everything. This will also provide the assessors with additional information to help them navigate the work package to find the relevant requirements. NOTE: it is strongly recommended that candidates use this checklist as a tool when writing their Work Package to ensure they are covering all requirements, and save updates on a regular basis. There is an upload page, a page to add or check the referees, and you will need to complete the declaration section prior to submitting the Work Package. Once submitted, it will be sent to the assessors as documented in the candidate guidelines. Once assessed, the results and feedback will be sent via the system. Step 6 Interview Under Construction Final Step - Certification Under Construction Page 10
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