OPIA-ECCU INSTRUCTION STEPS FOR SUBMITTING AND RETRIEVING CARI REPORTS. Once the screen below has loaded, enter your Username, Password and the

Transcription

1 OPIA-ECCU INSTRUCTION STEPS FOR SUBMITTING AND RETRIEVING CARI REPORTS Step 1 In your browser s web address bar, enter: Once the screen below has loaded, enter your Username, Password and the Directory location as /FTP-CO/OPIA-ECCU-CARI Then click Login button References - please note following buttons before you begin: Help Refresh Log out Browse back Also when you want to browse back, you can click on the underlined pages on the Directory Tree: 1

2 Step 2 Next, you will see a Folder with Your Agency s Name; click on your agency s name. Step 3 Next, to upload a pending CARI check, click on the Pending CARI forms. Step 4 Next, click on the Upload button to upload your documents. 2

3 Step 5 On the next screen (see below), you will begin uploading your documents as per the following: NAMING FILES -please name the uploaded files with last name then first name (ex. DoeJohnCARI, SmithSallyCARI) this will allow us to track all submissions. SINGLE FILES - for uploading single files (Please be mindful of the size limitation. The limit < 100MB, but that is based on many different networking factors. Reduce the size of the file if the upload fails. Microsoft Excel documents are permitted) click the left Browse button (indicated by the red arrow) under Files. COMPRESSED FILE - for uploading a compressed file (only standard ZIP [mac users please avoid using resource fork constructed files], TAR, TGZ, and/or GZ formats are permitted) click the right Browse button under Archives. 3

4 Step 6 After you have browsed your computer for your desired file to transfer, highlighted the file, and clicked the Open button on the Choose File to Upload pop up screen; your file is displayed in the gray box by the Browse button i.e.. Click the Green Checkmark to submit your file. Step 7 After clicking the Green Checkmark, a box will appear like the one below, indicating that the site has checked your files and that they are ok (see box with bolded text below). i.e. Most importantly, at the bottom of the same box, you will see that your file has been successfully transferred to the FTP server (see box bolded text below) i.e. 4

5 The screen will look like this: Browse back button THIS IS THE ONLY CONFIRMATION THAT YOU WILL RECEIVE THAT YOUR DOCUMENTS HAVE BEEN SUCCESSFULLY UPLOADED. Step 8 At this point, PRINT this page for your records! Note: You may Browse and Open multiple documents before clicking the Green Checkmark to Upload the files. You may also click the Add another button to upload more files once you have clicked the Green Checkmark. Recommendation: You should browse back to your agency folder and verify that the document(s) you ve submitted is shown on the list. 5

6 Step 9 Once verified, it is safe to log out of the FTP system. To do so, click the red button. Step 10 To retrieve your completed CARI Check, click on Completed CARI Forms. Step 11 Double click on the document you would like to bring up; you may save as for your records. 6

7 Step 12 Once you have saved the document for your records, you may delete the file out of Competed CARI Forms. Click the Green Checkmark to delete your file. 7

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