CCS Activation (CCS Approvals)

Transcription

1 CCS Activation (CCS Approvals) This tip sheet is for services beginning the CCS activation process. Following the steps in this tip sheet assist your service through: - Registering and obtaining your details through the Provider Entry Point (PEP) - Activating and querying CCS within your software. - Setting up Management and Control roles. - Creating and querying Approvals/Services. - Assigning Operational roles to your system users where applicable. These steps will all need to be completed before you may begin transacting with CCSS. Provider Entry Point In order to activate CCS within your software, a person from your organisation must first log into the Provider Entry Point (PEP) and register their Provider Details, Service Details and create at least one user with a Management and Control role. Once you have completed this process, there will be 5 pieces of information you require: CCS Provider ID CCS Approval ID Management and Control Personnel ID Device Name One time Activation Code Once you have these details, you will need to contact our helpdesk and request for Account Admin Access permissions to be applied your Management and Control person. This will enable that particular person to activate CCS within your software. Activating CCS for the Account NOTE: This process may only be completed by a system user with Account Admin Access role permissions. Settings Cog button Account Settings CCS Activation tab 1 P a g e

2 Edit button Enter the CCS Provider ID, Provider Organisation ID, Management or Control Person ID, Device Name, and One-Time Activation Code that was obtained from the Provider Entry Point (PEP). the the Activate button Save button Once you have completed this process, the key expiry and last activated date and time fields will be automatically updated. NOTE: The Refresh key button must ONLY be used if you have been instructed from our helpdesk. Please do not click on this button without advice from Redbourne. NOTE: If an Account is linked to multiple Sites in your software, this only needs to be completed in one site. Querying Provider Profile After you have activated CCS, the CCS Provider details will need to be queried in order to obtain personnel details. 2 P a g e

3 Settings Cog button CCS Provider Query Provider profile button Once the query is successfully completed, the CCS Provider details will be stored within your software. You may view these details by navigating through the different tabs. It is important to note the while the names and IDs of the approvals attached your provider details are downloaded, you will still be required to setup the approval details for each service within your software. NOTE: This also downloads the Personnel details of the Management and Control user who was set up in the Provider Entry Point (PEP). This personnel record is required to be able to update and query CCS, but in particular, to set up other personnel with CCS roles, such as Management and Control, Operational, Contacts, and Educators. Setting up Management or Control Roles If the user is not already an existing user within your software, you will need to set them up within the Users and Personnel window. For further instructions, please see the tip sheet Users and User Permissions. It is important to ensure that the PRODA ID has been included in the user s details. To create the Management and Control Role: Settings Cog button CCS Provider Personnel tab Edit button for the required person 3 P a g e

4 Provider Role tab: Create button The following window will open: 4 P a g e

5 the user s Position, enter their start date and select the person authorising the transaction. You will next need to answer questions relating to the user s previous history. All fields within the Declaration are mandatory. You will need to complete each of these fields, upload supporting documents and click on the Submit button. It is important to note that this must be submitted by a user with a Management or Control role. This person will have been allocated this role within the PEP and this will have been queried into your software. 5 P a g e

6 Creating Approvals (Services) for the Provider The Approvals queried when querying your CCS Provider details will now need to be created within your software. Prior to completing this process, it is important to ensure that approvals are created within the correct site if you are a service who has many approvals. If you are unsure about this, please contact our helpdesk for advice. Settings Cog button Approvals Create CCS Approval button NOTE: CCMS and CCS approvals can co-exist. the Site Enter the CCS Service Id Enter the Approval (service) name Save button The approval will now display in the list. 6 P a g e

7 Querying the Service Details Settings Cog button Approvals CCS Service Profile button for the required service "Query Service Profile" button The details will be queried and stored in the software. Setting up Users with Operational Roles The final step to begin your transition to CCSS, is to setup a user with an Operational role. Please refer to the tip sheet Users and User Permissions for full instructions on this process. To recap, if you have followed all of the above the steps, you will now have completed the following tasks: 1. Registered your Provider and Service details, and created at least one user with a Management and Control role within the Provider Entry Point (PEP). 2. Activated CCS within your software and successfully queried your CCS Provider Profile. 3. Setup your Management and Control roles. 4. Created your CCS Approvals for the provider and successfully queried the details. 5. Assigned Operational roles to your applicable system users. Once all steps have been completed, you are now ready to begin transacting with CCSS. 7 P a g e