Online CDC service. HowTo guide for certifying organisations

Size: px
Start display at page:

Download "Online CDC service. HowTo guide for certifying organisations"

Transcription

1 Online CDC service HowTo guide for certifying organisations

2 Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents and employees, disclaim any and all liability to any person in respect of anything or the consequences of anything done or omitted to be done in reliance or upon the whole or any part of this document. Copyright notice In keeping with the NSW Government s commitment to encourage the availability of information, you are welcome to reproduce the material that appears in Online CDC service: HowTo guide for certifying organisations for personal, in-house or non-commercial use without formal permission or charge. All other rights are reserved. If you wish to reproduce, alter, store or transmit material appearing in the Online CDC service: HowTo guide for certifying organisations for any other purpose, a request for formal permission should be directed to Executive Director, eplanning, PO BOX 39, Sydney NSW Version history Version 1 issued 4 June 2018 Version 2 issued 18 October 2018 Version 3 issued 23 November 2018 Online CDC service HowTo guide for certifying organisations v3 2

3 Contents HowTo register for a Planning Portal account 4 HowTo register for a Planning Portal account 5 How to reset your password 7 HowTo allocate staff to your organisation 9 HowTo navigate the administration dashboard 10 HowTo activate staff members 11 How To deactivate staff members 12 User roles 14 HowTo use the eplanning dashboard 15 Key functionality of the eplanning dashboard 16 HowTo find a specific application 17 HowTo review a complying development application received through the Planning Portal 18 Next steps 22 HowTo request additional information 23 HowTo request additional information 24 HowTo review the revised or additional documents 25 HowTo input a determination 26 Next steps 30 HowTo re-assign an application 31 Customer support 34 Customer service support 35 Online CDC service HowTo guide for certifying organisations v3 3

4 HowTo register for a Planning Portal account Online CDC service HowTo guide for certifying organisations v3 4

5 HowTo register for a Planning Portal account To view applications submitted via the online lodgement for complying development application service, you will need a Planning Portal account. This HowTo guide outlines each step of the registration process. Step 1: Go to Step 2: Click the Create account hyperlink to commence the registration process. Online CDC service HowTo guide for certifying organisations v3 5

6 Step 3: Enter your work address. Note: This will be your username and system generated notifications may be sent to this account. Step 4: Input your password. Note the following password requirements: They must be at least eight characters long They must have a maximum of 16 characters Passwords can t contain parts of the address that exceeds two consecutive characters They must contain three of the following: o Uppercase letters (A through Z) o Lowercase letters (a through z) o Numbers (0 through 9) o The following non-alphabetic characters: # $ % ^ & * ( ) _ + - = { } [ ] \ : ; < >?,. / Step 5: Input your contact details, including your first given name, family name and a contact number (mobile is preferred). Step 6: Verify the recaptcha by ticking the I m not a robot checkbox. You will need to correctly complete a question such as Select all images with traffic lights to proceed. Step 7: Agree to the Terms and Conditions by selecting the tick box. Review the privacy notice and then select the Create account button. Step 8: You will be sent a system generated to your registered account to verify your account. Once you receive this , click on the link to verify your account. This must be done within 24 hours or the link will expire and you will need to re-register. Note: Your Planning Portal account will not be created until you have successfully verified your registration. Next steps Once you have registered your work address, your organisation s administrator will need to activate your account so you are able to see applications submitted to your organisation. For more information, see section 2 of this guide. Online CDC service HowTo guide for certifying organisations v3 6

7 How to reset your password If you need to reset your Planning Portal account password, please use the instructions below. Step 1: Go to Step 2: Click Forgot password? Step 3: Input the address you registered with the Planning Portal and click submit. Online CDC service HowTo guide for certifying organisations v3 7

8 Step 4: A system generated will be sent to the registered address. Click on the reset password link within this . Step 5: You will be prompted to input a new password. Note the following password requirements: They must be at least eight characters long They must have a maximum of 16 characters Passwords can t contain parts of the address that exceeds two consecutive characters They must contain three of the following: o Uppercase letters (A through Z) o Lowercase letters (a through z) o Numbers (0 through 9) o The following non-alphabetic characters: # $ % ^ & * ( ) _ + - = { } [ ] \ : ; < >?,. / Step 6: Click the Submit button to reset your password. You will be returned to the log in screen, where you will need to enter your address and new password to access the Online CDC service. Online CDC service HowTo guide for certifying organisations v3 8

9 HowTo allocate staff to your organisation Online CDC service HowTo guide for certifying organisations v3 9

10 HowTo navigate the administration dashboard To view the administration dashboard, go to and enter the organisation s administration username and password. The administration dashboard will be visible upon successful log on. You will be able to see the date of last login, as well as the Add or Modify Roles link which is used to activate or de-activate staff members. Online CDC service HowTo guide for certifying organisations v3 10

11 HowTo activate staff members Step 1: Log on Go to and enter the organisation s administration username and password. The administration dashboard will be visible upon successful log on. Step 2: Add a staff member to the organisation Click on Add or Modify Roles and input the work address of a registered staff member into the User ID field. Click Fetch User Details. Step 3: Assign user role to staff The user profile related to this contact will be displayed. Online CDC service HowTo guide for certifying organisations v3 11

12 Select a user role for this staff member from the drop-down list, either Certification officer (council certifier) or User (council officer). Note: You are also able to amend the phone number provided at registration if needed. Press Update once the information has been input. How To deactivate staff members If you need to de-activate a staff member, that is remove their access to the organisations account, please follow the steps below. Step 1: Log on Go to and enter the organisation s administration username and password. Online CDC service HowTo guide for certifying organisations v3 12

13 The administration dashboard will be visible upon successful log on. Step 2: Add a staff member to the organisation Click on Add or Modify Roles and input the work address of a registered staff member into the User ID field. Click Fetch User Details. Step 3: De-activate the user The user profile related to this contact will be displayed. To de-activate the user, press the Delete button. Note: They will still have a NSW Planning Portal account but will be unable to view anything related to your organisation. Online CDC service HowTo guide for certifying organisations v3 13

14 User roles The user roles and the functions that they can perform are documented below: Function Role Able to assign registered staff to organisation Able to de-activate staff from organisation Can view applications and documentation Can assign / re-assign applications Can request additional information Can action the aceept / decline application for assessment Can input determination information Can view private certiriers determinations within LGA Council administrator (Admin) Council certifier (Certification officer) Council officer (User) Table 1: User roles for councils Online CDC service HowTo guide for certifying organisations v3 14

15 HowTo use the eplanning dashboard Online CDC service HowTo guide for certifying organisations v3 15

16 Key functionality of the eplanning dashboard Depending on the role you have been assigned, you will have a different dashboard view. For most certifying organisation staff, the dashboard will be similar to that below. Number Functionality Description 1 Dashboard Views 2 Basic Reporting There are a number of different dashboard views available for selection: Active work = applications that have been assigned to you to action and are open Completed work = applications within your local government area that have been completed. This includes applications that have been withdrawn, determined or declined. Advanced search = advanced search fields that can be used to navigate to a particular online concurrence and referral case (not related to online CDC) Recents = recent applications that you have viewed This section displays some high-level reports for applications based on their status or application type. This cannot be exported. 3 Dashboard The five dashboard column headings help to identify the status of an application and other key information such as the system generated reference number and the application address. You can filter the applications using the funnel beside the relevant attribute. 4 User This displays the name of the user that has logged onto the system. 5 Unassigned tasks By selecting the application type, you can view any unassigned tasks. By opening an unassigned application, it will be automatically assigned to you. 6 Assigned tasks You can view all other staff within your organisation that have applications assigned to them. If they are away from work, you are able to re-assign the application to yourself by clicking on their name. Online CDC service HowTo guide for certifying organisations v3 16

17 HowTo find a specific application Upon log in, you will automatically be redirected to the Active work dashboard view. This will display all your active applications. To find the relevant application, you can use either the column filter or search functions. Column filters Click the filter icon beside each column heading to sort by Reference Number, Site Address, Status or Application type. You can only filter by one column at a time but you may check multiple options within each filter. Once all options have been selected, click Apply. The information contained within the dashboard will will change to show only those with the specific filter applied. Search Click the filter icon beside each column heading to sort by Reference Number, Site Address, Status or Application type. Once selected, input the desired keyword into the search text field and hit Apply. The information contained within the dashboard will change to show only those related to the keyword. If there are no search results, please select Clear Filter to reset the dashboard view and try a different keyword. Online CDC service HowTo guide for certifying organisations v3 17

18 HowTo review a complying development application received through the Planning Portal Online CDC service HowTo guide for certifying organisations v3 18

19 Once an applicant submits an application for consideration, the nominated certifying organisation reviews the application and associated documents. They are also able to request additional information from the applicant through this system. This HowTo guide outlines the steps involved. Step 1: Log in You will need to be logged into your Planning Portal account to review an application that has been assigned to your organisation. To log on, go to Step 2: Locate the new application Your organisation will receive a system generated to advise of a new complying development application submitted to your organisation. You are also able to find new applications that have not been assigned to a member of staff through the dashboard under Unassigned Tasks. Click on the Complying Development Certificate (CDC) text under Unassigned tasks. The dashboard view will change to show all unassigned applications. New applications will have a status of Submitted. Online CDC service HowTo guide for certifying organisations v3 19

20 Step 3: Review the application and associated documents To view the application and associated documents: 1. Click on the associated reference number to open the application and view the information provided. The application details will open in the window. 2. You are able to review the application and the associated documents by clicking on the tabs under the Pre-assessment review box. You will find a PDF version of the application under the Requirements and uploads tab. 3. To view a document, click on the file name. Review the document to ensure it is fit-for-purpose. If you require revised or additional documents, follow the step 4, otherwise go to step 5. Step 4: Request additional information If you require additional or revised information, 1. Select the Ask for additional information from applicant button. 2. Select the checkbox beside the relevant document type/s and provide a comment to assist the applicant to action the request. Online CDC service HowTo guide for certifying organisations v3 20

21 3. Provide any additional comments required. This could include requests to complete any payment for the service. 4. Once you have input all the relevant information, select Submit. The applicant will be sent a system generated to advise them that there is a request for additional information. When the applicant provides this additional information, you will receive an to notify you that it is awaiting your review. If the documents are still not fit-for-purpose, you are able to send a further request. Note: The application status will state Additional information requested and you will be unable to progress the application until the applicant provides the information requested. Step 5: Discuss your fee quotation and terms and conditions Outside of the Online CDC service, discuss your fee quotation and terms and conditions. Once these have been agreed to, proceed to the next step. Online CDC service HowTo guide for certifying organisations v3 21

22 Step 6: Accept or decline the application for assessment Once you have the required documentation to start your assessment process, and associated fees have been paid, download all the associated documents to your local system for assessment and records. To progress the application, it will need to be assigned to a member of staff that has been allocated a council certifier or certification officer role. They will need to complete the remaining steps. To accept an application for assessment: 1. Select the Accept application for assessment button. 2. Select Submit. To decline an application for assessment: 1. Select the Decline application for assessment button. 2. Input a reason for the application being declined for assessment. This text will be sent to the applicant. 3. Select Submit. You may like to contact the applicant outside of the Online CDC service to advise why the application is being declined. If you will need this information at a later date, please save this locally. Next steps Once you have completed the steps above, and if the application has been accepted for assessment, the application will be officially lodged and assessment can commence. Online CDC service HowTo guide for certifying organisations v3 22

23 HowTo request additional information Online CDC service HowTo guide for certifying organisations v3 23

24 HowTo request additional information When reviewing the application during the pre-assessment review, you may require additional or revised information. To request this through the system follow the steps below. Step 1: When the application is open, select the Ask for additional information from applicant button. Step 2: Select the checkbox beside the relevant document type/s and provide a comment to assist the applicant to action the request. Step 3: Provide any additional comments required. This could include requests to complete any payment for the service. Step 4: Once you have input all the relevant information, select Submit. The applicant will be sent a system generated to advise them that there is a request for additional information. When the applicant provides this additional information, you will receive an to notify you that it is awaiting your review. If the documents are still not fit-for-purpose, you are able to send a further request. Note: The application status will state Additional information requested and you will be unable to progress the application until the applicant provides the information requested. Online CDC service HowTo guide for certifying organisations v3 24

25 HowTo review the revised or additional documents A system generated will be sent when an applicant provides the requested additional information, and the status on the dashboard will change to Submitted. To view the response from the applicant: Step 1: Log on and open the relevant application. This should be in your Active work folder. Step 2: Navigate to the Additional details tab. You will see your original request alongside the response from the applicant. Step 3: Review documents and/or response for completeness. If you require additional information: 1. Click on the actions button in the top right-hand corner of the screen and select Pre-assessment review from the list of options. 2. Select the Ask for additional information from applicant option and complete an additional information request. If you do not require additional information: 1. Click on the actions button in the top right-hand corner of the screen and select Pre-assessment review from the list of options. 2. Select either Accept application for assessment or Decline application for assessment to complete this stage of the process. Online CDC service HowTo guide for certifying organisations v3 25

26 HowTo input a determination Online CDC service HowTo guide for certifying organisations v3 26

27 Following the assessment of the application, the nominated certifier updates the Online CDC service with the determination and associated documents. This HowTo guide outlines the steps involved. Step 1: Log in You will need to be logged into the Online CDC service to enter the determination for an application that has been assigned to you. The service can be accessed at Step 2: Locate the relevant application Once you have located the relevant application, it will have a status of Under Assessment, click on the associated reference number. If the relevant application is not visible, you are able to refine the display by clicking on the filters at the top of the dashboard. Step 3: Request any additional information required You have an additional opportunity to request additional information. If you require additional information to complete your assessment, select Yes and follow the steps within the HowTo request additional information section of this guide. If you do not require additional information select No. Step 4: Provide development specifications 1. Input the development site information. 2. Input the class of development. Online CDC service HowTo guide for certifying organisations v3 27

28 3. Input the proposed development information 4. Input the development specifications. 5. Press Submit once all information is complete. Note: You will be unable to amend this information, so please ensure that it is correct prior to preceeding. If you need to verify information, press Save and Exit. Step 5: Input the determination 1. Enter the Environmental Planning Instrument that the proposal is being considered under. Online CDC service HowTo guide for certifying organisations v3 28

29 2. Complete the mandatory declarations. 3. Input the determination and the details of the certifier that issued the determination. 4. Upload the determination, either the refusal notification or complying development certificate, by selecting Upload determination. 5. Press Submit. Online CDC service HowTo guide for certifying organisations v3 29

30 Step 6: Upload approved documents Within 48 hours of inputting the determination, you are required to upload the associated approved documents. To do this, 1. Upload the approved documents relating to this application. 2. Press Submit once all documents have been attached. Note: You are unable to amend or add additional documents to the application at a later stage. Please ensure that all the documentation has been saved locally prior to completing this step. Next steps The applicant will receive an to advise that their application has been determined. They will be able to log into the Online CDC service to view their determination and the associated documents. You will be able to view the application, the related documents and the determination in the Completed work view of the dashboard. Online CDC service HowTo guide for certifying organisations v3 30

31 HowTo re-assign an application Online CDC service HowTo guide for certifying organisations v3 31

32 You may need to re-assign an application to yourself or another colleague. To do this: Step 1: Log in You will need to be logged into your Planning Portal account to view an application that has been assigned to your organisation. To log on, go to Step 2: Locate the relevant application From the dashboard view, click on the name of the member of staff that is currently assigned that application. This is located under the Assigned Tasks heading. You will then see all applications currently assigned to this staff member. Click on the reference number for the application you wish to re-assign. Step 3: Re-assign the application Once the application is open, click on the Actions button in the top right-hand corner of the screen and select Re-assign. You will be asked to provide the name of the person you wish to re-assign the application to. You will need to select a name from the pre-populated drop-down list and then press Submit. Note: For a staff member to appear in this drop-down list, they must have a Planning Portal registration and be assigned to the organisation. Online CDC service HowTo guide for certifying organisations v3 32

33 Alternatively, if you have been assigned a council certifier or certification officer role, then you can select the Assign button at the top of the page to automatically assign the application to yourself. When you select this button you will need to confirm that the application should be assigned to you by checking the checkbox and pressing Submit. The application will now be visible on your dashboard. Online CDC service HowTo guide for certifying organisations v3 33

34 Customer support Online CDC service HowTo guide for certifying organisations v3 34

35 Customer service support If you require additional assistance, please: view the help items within the Online CDC service; view the HowTo guide for applicants - ; view the Frequently Asked Questions and Planning Portal Help located in the Help and Support section of the Planning Portal - ; and / or contact ServiceNSW on Online CDC service HowTo guide for certifying organisations v3 35

NSW Planning Portal. HowTo register for an account

NSW Planning Portal. HowTo register for an account NSW Planning Portal HowTo register for an account Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents and

More information

Online CDC service. HowTo guide for applicants

Online CDC service. HowTo guide for applicants Online CDC service HowTo guide for applicants Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents and employees,

More information

Development Application Online. HowTo guide for applicants

Development Application Online. HowTo guide for applicants Development Application Online HowTo guide for applicants Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents

More information

Meritain Connect User Manual. for Employees. 1 Meritain Connect User Guide for Employees

Meritain Connect User Manual. for Employees. 1 Meritain Connect User Guide for Employees Meritain Connect User Manual for Employees 1 Meritain Connect User Guide for Employees Contents Introduction... 4 Accessing Meritain Connect... 5 Logging In... 5 Forgot Password... 6 Registration Process...

More information

Secure Transfer Site (STS) User Manual

Secure Transfer Site (STS) User Manual Secure Transfer Site (STS) User Manual (Revised 3/1/12) Table of Contents Basic System Display Information... 3 Command Buttons with Text... 3 Data Entry Boxes Required / Enabled... 3 Connecting to the

More information

Employer Online user guide

Employer Online user guide Employer Online user guide June 2016 Welcome This is the user guide for Employer Online if you cannot find the information you are looking for in this guide please contact us and we ll be happy to help

More information

Quick guide to the SmartSimple on-line portal (making an application)

Quick guide to the SmartSimple on-line portal (making an application) EPA Research Programme 2014-2020 Quick guide to the SmartSimple on-line portal (making an application) POWERED BY SMARTSIMPLE Disclaimer Please read this document carefully prior to using the on-line portal.

More information

AAPA Online. Authority Certificate Applicant Guide

AAPA Online. Authority Certificate Applicant Guide AAPA Online Authority Certificate Applicant Guide Contents 1. About this Guide... 1 2. Types of Accounts... 1 3. My Applications... 2 4. Creating a New Authority Certificate Application... 3 1. The Overview

More information

Wellington City Council Funding Portal Quick Reference Guide for Applicants

Wellington City Council Funding Portal Quick Reference Guide for Applicants Wellington City Council Funding Portal Quick Reference Guide for Applicants Before you Begin The intended audience for this document is a new user who is registering for the first time or for a returning

More information

WELCOME TO IRECRUIT. Contents: Step 1: How to Register.3. Step 2: Search for Jobs Step 3: Apply for a Job..23

WELCOME TO IRECRUIT. Contents: Step 1: How to Register.3. Step 2: Search for Jobs Step 3: Apply for a Job..23 WELCOME TO IRECRUIT irecruit is our online job search and application system. Use irecruit to search and apply for advertised UTS jobs. You can also use irecruit to set up job alerts tailored to your job

More information

International Application Service AGENT PORTAL USERS GUIDE

International Application Service AGENT PORTAL USERS GUIDE International Application Service AGENT PORTAL USERS GUIDE Table of Contents Gaining Access to the Agent Portal... 4 Register your Account... 4 Log in to the Agent Portal... 6 Change my password... 7 Reset

More information

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates

Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates Recruitment Standard Operating Procedures Profile Management and Job Application for External Candidates HRMD - PARTNERING WITH YOU TOWARDS EXCELLENCE Register African Union Login Access the Login screen

More information

IRMA Human Ethics Researcher User Guide

IRMA Human Ethics Researcher User Guide IRMA Human Ethics Researcher User Guide IRMA Researcher User Guide 1. Overview 1.01 What is IRMA? 1.02 What are the Benefits? 1.03 ISLHD Research and IRMA 2. Key Terms in IRMA 2.01 Coversheets 2.02 Templates

More information

APPLICANT S GUIDE TO THE SUPPLIER AND EQUIPMENT REGISTRATION DATABASE

APPLICANT S GUIDE TO THE SUPPLIER AND EQUIPMENT REGISTRATION DATABASE L APPLICANT S GUIDE TO THE SUPPLIER AND EQUIPMENT REGISTRATION DATABASE Table of Contents 1. Introduction 3 1.1 General Information 4 2. Responsible Supplier 7 2.1 First Time Registration 7 2.1.2 Resending

More information

IRMA Researcher User Guide v2 DRAFT. IRMA Researcher User Guide

IRMA Researcher User Guide v2 DRAFT. IRMA Researcher User Guide IRMA Researcher User Guide v2 IRMA Researcher User Guide IRMA Researcher User Guide 1. Overview 1.01 What is IRMA? 1.02 What are the Benefits? 1.03 ISLHD Research and IRMA 2. Key Terms in IRMA 2.01 Coversheets

More information

Guide for Researchers: Online Human Ethics Application Form

Guide for Researchers: Online Human Ethics Application Form Ethics & Integrity Research Office HUMAN RESEARCH ETHICS ONLINE APPLICATION October 2016/V1.03 Guide for Researchers: Online Human Ethics Application Form ENQUIRIES Senior Human Ethics Officer University

More information

Online Store. General Store Front User Guide

Online Store. General Store Front User Guide Online Store General Store Front User Guide March 2018 Version 2.3 shop.bunzl.com.au 1 Table of Contents TABLE OF CONTENTS... 2 1 INTRODUCTION... 4 2 USER ROLES AND PERMISSIONS WITHIN ONLINE STORE... 5

More information

Apply Online Applicant Guide

Apply Online Applicant Guide Apply Online Applicant Guide Version 5 Last updated 27 March 2017 Any queries regarding this user guide should be sent to studentadmissions@leedsbeckett.ac.uk This is an iterative document which will be

More information

Introduction. Automatic gate opening no more swiping

Introduction. Automatic gate opening no more swiping Introduction This user guide is intended for companies and drivers to use the functionality available in the TAMS System Manage your entire Auckland Airport access account via the internet! One simple

More information

Annecto e-recruit Application Guide

Annecto e-recruit Application Guide Annecto e-recruit Application Guide Table of contents Section 1. Applying for positions... 3 3.1 Searching for a vacant position... 3 3.1.1 Run a simple search... 3 3.1.2 Browse all vacancies... 3 3.1.3

More information

Camogie Payment and Registration Manual

Camogie Payment and Registration Manual Camogie Payment and Registration Manual Page 1 Table of Contents 1. Getting Started 1.1. Username (Unique ID) & Password 1.2. Paypal account 2. Login Screen 2.1. Camogie URL 2.2. Logging into the system

More information

Foundation Programme. Applicant

Foundation Programme. Applicant Foundation Programme Applicant User Guide Oriel is an online system designed to manage specialty recruitment and forms part of the Intrepid HR software suite used to administer training, education and

More information

e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5

e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5 e-lms Electronic Lodgement of Mailing Statements User Guide Version 4.5 Copyright Statement Copyright the Australian Postal Corporation 2016. All rights reserved. No part of this document may be reproduced,

More information

Dormant Accounts Fund. Technical Guide for Applications

Dormant Accounts Fund. Technical Guide for Applications Dormant Accounts Fund Technical Guide for Applications July 2018 1 Contents New and Existing Applicants... 3 Important Information... 3 Other Relevant Information... 4 Section 1 - Hints and Tips for completing

More information

Training Manual for HR Managers ( Business Unit Admin level)

Training Manual for HR Managers ( Business Unit Admin level) UK Umbrella Service Ltd online DBS applications Training Manual for HR Managers ( Business Unit Admin level) UK Umbrella Service Ltd Page 1 of 12 1 Accessing the system: From the Log In page: https://ukdbschecks.employmentcheck.org.uk/user_login.php

More information

ClientNet. Portal Admin Guide

ClientNet. Portal Admin Guide ClientNet Portal Admin Guide Document Revision Date: June 5, 2013 ClientNet Portal Admin Guide i Contents Introduction to the Portal... 1 About the Portal... 1 Logging On and Off the Portal... 1 Language

More information

Eforms Full Application Guide Returning Contractor

Eforms Full Application Guide Returning Contractor Eforms Full Application Guide Returning Contractor 1 Completing a Full application form (Pages 2-6) 1.1 Login to Eforms system (Page 2) 1.2 Assessment scope (Page 3) 1.3 Declaration and fees (Page 3) 1.4

More information

BBC Pitch. Production Company Guide

BBC Pitch. Production Company Guide BBC Pitch Production Company Guide Contents 1. Introduction... 2 2. Registration of your company... 2 3. Logging in... 5 4. Dashboard... 6 Create a new proposal... 7 Getting started... 8 Idea... 10 Adding

More information

Welcome to the Vale Vendor Portal Guide

Welcome to the Vale Vendor Portal Guide Welcome to the Vale Vendor Portal Guide 1. Introductory 1.1 How to access? 1.2 Presenting the Portal 2. Onboarding Process 3. Negotiate Module 4. Purchase Module 5. Payment Module 1. Introductory Main

More information

learnpro Community User Manual

learnpro Community User Manual learnpro Community User Manual Last Updated: December 2011 learnpro User Manual Page 1 Contents Contents... 2 1. Introduction... 3 1.1 Introduction to the system... 3 1.2 Help Icons... 3 1.3 Accessing

More information

RWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM

RWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM RWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM FRONTEND USER MANUAL 1 P a g e Contents 1.1 ACCESSING THE SYSTEM... 3 1.2 REGISTRATION... 3 1.3 LOGGING IN... 4 1. 4 DASHBOARD... 5 1.5 LOGGING OUT...

More information

EDGE: Getting Started

EDGE: Getting Started EDGE: Getting Started Dear User please note that these notes are intended to get you started on EDGE. There are more comprehensive notes available on the EDGE website (via the general documents tab on

More information

My Courses: Displays courses the user has self-enrolled in as well as courses that have been assigned to the user when available.

My Courses: Displays courses the user has self-enrolled in as well as courses that have been assigned to the user when available. LOGGING IN To log in go to https://gbateam.redvector.com and enter your Login /Username and Password. If you have forgotten your password, click on the Forgot your password link. 1. Enter the primary email

More information

Ethical Review Manager. Applicant User Guide

Ethical Review Manager. Applicant User Guide Ethical Review Manager Applicant User Guide Last Updated: June 2017 Introduction The Ethical Review Manager (ERM) System has been designed to enable applications for ethical approval to conduct research

More information

Online Registration System User Manual

Online Registration System User Manual Online Registration System User Manual Page 1 Table of Contents 1. Login Screen 1.1. LGFA URL 1.2. Logging into the system 1.3. Forgot your password? 1.4. Contacting Support 2. Welcome Page - Pre-Fees

More information

Eforms Full Application Guide New Contractor

Eforms Full Application Guide New Contractor Eforms Full Application Guide New Contractor 1 Completing a Full application form (Pages 2-6) 1.1 Initial application screen (Page 2) 1.2 Assessment scope (Page 3) 1.3 Declaration and fees (Page 3) 1.4

More information

Welcome. to the. Contractor/Supplier. User Guide

Welcome. to the. Contractor/Supplier. User Guide Welcome to the Contractor/Supplier User Guide SAFcomm Pty Ltd PO Box 1105 Eagle Farm QLD 4009 info@safcomm.com.au www.safcomm.com.au Page 2 NEW USERS - SOME QUICK TIPS... 3 NEW CONTRACTOR/SUPPLIER REGISTRATION...

More information

Applicant User Guide

Applicant User Guide Applicant User Guide Oriel is an online system designed to manage specialty recruitment and forms part of the Intrepid HR software suite used to administer training, education and career progression in

More information

Lorin Muhlmann V0.5 Last updated 17/04/18

Lorin Muhlmann V0.5 Last updated 17/04/18 ClubGRANTS Online Training Manual CONVENORS Contents Logging in... 4 Opening a grant round... 6 Completing an application... 10 Reviewing and assessing applications... 15 Completing and reviewing acquittal

More information

Vendor Registration and Training

Vendor Registration and Training Vendor Registration and Training Bid Express Registration Guide Bid Express Vendor Guide February 2015 Prepared By Address: 5700 SW 34th Street, Suite 1235, Gainesville, Florida 32608-5371 Web: www.infotechfl.com

More information

Assister Portal Manual Updated

Assister Portal Manual Updated Assister Portal Manual Updated 04-01-2017 Contents MNsure Assister Portal Purpose and Benefits... 3 Features of the Assister Portal... 3 MNsure Roles and Responsibilities... 5 Assister Roles and Responsibilities...

More information

Palmerston North City Council Online Building Consenting Customer Guide

Palmerston North City Council Online Building Consenting Customer Guide Palmerston North City Council Online Building Consenting Customer Guide Please note that all applications submitted prior to or on the 27 June 2017 will be processed manually (paper applications). This

More information

Register for a HCQIS Access Roles and Profile (HARP) Account

Register for a HCQIS Access Roles and Profile (HARP) Account Register for a HCQIS Access Roles and Profile (HARP) Account Table of Contents Introduction Register for a HARP Account: Instructions and Screenshots Navigate to HARP HARP Account Registration o o o o

More information

Online Record Book. Award Leader Web User Guide The Duke of Edinburgh s International Award Foundation. 02/04/2018 Version: 1.7

Online Record Book. Award Leader Web User Guide The Duke of Edinburgh s International Award Foundation. 02/04/2018 Version: 1.7 Online Record Book Award Leader Web User Guide The Duke of Edinburgh s International Award Foundation 02/04/2018 Version: 1.7 2017 The Duke of Edinburgh s International Award Foundation Version control

More information

Client Portal Client User Manual

Client Portal Client User Manual Client Portal Client User Manual Version 2.0 Contents Client Portal User Manual... 3 Groups and User Levels... 3 Inviting Users... 5 Terms of Use... 9 Removing Users... 12 Password Reset... 14 List Items

More information

Administrator Quick Guide

Administrator Quick Guide 1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access

More information

MySkills Service Provider Approver Guide

MySkills Service Provider Approver Guide MySkills Service Provider Approver Guide Documentation Control Page Contact for Enquiries If you have any questions regarding this document, please contact: Grid Skills gridskills@transpower.co.nz Proposing

More information

Allerdale Online User Guides

Allerdale Online User Guides Allerdale Online User Guides Customised by: Organisational Development Contents Accessing Allerdale Online... 3 Password Reset... 5 Updating Profile Page... 8 Accessing Courses... 9 elearning Modules...

More information

Recruitment Guide for External Applicants

Recruitment Guide for External Applicants Directorate General Human Resources, Budget and Organisation ECB-PUBLIC Recruitment Guide for External Applicants 19 June 2012 Page 1 Table of Contents 1. Getting Started with SAP e-recruiting 3 1.1 Searching

More information

EMR Company Registration and User Management

EMR Company Registration and User Management EMR Company Registration and User Management Guidance document for EMR participants User Support Guide for EMR Company Registration and User Management 24 th January 2017 National Grid Electricity Transmission

More information

Grant Lifecycle Manager Learning Lab Applicant Tutorial

Grant Lifecycle Manager Learning Lab Applicant Tutorial VIDEO 1: Site Access & Account Creation You will access the system via the log on page. The Foundation may have provided you with a link to this page, or it may be hyperlinked on their Foundation website.

More information

Test Information and Distribution Engine

Test Information and Distribution Engine SC-Alt Test Information and Distribution Engine User Guide 2018 2019 Published January 14, 2019 Prepared by the American Institutes for Research Descriptions of the operation of the Test Information Distribution

More information

PROACTIS: Supplier User Guide. Frequently Asked Questions (FAQ)

PROACTIS: Supplier User Guide. Frequently Asked Questions (FAQ) PROACTIS: Supplier User Guide Frequently Asked Questions (FAQ) Contents Introduction Why PROACTIS Frequently Asked Questions (FAQ s) PROACTIS Supplier Manuals Introduction This manual is intended for all

More information

CJA evoucher. Attorney User Manual Release 5.2 October 2018

CJA evoucher. Attorney User Manual Release 5.2 October 2018 CJA evoucher Attorney User Manual Release 5. October 08 CJA evoucher for Attorneys i Contents Nota Bene: Edit before using!... Introduction... Panel Management... Voucher & Authorization Request Submission...

More information

Introduction. One simple login gives you: Payment control Detailed activity history. Automatic gate opening

Introduction. One simple login gives you: Payment control Detailed activity history. Automatic gate opening Introduction This user guide is intended for companies and drivers to use the website available for the TAMS System. Manage your entire Auckland Airport access account on-line! One simple login gives you:

More information

Applicant epic online Police Information Check system for Calgary Police Service

Applicant epic online Police Information Check system for Calgary Police Service Applicant epic online Police Information Check system for Calgary Police Service http://www.calgary.ca/cps/pages/home.aspx Select Police Information Check, Calgary Police Service Website access SELECT

More information

Page 1 of 11

Page 1 of 11 1800 990 432 Page 1 of 11 Table of Contents Registering Your Business... 3 Eligibility Criteria... 3 Navigating to the Regional Buy Portal... 3 Navigating the Registration Process... 3 The Registration

More information

BEEDS portal Bank of England Electronic Data Submission portal. User guide. Credit unions Version 1.2

BEEDS portal Bank of England Electronic Data Submission portal. User guide. Credit unions Version 1.2 BEEDS portal Bank of England Electronic Data Submission portal User guide Credit unions Version 1.2 May 2018 Contents Document versions 3 1. Introduction 4 a. Bank of England contact details 4 2. General

More information

EPA Research Programme EPA s Online Grant Application & Project Management Portal

EPA Research Programme EPA s Online Grant Application & Project Management Portal EPA Research Programme 2014-2020 EPA s Online Grant Application & Project Management Portal QUICK GUIDE TO MAKING AN APPLICATION April 2018 Version 3 Powered by SmartSimple The EPA Research Programme is

More information

User Manual For. EFM I2File.net. September 26, 2017 Version 1.0

User Manual For. EFM I2File.net. September 26, 2017 Version 1.0 User Manual For EFM I2File.net September 26, 2017 Version 1.0 1 Table of Contents Registration... 3 Register a Firm Account... 3 Register a Self-Represented Account... 5 Login... 8 Forgot Password... 8

More information

Stroma Software 2016 v1.0 Tracker User Guide

Stroma Software 2016 v1.0 Tracker User Guide Stroma Software 2016 v1.0 Tracker User Guide 0 Contents My Tracker... 2 Property Summary... 4 Adding Correspondence... 6 Uploading and Viewing Documents... 6 Adding Property Contacts... 7 Creating a New

More information

Online Faculty System

Online Faculty System CATHEDRAL AND CHURCH BUILDINGS DIVISION Online Faculty System A Parish s User Manual Julie Patenaude 1/1/2016 0 P a g e This document is a step-by-step guide to the Online Faculty System for Parishes.

More information

Certification Candidate Handbook

Certification Candidate Handbook Certification Candidate Handbook The Certification Candidate Management System (CCMS) User Guide details the process from beginning to end, program requirements, what to expect at the testing center, how

More information

PFE Online Application Help File

PFE Online Application Help File PFE Online Application Help File Please follow this step-by-step guide to help complete the PFE online application form for Educational Oversight. (Please note, failure to complete all required information

More information

AgentWorks Administrator and Manager User Guide - Release 12.5

AgentWorks Administrator and Manager User Guide - Release 12.5 AgentWorks Administrator and Manager User Guide - Release 12.5 March 21, 2013 2012 MoneyGram InternationalAll rights reserved. Table of Contents Registration Overview... 2 1. Initial Log In AgentWorks

More information

The MyCSF Administrator s Tool Guide

The MyCSF Administrator s Tool Guide The MyCSF Administrator s Tool Guide January 2016

More information

HR21 USER MANUAL EMPLOYEE & MANAGER

HR21 USER MANUAL EMPLOYEE & MANAGER HR21 USER MANUAL EMPLOYEE & MANAGER Document: HR21 User Manual Employee & Manager Page 1 of 49 Table of Contents HR21 USER MANUAL... 1 EMPLOYEE & MANAGER... 1 HR21 USER MANUAL EMPLOYEE... 3 LOGIN PAGE

More information

User guide. Data Entry Tool Guide. Version 5.0 November National Centre for Vocational Education Research

User guide. Data Entry Tool Guide. Version 5.0 November National Centre for Vocational Education Research User guide Version 5.0 November 2017 National Centre for Vocational Education Research Australian Vocational Education and Training Management Information Statistical Standard Contents About... 4 Terms

More information

MyCardUpdate User Guide Triple E Technologies, LLC

MyCardUpdate User Guide Triple E Technologies, LLC MyCardUpdate User Guide Triple E Technologies, LLC Version 030316.02 Triple E Technologies, LLC P.O. Box 2677 Post Falls, ID 83877 Phone: 208.777.9300 Fax: 208.777.9304 2017 Triple E Technologies, LLC

More information

INAB CAB Portal User Guide

INAB CAB Portal User Guide INAB CAB Portal User Guide CRM 2 INAB Cab Portal User Guide CRM Documentation Issue 2 June 2018 Contents 1. Login...4 1.1. Set up Portal password... 5 1.2. Login... 6 1.3. Forgot my password... 7 1.4.

More information

STEPS FOR CANDIDATE FOR SCHEDULING ITB EXAM

STEPS FOR CANDIDATE FOR SCHEDULING ITB EXAM STEPS FOR CANDIDATE FOR SCHEDULING ITB EXAM 1. Candidates can start registering through the Register for an ITB Certification link on www.pearsonvue.com/itb or directly by clicking on Enrollment link of

More information

Respondent Help Guide

Respondent Help Guide Respondent Help Guide https://nqphnetender.openwindowscontracts.com Welcome to the Northern Queensland Primary Health Network etendering Portal. Using NQPHN s etendering Portal is free for all users. There

More information

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS DECEMBER 2016 TABLE OF CONTENTS IMPORTANT THINGS TO REMEMBER... 4 1. SUBMITTING A CANADA SUMMER JOBS APPLICATION... 4 1.1 How to

More information

Employee Job Letter Aid

Employee Job Letter Aid Employee Job Letter Aid Supplier Portal Registration Global Procurement Authors: Fabio Herle, Maciej Mackowiak Date: March 2017 Manual Supplier Registration and Application Instruction on Supplier Portal

More information

Identity and access management (IAM) organisation administrator guidelines

Identity and access management (IAM) organisation administrator guidelines Identity and access management (IAM) organisation administrator guidelines June 2013 2 NZ Transport Agency IAM General User Guidelines June 2013 CONTENTS 3 Document information 3 RealMe service 3 Copyright

More information

IMPORTANT INFORMATION

IMPORTANT INFORMATION 1 2 IMPORTANT INFORMATION Follow these simple steps to apply for a job with the Person County Government. You must have a valid personal email account BEFORE you begin. This guide may be used by new applicants

More information

User Guide on SkillsFuture Credit (Individuals)

User Guide on SkillsFuture Credit (Individuals) User Guide on SkillsFuture Credit (Individuals) Table of Contents 1 Login... 3 2 View My Account Summary... 5 3 Submit a Claim... 7 3.1 Submitting a Claim for Training Exchange Courses... 7 3.2 Submitting

More information

CMEP Data Acquisition & Administration (CDAA) Portal User Guide

CMEP Data Acquisition & Administration (CDAA) Portal User Guide CMEP Data Acquisition & Administration (CDAA) Portal User Guide November 5, 2018 Revision 4 1 Table of Contents Introduction... 4 What is the NPCC Compliance Portal ( CDAA )?... 4 How do I access the CDAA?...

More information

V9 Assurance Administrators Guide DOCUMENTATION. Phone: Fax:

V9 Assurance Administrators Guide DOCUMENTATION. Phone: Fax: V9 Assurance Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: JAN 2010 AUTHOR DATE

More information

User Guide. Creating and Varying Sessional Schedule (Course Convenors, School Admin/Secretaries)

User Guide. Creating and Varying Sessional Schedule (Course Convenors, School Admin/Secretaries) User Guide Creating and Varying Sessional Schedule (Course Convenors, School Admin/Secretaries) Brief Document Description Overview Sessional staff are required to submit their agreed Work Schedule for

More information

Welcome to the QParents Portal... 2

Welcome to the QParents Portal... 2 Table of contents Welcome to the QParents Portal... 2 Introduction: about the QParents Portal... 2 Online security... 2 About this guide... 3 How to provide feedback in QParents... 4 Help and support...

More information

Learning Portal: Continuing Professional Development (CPD)

Learning Portal: Continuing Professional Development (CPD) Learning Portal: Continuing Professional Development (CPD) User Guide Learning Portal: Continuing Professional Development (CPD) The Royal Australian and New Zealand College of Radiologists (RANZCR) Learning

More information

Supplier Reference Guide (QRG) Table of Contents

Supplier Reference Guide (QRG) Table of Contents Supplier Onboarding Supplier Reference Guide (QRG) Table of Contents Supplier Checklist... 2 New Supplier Onboarding Steps... 3 Introduction... 4 Registration... 6 Certification... 16 Acceptance... 35

More information

Plan Central Member Portal Learning Guide

Plan Central Member Portal Learning Guide Plan Central Member Portal Learning Guide Plan Central Member Guide, April 2015 Table of Contents Introduction... 2 Accessing Plan Central... 3 Plan Central Welcome Page... 3 New to Plan Central... 4 Member

More information

Electronic Submission System User procedures document MAY 2018

Electronic Submission System User procedures document MAY 2018 Electronic Submission System User procedures document MAY 2018 Electronic Submission System User Guide 1 What s new? This user guide was updated in May 2018 to include recent changes to the Electronic

More information

Quick Start Guide To Mobility Tool+ For Key Action 1 School Staff Mobility Projects Version 1

Quick Start Guide To Mobility Tool+ For Key Action 1 School Staff Mobility Projects Version 1 Quick Start Guide To Mobility Tool+ For Key Action 1 School Staff Mobility Projects Introduction This step by step guide has been produced by the UK National Agency to help beneficiaries of Key Action

More information

DocAve Governance Automation Online

DocAve Governance Automation Online DocAve Governance Automation Online Business User Guide Service Pack 9 Cumulative Update 6 Issued December 2017 Table of Contents What s New in this Guide... 5 About DocAve Governance Automation Online...

More information

Department of Education Consultant Selection Process User Guide for Consultant Submittal Process

Department of Education Consultant Selection Process User Guide for Consultant Submittal Process Department of Education Consultant Selection Process User Guide for Consultant Submittal Process Version Edit Date Edited By 1.0 06/07/2017 Brett Kimura 1.1 08/02/2017 Austin Haruki 2.0 06/05/2018 Michele

More information

Probate Court E File System User Guide

Probate Court E File System User Guide Probate Court E File System User Guide Honorable Anthony J. Russo Presiding Judge Honorable Laura J. Gallagher Judge Introduction This document will assist users in the electronic registration and submission

More information

Documentation for Non-Medical Research Ethics Board Researchers Full Board and Delegated Board Review

Documentation for Non-Medical Research Ethics Board Researchers Full Board and Delegated Board Review Documentation for Non-Medical Research Ethics Board Researchers Full Board and Delegated Board Review July 23, 2013 Office of Research Ethics If you run into any difficulties or have questions about Romeo,

More information

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS

GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS GRANTS AND CONTRIBUTIONS ONLINE SERVICES USER GUIDE: CANADA SUMMER JOBS DECEMBER 2017 TABLE OF CONTENTS IMPORTANT THINGS TO REMEMBER... 4 1. APPLYING FOR THE CANADA SUMMER JOBS PROGRAM... 4 1.1 Creating

More information

Residential Builder User Manual for the New Home Buyer Protection System v2.0

Residential Builder User Manual for the New Home Buyer Protection System v2.0 Residential Builder User Manual for the New Home Buyer Protection System v2.0 Prepared by New Home Buyer Protection Office Alberta Municipal Affairs Contents 1 Introduction... 4 2 Using the Residential

More information

Children s Commissioning Support Resource (CCSR) Database. User Guide Provider Role. Version 2e

Children s Commissioning Support Resource (CCSR) Database. User Guide Provider Role. Version 2e Children s Commissioning Support Resource (CCSR) Database User Guide Provider Role Version 2e September 2010 Table of contents 1. Provider Details 3 2. Verification 4 3. Care Setting Details 5 4. Adding

More information

(The mandatory fields are marked with an * asterix)

(The mandatory fields are marked with an * asterix) Welcome, You have received a link so you can register on The Finning Supplier Portal. This link will take you straight to the first step of the pre-qualification questionnaire page. There are 4 steps in

More information

TSSA PORTAL TRAINING GUIDE

TSSA PORTAL TRAINING GUIDE TSSA PORTAL TRAINING GUIDE Owner Processes Page 0 Table of Contents Contents 1.1 Redeem Invitation... 2 1.2 Reset Password... 5 1.3 Manage Profile... 7 2.1 View Your Record(s) of Inspection... 8 2.2 Validate

More information

Gaia CPD Portal 25/11/2014. Bernard Dady

Gaia CPD Portal 25/11/2014. Bernard Dady Gaia CPD Portal USER GUIDE V1 Bernard Dady What do you want to do? 1. Briefing for senior leaders 2. Briefing for CPD managers and admin support 3. Search for courses 4. Make a request for CPD or training

More information

esupplier Connection

esupplier Connection esupplier Connection Manual Supply Management October 2016 Rev. 04 1 Table of Contents I. esupplier Connection Overview... 3 II. Work Instructions... 3 A. Getting Started... 3 1. Log In... 3 B. Navigating

More information

OSCE/ODIHR Election Expert Database. User s Manual

OSCE/ODIHR Election Expert Database. User s Manual OSCE/ODIHR User s Manual Last update: 26/06/2017 Table of contents 1. What is the OSCE/ODIHR?... 3 2. Account management... 4 2.1 Creating a new account... 4 2.2 Managing your account... 5 2.3 Guideline

More information

ISQua Collaborate User Guide for Surveyors

ISQua Collaborate User Guide for Surveyors 2017 ISQua Collaborate User Guide for Surveyors THE INTERNATIONAL SOCIETY FOR QUALITY IN HEALTH CARE LTD TABLE OF CONTENTS About ISQua Collaborate... 2 Getting started... 2 Logging in... 3 Dashboard...

More information

Hackney Learning Trust HR: DBS Online - Guide for Administrators and Verifiers

Hackney Learning Trust HR: DBS Online - Guide for Administrators and Verifiers DBS Online - Guide for Administrators and Verifiers File: Version: 11.0 1 of 48 About this guide Purpose This guide explains how those involved in the DBS process (Administrators and ID Verifiers) use

More information