CaRMS Online Undergraduate office help guide Updated June 26, 2017
This guide is designed to facilitate your use of CaRMS Online. CaRMS Online supported browsers For the 2018 match year, CaRMS will no longer support the use of Microsoft Internet Explorer (IE) versions 8, 9 and 10. Browsers older than IE 11 are no longer supported by Microsoft and could have vulnerabilities that would compromise data security. We will continue to support IE 11, as well as the most recent versions of Chrome, Firefox and Safari. These three browsers update automatically or push update notifications to users so no manual updating is required. For more detailed information about the CaRMS Online browser support model, visit CaRMS.ca/browsersupport. Contact If you have any questions about this guide, please contact communication@carms.ca.
Table of contents Logging into CaRMS Online... 4 My account information... 4 Class list... 5 Bulk document upload... 5 Adding and replacing MSPRs and transcripts... 6 Adding other documents... 6 Match results... 7 Undergraduate office help guide 3
Logging into CaRMS Online Log into CaRMS Online by visiting CaRMS.ca and clicking on the Login button at the top right of the homepage. On the CaRMS Online login page, enter your username and password. Click LOGIN. Note: if you do not know your username or password, click Forgot your user name or password? Enter your username or email address to retrieve your information. An email will be sent to the address you used to register your account. Match management My account information In this section, you ll find a list of all the programs available from your faculty for all matches. You can modify your account information by selecting your name in the top right corner at any time. 1. Place your cursor over your name at the top right of the screen. A drop-down menu will appear. Select User information. 2. Enter your user information. Click SAVE. 3. Place your cursor over your name at the top right of the screen. A drop-down menu will appear. Select Contact information. 4. Enter your contact information. To clear all fields in this section, click NEW. Click SAVE. 5. Place your cursor over your name at the top right of the screen. A drop-down menu will appear. Select Address information. Undergraduate office help guide 4
6. Enter your mailing address. To clear all fields in this section, click NEW. Click SAVE. 7. Place your cursor over your name at the top right of the screen. A drop-down menu will appear. Select Security information. 8. Enter your security questions and answers. Click SAVE. Class list 1. Click on the CLASS LIST menu to view the list of applicants from your school. 2. Click SEARCH to search for applicants by year of graduation and match. A list of the applicants will appear. Each page displays up to ten applicants. Click Next to view the next page, if applicable. 3. Click the pencil icon in the Edit column to update an applicant s information, including documents. 4. Complete the Photo Verification and Graduation Verification sections. 5. Enter the requested information in the Campus, Duration at campus and Citizenship sections. Click SAVE. Bulk document upload To complete a bulk upload of multiple documents for multiple applicants, we recommend registering for the CaRMS transfer site. The transfer site allows you to securely upload transcripts and Medical Student Performance Records (MSPRs) to applicant accounts. To register for the transfer site, contact documents@carms.ca. Undergraduate office help guide 5
Adding and replacing MSPRs and transcripts Placeholders for MSPRs and medical school transcripts are automatically created in applicant accounts upon registration. Applicants can have either a single language or bilingual account. If they have a single language account, there will only be one placeholder for each document. If they have a bilingual account, there will be a placeholder for each document in both languages. 1. Click the pencil icon in the Edit column for the applicant for whom you wish to add documents. 2. Chose the document type and language. 3. Click the pencil icon on the right in the Documents section at the bottom of the page. 4. Upload document in new window. 5. Preview the document by clicking on the blue document name on the student s information page. Adding other documents 1. Click the pencil icon in the Edit column for the applicant for whom you wish to replace documents. 2. Click the + icon on the right in the Documents section at the bottom of the page. 3. Upload the new document. 4. Preview the document by clicking on the blue document name on the student s information page. Undergraduate office help guide 6
Match results 1. Under the MATCH RESULTS menu, click Results. 2. Select one of three types of match results information: a. Match Results Overview The list of your participating students and their matched programs. b. Campus Match Results The list of your students and their matched results divided by campuses. c. List of unfilled positions The list of unfilled positions after the first iteration of the match. Undergraduate office help guide 7