Why and How to Register Your Organization - PowerPoint PPT Presentation

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Why and How to Register Your Organization

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Registering your organization and having your members 'affiliate' to you will allow you to: ... Click on ORGANIZATION MANAGEMENT ... – PowerPoint PPT presentation

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Title: Why and How to Register Your Organization


1
Why and How to Register Your Organization
  • Managing your members
  • Online purchase orders
  • E-vouchers

02/20/2006
2
Why Register Your Organization?
  • Registering your organization and having your
    members affiliate to you will allow you to
  • Better track the certifications of your
    affiliates
  • Allow your affiliates to use your organizations
    purchase orders and/or E-voucher to pay for
    course registration, re-certification or
    instructor candidacy.
  • Register affiliate for courses
  • The Organization Manager may register their
    affiliates individually for courses and enter
    substitutions or reschedule the registrations of
    their affiliates. 
  • NOTE One person, the Organization Manager, will
    have access to the account information.

3
How Does My Organization Get Affiliates (Members)?
  • Organization manager adds new (never certified
    or in the system) affiliates
  • Members People with CPS profiles log in, click
    on UPDATE AFFILIATE ORGANIZATION, search by name
    and add the organization. 
  • Because some individuals work for one agency and
    are sponsored by another, there are two spaces
    for affiliation to an organization. 

4
Managing Affiliates
  • To see who is included the organization as an
    affiliation, the organization manager should
    click on VIEW/ADD AFFILIATES. 
  • Listed alphabetically by name
  • Contact information
  • Certification information (including
    certification expiration date
  • Course registration information
  • Organization Manager can register affiliates for
    courses, enter course substitutions or reschedule
    the registrations of their affiliates. 
  • Affiliates, if provided with the PO or EV
    numbers, can log in and pay for course
    registration, re-certification or instructor
    candidacy

5
Purchase Orders
  • Once a purchase order is registered, the
    Organization Manager will be able to register
    affiliates for courses.
  • The Organization Manager may also provide the PO
    to their affiliates and they can use it to pay
    for course registration, re-certification or
    instructor candidacy.
  • The system will automatically check for
    availability of funds. 

6
E-voucher (credit line)
  • Once an E-voucher is entered and approved, the
    Organization Manager will be able to register
    affiliates for courses on the EV.
  • The Organization Manager may also provide the EV
    to their affiliates and they can use it to pay
    for course registration, re-certification or
    instructor candidacy.
  • The system will automatically check for
    availability of funds.
  • EVs are billed monthly.

7
Registering your organization
  • Go to www.safekids.org/certification
  • Click on ONLINE SERVICES
  • Click on ORGANIZATION MANAGEMENT
  • NOTE The background color will be peach when
    you are in the organization management system.
  • Register your agency
  • NOTE each agency can have one point person,
    responsible for adding PO, reviewing purchases,
    and paying the invoice.
  • You will be notified via email of your
    organizations log in information.
  • Once your Organization is registered, you will
    have a number of Action Items available (bottom
    of screen).

8
Select Organization Management
9
Registration
10
RegistrationConfirming your organization is not
already registered
11
Registration Adding your information
12
Enter your username and password
13
Organization Action Items
14
Getting Familiar with the System
  • Please take some time to explore the site.
  • Additional instructions available include
  • How to add a purchase order
  • How to apply for an e-voucher
  • How your affiliates can use your PO or EV
  • Go to www.safekids.org/certification ? Resources
    for more information.

15
Contacting CPS Customer Service
  • 877-366-8154
  • cps.certification_at_safekids.org
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