oh cqe administration user guide · the ohio cqe system is designed for use by the vast majority of...
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OH CQE Administration
User Guide
April 2013
OH CQE Administrative User Guide, April 2013
Page 2 of 55
Table of Contents
1. OH CQE SYSTEM REQUIREMENTS ..................................................................... 4 1.A. OPERATING SYSTEM .......................................................................................... 4 1.B. INTERNET CONNECTION ...................................................................................... 4 1.C. WEB BROWSER ................................................................................................ 4 1.D. ADOBE ACROBAT READER .................................................................................... 4 1.E. MICROSOFT WORD VIEWER ................................................................................. 4
2. USER TYPES ..................................................................................................... 5 2.A. DRC STAFF .................................................................................................... 5 2.B. DRCJRO STAFF ............................................................................................... 5 2.C. DRC CQE SITE ADMINISTRATOR ........................................................................... 6 2.D. INVESTIGATIVE STAFF ........................................................................................ 7 2.E. COMMON PLEAS COURT STAFF .............................................................................. 7 2.A. COMMON PLEAS COURT ADMINISTRATOR .................................................................. 8
3. SYSTEM ACCESS............................................................................................... 9 3.A. GAINING SYSTEM ACCESS ................................................................................... 9
3.A.1 RESETTING PASSWORD ................................................................................ 9 3.B. ADDING A USER ............................................................................................. 10 3.C. ADDING A USER TO RELATED DOCUMENTS .............................................................. 11 3.D. DEACTIVATING A USER ..................................................................................... 13 3.E. UPDATING USER PROFILE .................................................................................. 14
4. LOGIN PAGE .................................................................................................. 15 4.A. ACCESSING OH CQE ....................................................................................... 15 4.B. BOOKMARK/FAVORITES .................................................................................... 16 4.C. ADDING OH CQE TO LIST OF TRUSTED SITES ......................................................... 16
5. HOME PAGE ................................................................................................... 17 5.A. SEARCHING FOR DOCUMENTS ............................................................................. 18 5.B. ACCESSING MY INBOX (E-MAIL/MESSAGES) ........................................................... 19
5.B.1 VIEWING E-MAIL/MESSAGES ....................................................................... 20 5.B.2 SEARCHING FOR E-MAIL/MESSAGES ............................................................... 20
5.C. COMPLETING MY TASKS (ACTIVE TASKS) ............................................................... 21 6. MY ADMINISTRATION PAGE .......................................................................... 22
6.A. ORGANIZATION ADMINISTRATION ........................................................................ 22 6.A.1 ADDING AN ORGANIZATION TO OH CQE ......................................................... 23 6.A.2 SEARCHING FOR AN ORGANIZATION ............................................................... 24 6.A.3 UPDATING ORGANIZATION INFORMATION ......................................................... 24 6.A.4 VIEWING/ADDING MEMBERS TO AN ORGANIZATION............................................. 25 6.A.5 VIEWING AN ORGANIZATION’S DOCUMENTS ...................................................... 28
6.B. ADD USERS TO ORGANIZATION ........................................................................... 28 6.C. MODIFYING USERS ROLES/SYSTEM ACCESS ............................................................ 29 6.D. PERSON SEARCH ............................................................................................ 30 6.E. APPROVE USERS ............................................................................................. 32
6.E.1 APPROVE USERS ......................................................................................... 33 6.E.2 APPROVE USERS AND ORGANIZATION ................................................................ 34 6.E.3 DENY USERS ............................................................................................. 34
6.F. USER MANAGEMENT ........................................................................................ 35 6.G. UNLOCK USERS .............................................................................................. 37 6.H. MASS MESSAGES ............................................................................................ 38
6.H.1 CREATING A MESSAGE TEMPLATE .................................................................. 38 6.H.2 CREATING A CUSTOM MESSAGE .................................................................... 41
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6.H.3 MESSAGE RECIPIENT ................................................................................. 43 6.H.4 READING A MASS MESSAGE ........................................................................ 44
6.I. STATUS PUSH DOCUMENTS ................................................................................ 45 6.J. CREATE USER/DOCUMENT FOR PETITIONER ............................................................. 46
7. DOCUMENT NAVIGATION ............................................................................... 52 7.A. VIEW, EDIT, AND COMPLETE FORMS ..................................................................... 52 7.B. CHANGE THE STATUS ....................................................................................... 53 7.C. ACCESS MANAGEMENT TOOLS ............................................................................. 54
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1. OH CQE System Requirements
The Ohio CQE system is designed for use by the vast majority of computer users with little
or no changes to the computer environment. The requirements that are mentioned below
are common computer elements that should be present on most machines.
1.a. Operating System
OH CQE is designed for both of the more common computer operating systems - Windows
and Macintosh. It has not been tested and is not supported on other operating systems such
as Linux and UNIX. Users accessing OH CQE from a Macintosh environment are required to
have MacOS 7.5 or higher. Windows users are required to have an operating system that is
Windows XP or higher.
1.b. Internet Connection
OH CQE is a web site designed for access via the Internet. For purpose of accessing OH
CQE, minimum connection is by modem. For those using a modem, recommended
connection speed is at least 33.6 kbps (kilobits per second). Internet connections “faster”
than modem, i.e., cable, DSL, T1, wireless improve speed at which the system operates. In
an office environment, there may already be an Internet connection, but if unsure, contact
the network administrator.
1.c. Web Browser
This system was designed to be compatible with common up-to-date web browsers
including Internet Explorer V.7 and above, Firefox, Safari, and Opera.
1.d. Adobe Acrobat Reader
Adobe Acrobat Reader is used to view PDF (Portable Document Format) documents. The OH
CQE system automatically generates grant documents in PDF format using information that
is saved into various narrative and budget pages. Using Adobe Acrobat Reader can view,
print, or save PDF documents. Adobe Acrobat Reader can be downloaded at
www.adobe.com.
1.e. Microsoft Word Viewer
OH CQE has a combination of both Microsoft Word and PDF documents. Microsoft Word
increases OH CQE’ formatting options and reduces the amount of empty space on printed
pages. If MS Word is not installed, MS Word Viewer is available for download at
www.microsoft.com.
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2. User Types
These roles have different security levels needed to access My Administration, My Reports,
and Petition Forms etc.
2.a. DRC Staff
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
o Court Page
o Petition Certificate
Save Petition Form “Court Page” in the following statues:
o Petition in Common Pleas Court Review
Create a Petition PDF
View Petition Status and Modification history
2.b. DRCJRO Staff
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
o Court Page
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o Petition Certificate
Save Petition Form “DRC CQE Summary” in the following statuses:
o Petition in DRC Review
o DRC Information Needed
Save Petition Form “Court Page” in the following status:
o Petition in Common Pleas Court Review
Save Petition Form Input Written Petition in the following status:
o Petition created for Petitioner
Create a Petition PDF
View Petition Status and Modification history
2.c. DRC CQE Site Administrator
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions, Organizations and Persons
Unlock Users
Send Messages
Add/Remove users in Organizations
Update Active dates
Modify Document Due Dates
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
o Court Page
o Petition Certificate
Save Petition Form “DRC CQE Summary” in the following statuses:
o Petition in DRC Review
o DRC Information Needed
Save Petition Form “Court Page” in the following status:
o Petition in Common Pleas Court Review
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Save Petition Form “Input Written Petition” in the following status:
o Petition created for Petitioner
Create a Petition PDF
View Petition Status and Modification history
2.d. Investigative Staff
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
o Court Page
o Petition Certificate
Save Petition Form “Court Page” in the following status:
o Petition in Common Pleas Court Review
Create a Petition PDF
View Petition Status and Modification history
2.e. Common Pleas Court Staff
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
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o Court Page
o Petition Certificate
Save Petition Form “Court Page” in the following status:
o Petition in Common Pleas Court Review
Save Petition Form “Input Written Petition” in the following status:
o Petition created for Petitioner
Create a Petition PDF
View Petition Status and Modification history
2.a. Common Pleas Court Administrator
Create a user and document for petitioners using the Create User/Document tool
Search for Petitions, Organizations and Persons
Send Messages
Add/Remove users in Organizations
Update Active dates
View Petition forms:
o Personal and Contact Information
o Certification Request and Criminal History
o Certification Rational
o Employment History
o Reference(s)
o Family Members
o DRC CQE Summary
o Court Page
o Petition Certificate
Save Petition Form “Court Page” in the following status:
o Petition in Common Pleas Court Review
Save Petition Form “Input Written Petition” in the following status:
o Petition created for Petitioner
Create a Petition PDF
View Petition Status and Modification history
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3. System Access
3.a. Gaining System Access
To access OH CQE, a user must have a username and password. Below are the ways to
obtain a login—one for the initial administrator of an organization and one for all other
users.
Petitioners
All Petitioners that need access to the system will need to use the “New User?” link, answer
the questions and fill in the Contact Information form:
Other users
To gain access as a Court or DRC staff member you will need to contact the DRC CQE Site
Administrator or Common Pleas Court Administrator.
Administrator(s) responsibilities:
Adding users to the organization
Activating, assigning, and deactivating users
Managing user access and documents within their organizations
3.a.1 Reset t ing Password
If you forget your password you can use the “Forgot Password?” link on the main log in
page.
If you enter 3 incorrect password attempts, you will be locked out of the system for 15
minutes. If you are locked out AND reset your password, you will not be able to log in until
the 15 minutes expires.
Enter your user name
Enter the email address that you entered in your system profile
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3.b. Adding a User
As an Administrator you will be responsible for adding any new staff members to your
organization.
1. Click on the My Organization link
2. Click Organization Members link
3. Click Add Members link
4. You can search for an existing user by using Person Search
5. Otherwise click the New Member button
6. Fill in the users information then click the Save & Add To Organization button at
the top right.
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3.c. Adding a User to Related Documents
DRC CQE Site Administrator Only:
Users are not able to access documents created prior to the date they are
activated/assigned to an organization. For access to documents dated before a user’s
activation date, an administrator must assign the user to each individual form/document
using the “Add/Edit People” option located within each document. On a document’s main
menu:
1. Select “Access Management Tools”
2. Select “View Management Tools”
3. Select “Add/Edit People”
a. Type the name, or part of the user’s name (at least 3 characters), in the
Person Search field, and “Search.”
b. Check the box in the column next to the desired person
c. Select a role for the user, along with an appropriate Active Date
d. “Save” to complete adding the user to the document
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4. Repeat this process to add additional users, if necessary
5. Return to “Add/Edit People” to confirm that all users have been added correctly.
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3.d. Deactivating a User
Administrators can deactivate a member of an organization. A deactivated user cannot
access, view, or edit OH CQE information. To deactivate a user:
1. Select “Administration”
2. Select “Organization Administration”
3. Search for the organization to access and select that organization’s name
4. Select “Organization Members”
5. Using the drop-down calendar, set the second “Active Dates” field to the date on
which the user to have access will no longer have access
6. Select "Save”
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3.e. Updating User Profile
It is important to keep OH CQE contact information up-to-date. To update the user profile:
1. From the Home page, select “Profile”
2. Update the form with current information
3. Select “Save”
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4. Login Page
4.a. Accessing OH CQE
To access OH CQE, enter http://drccqe.com into the address bar of a web browser. The
page looks like the image below.
Note: The OH CQE site does not save the username and password. This option may be
available on the browser.
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4.b. Bookmark/Favorites
OH CQE may be bookmarked, or added, to the favorites menu
After accessing the OH CQE Login page, on the Internet Explorer (IE) menu bar:
1. Select “Favorites”
2. Select “Add to Favorites”
3. Rename the site, if desired
4. Select “Add”
4.c. Adding OH CQE to List of Trusted Sites
To avoid various browser-related restrictions unnecessarily placed on OH CQE, make the
following changes to the web browser.
If using Internet Explorer, we recommend adding the OH CQE Home page to the list of
trusted sites as follows:
1. Select “Tools”
2. Select “Internet Options”
3. Select “Security”
4. Select “Trusted sites”
5. Select “Sites”
6. In “Add this website to the zone:” enter: http://drccqe.com
7. Select “Add”
8. Select “Close” and then “OK”
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5. Home Page
The Home page is the next page seen after logging into OH CQE.
OH CQE features tabs across the top of the screen that allow access to the Home page and
CQE Petitions.
If an account has not been assigned a global role, only the “Home” tab displays.
When there are no active tasks to perform, “My Tasks” does not appear on the Home page.
There may be times when only “My Inbox” (e-mail/messages) appears on the Home page.
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5.a. Searching for Documents
The tabs allow for searching documents in the system.
To view a list of petitions:
1. Select “My Petitions”
2. Select “Search,” and the list displays below
To view applications by type, name, person, status, organization, or by year:
1. Select “My Petitions”
2. Fill in the necessary information
3. Select “Search”
From the list of Petitions, select the one to view by selecting the name. The fields available
for searching will differ based on security role.
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5.b. Accessing My Inbox (E-mail/Messages)
OH CQE system e-mail/messages are sent periodically. E-mails appear both in OH CQE at
My Inbox and at the e-mail address listed in the OH CQE contact information.
Only certain OH CQE staff is authorized to send program-specific e-mail/messages to
system users.
To access contents of “My Inbox,” select “Open Inbox.”
To send system message click View All My System Messages
Depending on your role you will see the Compose a Message link
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5.b.1 Viewing E-mai l /Messages
All new messages (unread), if any, are displayed.
The following can be done in the Inbox:
Sort messages by Priority, Sender, Subject, or Date/Time
Select “View All System Messages” to see all messages going back to when system
access was received
View a message’s priority status
Select its subject link to view the message
See date/time a message was sent
Select a sender’s name to reply to a message
Check box at left of message to “Mark Checked As Read”
5.b.2 Searching for E-mai l /Messages
To search for a message, select “View All System Messages.” From the “System Messages”
page, enter a keyword and “Search.” A list of messages that match the search criteria
display.
The following can also be done from this menu:
Sort search results by Priority, Sender, Subject, Date/Time, or Status
View all messages going back to when system access was received
View a message’s priority status
Select a sender’s name to reply to a message
See date/time a message was sent
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5.c. Completing My Tasks (Active Tasks)
“My Tasks” appears on the Home page when there are tasks that require action. Some of
the tasks may be critical (indicated by a red Date Due).
To access documents requiring action, select “Open My Tasks” and then the name of a
document to go to that document’s menu.
When there are no active tasks, “My Tasks” is not visible on the Home page.
Note: To access all documents that are assigned, see user guide section 4.a. Searching for
Documents.
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6. My Administration Page
The “My Administration” page is where certain OH CQE staff can perform searches; update
user information; view an organization’s documents, and/or modify system roles and
access.
The links that are visible on this page are dictated by the level of access/authority assigned
to the account.
6.a. Organization Administration
Common Pleas Court Administrator & DRC CQE Site Administrator Only
On the Home page, select “My Administration,” and then “Organization Administration” to
add a new organization to OH CQE, view current members/add new member to an
organization, modify some of an organization’s information, and/or view an organization’s
documents.
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6.a.1 Adding an Organizat ion to OH CQE
To add a new organization to OH CQE,
1. Navigate to the “Organization Administration” page
2. Select the “Add Organization” button in the upper right corner
3. Complete the page with the new organization’s information
4. If you are adding a Common Pleas Court make sure you check the box under
Organization Categories.
5. Select “Save.”
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6.a.2 Searching for an Organizat ion
To search for/view an organization’s information:
1. Select “My Administration”
2. Select “Organization Administration”
3. Type search criteria (key words)
4. “Search”
The search results display a list of organizations that match the search criteria. Select the
organization’s name to go to its information. You will also notice Petitioners will show in this
search, they are considered an “Individual Organization”.
6.a.3 Updat ing Organizat ion Informat ion
To update contact information, a Common Pleas Court Administrator or DRC CQE Site
Administrator navigates to “Organization Administration,” enters search criteria, selects
organization from results. Then, at the organization’s information page, updates the form
and selects “Save.” The first two fields—Name and Short Name--are altered by a system
administrator. There may be links such as “Mailing Address” that require additional
information. If so, select the link and provide the information.
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6.a.4 Viewing/Adding Members to an Organizat ion
To view current members of an organization:
1. From the Home page, select “My Administration”
2. Select “Organization Administration”
3. Search for the organization
4. Select the organization from the list
5. Select “Organization Members”
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To add a new member to an organization, follow the steps indicated.
1. A person search field appears. Type the first or last name of the person to add and
select “Search.” The results appear below.
2. Place a check in the box next to the person to add, select a role, enter an active date
(beginning), and “Save.” Then select “Current Members” and the person added
should show with the rest of the organization’s member names.
3. If the person’s name does not come up in the search results, then select “New
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Member.”
4. Enter information for the new user and “Save & Add To Organization.”
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6.a.5 Viewing an Organizat ion’s Documents
To view an organization’s applications, grants, reports, etc.:
1. From the Home page, select “My Administration”
2. Select “Organization Administration”
3. Search for the organization
4. Select the organization
5. Select “Organization Documents” (documents can be sorted by various criteria)
6.
You can use this to search for a petitioner and view any petitions they’ve created.
6.b. Add users to Organization
Common Pleas Court Administrator & DRC CQE Site Administrator Only
To search for a member of an organization:
1. From the Home page, select “My Administration”
2. Select “Person Search”
3. Enter the name of the person (first or last name, works best)
4. “Search,” search results appear
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Select a person’s name to go to the Organization Members page to view contact
information.
6.c. Modifying Users Roles/System Access
Common Pleas Court Administrator & DRC CQE Site Administrator Only
1. From the Home page, select “My Administration”, and then “Modify System Roles
and Access”
2. Enter a first or last name, select “Search”
3. Place a checkmark next to the user(s) name
4. Set the person’s role, and add an active or an inactive date
5. Select “Update Selected Users”
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6.d. Person Search
Common Pleas Court Administrator & DRC CQE Site Administrator Only
The person search has one main function which is to search for a person in the system. In
order to search for a person, follow these steps:
1. Type in the name of the member, first or last name works best. Click “search”.
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1) Under “Search Results”, a list of users will appear.
2) If you click on the user name link you will be able to view this person’s contact and
organization information.
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6.e. Approve Users
DRC CQE Site Administrator Only
The Approve Users page allows administrators to approve users, approve users and assign
them a role for an organization and Deny users.
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6.e.1 Approve Users
1) To filter the list of results, enter information into the Search Criteria and Click
“Search”.
2) In the Approval Type drop down, select “Approve User”.
3) Select the Organization to assign the user to, the Role of the new user and
Active/Inactive Dates
4) Check the name of the user to approve and click the “Apply” button.
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6.e.2 Approve Users and Organizat ion
1) To filter the list of results, enter information into the Search Criteria and Click
“Search”.
2) In the Approval Type drop down, select “Approve User and Organization”.
3) Enter the name of the New Organization to create and assign the user to. The new
organization will use the selected user information. This can later be changed by
referring to section 6.a.3 Updating Organization Information in this manual.
Select the Role of the new user and Active/Inactive Dates.
4) Check the name of the user to approve and click the “Apply” button.
6.e.3 Deny Users
1) To filter the list of results, enter information into the Search Criteria and Click
“search”.
2) In the Approval Type drop down, select “Deny”.
3) Select the user to deny and click the “Apply” button.
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6.f. User Management
Common Pleas Court Administrator & DRC CQE Site Administrator Only
The ‘User Management’ link is used to allow administrative staff to inactivate, add, or
change a user or user’s role on a document(s).
Once you access the User Management page, you must select a role and a document type.
The search results will display all available users with the selected role and document type
available in the system. If you wanted to see the available Investigative Staff, you would
search by that role.
If we wanted to add someone to one of the petitions, we would simply place a check in the
box next to the petition and then place a check in the box next to the person’s name. You
may add them as a different role by selecting a different role under “Add Person As”.
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To inactivate a user from a petition, search for that person using the search criteria. Then
check the petition to inactive them for and remove the check next to the person you would
like to inactivate and finally clicking the “Inactivate Users” button.
By doing this, the User Management page will place the inactive user under the “Currently
Inactive” list. It does not completely remove them from the petition.
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6.g. Unlock Users
DRC CQE Site Administrator Only
The Unlock Users page allows administrators unlock users that have been locked out of the
system from to many failed login attempts.
1) When the page is first open, it will show any users that have been locked out.
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2) To filter the list of results, enter information into the Search Criteria and click
“Search”.
3) Place a check next to the user to unlock and click “Unlock”.
6.h. Mass Messages
DRC CQE Site Administrator Only
The Mass Messages allow administrative users to send messages to multiple users in
IntelliGrants. The Mass Message page allows you send either pre-build or custom
messages.
6.h.1 Creat ing a Message Template
1) Select a message type to send (Custom or Template) and select “Go.” Create a
Template for messages you will be sending repeatedly, use Custom when you don’t
want to save the content of your message to send again later.
2) A list of current Templates will be displayed. Click the Add/Edit Mass Message
Templates link to add a new template.
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3) Select the name of a message to edit or click “Add Message Template” to create a
new message.
4) Enter the information into the required fields.
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Field Descriptions:
Name – The name of the Message Template in the Message Template menu.
Author – Author of the message.
Description – Shows up in the Message Template menu, use it to better describe what
your message is about.
Flag – Priority level of the message, can be set to Normal, Low, Medium, and High.
Notification Method – You can choose whether this will just send a System Message
(Inbox on the Home Page), or if an e-mail will also be sent to the user’s registered e-mail
address.
Subject – Subject line of your message/email. Dynamic Text can be used in the subject
line
Body – The main body of your message, Dynamic Text can be used in the body as well.
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Dynamic Text – A drop down box containing a list of variables used by IntelliGrants,
these can be used to personalize a message, or to give the user more specific
information.
5) Select the “Save” button at the top of the page.
6.h.2 Creat ing a Custom Message
1) From the Compare Mass Messages page select “Custom Message” from the drop
down and click “Go”.
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2) The Custom Message fields will appear. The fields are the same as used above in the
Template Messages. Once you have entered the information about the message you
must select who the message will be sent to. This is covered in the next section of
the manual.
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6.h.3 Message Recipient
1) First select a Category to search within. For example, if you wanted to remind all
users with a CQE Petition in Process that the deadline is approaching, you would
select Petition and click the “Go” button.
2) If you want to refine results even more, select a Status, Document Template or both.
If you select a Document Template, click the “Go” button to populate the Document
Template Instance drop down.
3) Select the Role(s) you want to message to be sent to. You can check all Roles to
search by if you select the checkbox at the top left.
4) Click the “Search” button to bring up a list of documents that match the search
criteria entered.
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5) From the Search Results, select the documents you would like to send the message
to. The documents can be sorted using the “Sort by” drop down.
6) Click the “Send Message” button at the top of the page to send the message.
6.h.4 Reading a Mass Message
1) Mass Messages show up in your Inbox just like automatically generated messages
within IntelliGrants. If you selected a Notification Method of “System and Email
Message”, the user will receive a message from within IntelliGrants and also at the
email the user provided when they registered in the system.
2) Click a system message to read just like any other message that you would receive
in your Inbox.
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6.i. Status Push Documents
DRC CQE Site Administrator Only
The “Status Push Documents” link is used to manually push the status of an object such as
an application either forward or backward depending on the status that is chosen.
To push a document to a new status, follow these steps:
1) Select the type of document and if desired, the organization. Click the “Search”
button.
2) Several items will display in the search results, put a check in the box next to the
item you wish to push.
3) Open the drop down menu and select the status to push the item and enter a Reason
for Push, click on the “Push Selected Documents” button. The Document should
appear with the new status in the list.
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6.j. Create User/Document for Petitioner
DRC JRO Staff, DRC CQE Site Administrator, Common Pleas Court Staff, Investigative Staff,
and Common Pleas Court Administrator Only
You will use this tool to create a new user in the system, and then create a Petition for the
Petitioner. Once you have done the steps in this section, you will then search for the petition
and upload the Written Petition which is cover later in this manual.
1) From My Administration click the “Create User/Document” link
2) Fill in the required information, and choose the year of the petition.
User Creation requirements:
Information in this section will be carried forward into the petition so accuracy and
completeness are important.
The Username must be letters and numbers and be 5 to 20 characters in length. You
MUST use the Petitioners First initial and Last Name as the user name. If the user
name is already taken please increment the user name with a number. For example
jsmith or jsmith1. Please do not include any punctuation in the user name such as
dashes or apostrophes. If you do not use the defined formatting for a user name the
petition will be rejected.
The Password must be letters and numbers and be 7 to 20 characters in length.
All areas marked with a red asterisk are required fields and must be filled to proceed.
Use the SAVE button at the top right to save your data prior to proceeding to the
next section. You will receive an error message if portions of this section are not
completed properly.
3) Once you have completed this form click “SAVE” at the top right
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4) You will receive a confirmation message at the top of the screen.
5) To view the petition you just created click “My Petitions”
6) Type in the name of the Petitioner into the search criteria and click “Search”
7) Click the ‘Name’ of the petition to navigate to the petition menu.
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8) You will be brought to the Petition menu, click View Forms to start the upload
process.
9) Click on the “Input Written Petition” form
10) The information you entered on the Create User/Document has now populated onto
this form. You will need to attach the completed DRC Release Information and the
CQE Petition and click “Save”.
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11) You can navigate to the Forms by clicking on the Forms Menu link.
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12) To change the status of the document click on the Petition menu link.
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7. Document Navigation
7.a. View, Edit, and Complete Forms
To view the Petition forms click on the View Forms button
Depending on the status of the document and your role in the system you will be able to
view the appropriate forms.
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Use the Document Information link to navigate back to the Petition Menu.
7.b. Change the Status
Click the View Status Options to view the available status options for the document.
Depending on the status of the document and your role in the system you will see the
possible status for the document.
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7.c. Access Management Tools
Click the View Management Tools button in order to access tools to help you manage the
document.
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