web-based contrac t management s pany administrator guide · 8. on th e confirm p a. select b....
TRANSCRIPT
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bout the WB
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Who Will Use T
efore You Be
omplete One
Step 1 Op
Step 2 Pu
Step 3 Log
dd Users to W
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Step 3 As
iew Purchase
urchase an A
nlock a User
eset a User P
isassociate (o
eactivate a U
roubleshootin
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No Subsc
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requently‐Ask
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Q: Is MTO
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ased Ces Com
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CMS‐MTO Sy
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This Guide? ..
gin ................
e‐Time Registr
pen the Invita
rchase Your C
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WBCMS‐MTO
cess the Adm
eate User Pro
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e History .......
dditional Sub
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assword .......
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re Help Neede
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ked Question
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ach Company
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Q; Will I g
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Q: Do I us
Q: Should
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eed More He
get a notice th
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se up the sub
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ur Company b
sers share use
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elp? Call WBC
hat a subscrip
ssign an inco
scription if I i
uard their use
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uard subscript
be refunded if
er IDs? ...........
nce between
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rrect role to a
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er IDs? ...........
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AWpp
Wthd
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ATAC
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WTaw
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CM
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About thWeb‐Based Crovides an erovide reliab
WBCMS‐MTOhrough the eocuments.
ompanies thwill be able toefer to digitanformation a
About thhe WBCMS‐Administratoompany’s us
he Companyalled externa
Who Wilhis guide is iward docum
Note: Some oame and typ
ompany AdmMTO contrac
ompany Adm
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he WBCMContract Manelectronic meble, complet
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hat have Cono maintain dal checklists,about WBCM
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ll Use Thintended forments for Co
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hase an Add
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ull contract lacking of con
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e any Adminised External Ubscriptions fo
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n may vary s
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ime Registra
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ccount
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strator GuideUser Adminisor MTO‐awa
esponsible f
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mpany manage theacts.
n Company’
amed in thecontracts.
he firm type.
users for a g
Page 3
that data, and
es e and
ith MTO es, and e ms‐mto/
ir
s users,
contract
. i.e. role
given
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BBAreresy
CAa
SYe
T
Disas
Deac
Before Yefore you ca
Administratoeceive notifieceive an invystem and C
CompletAfter MTO awn initial one
Step 1 Opou can beginmail notifyin
o begin the
1. Open proce
2. Proce
ssociate (or
ctivate a Use
ou Beginan begin to cr, MTO muscation that yvitation emaComplete On
e One‐Twards your C‐time registr
pen the Inn the registrng you to be
subscription
the system‐ss, and click
ed to
Release) a U
er Account
n create and mt have awaryour Compaail that will ane‐Time Regi
Time RegCompany theration proce
nvitation ration procesgin the proc
n process
‐generated ek on the link
User from a S
manage yourded your Cony has receiallow you to istration Pro
gistratioe contract, yess. Complet
Email ss after you cess.
email notifyiin the email
Subscription
r Company uompany a coived the conhave accessocess.
n Procesyou will be rete the proced
receive a sy
ing you to be.
n
users as a Coontract. Aftentract awards to the WBC
ss equired to cdures in this
ystem‐gener
egin the sub
Page 4
ompany r you d, you will CMS‐MTO
complete s section.
ated
bscription
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3. Step 2
2 Purchase YYour Compan
ny Subscripttion(s).
Page 5
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SInA
Cem
Fothp
T
Step 2 Purn this sectionAdministrato
ompany Admntering, viewmanaging the
or each conthat has beenurchase add
o purchase y
1. After open with i
rchase Yon, you will prs, require a
ministratorswing, or appeir Company
tract, you wn previously ditional subs
your Compa
you completand the Usenformation
our Compurchase a suan annual su
do not needproving any cy users.
ill be requireidentified incriptions at
any subscrip
te Step 1 Oper Registratiofrom the co
pany Sububscription(sbscription a
d a subscriptcontract data
ed to purchan the contraca later date
ption
pen the Inviton page appntract award
scriptions). All users, t a cost of $
tion becausea. They are o
ase a subscrict documenfor new use
tation Email,ears. The pad.
n(s) except Com1350+HST.
e they are nonly respons
iption for eats. You may ers.
, a new pageage is prepo
Page 6
mpany
ot sible for
ach role also
e will pulated
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2. Review
3. Enter Appro
Note:needAddi
4. Selectcheck
w the contra
a. Select
b. Enter the ve
c. Click S
the Numbeoved Roles d
You must pd to purchasitional Subsc
t the I order kbox.
act informat
t the I agree
the verificaterification co
Save. The St
r of subscripisplayed on
urchase a suse additionalcription(s).
according t
tion for accu
to Terms &
tion code prode is JSA46
ep 2 Add Su
ptions to be this screen
ubscription fl subscriptio
o the End U
uracy, and th
& Conditions
rovided. In th.
ubscriptions
purchased(see the abo
for each roleons, refer to
User License
hen:
s checkbox.
he example
page appea
according toove example
e displayed. Purchase an
Agreement
Page 7
above,
rs.
o the e).
If you n
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5. Click P
6. On th
Pay. The Onl
e Online Pay
a. On thcontra
b. Enter
c. Click Cappea
line Paymen
yment Syste
e Customer act award da
your Daytim
Continue. Thars.
nt System pa
m page:
Informationata.
me phone nu
he Account &
age appears.
n tab, verify
umber.
& Payment I
y the prepop
Information
Page 8
ulated
tab
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7. On th
e Account &
a. From
b. Select
c. Enter
d. Enter
e. Enter
f. Enter the cr
g. Click C
& Payment In
the Paymen
t the Card ty
the Card nu
the Card se
the card Exp
the Cardhoredit card.
Continue. Th
nformation
nt method d
ype.
umber.
curity numb
piration dat
lder name. T
he Confirm P
tab:
dropdown, se
ber.
te.
This is the n
Payment tab
elect Credit
ame that ap
b appears.
Page 9
Card.
ppears on
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8. On th
e Confirm P
a. Select
b. Click M
Warnback a
ayment tab
t the I agree
Make Payme
ing! After yoarrow, cance
:
to the Term
ent.
ou click Makel, or stop.
ms and Cond
ke Payment
ditions check
, do not clic
Page 10
kbox.
k the
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9. Upon
Do on
completing
ne of the foll
a. Click P
b. Click Bapplic
c. Click Msubsc
payment, a
owing:
Print this pa
Back to homcation.
Make anothriptions. See
payment re
age.
me, to return
her paymente Purchase a
eceipt page a
n to the WBC
t to purchasean Additiona
appears.
CMS‐MTO
e additional al Subscriptio
Page 11
on.
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10. You wcredeLog In
Exam
Exam
will receive twntials. You wn As Your Co
ple Email No
ple Login Cr
wo emails: awill use the lmpany Adm
otification o
redentials
a payment noogin email t
ministrator.
of Payment
otification eo log in, as d
email and yodescribed in
Page 12
ur login Step 3
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SAyo
T
Step 3 LogAfter you purour Compan
o log in to y
1. From
2. On thpassw
g In As Yorchase your ny Administr
your contrac
the login cre
e WBCMS‐Mword you we
our Compcompany surator login cr
t
edential ema
MTO applicatre provided
pany Admubscription, yredentials (a
ail, click the
tion login pain the emai
ministratoyou will recea user name
link to log in
age, enter thl notification
or eive an emaiand a passw
nto WBCMS
he user namen.
Page 13
il with word).
‐MTO.
e and
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3. You apage:
re prompted
a. In theinvitat
b. In thechoice
c. In theagain.
d. In thedisplamessathe ne
e. Click O
f. Log inpage a
d to create a
e Old passwotion email.
e New Passwe.
e Confirm Ne.
e Verificationayed, and theage appearsew password
OK. The WBC
n with your nappears.
a new passw
ord field, ent
word field, en
ew Password
n Code field,en click Rese: “Password d.”
CMS‐MTO lo
new passwor
word. On the
ter the pass
nter a new p
d field, ente
, enter the cet Password is updated.
ogin page ap
rd. The WBC
Reset Passw
word provid
password of
er your new
code that is d. The follow Please log i
ppears.
CMS‐MTO H
Page 14
word
ded in the
your
password
wing n with
ome
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AAC
ST
T
Add UserAfter you comompany use
Step 1 Acco add users,
o access the
1. Log in
g. First‐troles aAdminsuch a
rs to WBmplete the oers to the sys
cess the A, first access
e Administra
n to WBCMS‐
time registraand responsnistrator as das Add Users
BCMS‐Mone‐time regstem by com
Administthe Adminis
ation modul
‐MTO. The h
ation is compsibilities reladescribed ins to WBCMS
MTO gistration prompleting the
ration Mstration mod
e
home page a
plete, and yoated to the Cn other proceS‐MTO.
ocess, you caprocedures
odule dule.
appears.
ou can now Company edures in th
an add yours in this secti
Page 15
perform
is guide,
r ion.
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SAsy
NC
2. Click t
3. In the
4. In thepage i
Note:
5. Now y
Step 2 CreAll users musystem will be
Note: You canomplete On
the Adminis
e left pane, c
e left pane, cis displayed
Upon first l
you will Step
eate Userst have a usee permission
n only createe‐Time Regi
tration mod
lick to expan
lick to expanin the right
ogin, there w
p 2 Create U
r Profileser profile in tned to acces
e user profilstration Pro
dule section
nd User Man
nd External page.
will only be y
ser Profiles.
the system. Tss specific co
es for thoseocess.
on the botto
nagement.
Users. The E
you (the adm
The users yoontracts.
e roles you re
om left pane
External Use
ministrator)
ou create in
egistered in
Page 16
e.
ers list
listed.
the
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T
o create a u
1. Step 1list pa
2. On thappea
3. On thContrnumb
4. Click a
ser profile
1 Access the age.
e External Uars.
e External Uacts List pagbers is displa
a contract nu
Administrat
Users list pag
Users page, inge appears, ayed.
umber (to h
tion Module
ge, click New
n the Contraand a list of y
ighlight it), a
e and display
w. The Extern
act Numberyour Compa
and then clic
y the Externa
nal Users pa
field, click any awarded
ck Select.
Page 17
al Users
ge
. The d contract
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The Exxternal Userrs page appe
ears.
Page 18
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5. On th
6. In theassign
Note: liste
Role
ComAdm
InspFiel
RecCrea
RecRevApp
e External U
a. First N
b. Addre
c. Email
d. Telep
e Role field, cned for this c
ed below are
e
mpany ministrator
pector / d
ord ator
ord viewer & prover
Users page, c
Name and La
ess, City, and
– user’s con
hone – user
click andcontract app
e the applica
Definition
Administerstaff roles. subscriptiocontract da
Enters contlocation, sudata, and it
Office persentered in
Reviews anentered intproject maauthority to
complete the
ast Name –
d Postal cod
ntact email a
r’s phone nu
d assign the pears, as foll
able roles fo
rs subscriptioThis role don, and cannata.
tract data inuch as diary tems posting
onnel ‐ EnteWBCMS‐MT
nd approves to WBCMS‐Mnagers, supeo bind the C
e following f
new user’s f
de – user’s co
address
umber
roles. A list oows:
or constructio
ons, user prooes not requot enter, rev
n WBCMS‐MTinformationgs.
ers and revieTO.
field and offMTO. This roervisors, andCompany.
fields:
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ontact addre
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on firms
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ews contract
fice data thaole is intended so on who
Page 19
t name
ess
t can be
ssigns al prove
ork ample
t data
at was ed for have the
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Note: liste
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e the applica
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Page 22
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Page 24
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Page 26
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Page 27
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Page 28
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Page 29
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Page 30
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Page 31
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Page 32
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Page 33
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Page 34
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Page 35
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Page 36
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Page 37
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Page 38
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Page 39
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Page 40
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Page 41
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Page 42
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Page 44
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