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Welcome. T h i s process describes how an applicant can request authorization from the designated representative to create and submit an Offset Notice Response Form on their behalf. T o the ETS – Offset Notice Response A utho r iz a tion Online T ra ining C ou rs e. Revisions.

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Welcome

Welcome

Thisprocess describes how an applicant can request authorization from the designated representative to create and submit an Offset Notice Response Form on their behalf.

TotheETS–Offset Notice Response Authorization

OnlineTrainingCourse


Revisions

Revisions


Introduction

Introduction

  • In this module you will learn how to:

  • As the company submitting the request for Authorization:

    • Complete Offset Authorization Request

    • Check the status of your request

  • As the company authorizing the request:

    • How to concur

    • How to reject

    • How to revoke


Login to ets

Login to ETS

1. Login to ETS with your user name and password

2. Expand Offset

3. Select Authorizations


Request authorization

Request Authorization

2. Select the Requesting Company

1. Click RequestAuthorization

3. Enter Contact information

You may either select an existing Contact from the drop down list or enter new contact information.

If the contact exists the information will auto populate.


Request authorization add offset notice number

Request Authorization - Add Offset Notice Number

2. Enter the Offset Notice Number

1. Click AddOffset Notice Number to select the offset

3. Select Search


Request authorization add offset continued

Request Authorization - Add Offset - continued

4. Click on the check box

5. Click OK

6. Enter the Attention Name for this Offset, if available. This is an optional field.


Submit request authorization

Submit Request Authorization

1. Click Submit

2. Click Close


Check status of authorization request

Check Status of Authorization Request

1. Select Authorizations

2. Enter your search Parameters

3. Click on Search


Search results

Search Results


Authorization status definitions

Authorization Status Definitions

Approved: As an Applicant, you can see the Designated Representative has concurred your offset authorization request.

Pending: As an applicant, you can see the authorization request is submitted but the Designated Representative has not yet Approved nor Rejected the offset authorization request.

Concur: As the Designated Representative, you can see the authorization request is submitted by the applicant but is not yet concurred by you.

Granted:As the Designated Representative, you can see which authorization requests have been concurred by you.

Rejected:As an Applicant, you can see the Designated Representative has rejected the offset authorization request.

Revoked:As an Applicant, you can see the Designated Representative has revoked a previously concurred (approved) authorization request.


Welcome 4850836

Anemailwillbesentfrom the ETSSystemadvisingthecompany thereis anauthorizationrequestavailablefor concurrence.

Thefollowingpagesdescribetheprocessesfor:

Howtoconcur

Howtoreject

Howtorevoke


Concur authorization

Concur Authorization

2. Select ShowConcur

1. Select Authorizations

3. Click on Search

4. The search results display


Authorization request report

Authorization Request Report

1. Double Click on the Authorization Request link

The Authorization Request report will open in .PDF format and shows the details of the authorization request for your review.


Submit concur authorization

Submit Concur Authorization

1. Click on the dropdown and select Yes

2. Click on Submit

3. Click on Close

Upon submission of the request, ETS will send an email to the applicant advising that the Concur request is completed.


Reject an authorization request

Reject an Authorization Request

Follow the same process to select the Authorization to Concur, but select No in the Concurrence dropdown.

1. Click on the dropdown and select No

2. Enter Comments for rejecting the authorization request

3. Click on Submit

Upon submission of the request, ETS will send an email to the applicant advising that the request has been rejected.


Revoke a previously granted authorization

Revoke a Previously Granted Authorization

2. Select your parameters.

1. Select Authorizations

3. Click on Search


Revoke continued

Revoke - Continued

Click on Revoke

Uponselecting “revoke", ETSwillsendanemailto the applicant advisingof therequestthathasbeen revoked.


C ong rat u l a ti ons

Congratulations!

Congratulations!

YouhavecompletedtheOffsets Authorizations

OnlineTrainingCourse

Pleaseproceedtothesubsequentmodulesdetailingother functionalityofOffsets.

Ifyouhaveanycommentsorquestionsonthistrainingmodule, pleaseforwardthemtothefollowing:

[email protected]


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