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Why and How to Register Your Organization

Why and How to Register Your Organization. Managing your members Online purchase orders E-vouchers. 02/20/2006. 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

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Why and How to Register Your Organization

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  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 organization’s 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. NOTE: Web images may not be exactly as they will appear in the new system.

  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. NOTE: Web images may not be exactly as they will appear in the new system.

  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 NOTE: Web images may not be exactly as they will appear in the new system.

  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.  NOTE: Web images may not be exactly as they will appear in the new system.

  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. • EV’s are billed monthly. NOTE: Web images may not be exactly as they will appear in the new system.

  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 organization’s log in information. • Once your Organization is registered, you will have a number of Action Items available (bottom of screen). NOTE: Web images may not be exactly as they will appear in the new system.

  8. Select Organization Management NOTE: Web images may not be exactly as they will appear in the new system.

  9. Registration NOTE: Web images may not be exactly as they will appear in the new system.

  10. Registration:Confirming your organization is not already registered NOTE: Web images may not be exactly as they will appear in the new system.

  11. Registration: Adding your information NOTE: Web images may not be exactly as they will appear in the new system.

  12. Enter your username and password NOTE: Web images may not be exactly as they will appear in the new system.

  13. Organization Action Items NOTE: Web images may not be exactly as they will appear in the new system.

  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. NOTE: Web images may not be exactly as they will appear in the new system.

  15. Contacting CPS Customer Service 877-366-8154 cps.certification@safekids.org NOTE: Web images may not be exactly as they will appear in the new system.

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