NorthSTAR Entity Functions Training Module

1. NorthSTAR User Training Module 3 Entity

2. 1 NorthSTAR Entity Functions • Purpose: To orient the user to the entity functions in NorthSTAR. • Common icons and text colors in this presentation: • Blue text in NorthSTAR means the text is a hyperlink to another form or data table. • An icon like this: denotes a point of interest or an important feature in NorthSTAR. It will usually be accompanied with an arrow like this and descriptive text. The number will be cross referenced to information in the training outline. • Black text or greyed out arrows or features cannot be used in the current context. • A black box with green text at the bottom left of the slide ( ) shows the training module and slide number. This is cross referenced to the Training outline used in conjunction with this presentation. Mod 3 Slide 2.10

3. NorthSTAR Log-In Page NorthSTAR 1 Mod 1 Slide 1.1

4. 1 2 3 4 Register for New Account in NorthSTAR Fill in name, phone, and email Do not check Complete CAPTCHA Click Continue Mod 3 Slide 3.1

5. Recaptcha doesn’t work, update when fixed

6. 1 NorthSTAR Internal Register New Organization Mod 3 Slide 3.2

7. NorthSTAR Internal Register New Organization Mod 3 Slide 3.3

8. 1 NorthSTAR Internal Register New Organization Complete all sections and steps, click next Mod 3 Slide 3.4

9. 1 NorthSTAR Add Person Click Mod 3 Slide 3.5

10. 1 NorthSTAR Person Info Questionaire Person Not Already in RBDMS Complete form and click save Mod 3 Slide 3.6

11. 1 NorthSTAR Person Info Questionaire Person Already in RBDMS Complete form and click save Mod 3 Slide 3.7

12. Mod 3 Slide 3.8