NOTE: Web profiling and the Web form filter are only available if the institution is configured to use this feature. |
After searching the Directory tab, the results table will contain a Web Form column which indicates the status of each OC's web profile request.
NOTE: You can select the Approve Request item from the Web form filter drop-down list to view only OC accounts that have returned the profile form and are awaiting approval. |
1. To validate and approve a web profiling form, click the Approve Request link for the OC.
The OC Web Profile Approval window opens.
2. The following information explains the first portion of the OC Web Profile Approval window:
Basic Details: The Basic Details section shows the OC’s full name and any additional comment they might have entered in the Additional Comments or Notes for Your Account field on the web profiling form. In this example, the OC typed the message I would like to use my cell phone for all messages.
Demographic Details: This section has two columns of information: OC Submitted Details and System Details, separated by a column containing green arrows. The OC Submitted Details column shows the information that was submitted by the OC in the web profiling form. The System Details column shows any existing information about the OC that already exists in the Actionable Findings system. The green arrows allow you to copy information from the OC Submitted Details column into the System Details column. You can click the topmost arrow to copy all fields from one column to the other, or you can click the remaining individual green arrows to move only specific fields into the System Details column.
Advance Notification Routing: If any of these check boxes are selected, an administrator should contact the OC and review the notification changes the OC is requesting. Then an administrator must make the changes in the Actionable Findings system; for example, assigning a schedule or creating a workflow based on findings or categories.
NOTE: Administrators should note that currently this is your only opportunity to view these check boxes. Keep a list of each OC’s choices for your records. |
3. When finished, click the Save and Proceed button to review the devices the OC provided. From this window, an administrator can either add or delete the device information provided by the OC.
4. To add a device provided by the OC:
Click the Add link. A Device and Notification dialog box opens. The box contains the information provided by the OC. From here you can make any necessary modifications (Facility, Group, Findings, Events).
When finished, click the Save button. The information is added to the Approved Devices and Notifications section of the OC Web Profile Approval window.
5. To delete a device, click the Delete link and confirm the deletion.
6. Add or delete the remaining devices as needed.
7. When finished with this OC, click the Next Approval button to return to the OC list and select another OC to approve.
To verify the changes, return to the Directory tab, search for and view the OC’s profile information.