User:Cooperbara/sandbox

Logging In
Type the address http://naecob.artsgds.io in the URL bar. This will take you to the service centre’s login page, where you will be asked to sign in. First-time users must create an account during their initial login.

Creating an Account
To create a new account: Select Create Account On the next page, enter your credentials: Password tip: Make sure it a strong password (8 characters or more). Include a Capital letter, a small letter, a number, and a symbol. Then, click 'Sign up.' You will be directed to the landing page to select one of the service selections.
 * First name
 * Last name
 * Email address


 * Individuals: for persons seeking Credential Assessment.
 * Organizations: for institutions seeking registration, accreditation, recognition, etc.

Dashboard
When a staff user is made an administrator, the user is taken to the Administrator’s Dashboard to the Home Page. The dashboard is separated into the following areas:


 * Applications
 * Finance Center
 * Messaging Center

Applications
The Applications board shows all forms accessed by an institution. Note the board states the name of the institution, the status of the form (open or closed), and what is required of the user reviewing the form (usually Pending Review).

Finance Center
The Finance Center allows the user to do the following:
 * 1) View items that require a fee
 * 2) Create a new invoice
 * 3) View a list of invoices issued

The Finance Center has three sections:
 * 1) Items
 * 2) New Invoice
 * 3) List Invoices

Items
List all of the Items that incur a fee along with their pricing under the following headings: To add a new item, type the name of the item in the gray New Item Description box, and enter the corresponding amount. Press the blue New button. A notification that a new item was added appears at the top, and the new item itself appears in the list below. To edit an item, simply place the insertion point in the description box or the Amount box to edit the information. Then, click on the yellow box next to the amount associated with the item. A notification will appear at the top of the page stating that the form is updated.
 * Description (eg. Processing Fee)
 * Amount

New Invoice

 * From the Finance Center overview, select New Invoice to add an invoice. This takes you to the Create New Invoice option.
 * Select a client from the drop-down menu to whom the invoice is issued.
 * Select the New Invoice button. In the next window, the client’s name appears at the top left.
 * Select an item from the drop down list menu, or create a new item by selecting the New Item button.
 * The view will change for you to enter a new item.
 * The new item you have input will appear in the drop down menu.
 * Click Cart to upload the invoice. The item will appear in a listing above New Items.
 * The new invoice will appear on the Dashboard’s Finance Center as the most recent invoice.

List Invoices
Selecting this button will display all of the invoices generated in the system to date by various institutions. The user has the option to show a number of rows per page (ranging from 5 to 100 rows). Scroll to the bottom of the invoice list and select the number of rows to display. Click the green box to update the list, which will change to the desired display.

Messaging Center
The Messaging Center displays all incoming and outgoing messages the user has received in regards to:
 * Application submission
 * Application status

The blue left-pointing arrow enables the user to reply to any messages sent. Selecting this will direct the user to the Contact Support messaging box. Type in the subject and the message in the corresponding boxes, and hit Send to submit the message.

A menu to the left of the Dashboard lists the following options:
 * Manage Forms
 * Applications
 * Guides
 * Institutions
 * Users