Post on 25-Feb-2016
description
transcript
Centralized Repository Vault
(CRV)Informational Webinar
Illinois Partners for Human Service
Monday, July 9 20122:00 pm
Why CRV Registration to the CRV Accessing the CRV Uploading to the CRV Q & A
Table of Contents
Providers who contract with the social services agencies of the State of Illinois (Dept of Human Services, Dept of Children and Family Services, Healthcare and Family Services, Dept of Public Health and Dept on Aging)
State agency personnel whose jobs include:◦ Licensure◦ Accreditation◦ Certification◦ Monitoring◦ Compliance◦ Audit◦ Review
Who Will Use the CRVWhy CRV
Ease of use; documents can be uploaded to the CRV from any computer with internet access (documents must be in pdf format)
Security; the State of IL internet platform has multiple layers of security to safeguard document integrity and prevent unauthorized access
Document management; once documents are uploaded to the CRV, they will remain stored and backed-up
Benefits of the CRVWhy CRV
Provider Contact must have an Illinois.gov ID from the State of Illinois CMS Identity Management System (https://www2.illinois.gov/adim/Pages/default.aspx)
Provider must have a DUNS Number (https://mycredit.dnb.com/get-a-duns-number/) Provider Registration and Approval Requires Adobe Reader 9+ and Flash Player 10+
(http://www.adobe.com/downloads/)
Requirements for ParticipationRegistration to the CRV
CRV Home PageRegistration to the CRV
Select (“click”) the Registration (pdf) link on the OneNet Page◦ Have the Provider’s DUNS number, FEIN and
your Illinois.gov ID ready Complete the CRV Registration Form
◦ All fields with a Red asterisk(*) are required.◦ The Certification check box is required.◦Note: Illinois.gov ID format is
firstname.lastname Select (“click”) the [Submit Registration]
button
Registration
Registration to the CRV
CRV Registration FormRegistration to the CRV
The message box at the top will indicate whether form submission was successful
It may take up to 2 business days for registration approval
You will be notified of your approval status via the email address you provided on the registration form
Registration (continued)Registration to the CRV
After you have received your approval registration email you can log into the application
Select (“click”) the CRV Login link on the OneNet Page
System will display the State of Illinois Web Authentication Portal
LoginAccessing the CRV
State of Illinois Web Authentication Portal
Accessing the CRV
Domain: General Public (Not employed by the State of Illinois)
User name: Illinois.gov ID (firstname.lastname) Password: Illinois.gov Password Select (“click”) the [Log On] button
Web Authentication PortalAccessing the CRV
Once through the Web Authentication Portal use your same credentials to login to the CRV application
Help Screen link will open a pdf with instructions about completing the CRV Login
Illinois.gov ID (firstname.lastname)◦ Omit “internal\”◦ Omit “external\”◦ Omit “@illinois.gov”
Illinois.gov Password Select (“click”) the [Login…] button
CRV Login Screen InstructionsAccessing the CRV
CRV Login ScreenAccessing the CRV
Lists all active Provider documents Sort the list by File Name, Type, Purpose,
Uploaded By, or Creation Date View a Document Download/Save a Document Remove a Document Update Contact Registration Information Link to Upload Files
Document Library ListNavigating the CRV
Document Library ListRegistration to the CRV
Logged in: Illinois.gov ID (Read Only) Provider: Provider Name (Read Only) Update My Info Button – Select (“click”) to open a CRV
Registration Update form to update your registration information Document Library List Button – “Select (“click”) to go to the
screen where you can review, view, or remove provider documents Upload Files Button – Select (“click”) to go to the screen where
you upload your files Help Screen Button – Instructions for the Document Library List
Screen Document Library List Grid – A list of all documents uploaded
and active for the provider View Document Button – View/Download a particular document Remove Document Button – Remove a document from
viewing/download
Document Library List Screen Objects
Registration to the CRV
The Grid displays any active, uploaded documents
You can sort the grid by any column◦ Click on the column head to toggle between
ascending and descending sort orders View a Document
◦ Select (“click”) the document Double-click the document
◦ Select (“click”) the [View document] button◦ System will display the PDF document (give a
couple of seconds for the PDF to load)
Document Library List InstructionsNavigating the CRV
Remove a Document◦ Select (“click”) the document◦ Select (“click”) the [Remove document] button
Answer the confirmation dialog Note: The file is not actually removed, but made
inactive for display
Document Library List Instructions (continued)
Navigating the CRV
Help Screen Button – Select (“click”) to open an Instruction PDF for using the Upload Files screen
Document Library List Button – Select (“click”) to go to the Document Library List Screen
Upload Files Button Upload Files Grid – Grid to display the files you will
upload Browse… Button – Select (“click”) to navigate to the
file(s) to be uploaded Reset Button – Select (“click”) to reinitialize the Upload
files Screen Upload Button – Select (“click”) to upload the selected
files
Upload Files – Screen ObjectsUploading to the CRV
Upload Files - ScreenUploading to the CRV
Select (“click”) the [Browse…] button to navigate to the file(s) to be uploaded.
The file(s) is placed in the Upload Files Grid For each file select the Document Type and Purpose
of Document Select (“click”) the [Upload] button Upload Complete dialog box is shown when all
uploads have been completed. Select (“click”) [OK] Select (“click”) the [Document Library List] button
to verify the documents are there and viewable [Reset] button will reinitialize the Upload Files screen
Upload Files InstructionsUploading to the CRV
Select (“click”) to open the CRV Registration – Update form with the pre-populated user’s information
Update your contact information. All fields with a Red Asterisk (*) are required The Certification check box is required Select (“click”) the [Update Registration]
button
Update My Info InstructionsUploading to the CRV
QUESTIONS?
Q & A