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Centralized Repository Vault (CRV)

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Centralized Repository Vault (CRV). Informational Webinar Illinois Partners for Human Service Monday, July 9 2012 2:00 pm. Table of Contents. Why CRV Registration to the CRV Accessing the CRV Uploading to the CRV Q & A. Why CRV. Who Will Use the CRV. - PowerPoint PPT Presentation
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Centralized Repository Vault (CRV) Informational Webinar Illinois Partners for Human Service Monday, July 9 2012 2:00 pm
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Page 1: Centralized Repository Vault (CRV)

Centralized Repository Vault

(CRV)Informational Webinar

Illinois Partners for Human Service

Monday, July 9 20122:00 pm

Page 2: Centralized Repository Vault (CRV)

Why CRV Registration to the CRV Accessing the CRV Uploading to the CRV Q & A

Table of Contents

Page 3: Centralized Repository Vault (CRV)

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

Page 4: Centralized Repository Vault (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

Page 5: Centralized Repository Vault (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

Page 6: Centralized Repository Vault (CRV)

CRV Home PageRegistration to the CRV

Page 7: Centralized Repository Vault (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

Page 8: Centralized Repository Vault (CRV)

CRV Registration FormRegistration to the CRV

Page 9: Centralized Repository Vault (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

Page 10: Centralized Repository Vault (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

Page 11: Centralized Repository Vault (CRV)

State of Illinois Web Authentication Portal

Accessing the CRV

Page 12: Centralized Repository Vault (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

Page 13: Centralized Repository Vault (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

Page 14: Centralized Repository Vault (CRV)

CRV Login ScreenAccessing the CRV

Page 15: Centralized Repository Vault (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

Page 16: Centralized Repository Vault (CRV)

Document Library ListRegistration to the CRV

Page 17: Centralized Repository Vault (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

Page 18: Centralized Repository Vault (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

Page 19: Centralized Repository Vault (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

Page 20: Centralized Repository Vault (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

Page 21: Centralized Repository Vault (CRV)

Upload Files - ScreenUploading to the CRV

Page 22: Centralized Repository Vault (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

Page 23: Centralized Repository Vault (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

Page 24: Centralized Repository Vault (CRV)

QUESTIONS?

Q & A


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