Why and How to Register Your Organization

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Why and How to Register Your Organization

• Managing your members
• Online purchase orders
• E-vouchers

02/20/2006
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Why Register Your Organization?

• Registering your organization and having your
  members affiliate to you will allow you to
• Better track the certifications of your
  affiliates
• Allow your affiliates to use your organizations
  purchase orders and/or E-voucher to pay for
  course registration, re-certification or
  instructor candidacy.
• Register affiliate for courses
• The Organization Manager may register their
  affiliates individually for courses and enter
  substitutions or reschedule the registrations of
  their affiliates. 
• NOTE One person, the Organization Manager, will
  have access to the account information.

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How Does My Organization Get Affiliates (Members)?

• Organization manager adds new (never certified
  or in the system) affiliates
• Members People with CPS profiles log in, click
  on UPDATE AFFILIATE ORGANIZATION, search by name
  and add the organization. 
• Because some individuals work for one agency and
  are sponsored by another, there are two spaces
  for affiliation to an organization. 

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Managing Affiliates

• To see who is included the organization as an
  affiliation, the organization manager should
  click on VIEW/ADD AFFILIATES. 
• Listed alphabetically by name
• Contact information
• Certification information (including
  certification expiration date
• Course registration information
• Organization Manager can register affiliates for
  courses, enter course substitutions or reschedule
  the registrations of their affiliates. 
• Affiliates, if provided with the PO or EV
  numbers, can log in and pay for course
  registration, re-certification or instructor
  candidacy

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Purchase Orders

• Once a purchase order is registered, the
  Organization Manager will be able to register
  affiliates for courses.
• The Organization Manager may also provide the PO
  to their affiliates and they can use it to pay
  for course registration, re-certification or
  instructor candidacy.
• The system will automatically check for
  availability of funds. 

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E-voucher (credit line)

• Once an E-voucher is entered and approved, the
  Organization Manager will be able to register
  affiliates for courses on the EV.
• The Organization Manager may also provide the EV
  to their affiliates and they can use it to pay
  for course registration, re-certification or
  instructor candidacy.
• The system will automatically check for
  availability of funds.
• EVs are billed monthly.

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Registering your organization

• Go to www.safekids.org/certification
• Click on ONLINE SERVICES
• Click on ORGANIZATION MANAGEMENT
• NOTE The background color will be peach when
  you are in the organization management system.
• Register your agency
• NOTE each agency can have one point person,
  responsible for adding PO, reviewing purchases,
  and paying the invoice.
• You will be notified via email of your
  organizations log in information.
• Once your Organization is registered, you will
  have a number of Action Items available (bottom
  of screen).

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Select Organization Management
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Registration
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RegistrationConfirming your organization is not
already registered
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Registration Adding your information
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Enter your username and password
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Organization Action Items
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Getting Familiar with the System

• Please take some time to explore the site.
• Additional instructions available include
• How to add a purchase order
• How to apply for an e-voucher
• How your affiliates can use your PO or EV
• Go to www.safekids.org/certification ? Resources
  for more information.

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Contacting CPS Customer Service

• 877-366-8154
• cps.certification_at_safekids.org