|
NOTE: If you are a Veterinary Services (VS) internal user and want to make changes to your office's member profile, please refer to the Manage Account (VS) topic.
This function is only available to users with organization administration privileges (Org Admins).
NOTE: VEHCS is organization-based, in that all members of an organization have access to the same templates, consignors, consignees, and available funds to create and submit health certificates.
To make changes to your organization/company information, complete the following steps:
| 1. | Select Manage Account link in the upper right corner of the screen.
RESULT: The Manage Account - Choose an Option page appears. |
To manage my own profile information, continue with step 2.
To manage your organization, continue with Step 5.
To add members, begin with Step 7.
To update members, begin with Step 9.
Manage My Own Profile Information
2.To make changes to your profile, on the Manage Account - Choose an Option page, select the My Own Profile Information option and click the Next button.
RESULT: The Manage Your Profile page appears.
3. Review your personal information and edit your profile as needed.
4. Click the Save button to keep the changes to your profile.
Manage Your Organization
5. To make changes to your organization/company information, select the My Organization and Coworkers Information For: <Your Organization Name> option and click the Next button.
RESULT: The Manage Organization Profile page appears.
6. To update the profile of your organization (such as address and contact information), complete the fields and click the Save button.
Notification Email Addresses
7. To receive an email notification when a certificate is submitted to VS, endorsed by VS or returned by VS, add up to five email addresses for your organization and click Save button.
Add Members
8. To add a member to your organization, click the Add Member to Organization button at the bottom of the screen.
RESULT: The Member Details page appears.
9. Complete the fields as follows:
| a) | Name: First Name (required), Middle Initial (optional), and Last Name (required) of the user. |
| b) | Unique PIN: The Personal Identification Number (PIN) allows the user to join your organization. It must begin with the letter "V" followed by 7 numeric digits. You can also click the Generate PIN button to have one automatically created for you.
IMPORTANT: You must provide the new member with the PIN so the member can join your organization when accessing VEHCS for the first time. |
| c) | Org Admin Rights?: Select Yes or No. This option allows the member to manage an organization's profile and add and delete members. |
| d) | User Role: Select a user role. If you select Accredited Veterinarian, you will see the following message:
Important: In order to submit health certificates, valid license and accreditation information must be entered. If you choose to skip this step at this time, you will not be able to submit health certificates until you enter this information under Manage Account. |
| 1) | Enter the Printed Name. This will be displayed on the Health Certificate and should be formatted as First Name, Middle Initial (optional), Last Name, Credential(s); such as John A. Smith, MPH, DVM. |
| 2) | In the License Information table, enter the License Number, Expiration Date (mm/dd/yyyy), and State. Click Add A Row as necessary. |
| 3) | In the Accreditation Information table, enter the Accreditation Number, Expiration Date (mm/dd/yyyy), and State. Click Add A Row as necessary. |
| 6. | Click the Save button to keep the changes to your organization's information.
RESULT: The Manage Organization Profile page appears and your changes have been saved.
OR
Click the Cancel button to abandon the changes to your organization’s information. |
Update Members
10.To update a member's information, click the Update button that corresponds to the member's name.
RESULT: The Member Details page appears.
11.Complete the fields as follows:
| a) | Name: First Name (required), Middle Initial (optional), and Last Name (required) of the user. |
| e) | Unique PIN: The Personal Identification Number (PIN) allows the user to join your organization. It must begin with the letter "V" followed by 7 numeric digits. You can also click the Generate PIN button to have one automatically created for you.
IMPORTANT: You must provide the new member with the PIN so the member can join your organization when accessing VEHCS for the first time. |
| f) | Org Admin Rights?: Select Yes or No. This option allows the member to manage an organization's profile and add and delete members. |
| g) | User Role: Select a user role. If you select Accredited Veterinarian, you will see the following message:
Important: In order to submit health certificates, valid license and accreditation information must be entered. If you choose to skip this step at this time, you will not be able to submit health certificates until you enter this information under Manage Account. |
| 1) | Enter the Printed Name. This will be displayed on the Health Certificate and should be formatted as First Name, Middle Initial (optional), Last Name, Credential(s); such as John A. Smith, MPH, DVM. |
| 2) | In the License Information table, enter the License Number, Expiration Date (mm/dd/yyyy), and State. Click Add A Row as necessary. |
| 3) | In the Accreditation Information table, enter the Accreditation Number, Expiration Date (mm/dd/yyyy), and State. Click Add A Row as necessary. |
12.Click the Save button to keep the changes to your organization's information.
RESULT: The Manage Organization Profile page appears and your changes have been saved.
OR
Click the Cancel button to abandon the changes to your organization’s information.
|