How to Update Jurisdiction Information on the IRP Website:
Transcription
How to Update Jurisdiction Information on the IRP Website:
How to Update Jurisdiction Information on the IRP Website: A Guide for Website Coordinators Last Updated January 29, 2014 This document outlines how to log in, make updates to jurisdiction registration information, add or delete staff members from the IRP, Inc. website, and designate IRP roles for specific jurisdiction contacts. About the Role of IRP Website Coordinator: The IRP website coordinator will be responsible for updating jurisdiction information on the IRP website. This individual will be provided with new login credentials, which will allow him/her to make updates to jurisdiction registration information, add or delete staff members from the IRP, Inc. website, and designate IRP roles for specific jurisdiction contacts. Jurisdiction Information on the IRP Website: Jurisdiction registration information is provided on IRP’s website as reference for carriers, other jurisdictions, jurisdiction system providers, and other interested parties. IRP’s website is visited by approximately 7,000 individuals a month. It is important that this information reflects current jurisdiction information. The website coordinator is responsible for ensuring the registration information is always up-to-date on the IRP website. Confidentiality: This individual may have access to confidential and protected information and will have to sign a confidentiality agreement. Per this agreement, the website coordinator will protect confidential information on the website and limit disclosure or use of such confidential information, consistent with jurisdictional laws and regulations, and protect this information from any use or disclosure that is not specifically authorized within the description of the website coordinator role. The website coordinator is not to share the log-in information with others, as he/she is the only person authorized to log in on behalf of the jurisdiction. Logging In You will need to log in as your jurisdiction in the box titled “Sign In” at the top right of the home page, http://www.irponline.org. Username: Your username is your jurisdiction’s name: In lower case Full name – no acronyms Include spaces if applicable – i.e., “north carolina” Password: If it is your first time logging in, click “Forgot your password?” You will be asked to enter your email address or username. Enter your jurisdiction’s name as the username, per the above. Do not enter your email address, as that will only reset your personal, individual website account. Once you have entered your username and the validation code provided, click “Reset Password” to receive an email to create the password. Once you have established the password, keep it in safe, secure place. Background: Your Separate Personal Account When logging in with your personal account, the username will be the email address, different from the jurisdiction username. Through your personal account, you will be able to see the group pages for any IRP committees or task forces of which you are a member. You can also make changes to your own contact information. If you are already logged in under your personal individual account, log off first before accessing as the jurisdiction website coordinator. Updating Jurisdiction Registration Information and Roles for Jurisdiction Contacts After you log in, you will see the profile home page. Click “Edit” to update jurisdiction data and roles for jurisdiction contacts. You will then be at the “Edit My Member Profile” page. On the “Edit My Member Profile” page you will be able to update a variety of fields: Jurisdiction contact information This is the general contact information for the IRP office, not a specific individual. The specific items are address, website(s), general email box (if applicable), main phone number, and fax number. This information is accessible to the general public, including carriers, who look up your jurisdiction in the jurisdiction directory. Roles for specific jurisdiction contacts Each jurisdiction has individuals assigned to specific roles. The first role listed on the “Edit My Profile” page is IRP Chief Administrator. See http://www.irponline.org/?page=Roles for role definitions. To update, simply type in the first and last name only. No additional information is needed. If your jurisdiction does not have anyone in that role, type “n/a”. Do not leave it blank. If there is a change in voting member, IRP, Inc. will need a written notification from the person selecting the voting member, typically the chief administrator. An email notification will suffice. No such written notification is needed for other roles. Password You can change the password for the jurisdiction website coordinator account. Jurisdiction registration information There is a lot of jurisdiction registration information you can update on the “Edit My Member Profile” page. The fields include: o Cab Cards o Credits/Refunds o Fee Schedules o Maximum Weights o Registration Periods o Restricted Plates o Trip Permits o Wreckers Registration o IRP Platform Descriptions of the above fields, when relevant, are shown on the “Edit My Member Profile” page. Specific guidelines for cab card and fee schedule updates: o If you want to see the current information, click “download file.” o To change this information: Delete the current file Upload the updated document o Cab cards: see the website coordinator page for a cab card template and guidelines requiring a memo on letterhead notifying other jurisdictions. o Fee schedules: See the IRP Fee Schedule Change Procedure. Per the change procedure, your jurisdiction will also need to send a memo to irpmail@irpinc.org stating the fee schedule change, and including the explanation of fee change, date the fee change becomes available, and a contact person for questions or concerns. The current and upcoming fee schedules are viewable on your jurisdiction’s page. Typically, past fees from the past five years are available on the fee schedules page. Adding or Deleting Staff Members Select “Manage Profile” in the “My Profile” menu on the top right. From the “Manage Profile” page, select sub-accounts. Note that many of the options on this page, including Invoicing, Payments & History and Community are not applicable in the set-up of the IRP current website. Adding new staff Enter the email address(es) in “invite new members” field. They will receive an email indicating they’ve been invited to join the International Registration Plan, Inc. community. The email will include a link they will click on to join. Note: The website also allows you to give the individual(s) a direct link. However, we recommend you use the “Invite New Members” functionality to ensure control of who receives the invitation. After the individual clicks on the link, the IRP, Inc. office will approve the new account. Plan on a delay of one business day before the staff member is approved. The individual will receive confirmation of the status. This first email will indicate “Once we review your registration and you have been approved, you will receive an email with your sign in information.” After being approved, another email to the individual will indicate registration has been reviewed, what their username is (their email address), and that they should sign in with the password they have created. If this individual has an IRP role for your jurisdiction, you can add the role when sending the initial invitation to the individual. Removing former staff From the Sub-Accounts page, scroll down. You will see a list of all your jurisdiction staff who are registered on the IRP website. To remove staff who no longer work in your office, select the suspend this member’s account button. This individual will show up as suspended until the removal is approved by the IRP, Inc. office. Updating staff information Currently, all website users with accounts can update their own contact information, such as address or phone number. Website coordinators also have the option to update individual staff contact information by selecting the edit this member’s bio button. However, it is encouraged that individual staff members update their own information. That said, if you have an all-office change (such as a moved address), it might be more efficient to have the website coordinator make all the changes. IRP requests that you do not use the “detach” nor “sign in as this member” option buttons. Questions Do you have questions that are not addressed in this document? Contact IRP at irpmail@irpinc.org or (703) 963-2326.