Department of Education - Hawaii DOE

Department of Education

Consultant Selection Process User Guide for Consultant Submittal Process

Version 1.0 1.1 2.0 2.1

Edit Date 06/07/2017 08/02/2017 06/05/2018 06/18/2018

Edited By Brett Kimura Austin Haruki Michele Shimoda Michele Shimoda

Table of Contents

1.0 User Guide ................................................................................................................. 3 1.1 Creating and Verifying User Account ..................................................................................4 1.1.1: Create Account........................................................................................................................... 4 1.1.2: Confirm your Account ................................................................................................................ 5 1.2 Signing In and Creating the Company..................................................................................6 1.2.1: Sign In ......................................................................................................................................... 6 1.2.2: Register Company ...................................................................................................................... 6 1.3 Consultant Submittal Dashboard ........................................................................................8 1.4 Navigating the Dashboard ..................................................................................................9 1.5 Company Information ......................................................................................................10 1.6 Discipline Information......................................................................................................11 1.6.1: Adding Disciplines .................................................................................................................... 11 1.6.2: Editing Disciplines..................................................................................................................... 12 1.6.3: Deleting Disciplines .................................................................................................................. 13 1.7 Branch Information..........................................................................................................14 4.7.1: Editing Branches and Completing Main Office Information .................................................... 15 4.7.2: Adding Branches....................................................................................................................... 16 1.7.3: Deleting Branches .................................................................................................................... 16 1.8 Employee Information .....................................................................................................19 1.8.1: Adding Employees .................................................................................................................... 19 1.8.2: Editing Employees .................................................................................................................... 21 1.8.3: Deleting Employees.................................................................................................................. 22 1.9 Project Information..........................................................................................................23 1.9.1: Adding Projects ........................................................................................................................ 23 1.9.2: Editing Projects......................................................................................................................... 24 1.8.3: Deleting Projects ...................................................................................................................... 25 1.10 Submitting Qualifications .................................................................................................26 1.11 Account Actions...............................................................................................................28 1.12 Evaluations ......................................................................................................................31

1.0 User Guide

To begin, navigate to the Consultant Selection Portal website, which can be accessed at . The homepage [Figure 1] should look like this:

Figure 1: Department of Education Consultant Selection Portal landing page.

1.1 Creating and Verifying User Account Before any portion of the submittal can occur, consultants must create an account and confirm the email address associated with the account so FDB can confirm that the consultant can receive messages from FDB as the associated email address.

1.1.1: Create Account ? New users fill out the user registration form [Figure 1] on the homepage. ? Account creation is contingent on user agreeing to the Terms and Conditions of the website, which can be viewed through the link. ? User must complete Google reCAPTCHA test to confirm they are not a robot. ? Click "Create Account" to submit information and complete account registration.

After successfully submitting the form, the user will be shown a Registration Confirmation screen [Figure 2], instructing them to check their email for account verification.

Figure 2: Registration confirmation page shown after user has successfully submitted their account information through the Create Account form.

1.1.2: Confirm your Account To confirm the account, complete the following steps:

? Check the email entered at registration and look for a message with the subject "Confirm you State of Hawaii DOE FDB Consultant Portal Account" [Figure 3].

Figure 3: Email containing link to verify user email.

? Click on the "Verify Email" link to verify the email associated with the account.

? Once verified, user will be taken to the CSP site displaying the Email Confirmed page [Figure 4].

? This link is valid for 24 hours from the time it was sent. If the link is expired, use the credentials created at registration to sign in and the email will be resent.

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