Centralized Repository Vault (CRV)

1. Centralized Repository Vault (CRV) Informational Webinar Illinois Partners for Human Service Monday, July 9 2012 2:00 pm

2. Table of Contents • Why CRV • Registration to the CRV • Accessing the CRV • Uploading to the CRV • Q & A

3. Why CRV Who Will Use the 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

4. Why CRV Benefits of the 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

5. Registration to the CRV Requirements for Participation • 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/)

6. Registration to the CRV CRV Home Page

7. Registration to the CRV Registration • 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

8. Registration to the CRV CRV Registration Form

9. Registration to the CRV Registration (continued) • 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

10. Accessing the CRV Login • 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

11. Accessing the CRV State of Illinois Web Authentication Portal

12. Accessing the CRV Web Authentication Portal • 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

13. Accessing the CRV CRV Login Screen Instructions • 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

14. Accessing the CRV CRV Login Screen

15. Navigating the CRV Document Library List • 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

16. Registration to the CRV Document Library List

17. Registration to the CRV Document Library List Screen Objects • 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

18. Navigating the CRV Document Library List Instructions • 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)

19. Navigating the CRV Document Library List Instructions (continued) • 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

20. Uploading to the CRV Upload Files – Screen Objects • 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

21. Uploading to the CRV Upload Files - Screen

22. Uploading to the CRV Upload Files Instructions • 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

23. Uploading to the CRV Update My Info Instructions • 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

24. Q & A QUESTIONS?