PBI Web Portal PBI Attorney Registration - Revision history

Jspenceratty at 14:41, 10 July 2018

2018-07-10T14:41:57Z

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 ==Two Types of Registrations==
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 ==New Attorney==
-When an attorney who is not in the lawyers system registers to be on panel, staff receives an email.  That email looks something like this [[Image:PBI16V2image074.png|50px]].
 Within Prime, navigate to Search-->PBI-->Lawyers Web Registration.  This opens the Lawyers Web Registration search screen [[Image:PBI16V2image076.png|50px]]
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 If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system.  He will use these to verify his identity in the system and create his own website registration.

Jspenceratty: /* Two Types of Registrations */

2018-07-10T01:09:02Z

Two Types of Registrations

← Older revision		Revision as of 01:09, 10 July 2018
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	#To register to be on your lawyer panel ([[#New Attorney\|New Attorney]])--this is for attorneys who have not helped you before and do not appear in your Lawyers panel. This allows them to "register" or sign up to be on your Lawyer panel.		#To register to be on your lawyer panel ([[#New Attorney\|New Attorney]])--this is for attorneys who have not helped you before and do not appear in your Lawyers panel. This allows them to "register" or sign up to be on your Lawyer panel.
	#To register to use the PBI Web Portal ([[#Website Registration\|Website Registration]])--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.		#To register to use the PBI Web Portal ([[#Website Registration\|Website Registration]])--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.

			Here is a logical diagram to help with understanding this process.
			[[File:PBI Web Portal Registration Logical Diagram.png\|100px]]

	==New Attorney==		==New Attorney==

Jspenceratty: /* Understanding The Process */

2018-07-10T01:08:50Z

Understanding The Process

← Older revision		Revision as of 01:08, 10 July 2018
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	If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.		If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.

	~~==Understanding The Process==~~
	~~Here is a logical diagram to help with understanding this process.~~
	~~[[File:PBI Web Portal Registration Logical Diagram.png\|400px]]~~

Jspenceratty at 00:45, 10 July 2018

2018-07-10T00:45:37Z

← Older revision		Revision as of 00:45, 10 July 2018
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	[[PBI Web Portal 16 Staff Interaction\|← Back to PBI Web Portal 16 Staff Interaction]]		[[PBI Web Portal 16 Staff Interaction\|← Back to PBI Web Portal 16 Staff Interaction]]

			==Two Types of Registrations==

	Understand that the PBI Web Portal will allow two types of registration:		Understand that the PBI Web Portal will allow two types of registration:

Jspenceratty at 00:45, 10 July 2018

2018-07-10T00:45:03Z

← Older revision		Revision as of 00:45, 10 July 2018
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			[[PBI Web Portal 16 Staff Interaction\|← Back to PBI Web Portal 16 Staff Interaction]]

	Understand that the PBI Web Portal will allow two types of registration:		Understand that the PBI Web Portal will allow two types of registration:

Jspenceratty: /* =Understanding The Process */

2018-07-09T21:49:50Z

=Understanding The Process

← Older revision		Revision as of 21:49, 9 July 2018
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	If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.		If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.

	==Understanding The Process=		==Understanding The Process==
	Here is a logical diagram to help with understanding this process.		Here is a logical diagram to help with understanding this process.
	[[File:PBI Web Portal Registration Logical Diagram.png\|400px]]		[[File:PBI Web Portal Registration Logical Diagram.png\|400px]]

Jspenceratty at 21:49, 9 July 2018

2018-07-09T21:49:37Z

← Older revision		Revision as of 21:49, 9 July 2018
Line 23:		Line 23:

	If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.		If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.

			==Understanding The Process=
			Here is a logical diagram to help with understanding this process.
			[[File:PBI Web Portal Registration Logical Diagram.png\|400px]]

Jspenceratty at 21:17, 9 July 2018

2018-07-09T21:17:09Z

← Older revision		Revision as of 21:17, 9 July 2018
Line 1:		Line 1:
	Understand that the PBI Web Portal will allow two types of registration:		Understand that the PBI Web Portal will allow two types of registration:

	#To register to be on your lawyer panel ([[#New Attorney\|New Attorney]])--this is for attorneys who have not helped you before and do not appear in your Lawyers panel.		#To register to be on your lawyer panel ([[#New Attorney\|New Attorney]])--this is for attorneys who have not helped you before and do not appear in your Lawyers panel. This allows them to "register" or sign up to be on your Lawyer panel.
	#To register to use the PBI Web Portal ([[#Website Registration\|Website Registration]])--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.		#To register to use the PBI Web Portal ([[#Website Registration\|Website Registration]])--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.

Jspenceratty: /* Website Registration */

2018-07-09T21:15:28Z

Website Registration

← Older revision		Revision as of 21:15, 9 July 2018
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	==Website Registration==		==Website Registration==
	To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration: ~~(1)~~ the organization creates the username and password and provides it to the attorney or ~~(2)~~ the organization provides the attorney number, and first and last name as entered in the system~~. The~~ attorney uses that to create their own user name and password in the website.		To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration:
	To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown here [[Image:PBI16V2image082.png\|50px]]		#the organization manually creates the username and password and provides it to the attorney or
			#the organization provides the attorney number, and first and last name as entered in the system and the attorney uses that to create their own user name and password in the website.

			To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown here [[Image:PBI16V2image082.png\|50px]] In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields. To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark.

	In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields.
	~~To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark.~~
	If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.		If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.

Jspenceratty: /* Website Registration */

2018-07-09T21:10:29Z

Website Registration

← Older revision		Revision as of 21:10, 9 July 2018
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	==Website Registration==		==Website Registration==
	To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration: (1) the organization creates the username and password and provides it to the attorney or (2) the organization provides the attorney number, and first and last name as entered in the system. The attorney uses that to create their own user name and password in the website.		To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration: (1) the organization creates the username and password and provides it to the attorney or (2) the organization provides the attorney number, and first and last name as entered in the system. The attorney uses that to create their own user name and password in the website.
	To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown here		To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown here [[Image:PBI16V2image082.png\|50px]]
	[[Image:PBI16V2image082.png\|50px]]

	In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields.		In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields.
	To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark.		To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark.
	If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.		If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.