DMS3 ONLINE CSA The DMS has provided this Online CSA Training Document in an effort to provide the necessary information for SUNCOM Customers to immediately benefit from the use of the Online CSA System. Although this is a comprehensive explanation of the Online CSA System, all functions may not be explained within this document. For additional information on features, please read the help text provided on each page or click the “?” within the program.
DMS4 Online CSA HOW DO I? TopicPage What is the URL for the Online CSA System? 55 How do I create an account? Logon?66 How do I create a new CSA/ Create New notice or Request?1313 How do I retract a CSA from DMS or the telephone company?1919 How do I view a list of my pending orders? Completed orders?2020 How do I search for a CSA?2222 How do I edit a DRAFT CSA?2323 How do I view an order?2626 How do I view the history of an order?2727 How do I view the attachments to an order?2828 How do I view pending order information?2929 How do I return to my list of CSA’s?3030 How do I print a copy of a CSA’s?3131 How do I save a CSA to file?3232 (Continued...)
DMS5 Online CSA HOW DO I? TopicPage How do I attach comments to a CSA?3333 How do I forward an order to another account?3434 How do I attach a file to a CSA?3535 How do I get notifications when an action is taken on my order?3636 How do I change my password?3737 How do I change my Profile (e-mail address, agency address)?3838 FOR ADMINISTRATORS ONLY How do I approve a new user account?3939 How do I modify an existing user account?4343 How do I administer the organization?4646 Frequently asked Questions (Getting Help?)4949
DMS6 Online CSA URL FOR THE SUNCOM ONLINE ORDERING SYSTEM –DMS’s Online Ordering System for SUNCOM services can be found at: http://onlinecsa.state.fl.us/onlinecsa/app/homepage
DMS7 Online CSA INITIAL LOGON –Click on “Sign Up” –Once your account has been approved you will logon as a current user.
DMS8 Online CSA INITIAL LOGON (Cont.) –Contact Information: Enter your contact information. Please ensure the accuracy of this information. –Click on the button labeled “Next >”
DMS9 Online CSA INITIAL LOGON (Cont.) –Existing Organization: Choose your organization from the drop down list. If your organization is not listed, leave blank and move to New Organization. –New Organization: Complete requested information. Once approved, the new organization will be listed under “Existing Organization” for other staff members to choose. Please be sure the organization is listed such that it will be recognizable by other members of your organization. –Click on the button labeled “Next >”
DMS10 Online CSA INITIAL LOGON (Cont.) –Billing Information: Enter billing address. –Authorizing Official: Enter name of official within your organization that is authorizing the purchase of services or equipment. This individual must have the authority to commit funds. –Click on the button labeled “Next >”
DMS11 Online CSA INITIAL LOGON (Cont.) –Agency ID Codes: Enter the 3-digit agency ID code(s) that you will be issuing CSA’S under. If you need to enter more than five codes, Click on “More...”. Codes MUST be valid ID codes. If you do not know your ID code, please call the SUNCOM Customer Service at 1-888-4-SUNCOM (1-888-4-6266). –Click on the button labeled “Next >”
DMS12 Online CSA INITIAL LOGON (Cont.) –Click on “Submit Application” Please take note of your NEW Username and Password. If your application is the first from your organization, the application will be sent to the DMS for review and approval. If your application is NOT the first from your organization, the application will be sent to the Online CSA Administrator for your organization.
DMS13 Online CSA INITIAL LOGON (Cont.) –Once you have been notified via e- mail that your account has been approved, return to the WEB site and login as a current user. –A successful logon will place you on the main tracking page. From this page you will be able to create CSA’S and view CSA’S by using the buttons or by clicking on a specific CSA.
DMS14 Online CSA TO CREATE A NEW CSA –Click on button labeled either, “Create CSA” or “Create New notice or Request”. This will display a form for completion. –CSA – Communications Service Authorization used to order regulated SUNCOM communications services, both voice and data. –New notice or Request- is used to obtain approval to order non- regulated communications equipment.
DMS15 Online CSA COMPLETING A CSA (Cont.) –Block (1) -Will default to the ID code listed in your profile. CSA’s can only be issued for ID codes that have been entered in your Profile. Enter remaining information. –Block (2) - Choose the service that best fits. –Block (3) - Will default to the Billing Address entered in your Profile. This block can be overtyped. –Block (4) – Select only one. Send to DMS if service requires prior approval from DMS.
DMS16 Online CSA COMPLETING A CSA (Cont.) –Block (5) – Enter address where service is being requested. –Block (6) – Enter Service Supplier information. This field may be left blank. –Block (7) - Leave Blank. –Block (8) - Enter requested due date. –Block (9) - Enter all required information to describe the service you are ordering.
DMS17 Online CSA COMPLETING A CSA (Cont.) –Blocks (10) (11) (12) – Enter cost information. These fields may be left blank. –Block (13) – Click on button to add attachments to your CSA. –Block (14) – Enter any other CSA’s that should be consulted for this project. –Block (15) – Enter any statements that would assist your office in identifying the purpose of this order.
DMS18 Online CSA COMPLETING A CSA (Cont.) –Block (16) – Leave Blank. –Block (17) – Will auto fill with the Authorizing Official entered in your Profile. –Additional information on completing CSA’s can be found in the “HELP ?” Information.
DMS19 Online CSA COMPLETING A CSA (Cont.) –Click on the appropriate box: –Validate – checks CSA for all required fields. –Save Draft – saves a draft of your CSA in your Inbox. –Submit Form – submits CSA to the entity selected in Block (4) Mail to. –Cancel – cancels any changes made to the CSA since the last save.
DMS20 Online CSA RETRACT CSA FROM DMS OR TELEPHONE COMPANY –From Pending Folder, highlight order that you wish to retract. –Click on the button labeled “Retract Order from DMS/Telco”. –Enter reason order is being retracted (a comment is required). –Click on button labeled “Retract Order”.
DMS21 Online CSA FOLDERS WITHIN YOUR ACCOUNT –All folder (John D All (1)) – contains all CSA’S awaiting action by you. This will include all DRAFT and RETURNED orders. –Click on arrow for drop-down box next to your name. This will show a list of all folders available under logon. –Completed folder – contains all CSA’S that have been completed by DMS and the appropriate telephone company.
DMS22 Online CSA FOLDERS WITHIN YOUR ACCOUNT (Cont.) –Pending folder – contains all CSA’S that are pending completion by DMS or telephone company. –Recent Activity folder – contains all CSA’S that your account has touched within the last 30 days. This is a quick reference tool. –Returned Orders folder – contains all CSA’S that have been returned to you by DMS or a telephone company for additional information or cancellation.
DMS23 Online CSA SEARCHING FOR AN ORDER –On the Search Bar – Type in any part of the CSA Authorization Number you are searching for. Wildcard character is %. –Click on the button “Wildcard Search” (Binoculars)
DMS24 Online CSA EDITING A DRAFT CSA –Click on the CSA Authorization Number you wish to edit. –The CSA must reside in your ALL Inbox or in the ALL Inbox of someone within your Organization. A CSA CANNOT be edited if it is at DMS or a telephone company. The CSA must be returned to the your Organization prior to editing.
DMS25 Online CSA EDITING A DRAFT CSA (Cont.) –To open the CSA for edit, click on the button labeled “Open/Edit Order”.
DMS26 Online CSA EDITING A DRAFT CSA (Cont.) –The CSA can now be edited. –When complete, click on either: Validate Save as Draft Submit Cancel
DMS27 Online CSA CSA PREVIEW –Whenever the Authorization Number of an order is clicked, you are placed in CSA Preview Mode. The CSA Preview bar (the blue bar at the top of the displayed CSA) allows different views of the CSA, including history and pending information. –The button labeled “View Order” will display the CSA form.
DMS28 Online CSA CSA PREVIEW (Cont.) –The button labeled “View History” will display the history of the CSA.
DMS29 Online CSA CSA PREVIEW (Cont.) –The button labeled “View Attachments” will allow you to view any attachments that have been added to the CSA.
DMS30 Online CSA CSA PREVIEW (Cont.) –The button labeled “View Pending Order” will display any pending order information (including due dates, completion date, circuit numbers, telephone numbers).
DMS31 Online CSA CSA PREVIEW (Cont.) –The button labeled “Close Preview” (X) will return you to the main screen.
DMS32 Online CSA PRINT A COPY OF A CSA –Click on button labeled “Print”. –Select Print Style: “PDF” “HTML” “RTF” –The system will display a view of the printable CSA. –Click on your Internet Browser’s PRINT Button.
DMS33 Online CSA PRINT COPY OF CSA TO FILE –Click on button labeled “Print”. –Right click on either of the print styles. “PDF” “HTML” “RTF” –Choose “Save target as”. –Select location on computer to save file to. –Click “Save”. –Click “Close”.
DMS34 Online CSA ATTACH COMMENTS TO A CSA –Click on button labeled “Attach Comments”. –Select either Public or Private. Public Comment – may be viewed by DMS, telephone company, and customer. Private Comment – can be viewed by DMS and customer only. Telephone company can not view this comment. –Enter comments –Click on “Attach Comments” at bottom of screen. This will attach your comments to the history of the order.
DMS35 Online CSA FORWARD ORDER TO ANOTHER USER WITHIN ORGANIZATION –Click on button labeled “Forward Order”. –Select account you want to forward the order to. –Add comments, if desired. Comments added when forwarding the order are automatically marked Private. –Click on “Forward”.
DMS36 Online CSA ATTACH DOCUMENTS TO A CSA (from within CSA) –Click on button labeled “Open/Edit Order”. –In Block (13) of the CSA, click on button labeled “Add Attachment”. –Click on “Browse” button and select document to be attached. –Type in Alternate File Name if desired. –Click on “Upload” to attach the document.
DMS37 Online CSA EMAIL NOTIFICATION OF ACTION ON CSA –Click on button labeled “Edit Event Notification Setting”. –Select the events where notification is desired. –Click on “Save Settings”.
DMS38 Online CSA CHANGING PASSWORD –Click on button labeled “Change Password”. –Type in old password. –Type in new password. –Repeat new password. –Click on “Change”
DMS39 Online CSA CHANGING PROFILE –Click on button labeled “View Profile”. –Click on button labeled “Edit Profile”. The “Edit Profile” button will have replaced the “View Profile” button on the Toolbar. –Make desired changes. –Click on “Save” –NOTE: Additional ID Codes must be entered by the Administrator of an Organization and cannot be changed from this page.
DMS40 Online CSA For Administrators Only ADMINISTERING NEW ACCOUNTS –Click on button labeled “Manage Users”. –To administer a new account: Click on drop down list, select “Pending Users”. Click on name you will be approving. –To administer an active account: Select “Active Users”. Click on name you will be administering.
DMS41 Online CSA For Administrators Only ADMINISTER NEW ACCOUNTS (Cont.) –Click on button labeled “Approve Profile as New User”. –Make any necessary changes to Organization Name, Billing Information, and Authorizing Official. –
DMS42 Online CSA For Administrators Only ADMINISTER NEW ACCOUNTS (Cont.) –Select account privileges for this account. Administrator - All privileges (see below for definition). Author - Ability to create CSA’S. Signer - Ability to submit CSA’S to DMS or the telephone companies. Browse All - Ability to see other divisions of organization’s CSA’S.
DMS43 Online CSA For Administrators Only ADMINISTER NEW ACCOUNTS (Cont.) –Select ID Codes this account can create/submit CSA’S for. Click under the check to allow the use of an ID Code. Click under the ”X” to disallow the use of an ID Code. –Click on “Approve New User” to approve this account and add it to your organization. –For additional options for new accounts, please read the information on the WEB page.
DMS44 Online CSA For Administrators Only ADMINISTER ACTIVE ACCOUNTS –Click on button labeled “Manage Users”. –Click on name to be administered. –Click on button labeled “Administer Profile”.
DMS45 Online CSA For Administrators Only ADMINISTER ACTIVE ACCOUNTS (Cont.) –Reset Password Click on “Reset Password” to generate a new random password for the user. –Change Privileges Click under check to allow or under “X” to disallow Click on “Update Privileges” –Change Division Click on drop down list and choose the division to move the user into. Click on “Change Division”.
DMS46 Online CSA For Administrators Only ADMINISTER ACTIVE ACCOUNTS (Cont.) –Deactivate Account Type in reason account is being deactivated. Click on “Deactivate Account”. –Change Authorized ID Codes Click under check to allow or under “X” to disallow Click on “Update Codes”.
DMS47 Online CSA For Administrators Only ADMINISTER ORGANIZATION –Click on button labeled “Administer Organization”. –To change the Primary Administrator. All administrators have the same privileges. A primary administrator will be the person the Department of Management Services normally calls if there is a question regarding the Online CSA accounts. Choose the Primary Administrator from the drop down list. Click on “Set Primary Administrator”.
DMS48 Online CSA For Administrators Only ADMINISTER ORGANIZATION (Cont.) –Agency Divisions – Create new Divisions –Type in Division name –Click on “Create” Rename existing divisions –Select Division –Type in new Division name –Click on “Rename” Delete existing Divisions (Cannot be deleted while an account is under the division.) –Select Division to be deleted –Click on “Delete”
DMS49 Online CSA For Administrators Only ADMINISTER ORGANIZATION (Cont.) –Agency ID Codes – Add new ID Code(s) –Type new ID Code(s) –Click on “Add New Codes” Remove ID Code –Type existing ID Code(s) –Click on “Remove Codes”
DMS50 ONLINE CSA FAQ’s –I am not an Administrator, how do I reset my password? Call your Agency Administrator for a password reset. If you do not know who your Administrator is, call the SUNCOM CUSTOMER SERVICE for the name of your Administrator. –I am an Administrator, how do I reset my password? If your Agency has a second Administrator, call the Administrator for a password reset. If there is no other Administrator, call the SUNCOM CUSTOMER SERVICE for a password reset. For other questions or problems, please call the SUNCOM CUSTOMER SERVICE at Toll Free Number: 1-888-4SUNCOM (1-888-478-6266) or email: SUNCOM.firstname.lastname@example.org. Be prepared to provide: –Your name and the name of your organization. –Your telephone number and e-mail address. –A description of the problem. –Copy any error message that you have received. (The technician assigned to work on the problem will request a copy of the error message.)