Welcome

Questionnaires Started on the Portal Questionnaires Started and Assigned from eOPAS

Logging on for the first time - Creating a portal account What the user will need: Portal URL Valid Email address Company Reference

Unique personal email address used to create portal account and for ongoing login Email addresses can be applied to personnel records before or after first sign up to link the portal account to the person or people signing up to the portal can be allowed to create their own personnel record Unique company References are automatically generated against Site configuration in eOPAS

Portal account creation using email, site code, password, security question and captcha Step 1 – Initial account creation

Step 2 – Verification email sent to unique email address Step 3 – Access email and click Verify Account

Step 4 – Verification return to Portal

First login – email address not linked to personnel record in eOPAS and user NOT allowed to create themselves as new personnel record. (Profile editing switched off)

First login – email address not linked to personnel record in eOPAS and user IS allowed to create themselves as a new personnel record (Profile editing switched on)

Step 5 - Once access to the portal is achieved Click this option to begin filling in a new form

Step 6 - Select form type to be completed and submitted

Once the form Type is selected click Continue

Step 7 – Fill in the Form

Step 8 – Once the form has been filled in Save it The next Page button will have changed to a Save Form button on the last page of the form User asked if they wish to save the form as completed Pressing Yes locks the form and sends it to eOPAS – Pressing No leaves the form editable and does not sent to OH

Picking up portal questionnaires in the main application Look for the ready for the promotion count on the Questionnaires Tile

Click on the count to be taken to a list of the questionnaires To move a questionnaire out of the list and into a record it needs to be promoted

Promoted questionnaires can create Episodes and Events based on configured mapping rules

The questionnaire submitted through the portal will have attached itself to the event

To review the questionnaire select from the grid

Sending a questionnaire from eOPAS to the portal

Create a new or access an existing record and move to the questionnaires

Select questionnaire in grid Move to the Portal Assignment tab and choose the person that needs to complete the questionnaire

A notification is emailed to the assigned person A notification is emailed to the assigned person. Select Connect to Portal

The Questionnaire/Form sent to them will be waiting in the ‘My Forms’ list on their portal main screen Double clicking on that row will load the form for the user to fill in

Fill in the form by answering the questions

Once the form has been filled in Save it The next Page button will have changed to a Save Form button on the last page of the form User asked if they wish to save the form as completed Pressing Yes locks the form and sends it to eOPAS – Pressing No leaves the form editable and does not sent to OH