1. HHS Enterprise Portal Redesign Training for CASA Users

2. Getting Started

3. How to Reach the Portal Go to the following link: https://hhsportal.hhs.state.tx.us/iam/portal/DFPS/

4. The Welcome Page Start the Registration process for new Portal users Login to the Portal for existing users Broadcast messages for everyone

5. Registering for a New Account

6. Click “Register” Click on the Register Button Starting from the Welcome Page, just click the Register button to start the process of creating and HHS Enterprise Portal account if you are a new user.

7. Select the Third Option I’m an Employee of an External Partner Organization Click “Next” You will be registering as an Employee of an External Partner Organization so always select the third option.

8. Complete Your Profile Click to Open Fill in All Required Fields Click “Next” Click to open each section of the profile. You will need to complete the required information indicated in each section. Select a Username following the rules to the right

9. Wait for an Email After filling out your profile you will get a message that you should check your email for a message that will give you your temporary password. Please Note: Your supervisor must approve the request before you will get the email so wait until you get supervisor approval.

10. Login w/Your Temporary Password Enter Username & Temporary Password from the Email The email will contain the username you selected and a temporary password. Use this temporary password in the Sign In block and the click “Sign In”

11. Sign the Computer Use Agreement Check this box and type your name in the textboxes You must scroll through the entire agreement Click “Next” This is an electronic signature that will store your CUA in our system so you do not have to do the paper form.

12. Change Your Password Create a new password by following the rules to the right Click “Next” There are lots of rules you need to follow to change your password but the system will turn each rule Green when you have met that criteria.

13. Setup your Security Questions Click “Next” Answer each Security Question There are three security questions that will help you recover your password if you happen to forget it.

14. Review Your Profile Click “Next” Review your profile and make any necessary changes This is an opportunity for you to review your profile and make any changes you need to.

15. Agree to the Security Message Click “Agree” This message appears for everyone anytime you login to the portal. Click “Agree” and you will be taken to your personal home page.

16. You are Now Logged In! This is your personal home page now that you are logged into the portal. The specifics of this page will be discussed in the next section.

17. Getting Familiar with the Portal

18. Logging In Enter your Username & Password then click “Sign In” Enter your Username and Password on the Welcome Page and click “Sign In”.

19. Your Home Page Click to get to Case Connection My Notifications Self-Service Tasks Your home page will contain Notifications, Self-Service Tasks and the ability to launch the Case Connection application.

20. Notifications Use these links to expand & hide the Notification details The Notifications will inform you of system-related issues and upgrades as well as any personal notifications needed.

21. Self-Service Tasks There are several Self-Service Tasks you can perform Request/Modify your access Manage your profile The self-service tasks are split into two sections, Manage Access and Manage Profile.

22. Changing Your Password Change your password using the rules to the right This page will give you the ability to change your password. Remember to follow the rules listed to the right.

23. Changing Your Security Questions Use this page to change your security questions Changing your security questions and answers can be accomplished on this page.

24. Submitting a Request for New Access

25. Select “Request New Access” Under “Manage Access”, select “Request New Access” If you want to request access to Case Connection, select “Request New Access” under the Manage Access section.

26. Select “Case Connection” Select “Case Connection” from the list From the list of available applications, select “Case Connection” using the checkbox.

27. Review Your Request More information is required before you can submit your request. Click on “Information Required” This page gives you the opportunity to review your Case Connection access request. More information will always be required so click on that link.

28. Provide More Information Enter the PID, Access Code and select your Security Group Click “Next” On this page you will provide your PID, Access Code, and select your security group. Click “Next” to save your information and move on.

29. Submit Your Request! Your Status is now Green! Click “Submit Order” Now that you have provided your additional Case Connection information, your status will show Green meaning that you are ready to submit your request.

30. Order Confirmation You now have an Order Number and Request Number Return to Your Home Page This page will show you the confirmation that your request was received and is being processed. Now you’re done!

31. Submitting a Request for Modified Access

32. Select “Modify Existing Access” Under “Manage Access”, select “Modify Existing Access” To change your access to Case Connection, select “Modify Existing Access” from the Manage Access list.

33. Select Modification Type Select what type of modification you would like to do You can modify your access, suspend your access or restore your access from this page. Select “Modify Existing Access”.

34. Select “Case Connection” Case Connection will be highlighted at the top of your list Case Connection will be listed at the top since you already have access. Select Case Connection using the checkmark.

35. Review Your Request More information is required to complete the request More information will be needed before you can submit your request. Click on the “Information Required” link.

36. Provide More Information Enter the PID, Access Code and select your Security Group Click “Next” On this page you can make any necessary changes to your current access information.

37. Submit Your Request! Your Status is now Green! Click “Submit Order” Now that you have provided the additional information, your status will be Green and you will be able to submit your request.

38. Order Confirmation You now have an Order Number and Request Number Return to Your Home Page This page will show you the confirmation that your request was received and is being processed. Now you’re done!