1. Welcome

2. Questionnaires Started on the Portal
Questionnaires Started and Assigned from eOPAS

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

4. Unique personal email address used to create portal account and for ongoing login
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

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

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

7. Step 4 – Verification return to Portal

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

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

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

11. Step 6 - Select form type to be completed and submitted

12. Once the form Type is selected click Continue

13. Step 7 – Fill in the Form

14. 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

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

16. 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

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

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

19. To review the questionnaire select from the grid

20. Sending a questionnaire from eOPAS to the portal

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

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

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

24. 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

25. Fill in the form by answering the questions

26. 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