Rice Lake CRS-Certificate Retrieval System - Manual (Page 14)

10 Certificate Retrieval System User’s Guide
2.3.1 Company Information
Customer companies need their certifications to be at
their fingertips. As a result CRS maintains data on a
per company basis. This data includes scale data,
users and the certificates as well as basic company
information.
To create a new company,
1. Select Customer on the navigation bar.
2. Click the Add Customer button.
The Add a Company Page form appears.
3. Complete form. At a minimum you must
enter:
• Status (Enabled, Disabled, Pending)
• Company Name
• Address
• Contact Information (Name and Phone
Number)
• E-mail (Separate multiple addresses with
a c o m m a an d s p a ce ( , ) . Up t o 3 0 0
characters can be entered.
• Service Location
The remaining data is optional. See Table 2-1
for an explanation of Certificate Delivery
Preferences.
4. When finished click the Save Customer
button
2.3.2 Scale or Device Data
To add a scale or device,
1. Select Customer on the navigation bar.
2. Select the company and point and click the
View hyperlink.
3. Click the Add Device button.
The Add a Device Page form appears.
4. Complete form. Items marked with an * are
required.
5. When finished click the Save Device button.
Editing is very similar to adding scales. To edit a
scale,
1. Select the scale and point and click the Edit
Device hyperlink.
2. Complete edits.
3. When finished click the Save Device button.
2.3.3 Adding Certificates
Certificates can also be added at this time. To add a
certificate,
1. Select Customer on the navigation bar.
2. Select the company and point and click the
View hyperlink.
3. Select the scale and point and click the Add
Cert hyperlink.
The Add a Certificate Page appears.
4. Complete form. Items marked with an * are
required.
5. When finished click the Save Certificate
button.
2.3.4 Adding/Editing New Customer Users
Once the basic information for a company is
configured, it is necessary to create a customer user.
This user is an account given to the company to allow
them access to their certificate data online. A
customer user is created like any other user with the
exception that they are also assigned to a particular
company.
While logged in as an administrative user in the
backend administration,
1. Expand the users heading and select the user
subheading.
The User’s Page appears.
2. Click the New button.
The Edit User Page appears. There are three
tabs of information; General, Groups and
Custom. The General information tab is
displayed first by default. Items marked with
an * are required. Make sure to select the
customer's company from the company drop
down list.
3. When finished entering all the general
information, select the Groups tab.
4. Select the Add User to Group button.
A popup window will appear with a list of
available groups in the system in it.
Email CRS will use the email address
provided in the company information
page to deliver an actual PDF copy of
the certificate.
Download CRS will use the email address
provided in the company information
page to send a link to have the
customer log on and download their
own certs. This option saves on email
inbox storage space.
Paper Copy CRS will use the email address for the
dealer (provided on the Dealer
Information Page), to email you a
reminder to print off their certs, and
mail them out.
None Default. No notification is sent.
Table 2-1. Cert Delivery Preferences