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Online Training - Online CSA System

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Hello, Welcome to the
Customer Online CSA Training
DMS-Division of Telecommunications
DMS
1
DMS SUNCOM ONLINE CSA
DMS
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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.
DMS
3
Online CSA
HOW DO I?
Topic
What is the URL for the Online CSA System?
How do I create an account? Logon?
How do I create a new CSA/ Create New notice or Request?
How do I retract a CSA from DMS or the telephone company?
How do I view a list of my pending orders? Completed orders?
How do I search for a CSA?
How do I edit a DRAFT CSA?
How do I view an order?
How do I view the history of an order?
How do I view the attachments to an order?
How do I view pending order information?
How do I return to my list of CSA’s?
How do I print a copy of a CSA’s?
How do I save a CSA to file?
Page
5
6
13
19
20
22
23
26
27
28
29
30
31
32
(Continued...)
DMS
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Online CSA
HOW DO I?
Topic
How
How
How
How
How
How
Page
do I attach comments to a CSA?
do I forward an order to another account?
do I attach a file to a CSA?
do I get notifications when an action is taken on my order?
do I change my password?
do I change my Profile (e-mail address, agency address)?
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34
35
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38
FOR ADMINISTRATORS ONLY
How do I approve a new user account?
How do I modify an existing user account?
How do I administer the organization?
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43
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Frequently asked Questions (Getting Help?)
49
DMS
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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
DMS
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Online CSA
INITIAL LOGON
–Click on “Sign Up”
–Once your account has been
approved you will logon as a current
user.
DMS
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Online CSA
INITIAL LOGON (Cont.)
–Contact Information:
• Enter your contact information.
• Please ensure the accuracy of this
information.
–Click on the button labeled “Next >”
DMS
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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 >”
DMS
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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 >”
DMS
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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 >”
DMS
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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.
DMS
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Online CSA
INITIAL LOGON (Cont.)
–Once you have been notified via email 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.
DMS
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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 nonregulated communications
equipment.
DMS
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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.
DMS
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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.
DMS
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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.
DMS
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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.
DMS
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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.
DMS
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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”.
DMS
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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.
DMS
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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.
DMS
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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)
DMS
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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.
DMS
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Online CSA
EDITING A DRAFT CSA
(Cont.)
–To open the CSA for edit, click on the
button labeled “Open/Edit Order”.
DMS
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Online CSA
EDITING A DRAFT CSA
(Cont.)
–The CSA can now be edited.
–When complete, click on either:
• Validate
• Save as Draft
• Submit
• Cancel
DMS
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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.
DMS
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Online CSA
CSA PREVIEW (Cont.)
–The button labeled “View History”
will display the history of the CSA.
DMS
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Online CSA
CSA PREVIEW (Cont.)
–The button labeled “View
Attachments” will allow you to view
any attachments that have been
added to the CSA.
DMS
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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).
DMS
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Online CSA
CSA PREVIEW (Cont.)
–The button labeled “Close Preview”
(X) will return you to the main screen.
DMS
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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.
DMS
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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”.
DMS
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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.
DMS
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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”.
DMS
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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.
DMS
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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”.
DMS
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Online CSA
CHANGING PASSWORD
–Click on button labeled “Change
Password”.
–Type in old password.
–Type in new password.
–Repeat new password.
–Click on “Change”
DMS
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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.
DMS
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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.
DMS
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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.
–
DMS
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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.
DMS
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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.
DMS
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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”.
DMS
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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”.
DMS
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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”.
DMS
46
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”.
DMS
47
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”
DMS
48
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”
DMS
49
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.helpdesk@dms.myflorida.com .
• 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.)
DMS
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