Set Up an Available Application

There are certain applications—which appear in the Available Applications list of the Manage Applications screen—that you can set up for an organization. These applications need to be first set up for user groups and data folders before they can be further associated to users within an organization.  An available application may require a Corporate Administrator's consent to specific Terms and Conditions.

When you first set up an application, a default User Group Name and User Group ID will be granted to the application under the main 5-digit organization. In addition, the application needs to be set up for user groups and data folders before it can be further associated to users within an organization.  

Note:  Although the procedure is similar for each application, the screen names, section names and link names may vary, depending on the Application Business Rules.

To set up an application that appears in the Available Applications list:

1. From the dashboard, click the Manage Applications link.
   
   
2. The Manage Applications screen appears with a list of active applications. Confirm that the desired application does not already appear in the Active Application list.  If it does, this procedure does not need to be performed.
   
   
3. Click the Available Applications tab. The list of Available Applications that you can set up for your organization appears.

 

Note: You may place your cursor over the icons  shown on the screen to read a message for the application.

4. Click the application you wish to set up for your organization. The selected application and description appear, along with whether you are required to provide your consent to specific Terms and Conditions. Click CONTINUE.
   
   

5. Depending on the application, the Request Available Application screen may appear, and require you to agree to the Terms and Conditions for the selected application.

1. 1. If this screen appears:
      • Click the Terms and Conditions link, which will open the document containing the Terms and Conditions.  From here, the Terms and Conditions can be reviewed and printed.
        
      • To agree to the Terms and Conditions, click the checkbox, enter your name, then click Continue.
        
   2. If this screen does not appear, proceed to the next step.

6. Depending on the application, the Set Up Applications screen may appear, with an Assign Data Folders section or Assign Institution section.
   1. If this screen appears, select the data folder(s) from the left column you wish to assign to the application, then click '>' to add the data folder.
      
      
   2. If this screen does not appear, proceed to the next step.
7. When you are finished adding the desired data folders, click SAVE CHANGES.
8. The Manage Applications screen appears again, with the newly set-up application appearing in the list within the Managed Applications – Active panel.