American Association of Tissue Banks (AATB) - Revision history

Admin at 16:44, 25 January 2016

2016-01-25T16:44:13Z

Admin at 16:43, 25 January 2016

2016-01-25T16:43:08Z

Admin: /* CTBS Recertification Application */

2016-01-25T16:41:20Z

‎CTBS Recertification Application

Admin: /* CTBS Recertification Application */

2016-01-25T16:40:19Z

‎CTBS Recertification Application

Admin at 16:39, 25 January 2016

2016-01-25T16:39:54Z

Admin at 16:37, 25 January 2016

2016-01-25T16:37:15Z

Admin at 16:28, 25 January 2016

2016-01-25T16:28:45Z

Admin at 16:26, 25 January 2016

2016-01-25T16:26:38Z

Admin at 16:25, 25 January 2016

2016-01-25T16:25:32Z

Admin: /* AATB News Stories */

2016-01-25T16:25:04Z

‎AATB News Stories

← Older revision		Revision as of 16:44, 25 January 2016
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−	[[Photos for Image Slider]]	+	==Photos for Image Slider==
		+	The photos in the image slider should be 960 wide by 140 high.

← Older revision		Revision as of 16:43, 25 January 2016
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−	[[Description of Bank Search and Managing Bank Data]] <br />	+	==Description of Bank Search and Managing Bank Data==
		+
		+	===Bank Search Description===
		+
		+	When searching for a particular bank, users can search for the Activity, Tissue Type or Graft Type accreditation. They can also search by City, State, Country or Accreditation Number. <br />
		+
		+	If you enter search criteria in more than one of these fields, the search will return banks that match ALL specified criteria. <br />
		+
		+	Click on the bank name to open detailed information on that bank. Information displayed includes, bank name, logo, contact information, company description, bank contacts, accredited for activities by tissue type and graft types, date of original accreditation and date accreditation expires. <br />
		+
		+	Note: A bank will be included in the search if BANK is chosen in the content definition for the organization record, it is an ACTIVE record, AND the DECERTIFICATION DATE is NOT in the past. <br />
		+
		+	===To Edit/Add a Bank===
		+
		+	Login and go to ADMIN HOME. Click on MANAGE ADD-ONS, AATB MEMBERSHIP and then BANKS. This will open a list of all banks currently in the database. To edit information for a current bank, click on the paper pencil icon to open the record and enter the new information. Click OK to save your work. <br />
		+
		+	To add a bank, click on ADD at the top of the page. This will open up a blank record. Here you will enter the BANK name, address and other descriptive information about the bank. The bank logo will be uploaded in the IMAGE field. The bank description should be entered in the SEARCH DESCRIPTION field. <br />
		+
		+	To specify accreditation information, choose the ACCREDITATION TAB to enter the accreditation number and relevant dates. Click on the ACCREDITED FOR TAB to add the activities and tissue types. This tab will prompt you to click on a link, which takes you to a screen listing any accreditations currently available for the bank. To add new ones, click ADD at the top of the screen. You will choose the ACTIVITY and TISSUE TYPE from a drop down menu. Then click OK. This will take you back to the list of all current ACCREDITATION for that bank. Click ADD to add more “Accredited for” types. <br />
		+
		+	To add graft types, go back to the BANK record under MANAGE ADD-ONS, AATB MEMBERSHIP. Click on the paper/pencil icon for the bank you want to edit. Click on the TISSUE TAB and select all relevant tissue types from the drop down list. Click OK to save changes. <br />
		+
		+	===To Specify Sort Order of Contacts Shown===
		+
		+	Login and go to ADMIN HOME. Click on MANAGE ADD-ONS, AATB MEMBERSHIP and then ORGANIZATION CONTACT TYPES. This will open a list of all current contact types. To specify the search order, click on the paper/pencil icon and in the ALPHA SORT ORDER field enter the number or letter for each contact type. For the contact you want to show up first enter 1 or a; for the contact type you want to show up next enter 2 or b, etc. Click OK after you modify each record to save your changes. You can add new contact types by clicking ADD at the top of the screen when you are on the display with the list of all contact types.
		+
		+
		+
	[[Photos for Image Slider]]		[[Photos for Image Slider]]

@@ Line 150: / Line 150: @@
 On the next page, the user will see the amount due and be given the choice to pay by check or credit card. Also, if they are not currently an AATB member, they will be given the option to join in order to receive a discount on the recertification. After they hit the SUBMIT button, they will see a Thank You page and receive an email Thank You. If paying by check, they will also see a Thank You page and get an email that tells them where to send the check. <br />
-'''Approving CEU Credits Entered''' <br />
+===Approving CEU Credits Entered===
 Once the user completes the recertification application, AATB must approve the CEU hours that have been entered. To accomplish this task, an administrator must login and go to ADMIN. The administrator will click on MANAGE ADD-ONS, AATB CTBS RECERTIFICATION, and then CTBS RECERTIFICATION REPORTING. They will then click on the report named "Recertification Application Documentation Review". This opens a list of Recertification Applications, where the user can choose to see all applications, only pending applications or only applications with an open balance due. The user can also search for specific applications by certification #, first name, last name, amount due, company name or date submitted by entering the search criteria in the field at the bottom of the list and then clicking on SEARCH. In addition the list can be exported by clicking on EXPORT RESULTS TO CSV. <br />
@@ Line 157: / Line 157: @@
 Each night a process will automatically run that will review the recertification applications in the database and automatically update the "Due to recertify" date for all people with applications that have not yet been processed with a balance due of $0 and 40 approved CEUs. The new date will be 3 years from the current "Due to recertify" date. Also, the current CEUs will be set back to 0 and the Current CEU field will be editable. <br />
-'''
-Entering Payments''' <br />
+===Entering Payments===
 To enter payments for accounts, an administrator must login and go to ADMIN. The administrator will click on MANAGE ADD-ONS, AATB CTBS RECERTIFICATION, and then CTBS RECERTIFICATION REPORTING. They will then click on the report named "Payment Reconciliation". This opens a list of Recertification Applications, where the user can choose to see all applications or only applications with an open balance due. The user can also search for specific applications by certification #, first name, last name, amount due, company name or recertification year by entering the search criteria in the field at the bottom of the list and then clicking on SEARCH. In addition the list can be exported by clicking on EXPORT RESULTS TO CSV. <br />
@@ Line 164: / Line 164: @@
 From the list, click on the certification number for the application that needs a payment entered. Here, enter the payment date, payment type, and amount paid. Also, change AMOUNT DUE to $0 to reflect the payment. Click OK to save changes. <br />
-'''Yearly Process''' <br />
+===Yearly Process===
 Every year at midnight on 1/1, an automated process will be run that checks all records to see if the recertification date has passed. If it has, the "CTBS expires" field (in the CTBS tab of the people record) is updated to 1/1 three years after the current due to recertify year and the user is removed from the CTBS group and added to the CTBS Lapsed or CTBS Expired group as defined below. If the due to recertify date has not passed, the CTBS Expires field will be cleared and the user will be removed from the CTBS Lapsed or CTBS Expired groups, if applicable. '''DUE TO RECERTIFY field will be READ ONLY.''' <br />

@@ Line 140: / Line 140: @@
 To access the recertification  application, the user must first log into the website. The system will check to make sure the user is within the recertification period. If the user is trying to recertify too soon, an error message will pop up telling them they can only re-certify between Feb 1 and  Dec 31 of their recertification year. If they are trying to recertify after their recertification year is more than 2 years past, a message will appear telling them their time frame for recertification has expired and they must retake the CTBS exam in order to recertify. <br />
-===The Recertification Application=== <br />
+===The Recertification Application===
 Once the user has logged in, they are taken to the recertification form. This form lists their current accepted Continuing Education Units (CEUs), certification # and original certification date. It also shows current contact information, including email adress, company, job title, address and phone numbers. This information can be modified if necessary. Once the required information is all filled in, click CONTINUE. <br />

@@ Line 136: / Line 136: @@
-[[CTBS Recertification Application]] <br />
+==CTBS Recertification Application==
 [[Description of Bank Search and Managing Bank Data]] <br />
 [[Photos for Image Slider]]

@@ Line 29: / Line 29: @@
 On this screen, the user can search within a specific group by first name, last name, city, state, organization or zip code.
-[[Advanced Profile Dashboard]] <br />
+== Advanced Profile Dashboard ==
 [[CTBS Application]] <br />
 [[CTBS Recertification Application]] <br />
 [[Description of Bank Search and Managing Bank Data]] <br />
 [[Photos for Image Slider]]

@@ Line 11: / Line 11: @@
-[[AATB Group Search]] <br />
+== AATB Group Search ==
 [[Advanced Profile Dashboard]] <br />
 [[CTBS Application]] <br />

← Older revision		Revision as of 16:25, 25 January 2016
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−	~~[[AATB News Stories]] <br />~~
	== AATB News Stories ==		== AATB News Stories ==
	To add new stories to the home page and the News page, login and click on ADMIN. Next click on MANAGE ADD-ONS, AATB STORIES and then STORY LIST.		To add new stories to the home page and the News page, login and click on ADMIN. Next click on MANAGE ADD-ONS, AATB STORIES and then STORY LIST.

@@ Line 1: / Line 1: @@
 [[AATB News Stories]] <br />
 == AATB News Stories ==
-; To add new stories to the home page and the News page, login and click on ADMIN. Next click on MANAGE ADD-ONS, AATB STORIES and then STORY LIST.
+To add new stories to the home page and the News page, login and click on ADMIN. Next click on MANAGE ADD-ONS, AATB STORIES and then STORY LIST.
-; Click ADD above the list of stories already on the site.
+Click ADD above the list of stories already on the site.
-; In the HEADER field add the story title. <br />
+In the HEADER field add the story title. <br />
 In the STORY BRIEF field add the portion of the story that you want to show up as an introduction to the story. <br />
-; In the STORY BRIEF field add the portion of the story that you want to show up as an introduction to the story. <br />
+In the STORY LINK field put a link to the full story. <br />
 In the IMAGE field, click CHOOSE FILE to upload a thumbnail image to appear next to the story. <br />
-; In the STORY LINK field put a link to the full story. <br />
+Click OK to save the new story. <br />
 When you want to remove a story from the home page and News page, open the story record and click on the check next to the ACTIVE field to remove the check and deactivate the story. <br />
-; In the IMAGE field, click CHOOSE FILE to upload a thumbnail image to appear next to the story. <br />
+Click OK to save changes.
-−
-; Click OK to save the new story. <br />
-−
-; When you want to remove a story from the home page and News page, open the story record and click on the check next to the ACTIVE field to remove the check and deactivate the story. <br />
-−
-; Click OK to save changes.