Access Planit: Academy Service Provider Delivery Request Guide

Access Planit: Academy Service Provider Delivery Request Guide


Access Planit: 

Delivery Request Guide










Purpose: This guide will briefly go over how Academy Service Providers can now request to deliver upcoming and available deliveries.

**Be advised that this process will indicate Interest in training and is not confirming selection to train.

 

  1. Log in to Access Planit

  2. On your home page (Dashboard) , locate the Recruitment Box and open up the Signup Page you are expressing your interest for

  1. Click on the Book button to the far right of the screen corresponding to the delivery that you are interested in training.

 

  1. A new tab will open with your Order Summary

  1. Follow the instructions on the above screenie if interested in signing up for more than one delivery.

  2. If you add a delivery into your cart and you do not meet the requirements to facilitate, you will receive an error message saying "'Your Name' does not have the required awards for 'Course Name'. Please remove this Course or Delegate to continue."

    1. Reach out to the Facilitator Supervisor if this error message is received and you believe you have met the requirements.

  3. Once you have added all of the deliveries you would like to sign up for, confirm on the right side that your name is pre populated. 

    1.  Note: in the system, you are referred to as a Delegate.

    2. If your name is not pre populated, you will be asked to sign in. Use your Access Planit credentials to sign in.  

  4. Once you have reviewed your Order Summary, click the green Continue to Payment button

    1.  Please note: the site takes a moment to process the request.

  5. The next page will prompt you to fill out a couple more fields for “Payment”

    1. Bill To* = Select the corresponding Academy Program from the dropdown (Child Welfare Development Services, Tribal STAR, etc.)

    2. Check the Box next to “I have read and accept the terms and conditions*”

    3.  Click Complete.

      1. Please note: the site takes a moment to process the request.

  1. Once you click Complete, you may be taken to one last page, depending on the types of deliveries you chose to sign up. If you click Complete and see a "Manage Booking Now" button, continue. If you do not, continue to step 12

  2. A dialog box will appear in the middle with the button Manage Booking Now, click on the button.

  3. On the right side of the page will be a Manage Booking Section

    1. Answer the question(s) and click the button: Save Information and Complete Booking

      1. Note: If you signed up for a simulation, Only Academy Staff can fulfill the role of Lead Facilitator

      2. Click Save Information and Complete Booking button

  1. The finalized Order Summary will be displayed with the message “Checked Out” at the top

  2. If you would like to save a summary of everything you signed up for, scroll to the bottom of the page and click the green Download Order Summary button.

  3. You will receive an email notification if you were selected



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