View notes on the organization file. Add notes, and optionally set a reminder date. This presentation shows all notes on a file, beginning with the most recent. Each note has a subject and body, and may have a bring-forward date and supporting documentation (the button will show the document count). Adding and Maintaining Notes Select […]
Author: ita-help
Organization Summary – ITO Trades
Displays a list of the trades for which the ITO has responsibility. If a trade is included on this list, users of Direct Access who are contacts for this ITO will have access to the training records of individuals who are registrants in any program in this trade. It is important that this list is […]
Organization Summary – Details
Presents the identification and contact details of an organization that is registered on Direct Access. Only the organization’s primary contact can make changes to this information. Organization ID This is a unique identifier assigned to the organization by the ITA. Official ITA forms will ask for this ID number, and it can be used to […]
Organization Summary – Contacts
This tab lists an organization’s Contacts – individuals who may log-on to Direct Access and act in the organization’s behalf and view information that the organization is privy to. An organization must have just one Primary Contact designated at all times, and may have any number of Secondary contacts. Only the Primary Contact may change […]
Organization Summary – Apprentices
The Apprentices tab appears on organizations that have registered apprentices. All active apprentices who are sponsored by the organization are shown here. For most users of Direct Access, apprentices who have completed their programs or who have been deregistered are not shown. Apprentices who have transferred to another sponsoring employer will not be listed here. […]
Organization Summary
This presents descriptive and contact information for sponsor, training provider, school district and ITO organizations participating in industry training in BC. This information can be modified by the ITA or by the primary contact of the organization. The organization name can be changed only by the ITA, upon presentation of supporting documentation.
Organization
Direct Access displays information on organizations in a series of tabs: Details Organization ID This is a unique identifier assigned to your organization by the ITA. Official ITA forms will ask for this ID number, and it can be used to quickly identify your organization when speaking to ITA Customer Service Organization Type […]
Old Home
Presents a list of functions available to you as a user of Direct Access. Your profile is based on the types of organizations for which you are a contact. All users are able to review their own industry training records and maintain their personal information. Menu Items Search for Individual Access the training records […]
Official Program Transcript
Allows you to view the Official Program Transcript. You can also print the transcript or save a copy, by using one of the two buttons at the top left corner of the transcript window. Overview The Official Program Transcript shows the status of the program registration, and progress against the completion requirements for the program. […]
Notes
View notes on the individual or organization file. Add notes, and optionally add attachments or set a reminder date. This presentation shows all notes on a file, beginning with the most recent. Each note has a subject and body, and may have a bring-forward date and supporting documentation (the button will show the document count). […]