Add or Modify a Subscription

Institutions that wish to use the SLPT platform must have a Subscription in order to be able to access the platform and administer tests. Each subscription has a manager, who is the contact person that the CCDMD communicates with about billing and platform maintenance. The manager can modify some of their subscription information in the Management module.

To add a subscription:

  1. Click Subscriptions in the left-side menu; the Subscriptions window appears.
  2. Click Add a subscription; the Subscription window appears.

In the following sections, add all obligatory information marked with a red asterisk.

To modify a subscription:

  1. Click Subscriptions in the left-side menu; the Subscriptions window appears.
  2. Click a subscriber name; the Subscription page appears.
  3. Modify the information in the General Settings, Manager Profile, or Institution sections as required.
  4. Click Save. The subscriber information is updated.

General Settings

Only the administrator can add or modify the General Settings. The information is nevertheless available for consultation on the Subscription page in the Management module of each subscriber.

  1. In the General Settings area, select the subscription Status: Active or Blocked. The default value when creating a new subscription is Active. A blocked subscriber will not be able to access the platform.
  2. Select the Notification status, Yes or No. The default value when creating a new subscription is Yes. When you enable the Notification option, the subscription manager receives emails about the account, including the username and password, and any relevant platform-related updates. Select No if you do not want to send an email, which is the default value for a subscription during modification.
  3. Select the Subscription Start date from the date lists. This is the date at which the subscriber can begin administering tests.
  4. Select the Subscription End date from the date lists. This is the date at which the subscriber will no longer be able to administer tests. The default setting for the subscription period is one year.
    NOTE : If the manager attempts to access the Management module at a time that is not included in the subscription, a message to contact the CCDMD will appear. If a respondent attempts to access the test at a time that is not included in the subscription, a message prepared by the manager in the Settings of the Management module will appear.
  5. In the Cost per respondent field, enter the fee for each test. The fee is set by the CCDMD administration and reviewed periodically.

Manager Profile

The administrator creates the Manager Profile to facilitate invoicing. The profile can nevertheless be modified by the manager on the Subscription page of the Management module.

  1. In the Manager Profile area, enter a subscriber username in the username field. The username can be a name or an alphanumeric code that is case-sensitive.
  2. Enter the First Name, Last Name and Email address in the appropriate fields.
  3. Type a temporary password in the Password field; the manager will have to change it when logging in for the first time.
    NOTE: Passwords are case-sensitive , must be at least 8 characters long, and contain at least one letter and one number.
  4. Re-type the password in the Confirm the password field.
  5. You can also enter the optional title, telephone, and language information (if known) in the appropriate fields. The Language field determines the default language of the platform interface when the manager logs in. The manager can change the platform’s default language and the First Name, Last Name, Email address and Telephone in the Management module.

Institution

The administrator adds the Institution information. Some of this information can be modified by the manager on the Subscription page of the Management module, with the exception of the institution name and service.

  1. Enter the Institution Name for the subscription that serves primarily for invoicing.
  2. Enter the Department for the subscription. Since it is possible for there to be more than one subscription per institution, this field allows them to be organized accordingly.
  3. Enter the institution’s Address information into the appropriate fields (No., Street, City, Postal Code, Country, Province/State/Department). The manager can modify this information on the Subscription page of the Management module.
  4. Click Save; the subscription is added.