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Organization Management: Affiliate Management

Affiliating an Individual / Registering Affiliates for Courses / Handling Affiliate Rescheduling, Substitutions and Cancellations

Affiliating an Individual

There are two different methods to affiliate an individual with an organization. 

For individuals already in the Safe Kids system (e.g. those currently certified, those with expired certifications), they must log in, click on UPDATE AFFILIATE ORGANIZATION, and add the organization. They will search for the organization by name.

Because some individuals work for one agency and are sponsored by another, there are two spaces for affiliation to an organization. As affiliates, they will then be able to use that organization's POs and e-vouchers, once the organizational manager gives them the appropriate PO or e-voucher number.

PLEASE NOTE: Be sure the AFFILIATE IDs are filled-in correctly else you will not be able to use that organization's PO or e-voucher. The name of the agency appears next to the organization ID number.

For people completely new to the CPS certification system, the organization manager can add affiliates through the VIEW/ADD AFFILIATES action item listed in the organization management section. This function is only for adding people that have never been CPS certified and are not currently in the Safe Kids system. another option is for the individual to register themselves in the certification system, click on UPDATE AFFILIATE ORGANIZATION, and add the organization.

PLEASE NOTE: The organization manager will have access to the individual's contact and certification information.

Registering Affiliates for Courses

Organization managers are able to register any affiliate for certification and renewal courses. The organization manager must know the course ID prior to logging in. Use the FIND A COURSE search engine, if needed.

To register affiliates for courses, log into the organization management section of the Web site and select REGISTER INDIVIDUALS FOR COURSES. Enter the course ID, select which payment option will be used (purchase order or e-voucher) and enter the appropriate number.

Select the individuals by checking the register box. Click on the REGISTER SELECTED INDIVIDUALS FOR COURSES.

For Public Courses: To confirm, click on VIEW AFFILIATE REGISTRATIONS at the confirmation screen. The P.O. or e-voucher will be charged immediately and will appear on the appropriate statement. If there are not enough funds on the P.O. or e-voucher or any related issues, the registrations will not be processed. Please note the reason for the denial and make the necessary adjustments.

For Controlled Courses: As with individual registrations, instructor approval is required before registration may be completed. Initially, you will only be making a reservation request for each of the individuals you'd like to register. The account will not be charged, nor the space reserved until it has been approved by the lead instructor.

Once approved, the organization manager will see "reservation approved" on the confirmation page. Check PO or EV and the appropriate number for the option to register. The PO or EV will be charged immediately and will appear on the appropriate statement.

PLEASE NOTE: The affiliate, not the organization manager, will receive an e-mail either approving or denying the reservation request for a controlled course, so VIEW RESERVATION STATUS often.

Handling Affiliate Rescheduling, Substitutions and Cancellations

An organization manager may use the online system to process substitutions, cancellations, or reschedule the registrations of their affiliates.

To process a substitution, reschedule a registration or to cancel a registration, log in and select the CANCEL/RESCHEDULE/SUBSTITUTE REGISTRATION action item. Select VIEW REGISTRATIONS for the affiliate. Select VIEW DETAILS of the appropriate course registration. Select the appropriate action item and follow the instructions.

PLEASE NOTE: You will need the SKID of the person who you would like to substitute.

PLEASE NOTE: Substitutes do not need to be affiliated to the organization. If a non-affiliate is substituted, the organization manager will not have access to their profile or be able to access his or her information in any way. It is recommended that they contact the substituted person and have them add the organization as an affiliate.

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