electronic Declaration of Interests System (edis) User Guide

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1 electronic Declaration of Interests System (edis) User Guide Registering, logging on, and basic use Contents 1 Registering with the system Logging in and out Logging in Logging out Returning to your home page Problems logging on If you have forgotten your password If you have forgotten your user name When your account is locked Changing your Password Changing your user information Page 1 of 10

.. 5 2.4 Problems logging on... 6 2.4.1 If you have forgotten your password... 6 2.4.2 If you have forgotten your user name.

1 Registering with the system New users need to register with the system, and have their accounts approved by the CMU. This can be done from the front page (https://www.cmu.nhs.uk/secure/edis/login.

2 1 Registering with the system New users need to register with the system, and have their accounts approved by the CMU. This can be done from the front page ( by clicking Register. This will display a new page where you need to enter several mandatory fields. First Name, Last Name and Address Note: The address you enter will be used to notify you when your account has been approved, and to supply your temporary password Employer name and Job Title are also mandatory The system can generate a user name for you automatically, or you can try to use your own preferred name: this will be possible if no other users have already registered this user name. Click the Generate button for the system to find a user name for you, or if you prefer, you can enter your preferred user name and click Check availability to see if this name is already being used by another user in the system. Page 2 of 10

First Name, Last Name and Email Address Note: The email address you enter will be used to notify you when your account has been approved, and to supply your temporary password Employer name and Job

automatically be issued to the system administrator advising them that you have registered.

3 Finally, please enter a contact Phone number, and click Register If you have entered all the details correctly you will see a confirmation message as follows: Click OK An will automatically be issued to the system administrator advising them that you have registered. Once you have been approved a second will be issued advising you accordingly. Page 3 of 10

4 2 Logging in and out 2.1 Logging in Enter your user name and password and then click the login button to access the system. After a successful login you will be presented with your Declaration of Interests - Home Page, as below. All parts of the system are accessible from here. Note: Clicking on the Department of Health logo in the top left hand corner of each page will bring you back to this home page. Page 4 of 10

After a successful login you will be presented with your Declaration of Interests - Home Page, as below.

5 2.2 Logging out Please click the Log Out button located at the top right hand side of the page: 2.3 Returning to your home page Please click on the Department of Health logo at the top left hand side of the page: Page 5 of 10

2.4 Problems logging on If you get your user name or password wrong, you will receive a Logon failed message. Click ok and try again. 2.4.1 If you have forgotten your password If you have forgotten your password, click on forgotten password button.

6 2.4 Problems logging on If you get your user name or password wrong, you will receive a Logon failed message. Click ok and try again If you have forgotten your password If you have forgotten your password, click on forgotten password button. The following page will then be displayed: Click OK. Page 6 of 10

1 If you have forgotten your password If you have forgotten your password,

Enter the email address you used to register (it should be an nhs.

The system will show the confirmation screen below, and automatically send you a temporary

7 Enter the address you used to register (it should be an nhs.uk address) and click the Remind me button. The system will show the confirmation screen below, and automatically send you a temporary password. Click OK. You will receive an like the following: Note: Please check your spam folder if you do not receive it within a few minutes. Page 7 of 10

8 2.4.2 If you have forgotten your user name Please contact CMU by ing or calling If your account is locked If you try to access the system with an incorrect password more than 5 times, edis will lock your account and show you the following error message: Please contact CMU by ing [email protected] or calling Page 8 of 10

3 If your account is locked If you try to access the system with an incorrect password more than 5

9 3 Changing your Password Your password can be changed at any time by clicking on My Password from your home page. You will need to enter your old password, for security reasons, and then your new password twice. Note: your password must be at least 6 characters long, and have a least one letter, at least one number, and at least one symbol (*%,.! etc) Page 9 of 10

You will need to enter your old password, for security reasons, and then your new password

10 4 Changing your user information If you wish to change your details in the system, such as your job title, please click on My Profile on the home page. You may change your first and last name, address, phone number, employer and job title. You may not change your user name. Page 10 of 10

The Initial Registration Process. During the initial registration process, this guide assumes the user has been provided a login ID.

eopf Account Guide The following processes are covered in this guide: Initial Registration Process (for new users) Forgotten Password Process Forgotten Login ID Process The Initial Registration Process