inavy User Registration Application - User s Guide Version 1.3

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Version 1.3 Current Version https://inavy.portal.navy.mil/support/documentation/inavywebregistration-user'sguide.pdf Summary This document serves as a user guide for the inavy User Registration Application. Target Audience This document is intended for all users of the inavy Portal. Version 1.3 - Last updated 2014.03.11

2 2014 NAVSEA Command Information Office (SEA00I). All Rights Reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of NAVSEA SEA00I. SharePoint, Word, Excel, PowerPoint are trademarks of Microsoft Corporation. Acrobat is a trademark of Adobe Incorporated. Other trademarks are owned by their respective owners. For questions or comments about the contents of this manual send emails to inavyhelp@navy.mil.

3 Deliverable Approval Page Current Status Reviewer / Approver (Notes) Date Approved Date Signatures

4 Change Control Record SOP Name/Page Rev Date Incorporated Change By Taken Version 0.1 01.06.2014 Robert Schuman Initial Document Version 0.2 01.31.2014 Jennifer Davis inavy Template and Style applied Version 0.3 02.21.2014 Olga Gordon Updated content (draft) Version 1.0 02.24.2014 Jennifer Davis Version 1.1 02.25.2014 Jennifer Davis Version 1.2 03.04.2014 Sharad Vyas Version 1.3 03.11.2014 Sharad Vyas Updated content (final) Updated to match application changes Updated for NAVSEA portal specific information Updated per customers input

5 Table of Contents 1.0 inavy User Registration An Overview... 6 1.1 How to Access... 6 1.2 Processing Time... 6 1.3 Getting Help... 6 2.0 Part 1: Enter Your User Registration Information... 7 2.1 Login and Accept the Terms of Use Banner... 7 2.2 Enter Your Association and Phone Number... 8 2.3 Enter Your Unit Identification Code (UIC)... 9 2.4 Troubleshooting Part 1: Entering User Information... 13 3.0 Part 2: Enter Your Sponsor Information... 14 3.1 Troubleshooting Part 2: Enter Your Sponsor Information... 17 4.0 Part 3: The User Dashboard... 18 4.1 Troubleshooting Part 3: The User Dashboard... 20

6 1.0 inavy User Registration An Overview The inavy Portal has an automated Web Registration portal that allows you to self-register so that you can access the inavy SharePoint site for your command. This document provides step-by-step instructions on how to use the registration portal to request an account, submit the request for approval, and to monitor the account request. 1.1 How to Access You can access the Web Registration site at https://inavy.accessrequest.portal.navy.mil. Before you start, take a minute and review the quick steps below: Please make sure to have your CAC inserted into your workstation. Once you have successfully completed entering your user registration information, you will be asked to select your command sponsor. This is very important, as the system will automatically route your request to the authorized approver for that command. When you have submitted your registration, the screen will show a confirmation page showing that your request has been submitted. Following successful registration, the authorized approver for your command will be notified to begin reviewing and approving your request. 1.2 Processing Time Please allow up to (2) business days for your access request to be processed. You can view your status at any time using the User Dashboard. 1.3 Getting Help If you have any issues with the Web Registration portal or need assistance completing your registration, please submit a Service Request to our inavy HelpDesk. You can contact the HelpDesk using one of two ways: Send an email to the inavy HelpDesk at inavyhelp@navy.mil, and be sure to use the subject line "Web Registration Portal". Call the inavy HelpDesk at 1-855-5NAVSEA (1-855-562-8732) option 1. Make sure to tell the help desk associate that you are calling about the Web Registration Portal. Detailed information regarding the web registration portal is included in the next section. Thank you for being part of the inavy SharePoint portal.

7 2.0 Part 1: Enter Your User Registration Information The User Registration process begins with logging into the Web Registration Portal, accepting the Terms of Use Banner, and filling out your user information. 2.1 Login and Accept the Terms of Use Banner To login, start by inserting your valid CAC into a workstation with a CAC reader. Open an instance of the Internet Explorer browser. Navigate to the following URL : https://inavy.accessrequest.portal.navy.mil/ When prompted to confirm credentials, choose the DOD EMAIL certificate. When prompted, enter your valid PIN. 1 Once your pin is validated, you will be presented with the Department of Defense: Terms of Use banner as shown below. Click ACCEPT to agree to the Terms of Use. If you choose DECLINE, you will not gain further access and the application will close. 2

8 If you use a CAC certificate without an email address, you will see the following screen: 3 Go back to 1 and make sure you selected the DOD EMAIL certificate Note: If the web registration process still cannot validate your email address, you will see the screen above. If you know that you selected the DOD EMAIL certificate, it is possible that your CAC does not have a valid email address. If you still get the error message, contact the inavy HelpDesk for assistance. 2.2 Enter Your Association and Phone Number On the Welcome page, click on the drop-down for Association. You will be presented with 3 choices: CIV - Civil, CTR - Contractor, or MIL - Uniformed Service. Select the one applicable to you. 1

9 Enter your Area Code and Business Phone, using only numbers. (no dashes) Note: By default the country is set to the United States of America. If your business area code belongs to a different country, please click on the drop-down next to the Business Phone field and select your country. 2 2.3 Enter Your Unit Identification Code (UIC) The next step is the Unit Identification Code (UIC) fields. The first field is disabled on purpose, as we are only accepting NAVY UICs. You don t need to change the first field. Note: UIC and Activity/Command fields do not represent an inavy Sponsor.

10 You will need to enter the UIC and Activity/Command fields. You can fill out this information 3 different ways: If you know part or all of your numeric UIC: follow only 1 If you know the part or all of the exact UIC name of your Activity/Command: follow only 2 If you don t know your UIC or the exact UIC name of your Activity/Command: follow only 3 If you know part or all of your numeric UIC, start typing your numeric UIC code (at least the first 3 numbers) in the UIC field, and you will be presented with an auto-lookup list. Please note you must enter leading zeroes or the lookup will not work. Note: You will not be able to type in your own value; only the standardized selected value will be accepted from the auto-lookup list. 1 Choose your numeric UIC from the list.

11 The Activity/Command field will be pre-populated automatically once you select the UIC field. Please do not change anything after it pre-populates. Note: You will not be able to type in your own value; only the standardized selected value will be accepted from the auto-lookup list. 1 (cont.) If you know the exact UIC name of your Activity/Command, you can start typing the first 3 characters of your command. The Activity/Command field is a lookup field as well, and you will be presented with a drop-down list to select the necessary value. 2 The UIC field will be pre-populated automatically once you select the Activity/Command field. Please do not change anything after it pre-populates.

12 If you are unsure what your UIC should be, proceed to the Search box and search the inavy database for Activity/Command Unit Identification Codes. 3 Start typing part or all of your command name. Then click the hourglass icon, or click on the Search link, or press the Enter key on your keyboard. This will start a new search. The search results are displayed in a format as shown below: You can move up and down this list by using the scroll bar on the right side of the list. When you find your command, click on that row by using your left mouse button, and the UIC and Activity/Command fields will be pre-populated automatically. Please do not change anything after it pre-populates. Once all the required fields are populated, proceed to the next page by clicking on the forward arrow highlighted below.

13 2.4 Troubleshooting Part 1: Entering User Information All the User Information fields are mandatory; you won t be able to proceed to the next page unless all of the fields are populated with accurate information. The fields that need to be completed will be highlighted in RED. If you only entered your Association and your Business Phone, you still will not be able to proceed to the next page. You must fill out all the fields. This includes the UIC and Activity/Command fields.

14 3.0 Part 2: Enter Your Sponsor Information All user registrations must be approved by a sponsor, who authorizes the access to the inavy portal. You must supply the sponsor name for the access request to be processed, as the Sponsor and Sponsor Activity fields are mandatory. Once you have successfully completed entering your user registration information, you will be asked to select your command sponsor. This is very important, as the system will automatically route your request to the authorized approver for that command. Your next screen will require you to enter the Sponsor information. 1 You must supply the sponsor name for the access request to be processed, as the Sponsor and Sponsor Activity fields are mandatory.

15 Click on the Sponsor field drop-down list and you will be presented with the following choices: CPF, MPTE, NAVSEA, OPNAV-N9. Select an applicable sponsor name. 2 Once the Sponsor field selection is made, go to the Sponsor Activity drop-down list and select an appropriate Sponsor Activity to further refine your access and/or processing request. 3 If you would like to go back to the first page and make changes, you may click on the back arrow as highlighted below. Note: If you do go back, keep in mind that the information in the Sponsor and Sponsor Activity fields will not be saved. 4

16 If you do navigate back to the first page and make appropriate changes, you may click on the Save to Next Page arrow as highlighted below. 5 If you do not make any changes on the first page, you may click on the Cancel to Previous Page arrow as highlighted below. It will return you to the Sponsor and Sponsor Activity page. Click on the Submit Registration button to proceed to the final screen. 6

17 Congratulations! If you see this Registration Confirmation screen, you have successfully submitted your user registration. 7 If you bookmark the link to this Registration Confirmation webpage and decide to come back to this screen at any time after your initial registration, you will be presented with the following: The Registration Confirmation page has a link to the Account Dashboard. The next section describes this feature of the Web Registration website. 3.1 Troubleshooting Part 2: Enter Your Sponsor Information If you try to submit the registration and the information in the Sponsor field and/or the Sponsor Activity field is not valid, the screen will prompt you to correct the fields. Then you can submit the registration.

18 4.0 Part 3: The User Dashboard On the User Dashboard page, you can view information relating to your account registration, and the status of a submitted registration request. Your dashboard is divided into three (3) parts: Your Profile (UIC) - Here you can find information on what UIC is linked to your profile Your Account Status This shows you the current status of your inavy portal account. Your Sponsorship This will show the Primary and Secondary command who sponsors your account. User Dashboard The dashboards are color-coded as follows: Green or Grey = Good Yellow = Pending change Red = Issue Once you have submitted your registration, you can come back to your Account Dashboard by using the main link to the User Registration website: https://inavy.accessrequest.portal.navy.mil/. Once your account has been processed your dashboard will change to look like the following:

19 The following table describes each of the three (3) parts of the dashboard Dashboard Section PROFILE Tile STATUS Tile Description This tile captures your work information. You can change your UIC and your Activity/Command information by clicking on the Edit button. Note: If you modify your UIC and/or your Activity/Command information in the Dashboard, it will not change your Sponsorship information. This tile shows the status of your account in the inavy system. It is color-coded so that you can easily see your status. Green = GOOD; your account is ready to use -OR- Yellow = PENDING CHANGE; your account is awaiting approval, or you have submitted a request that has not yet been processed (such as unlocking your account or changing your UIC) RED = ISSUE; your account is not active or has been locked; You can click on the Unlock button to start the account validation. Note: You will not be able to make any changes to the dashboard once your account is locked. SPONSOR Tile This tile captures your work information. Please keep in mind that you won t be able to edit your Sponsor at this time. If you change your UIC and edit your Profile Information, it will not change your Sponsorship information.

20 4.1 Troubleshooting Part 3: The User Dashboard If your account was migrated, bulk-uploaded, registered through NFO, or initially registered prior to February 25, 2014, the system will display the following screen. You will need to edit your profile before your new account can be created. You will also see this screen if you have registered in the past, but the system was unsuccessful in creating an account. In both cases, simply edit your Profile by clicking on the Edit button to update your profile information, and to submit your registration for processing.