Preparedness Toolkit

Organization administrators are able to invite individuals to join their organization in an auxiliary capacity, establishing a connection that does not cause the individual to lose their connection to their Primary Organization, as well as cancel a Pending Auxiliary request and release an Active Auxiliary individual.

The sections below provide steps to:

• Cancel active and pending auxiliary connections from the Manager Portal.
• Accept or reject responder-iniated auxiliary membership requests.

Cancel Active and Pending Auxiliary Connections from the Manager Portal

Cancel an Active Auxiliary Connection from the Manager Portal

1. Log in to the OneResponder Organization Manager.
2. In the dark grey menu on the left-hand side of the page, locate and select the 'Organization' option to display specific navigation options. Select the 'Profile' option to be navigated to your organization’s Profile page.
3. Locate the 'Auxiliary Personnel' grid and select '^' to view all individuals who hold an auxiliary connection to your organization. Both Active and Pending Auxiliary connections will be displayed within this grid. Individuals can have an auxiliary connection that is independent of their Personnel Status. That is, if an individual is still Status: Onboarding, they are still eligible to be invited as an Auxiliary member to an organization. If an individual’s Personnel Status changes, there is no immediate change made to any Active Auxiliary connections.
4. To review and edit both Active and Pending Auxiliary connections, select Manage on the far-right side of the menu bar to navigate to a page titled 'Manage Auxiliary Personnel'.
5. Within the 'Auxiliary Personnel' grid on the 'Manage Auxiliary Personnel' page, administrators can view both Active and Pending Auxiliary connections, and from this page, can terminate either type of Auxiliary connection.

6. To end an Active Auxiliary connection, locate the appropriate individual and select Release to the left of their name.

   

   You will be prompted with a warning modal asking you to confirm your choice.

   • If you select 'Yes,' the individual will be released from that Auxiliary connection and their relationship to your organization will be removed. Administrators within your organization will no longer have any access to that individual’s Personnel Details page.
   • If you select 'No,' no further action will be taken, and the individual will remain as an Active Auxiliary connection to your organization.

Cancel a Pending Auxiliary Connection from the Manager Portal

Note: The "Pending Invites" grid will not appear in Organization profiles for invites that have not been responded to yet.

1. Log in to the OneResponder Organization Manager.
2. In the dark grey menu on the left-hand side of the page, locate and select the 'Organization' option to display specific navigation options. Select the 'Profile' option to be navigated to your organization’s Profile page.
3. Locate the 'Auxiliary Personnel' grid and select '^' to view all individuals who hold an auxiliary connection to your organization. Both Active and Pending Auxiliary connections will be displayed within this grid. Individuals can have an auxiliary connection that is independent of their Personnel Status. That is, if an individual is still Status: Onboarding, they are still eligible to be invited as an Auxiliary member to an organization. If an individual’s Personnel Status changes, there is no immediate change made to any Active Auxiliary connections.
4. To review and edit both Active and Pending Auxiliary connections, select Manage on the far-right side of the menu bar to navigate to a page titled 'Manage Auxiliary Personnel'.
5. Within the 'Auxiliary Personnel' grid on the 'Manage Auxiliary Personnel' page, administrators can view both Active and Pending Auxiliary connections, and from this page, can terminate either type of Auxiliary connection.

6. To end a Pending Auxiliary connection, locate the appropriate individual and select Cancel to the left of their name.

   

   You will be prompted with a warning modal asking you to confirm your choice. If you select 'Yes,' the invitation will be cancelled, and the individual will no longer be listed among your Auxiliary Personnel. Administrators within your organization will no longer have any access to that individual’s Personnel Details page. If you select 'No,' no further action will be taken, and the individual will remain as a Pending Auxiliary connection to your organization until they either accept or reject the invitation

Accept or Reject Responder Initiated Auxiliary Membership Request

Accept Responder-Initiated Auxiliary Membership Request

1. Log in to the OneResponder Organization Manager.
2. In the top right corner of the page, locate and select the notification bell icon to be navigated to the Workflows page. All pending workflows for which you are an eligible reviewer will be reflected as a number to the right of the bell.
3. Locate the appropriate workflow. If necessary, the Filters and quick-search tool can be utilized to narrow the results.
   • The Workflow Class 'Personnel Relationship Operation' and Type 'Responder Initiated Auxiliary Member Request' will display all Responder-initiated requests for Auxiliary Membership to your organization.
4. Select the magnifying glass search icon to the left of the appropriate workflow to be taken to the Workflow Details page. On this page, you will be able to see the high-level details in the 'Workflow Information' panel, as well as all Steps in the workflow and all eligible reviewers.
   • As the recipient of an Auxiliary membership request, you are also able to add any pertinent comments and/or attach any relevant documents to the workflow.
5. Review all pertinent information. NOTE: While the workflow remains active and the individual’s connection remains in Status: Pending, reviewing administrators will only be able to view a limited version of the requesting individual’s Personnel Details page, and will be unable to view their contact details and qualification information.

6. If all information is correct and you are ready to accept the individual’s request, locate and select Approve in the top right corner of the Workflow Details page.

   

7. You will be prompted with a modal to confirm your choice. If appropriate, type in a comment and select Approve. This will confirm your acceptance of the individual’s request and their Membership Status to your organization will be updated from 'Pending' to 'Active,' and administrators within your organization will be able to view that individual’s full Personnel Details page, including their contact details and qualification information. Any comment you add will be recorded within the workflow. The requesting individual will be unable to view this comment, but administrators within your organization with access to the workflows page will be able to view those comments.

Note: The "Pending Invites" grid will not appear in Organization profiles for invites that have not been responded to yet.

Reject Responder-Initiated Auxiliary Membership Request

1. Log in to the OneResponder Organization Manager.
2. In the top right corner of the page, locate and select the notification bell icon to be navigated to the Workflows page. All pending workflows for which you are an eligible reviewer will be reflected as a number to the right of the bell.
3. Locate the appropriate workflow. If necessary, the Filters and quick-search tool can be utilized to narrow the results.
   • The Workflow Class 'Personnel Relationship Operation' and Type 'Responder Initiated Auxiliary Member Request' will display all Responder-initiated requests for Auxiliary Membership to your organization.
4. Select the magnifying glass search icon to the left of the appropriate workflow to be taken to the Workflow Details page. On this page, you will be able to see the high-level details in the 'Workflow Information' panel, as well as all Steps in the workflow and all eligible reviewers.
   • As the recipient of an Auxiliary membership request, you are also able to add any pertinent comments and/or attach any relevant documents to the workflow.
5. Review all pertinent information. NOTE: While the workflow remains active and the individual’s connection remains in Status: Pending, reviewing administrators will only be able to view a limited version of the requesting individual’s Personnel Details page, and will be unable to view their contact details and qualification information. NOTE: The "Pending Invites" grid will not appear in Organization profiles for invites that have not been responded to yet.

6. If all information is correct and you are ready to accept the individual’s request, locate and select Reject in the top right corner of the Workflow Details page.

   

7. You will be prompted with a modal to confirm your choice. If appropriate, type in a comment and select Reject.This will confirm your rejection of the individual’s request. The workflow will be updated with a status of 'Rejected' and the individual will be informed with an email notification that their request has been denied. Upon the rejected request, administrators within your organization will no longer be able to access any version of the requesting individual’s Personnel Details page. Any comment you add will be recorded within the workflow. The requesting individual will be unable to view this comment, but administrators within your organization with access to the workflows page will be able to view those comments.