Preparedness Toolkit

Within OneResponder, Auxiliary Organizations are those organizations to which an individual belongs without losing their connection to their Primary Organization.

The sections below provide steps to:

• Initiate auxiliary memberships/cancel pending auxiliary membership requests.
• Terminate an active auxiliary membership.
• Accept or reject an organization-initiated auxiliary invitation.
• Invite auxiliary personnel from the Manager Portal.

Initiate Auxiliary Memberships/Cancel Pending Auxiliary Membership Request

Initiate Auxiliary Memberships from the Responder Portal

1. Log in to the OneResponder Responder Portal.
2. Locate and select the 'Responder Profile' tile.
3. On the Responder Profile, locate the 'Auxiliary Organizations' menu bar. Select '^' to expand it and view all organizations to which you currently hold an auxiliary connection.
4. To initiate a new Auxiliary membership, locate and select the Manage button on the far-right side of the menu bar to navigate to a page titled 'Manage Auxiliary Organizations.'

5. In the top right corner of the page, locate and select Join to open a modal listing all organizations in the system.

   

   If you've already got a connection to an organization, you are unable to initiate a new connection to that organization. Organizations must have at least one assigned administrator before any auxiliary membership requests can be sent.

6. Locate and select the appropriate organization by clicking + Add to the left of the organization. You're able to initiate multiple Auxiliary Membership requests at once. To do so, repeat as many times as is appropriate.
7. Once you've chosen all appropriate organizations, locate and select Send Request(s) at the bottom right of the modal to send requests to all selected organizations and will be displayed on the 'Manage Auxiliary Relationships' page with Status: Pending. They will be further demarcated with their corresponding rows highlighted yellow.

Cancel a Pending Auxiliary Membership Request

1. Log in to the OneResponder Responder Portal.
2. Locate and select the 'Responder Profile' tile.
3. On the Responder Profile, locate the Auxiliary Organizations menu bar. Select '^' to expand it and view all organizations to which you currently hold an auxiliary connection.
   1. Any Auxiliary Membership request that is still in Status: 'Pending' will be highlighted yellow.
   2. If an individual has an Auxiliary Membership request that is still in Status: 'Pending', they can click the 'Pending' to view the workflow associated with that membership request.
4. To manage your Auxiliary Memberships, locate and select Manage on the far-right side of the menu bar to navigate to a page titled 'Manage Auxiliary Organizations.'

5. Locate the appropriate pending Auxiliary Membership Request. In the far-left column, locate and select Cancel.

   

   Once you cancel a Pending Auxiliary Membership Request, administrators in that organization will no longer have any access to your 'Personnel Details' page. (NOTE: The "Pending Invites" grid will not appear in Organization profiles for invites that have not been responded to yet. If you make a mistake and cancel the wrong Pending Auxiliary Membership Request, you are able to re-initiate the membership request from within the Responder Portal.)

Terminate an Active Auxiliary Membership

1. Log in to the OneResponder Responder Portal.
2. Locate and select the 'Responder Profile' tile.
3. On the Responder Profile, locate the 'Auxiliary Organizations' menu bar. Select '^' to expand it and view all organizations to which you currently hold an auxiliary connection.
4. To manage your Auxiliary Memberships, locate and select Manage the far-right side of the menu to navigate to a page titled 'Manage Auxiliary Organizations.'

5. Locate the appropriate active Auxiliary Membership. In the far left column, locate and select Release.

   

6. You will be prompted with a modal asking you to confirm your choice to leave the selected organization.
   • If you select 'Yes',  your auxiliary connection to that organization will be terminated. Administrators within that organization will no longer be able to view your 'Personnel Details' page.
   • If you select 'No', no action is taken.

Accept or Reject an Organization-Initiated Auxiliary Invitation

Accept an Organization-Initiated Auxiliary Invitation

1. Log in to the OneResponder Responder Portal. If you have a workflow that requires your review, such as a pending Organization-Initiated Auxiliary Invitation, you will see a pink tile titled 'Approval Requests and Workflows.'
2. Select the 'Approval Requests and Workflows' tile to be taken to a page listing all Pending workflows.
3. Locate the appropriate workflow.
   • Auxiliary invitations initiated by an organization administrator will be displayed as 'Auxiliary Member Request.'
4. Select to the left of the appropriate workflow. This will take you to a page with the workflow details, where you can view workflow information and can add any comments or documents necessary to contextualize the invitation.

5. In the top right corner of the page, there are two buttons: an 'Approve' and a 'Reject' button. To accept the invitation, select Approve.

   

   (You will be prompted with a modal to confirm your choice. The modal also contains a text box allowing you the option to add comments to contextualize your acceptance. Enter any comment and select Approveto confirm your acceptance.)

Reject an Organization-Initiated Auxiliary Invitation

1. Log in to the OneResponder Responder Portal. If you have a workflow that requires your review, such as a pending Organization-Initiated Auxiliary Invitation, you will see a pink tile titled 'Approval Requests and Workflows.'
2. Select the 'Approval Requests and Workflows' tile to be taken to a page listing all Pending workflows.
3. Locate the appropriate workflow. Auxiliary invitations initiated by an organization will be displayed as 'Auxiliary Member Request.'
4. Select the magnifying glass search icon to the left of the appropriate workflow. This will take you to a page with the workflow details, where you can view workflow information and can add any comments or documents necessary to contextualize the invitation.

5. In the top right corner of the page, there are two buttons: a green 'Approve' and a red 'Reject' button. To reject the invitation, select Reject.

   

   You will be prompted with a modal asking you to confirm your choice. The modal also contains a text input box allowing you to contextualize your rejection. Enter any appropriate comment and select Reject to confirm your rejection of the invitation.

Invite Auxiliary Personnel 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. Select the 'Profile' option to navigate 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 invite an individual to join your organization as an Auxiliary member, locate and select Manage on the far right of the 'Auxiliary Personnel' grid. This will navigate you to a page titled 'Manage Auxiliary Personnel.'

5. In the top right corner, locate and select + Invite.

   

   This will open a modal containing a list of all personnel in the OneResponder system who do not currently have a connection to your organization. In order to invite an individual to be an auxiliary member in your organization, they must not have any preexisting connection to your organization.

6. Locate the appropriate individual.
   • If you know the individual's name or their Primary Organization, you can use the quick-search tool to look them up directly.
   • You can also use the Filters to narrow your search for the appropriate individual(s).
7. Once you've located the appropriate individual, click Select to the left of their name. If necessary, you are able to invite multiple people as Auxiliary Personnel to your organization during the same session. In the event you need to invite multiple people to join your organization as Auxiliary Personnel, repeat as many times as appropriate.
8. After you've selected all individuals to whom you wish to extend an Auxiliary invitation, locate and select Submit at the bottom right of the modal.
9. You will be prompted with a Comment modal, allowing you the option to add a comment to contextualize your invitation.
   • If you would like to add a comment, type it into the comment box and select 'Submit' at the bottom right of the modal.
10. As soon as you click the 'Submit' button, that will confirm your invitation. The invited individual(s) will be displayed in the 'Auxiliary Personnel' grid with a Membership Status: Pending, and their respective row(s) will be highlighted yellow. 
    • Once you've invited an individual to join your organization as an Auxiliary member, that individual can either accept or reject the invitation in their Responder Portal. While invited Personnel remain in the Membership Status: Pending, administrators can access a limited view of their Personnel Details page; however, they are not able to view any of their contact details or qualification information.