G5 Create Principal Officer Profile


Concept

In this topic you will learn how to create a profile in Principal Officer Maintenance.


Steps:

  1. Click the Principal Officer Maintenance button.

    Step 1
  2. Click the Create button

    Step 2
  3. In the Program Office field click the Drop down button to the right of the  Office field.

    Step 3
  4. Select the Program Office from the list of Program offices.

    Step 4
  5. Click the First Name field to add the first name .

    Step 5
  6. Click the Last Name field to add the last name .

    Step 6
  7. Click the Title field button to select title.

    Step 7
  8. Select from the drop down list the delegated users official Title.  For this example select Assistant Secretary.

    Step 8
  9. Click the Email Address field to add the authorized users official e-mail address.

    Step 9
  10. Click the Start Date field and select the beginning date. This date should represent the beginning of the delegation process.

    Step 10
  11. Click the End Date field and select the ending date. This date should represent the ending of the delegation process.

    Step 11
  12. Click the Upload button to upload the e-Signature image. This image must be saved as a PNG format.  Please reference the "Steps to create Digital Signature PNG FILE" document.

    Step 12
  13. Click the Choose File button.

    Step 13
  14. Click the Perform Upload button once you have selected the desired image.

    Step 14
  15. While the upload is being performed the system will scan for viruses.

    Step 15
  16. Click the Add button to attach the image to the Attachment Upload field.

    Step 16
  17. The associated image has been uploaded to the Attachment File.

    Step 17
  18. Click the Comments field to Enter a Mandatory Comment.

    Step 18
  19. Click the Continue button.

    Step 19
  20. Click the Check Box button to certify the statement.  You must certify that you have been granted Authority to proceed with these actions.

     

    Step 20
  21. Click the Submit button.

    Step 21
  22. Click the Vertical scroll bar to scroll up and view the search results.

     

    Step 22
  23. The profile has been saved successfully.

    Step 23

Congratulations!

 

You have successfully created a profile in Principal Officer Maintenance.