The portal can be accessed from the main login page: https://solutions.iu13.org/compliance/Portal

• This page prompts for the organization code (used to identify which organization you are with). Enter the character code for Upper Moreland School District: UMSD. Click Next

• Enter First Name, Last Name, and Email Address. These are used to look up your record.  If an exact match isn’t found, and the organization allows it, you will be prompted to create a new entry (see New User section). If it does match, a code will be emailed to  you. You will be prompted to enter the code to continue. (skip to Returning/Existing User section)

• When the name and email address don’t match, a box will pop up “Person not found,  add a new record?” with options: Yes/No 

• When Yes is selected another pop-up will ask for the person’s middle name, Date of  Birth, secondary email, and company. Date of birth is required. 

• A code will be emailed to the user immediately using the primary email address entered. The user is asked to input this numeric code to continue. 

• A page will be displayed to enter an assignment. At least one assignment must be present before proceeding to the documents, available documents are determined by the user’s assignment(s). The description is optional. Classification and Assignment Start Date are required. Attributes may or may not be required, it depends on their settings. 

• Once the assignment has been entered the user will be asked if there are any more assignments to add. There is no limit to the number of assignments that can be entered this way. 

• When an assignment is added the supervisor for that assignment will be notified via email. 

• When the user answers “No” to the additional assignments they will be taken to the documents page (see below).

The list of documents will be displayed.

At the top of the page, your information will be listed with an edit button allowing you to update your email addresses. You can have up to two email addresses. Next is the current assignments list which will show the assignments currently active. Any changes will need to  be entered into the staff interface (usually managed by your HR department). 

The document types available will be displayed along with their status. This could be: 

• OK = Documents that have been uploaded and don’t expire soon.

• Pending = Documents recently uploaded and awaiting verification.

• Missing = Documents that are required and are not present. 

• Overdue = Documents that have already expired. 

• Optional = Documents that are not present and are not required. 

The Update button to the right of the document displays the form for uploading a new document. Depending on the settings for that document you may enter the date achieved,  expiration date, notes, tracking number, and upload a copy of the document. The only documents that can be viewed are those in a Pending status. These can be viewed and replaced if needed. For all other documents, this will upload a new copy of the document.

When you are done uploading documents click the Logout option in the upper right to exit the site.