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onboarding-organisations.md

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How to onboard organisations
how-to-onboard-organisations

Follow these steps or watch our webinar if your region has nominated you to invite providers to start using the Record a Vaccination Service (RAVS).

  1. Log in to www.ravs.england.nhs.uk with your Okta account.

Screen showing the user the onboarding tool home screen

  1. Search and select an organisation by its ODS code, name, address or postcode. This information is sourced from the ODS (Organisation Data Service) portal, please email [email protected] if you have any issues.

Screen showing the user has searched and selected an organisation

  1. Nominate a lead user responsible for adding other users. They’ll receive an email inviting them to use the service.

Lead users will be given ‘lead administrator’ permission levels.

Screen showing the user an email invitation they can send to the lead user

What happens next?

Once a lead user activates their account, they can start using the service.

Viewing the status of the onboarded organisations

You can view all providers you’ve invited on the homepage. The ‘status’ will update from 'invited' to 'active' when the lead user logs into RAVS for the first time.

Screen showing the user has invited several organisations

Problems signing in?

If you cannot find your Okta activation email, check your junk. Or email [email protected] if it’s expired or you need help.

Adding other users to the regional onboarding tool

To add another regional user, a nominated user must email [email protected] to request this.