Portal Admin User Guide - IOSH04 Introduction The IOSH Training Provider Portal was created with you in mind. It’s a system that allows you to take control of your IOSH courses,

www.iosh.com/training

Training Provider Portal user guideTake control of your IOSH courses

01

Introduction

The IOSH Training Provider Portal was created with you in mind.

It’s a system that allows you to take control of your IOSH courses, from course registrations and result submissions to workbook and certificate orders.

The Portal is available 24 hours a day, seven days a week.

IOSH is a global organisation, with 2,500 Training Providers around the world, and we understand how important it is, to you and your business, to have access to straightforward services.

Take control of your IOSH courses and stay up to date, on-the-go.

What will the Portal do for me and how does it work? The Training Provider Portal offers instant access to a dedicated profile, which records all current and completed IOSH courses.

You can order workbooks, add course notifications in the form of a calendar entry, make changes on-the-go, and instantly generate your course reference numbers.

When you have finished marking your delegate papers, you can log onto the portal and submit your results right away.

Once delegate results have been uploaded, you can order digital certificates, make payment and, before you know it, they will be available to access by your delegates.

If, after reading our guide, you need any assistance in using the Training Provider Portal, please contact the IOSH Customer Service Centre on +44 (0)116 257 3192 or email us at [email protected].

mailto:[email protected]

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Introduction 01What will the Portal do for me and how does it work? 01

Your account, security and access 03Am I already signed up? 03How can I get access? 03Account Access 04

Home screen 05General navigation 05

Accounts 07Outstanding invoices and payments 07

IOSH course workbooks 08Place an order and make payment 08

IOSH face-to-face courses 13Register face-to-face courses 13Amend or cancel face-to-face course notifications 15Register a delegate 15Assign Workbooks 16Submit face-to-face course results 18Submit face-to-face course resit results 19Order Certification 21

Passport Cards 24

Leading Safely courses 27Register Leading Safely courses 27Register Leading Safely delegates 29Amend or cancel Leading Safely delegates 29Submit Leading Safely delegate results 29Order Leading Safely delegate certificates 30

IOSH e-learning courses 31Registering e-learning courses 31Register e-learning delegates 33Submit e-learning delegate results 33Order e-learning certificates or passports 34

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Your account, security and access

Am I already signed up? If you have been assigned as the main admin contact by your company, your account will already be set up. Please follow the steps below to try the IOSH Portal for yourself.

1 To access the Portal, you will require an internet connection. You can use your laptop, computer, tablet or smart phone to access the system, 24/7.

2 The Portal was designed to work on the following browsers: Google Chrome, Firefox, Internet Explorer and Microsoft Edge. We do not recommend using other browser systems.

3 Follow the link below to access the Portal: https://trainingproviderportal.iosh.com

Note: We recommend bookmarking the link in your chosen browser, so you don’t need to remember it.

4 To log in, you will need to use the email address and password you created when initially signing up to ‘My IOSH’ on our website. This email address will also mirror the one that we hold on our system for you.

Note: Should you forget your password, you can follow the ‘forgot password’ process on the portal log in screen. Should you require anything further, please contact our customer service team.

How can I get access? If you are not the assigned main admin contact for your company, but would like access to the Portal, follow the steps below.

1 First, ensure that you (the intended user) are named on our records here at IOSH.

Note: You will be on our records if you are the approved IOSH Course Trainer, nominated member or similar. If we do not hold a record for you under the Training Provider Licence on our system, we cannot give you access to the system nor can we process any requests, changes or resets without written consent from your main admin contact or nominated member.

2 To log in to the IOSH Portal: if you haven’t done so already, you will need to register as a user on ‘My IOSH’. To do that, follow this link https://www.iosh.co.uk/Registration.aspx

Note: The email address used MUST be the same as the email address held for you on our system. If you have any queries on this, contact our Customer Service team.

3 Once you have registered (or if you are already registered) on ‘My IOSH’, you can use this same email address and password to log in to the Training Provider Portal.

4 Follow the link below to access the Portal: https://trainingproviderportal.iosh.com

Note: we recommend bookmarking the link in your chosen browser, so you don’t need to remember it.

https://trainingproviderportal.iosh.com

https://www.iosh.co.uk/Registration.aspx

https://trainingproviderportal.iosh.com

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Account Access

Forgotten password If you have forgotten your password, please follow the ‘Forgot Password’ process on the login page. If you have any queries on this, contact our Customer Service team.

Note: You can opt to ‘remember my login’, a great way to access your account quickly. Please remember to use this option responsibly.

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Home screen

General navigation Once you have logged in successfully to the Portal, you will see your Training Provider home screen, which will look like the image below.

Top menu

- ‘Home’: Clicking this while on any page in the Portal will bring you back to your home screen.

- ‘Accounts’: A summary page of your outstanding invoices and payment options.

- ‘Buy/Order workbooks’: Process and pay for your workbook orders.

- User button: Your name with a drop-down function. - Training Provider Profile – provides an overview of your contact name, address and invoice details. - Change Training Provider – if you work for more than one provider, you can switch between them here.

- Log out.

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Left-hand menu - ‘Search’: You can enter your course reference or course title to find a specific course.

- ‘Delivery method’ and ‘Certification type’: Tick and untick the relevant fields to filter through the courses you have on your account.

- ‘Status’: The status of your courses will fall under the following categories. - Active: Course is registered and awaiting results submission - Cancelled: Actively cancelled courses (cancellation submitted by yourself) or

automatically cancelled courses (when six months have passed since the end date with no result submission)

- Completed: Course results have been submitted.

- ‘Course date’: Search by course Start and End date.

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Accounts

Outstanding invoices and payments On the ‘Accounts’ page, accessed via the top menu, you can view and pay any outstanding invoices. It is possible to pay for more than one invoice at a time. To do this, follow the steps below.

1 Select ‘Accounts’ from the top menu.

2 All outstanding invoices will be shown as a list.

3 Select the ones you would like to pay by clicking the ‘bulk pay’ option under each.

4 On the right-hand side of the page a summary is shown. Select ‘Pay Now’, which will take you to WorldPay to enter your payment details.

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IOSH course workbooks

Place an order and make payment Ordering your course workbooks couldn’t be easier. In this section of the Portal you can place an order for any of the material you need to run your approved IOSH courses.

You can select between ordering a digital copy of your chosen workbook, or a hardcopy version.

Ordering a digital workbook1 Select the ‘Buy/Order workbooks’ button in the top menu.

2 The page will automatically load on the digital workbook order section

Note: You will only be able to order workbooks for courses for which you hold current licences.

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3 Input the quantity of books you wish to order for the course and the price will calculate below.

4 A pop-out box will now appear. This will show an order summary and request a Purchase Order number. - If your company requires a PO number in order to pay an invoice, please ensure you

add this and do not proceed without one.

- If your company does not have a PO number or one is not required, then enter a reference for your records. For example, the course reference number for the course where the workbooks will be used.

5 Once you are happy that your order summary and PO/Reference is correct, select ‘Confirm Order’.

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6 The pop-out box will then adjust and ask if you wish to ‘Pay Now’ or ‘Pay Later’. - ’Pay Now’

By selecting ‘Pay Now’, you will be able to enter your credit/debit card payment details using WorldPay. The workbooks will appear on your account instantly as credits. These credits can then be used on your ‘active’ courses to assign to delegates as you register them.

- ‘Pay Later’ By selecting ‘Pay Later’, an invoice will be generated automatically and emailed to your accounts contact. Payment can be made at a later time via card on the Portal. Alternatively, you can pay via BACS, using the details listed on the bottom of the invoice you receive.

The workbooks will appear on your account once payment has cleared on our system. This can take between four and seven working days. The workbooks will appear as credits on your account and can be used on your ‘active’ courses to assign to delegates as you register them.

Note: For further information on how these credits can be used please refer to the ‘Registering a delegate’ sections throughout this guide.

Ordering a hardcopy workbook1 Select the ‘Buy/Order workbooks’ button in the top menu.

2 The page will automatically load on the digital workbook order section, select ‘Order Hardcopy Workbooks’

Note: You will only be able to order workbooks for courses for which you hold current licences.

3 Input the quantity of books you wish to order for the course and the price will calculate below.

Note: Please only purchase the quantity of books you require - we no longer provide discounts for bulk order quantities.

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4 Scroll down to the delivery details. This is automatically filled out as your main administration address. This can be edited easily. Just follow the steps below.

- UK address You can use the postcode search tool to populate a full address. Alternatively, you can enter the address manually by deleting and typing over the relevant fields.

- Outside of the UK You will first need to change the ‘Country’ and then ensure that you fill out all required fields and enter an accurate full address for delivery. Delivery details must also be recorded in the ‘Delivery Notes’ box if you are requesting shipment to India (due to the way the shipping notes are created for this country).

Note: Separate orders must be made if workbooks are required to be delivered to more than one address. Please ensure you fill out all fields marked with *.

5 Once you have checked and are happy with your order, click ‘Order’.

Note: Please double check all order details are correct, including delivery details, before proceeding any further.

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6 A pop-out box will now appear. This will show an order summary and request a Purchase Order number.

- If your company requires a PO number in order to pay an invoice, please ensure you add this and do not proceed without one.

- If your company does not have a PO number or one is not required, then enter a reference for your records. For example, the course reference number for the course where the workbooks will be used.


8 The pop-out box will then adjust and ask if you wish to ‘Pay Now’ or ‘Pay Later’.

- ’Pay Now’ By selecting ‘Pay Now’, you will be able to enter your credit/debit card payment details using WorldPay.


Note: Hardcopy workbooks will not be dispatched until payment has cleared. We recommend payment via card for a quicker turn around and delivery.

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IOSH face-to-face courses

Register face-to-face courses 1 On your home screen select ‘New’, from the top right-hand side.

2 A pop-out box will appear with a ‘Course Name’ drop-down list. Select the course you plan to run from the list and press ‘Continue’.

Note: Only courses for which you hold a ‘current’ licence will appear in this list.

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3 Enter your course details

- ‘Course Dates’Using the calendar buttons, you can select the dates on which you intend to hold your course. Please ensure you select them in date order. - Half day - select the half day button for any dates that you intend to run as a half-day session. - Additional dates - additional sessions can be added if you intend to run half day sessions, upon selecting a

half-day session an option will appear to add an additional date. - Remove a date - you can remove sessions to match the duration you plan to run your course over by selecting the

‘remove’ button.

- ‘Venue’ The course venue details will automatically be your main administration address. This can be easily edited by following the steps below. - UK address

You can use the postcode search tool to populate a full address. Alternatively, you can enter the address manually by deleting and typing over the relevant fields.

- Outside of the UK You will first need to change the ‘Country’. You will then need to ensure that you fill out all required fields and enter an accurate, full address for your course venue.

- ‘Trainer’ Using the drop-down list, select the trainer to deliver the course. This list will only show the trainers approved under your company licence to deliver the selected course.

- ‘Options’ To exclude your course from the IOSH website course calendar, click to turn the button purple – this will ensure that the course does not appear.

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4 Click ‘Submit’ to complete your course notification. When you click ‘Submit’, your course reference number will be generated on the top menu bar next to your organisation name.

Working Safely v 5.0 (WS5.0 Pack/265390)

Note: You will no longer receive your reference number via email, as it is available directly on the Portal.

Amend or cancel face-to-face course notifications Amend a course From the home screen, locate the course you wish to amend. You can either search for your course using the course reference number or locate it from the ones showing on your home screen and click into it.

Follow the instructions ‘Register face-to-face courses’ from stage 3.

From here you can amend all the course details to fit any changes that may have occurred.

Cancel a course From the home screen, locate the course you wish to cancel. You can either search for your course using the course reference number or locate it from the ones showing on your home screen and click into it.

Once the course page has loaded, the option to ‘Cancel course’ will appear in the bottom left-hand corner.

Select this and confirm if you wish to cancel.

The course will now only be available to view when you select the ‘Cancelled’ filter in your home page search tool. You can now discard this course reference number.

Register a delegatePrior to each IOSH course you will be required to register your delegates in order to assign a digital workbook to them. You can also register your delegates prior to the course without assigning a digital workbook.

Note: Once a delegate is registered, they cannot be amended or removed. Please check all details before submitting them.

1 Select the course you wish to register delegates on. Then click through to step 2 ‘Add Delegate Details’.

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2 To register a delegate you will need to fill out the individual’s first name, last name and a unique email address. Once you have filled out these boxes a purple loading circle will appear as the system processes this information.

Note: You do not need to select ‘submit’ at this stage; you should only use this button once you have submitted the delegate results.

At this stage, each delegate you register will receive an email providing them with instructions to register for the IOSH Student Portal. This platform will provide access to a digital workbook if assigned (please see ‘assign workbooks’ section, they will also have access to their IOSH certificate on successful completion of their course (please see ‘order certification’ section).

Assign Workbooks - If you intend to provide your delegate with a hardcopy version of the workbook you do not need to do anything further.

The delegate names will save as they are.

- If you have purchased digital workbooks for your delegates, you have two ways of assigning these:

1 To assign just one delegate with their digital workbook you can tick the box next to their details. Upon doing so a warning message will appear

- Select ‘Ok’ to confirm you have checked all the details and wish to proceed. - Select ‘Cancel’ if you wish to check the delegate details again before submitting.

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2 To assign all delegates registered on the course with a digital workbook, select the purple button ‘Assign all delegates digital workbooks’, this will also trigger the pop-up message pictured above asking you to ensure all of the details are correct. - Again, select ‘Ok’ to confirm you have checked all the details and wish to proceed. - Select ‘Cancel’ if you wish to check the delegate details again before submitting.

Note: When you assign a digital workbook, the delegate will receive an email to advise that it is now available to view via the IOSH Student Portal.

All changes will save automatically, you do not need to do anything further at this stage.

You will notice as you assign workbooks the credits available will reduce.

If you run out of credits, the information bar will turn from green to red and advise that you have 0 credits; it will also have a quick link directing you to order more.

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Submit face-to-face course results1 From the home screen, locate the course for which you wish to submit results. You can either search for your course using

the course reference number or locate it from the ones showing on your home screen and click into it.

2 You will be directed to the page where you initially entered the course details. Please double check that the course dates, venue and other details are still correct. If you need to make any changes, please do this before submitting delegate results.

3 Once you are happy the details are correct, select ‘Add delegate details’ on the journey bar.

Note: If you are trying to enter results for a course that ended over 90 days ago (three months or more), you will receive a warning message and not be able to proceed. In this instance please contact our Customer Service team for support.

- If you pre-registered your delegates you can skip to step 5, if you haven’t yet registered your delegates please follow the instructions below.

4 First, you will need to fill out the individual’s first name, last name and a unique email address. Once you have filled out these boxes a purple loading circle will appear as the system processes this information

5 Now add in the delegates assessment 1 mark and assessment 2 mark, (and any additional marks requested for tailored courses).

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6 The result will be calculated automatically, and the ‘Result’ column will advise if they have passed or failed.

7 Once you have input the correct result, select ‘submit’. This will lock this line and will not allow you to make any further changes.

8 Follow this process for each of the delegates on the course.

Note: If you notice a mistake of any sort after you have selected ‘submit’, please contact our Customer Service team as soon as possible. You cannot amend the results on the Portal after you have selected ‘Submit’.

Submit face-to-face course resit results1 From the home screen, locate the course for which you wish to submit results. You can either search for your course using

the course reference number or locate it from the ones showing on your home screen and click into it.

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2 You will be directed to the page where you initially entered the course details.

3 Click through to ‘Add Delegate Details’ using the journey bar.

4 When a delegate has not passed their assessments, their ‘Fail’ result status will be shown against their line. After selecting ‘Submit’, a blue ‘Resit’ button will be shown

5 Clicking on the ‘Resit’ button will add a new results line below the delegate, into which you can then enter their new results. If they have now passed you can select ‘Submit’ and you will be able to proceed to the ‘Orders’ section to request the certificate for this delegate.

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Order Certification

Digital CertificatesOnce you have submitted delegate results you can follow this process to order digital certificates.1 You have now completed uploading your delegate results, scroll up and select step 3 ‘Orders’.

2 The page will load with a list of delegates who have successfully completed the IOSH course. The price of the certificates will calculate.

3 Once this has calculated and you are happy with the order summary, select ‘Order’.



- If your company does not have a PO number or one is not required, then enter a reference for your records. For example, the course reference number.


6 The pop-out box will then adjust and ask if you wish to ‘Pay Now’ or ‘Pay Later’. - ’Pay Now’

By selecting ‘Pay Now’, you will be able to enter your credit/debit card payment details using WorldPay.

- ‘Pay Later’By selecting ‘Pay Later’, an invoice will be generated automatically and emailed to your accounts contact. Payment can be made at a later time via card on the Portal. Alternatively, you can pay via BACS, using the details listed on the bottom of the invoice you receive.

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Hardcopy certificatesAlthough we have introduced digital certification as the first option for your delegates, we realise that some people may still wish to obtain a hardcopy version of their IOSH certificate.

1 Once you have placed an order for a delegate’s digital copy certificate, staying on step 3 ‘Orders’, you will then be given the option to ‘Request Hardcopy Certificate’.

Note: Please follow the steps in the ‘digital certificates’ section to get to the stage pictured below.

2 By ticking the box next to ‘Request Hardcopy Certificate’, the price will calculate below.



5 If your company requires a PO number in order to pay an invoice, please ensure you add this and do not proceed without one.






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Replacement hardcopy certificates

1 To order a replacement hard copy certificate, staying on step 3 ‘Orders’, you will then be given the option to ‘Request Replacement Hardcopy Certificate’.

Note: Note: Please follow the steps in the ‘digital certificates’ section to get to the stage pictured below.

2 By ticking the box next to ‘Request Replacement Hardcopy Certificate’, the price will calculate below.


4 A pop-out box will now appear. This will show an order summary and request a Purchase Order number. - If your company requires a PO number in order to pay an invoice,

please ensure you add this and do not proceed without one.


5 Once you are happy that your order summary and PO/ Reference is correct, select ‘Confirm Order’.




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Passport Cards

Passport cards can be ordered for delegates who successfully complete the IOSH Working Safely course or IOSH Safety, Health and Environment for Construction Workers course.

1 From the home screen, locate the course for which you wish to submit results. You can either search for your course using the course reference number or locate it from the ones showing on your home screen and click into it.

2 You will be directed to the page where you initially entered the course details. Please double check that the course dates, venue and other details are still correct. If you need to make any changes, please do this before submitting delegate results.

3 Once you are happy the details are correct, select ‘Add delegate details’ on the journey bar.

Note: If you are trying to enter results for a course that ended over 90 days ago (three months or more), you will receive a warning message and not be able to proceed. In this instance please contact our Customer Service team for support.

- If you pre-registered your delegates you can skip to step 5, if you haven’t yet registered your delegates please follow the instructions below.

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4 First, you will need to add the delegate’s unique reference number, then fill out the individual’s first name, last name and a unique email address. Once you have filled out these boxes a purple loading circle will appear as the system processes this information

5 Now add in the delegates assessment 1 mark and assessment 2 mark (some tailored courses may require additional marks to be added).

Then select ‘Submit’- repeating this process for each delegate.

6 You will now need to add the delegate passport photos. To add the photo, you can either:A click on the ‘Passport Image’ button. This will take you to your Documents folder where you can search for and add the

appropriate photo by selecting the relevant image to upload or B you can drag an image from your Pictures folder and drop this onto this button to upload the appropriate photo.

Note: The passport photos must be under 60KB and follow our standard passport photo guidelines.

7 Once you have uploaded all passport photos, select the ‘Orders’ option on the journey bar.

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8 You will then have a list of all delegates, along with an option to select passport by clicking on the blue ‘Request Passport’ button. If the delegate requires a certificate and a passport, select both.

Note: You will need to select manually which method of certification each delegate requires - digital certificate and/or passport.

9 Once the price has calculated and you are happy with the order summary, select ‘Order’







- ‘Pay Later’By selecting ‘Pay Later’, an invoice will be generated automatically and emailed to your accounts contact. Payment can be made at a later time via card on the Portal. Alternatively, you can pay via BACS, using the details listed on the bottom of the invoice you receive.

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Leading Safely courses

Register Leading Safely courses1 On your home screen select ‘New’ from the top right-hand side


15/01/2020 Training Provider Portal

https://trainingproviderportal.iosh.com 1/1

Tpp Test / Course List New

DELIVERY METHOD

CERTIFICATION TYPE

STATUS

Active

COURSE DATE

Start

End

Search

Reset

Search

Face To Face

E-Learning

Distance

Blended

Certificate

Passport

Both

dd/mm/yyyy

dd/mm/yyyy

Leading Safely V2LS PACK v2/313665

starting: 28th January 20duration: 1 daytrainer: Stefan Spencer



Managing Safely V 5.0MS5.0 PACK/313653

starting: 16th January 20duration: 4 daystrainer: Stefan Spencer

Managing Safely Refresher V2.0MSREF PACK v2/311440

starting: 15th December 19duration: 1 daytrainer: Stefan Spencer

Managing Safely Refresher V2.0MSREF PACK v2/311428



starting: 30th December 19duration: 1 daytrainer: Stefan Spencer

Create New Course

Continue

×

Course Name Leading Safely V2

Note: only courses for which you hold a current licence will appear in this list.

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3 Register your course.

14/01/2020 Training Provider Portal

https://trainingproviderportal.iosh.com/course/create/101345 1/1

Creative Industries Safety Passport

1

Register your course

2

Add delegates & results

3

Orders

4

Invoices

Course Dates

Session date is required.

Half-day

1 dd/mm/yyyy

Venue

Country * United Kingdom

Postcode * LE18 1NN

Building * The Grange

Street Highfield Drive

Town * WIGSTON

County * Leicestershire

Trainer

Options

Mr Johnny Doe

Exclude course from IOSH website

Submit

- Date – using the calendar tool, choose the date you intend to run the course on. You can amend this to full- and half-day sessions. If you select half-day session, you can add more than one date.

- ‘Venue’The course venue details will automatically be your main administration address.This can be easily edited. Just follow the steps below. - UK address - You can use the postcode search tool to populate a full address. Alternatively, you can enter the address manually

by deleting and typing over the relevant fields. - Outside of the UK - You will firstly need to change the ‘Country’. You will then need to fill out all required fields and enter an accurate,

full address for delivery.

- ‘Trainer’Using the drop-down list, select the trainer to deliver the course. This list will only show the trainers approved under your company licence to deliver the selected course title.

- ‘Options’To exclude your course from the IOSH website course calendar, click to turn the button purple – this will ensure that the course does not appear.

Note: If all or the majority of your courses are private then this may already be automatically populated for you, or it won’t give you this option.

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4 Click ‘Submit’ to complete your course notification.When you click ‘Submit’, your course reference number will be generated on the top menu bar next to your organisation name.

Working Safely v 5.0 (WS5.0 Pack/265390)

Note: You will no longer receive your reference number via email, as it is available directly on the Portal.

Register Leading Safely delegates As you will have already notified us of your course, you can select the course from the home screen or search for your course using the course reference number.

1 Select ‘Add delegates’ from the journey bar.

2 Next add each delegate’s first name, last name, e-mail address, company name and company role.

Note: Each delegate must have a unique email address. We use this to send each delegate their confirmation of registration and access to the pre-course work.

3 Once all delegates are entered, select the ‘Home’ button. All details will be saved automatically and IOSH will arrange for joining instructions to be sent to all registered delegates.

Note: Please ensure that all delegate registrations are added at least five working days prior to the course start date.

Amend or cancel Leading Safely delegates In order to make any changes you will need to contact our Customer Support team. You cannot make amendments or cancellations via the Portal once you have registered delegates.

Submit Leading Safely delegate results 1 From the home screen, locate the course for which you wish to submit results.

2 You will be directed to the page where you initially entered the course details.

3 Click through to ‘Add results’ from the journey bar.

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4 Enter the marks for each delegate and click ‘Submit’.

Order Leading Safely delegate certificates1 Once you have uploaded all delegates, click through to ‘Orders’, using the journey bar.

2 All of the delegates who have successfully completed the course will be listed - double check that all of the relevant delegates’ certificate requests are ticked. Your order total will be calculated at the bottom of the screen.

Note: By proceeding with your order, delegates will receive a digital version of their certificate. If you would like to obtain a hard copy, this option will be available at an additional charge, once the digital version has been ordered.


4 A pop-out box will now appear. This will show an order summary and request a Purchase Order number. - If your company requires a PO number in order to pay an invoice, please ensure you add this and do not proceed

without one.






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IOSH e-learning courses

Registering e-learning courses 1 From your home screen select ‘New’ in the top right-hand corner of the screen.


Note: only courses for which you hold a current licence will appear in this list. You must ensure you select the e-learning version of the course.

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3 The Registration start date (this will auto-populate with today’s date).

4 Add the number of registrations required (the maximum is 50).

5 Select the certificate or passport option (if passports are not available for your e-learning course, only the certificate option will be shown).

6 Your order summary should now appear, and you will need to confirm your order by selecting ‘Order’.

7 A pop-out box will now appear. This will show an Order Summary and request a Purchase Order number.

- If your company requires a PO number in order for them to pay an invoice, please ensure you add this and do not proceed without one.

- If you do not have a PO number or one is not required, then please enter a reference for your records. For example, the course reference number.

8 Once you are happy that your order summary and PO/Reference are correct, select ‘Confirm Order’.


- ‘Pay Now’ If you select ‘Pay Now’ you will be able to enter your payment details using WorldPay.

- ‘Pay Later’ If you click ‘Pay Later’, an invoice will be generated automatically and emailed to your main admin contact. Payment can be made at a later time or date via card on the portal. Alternatively, you can pay via BACS, using the details listed on the bottom of the invoice.

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Register e-learning delegates 1 To register your delegates click through to ‘Add Delegate details’ on the journey bar.

2 Each delegate requires a unique ID under the ‘Reference’ heading.

Note: this field cannot be amended once completed.

3 Enter your delegate’s first name, surname and email address. At this point you can just register your delegates. No results are required until you have them available.

Submit e-learning delegate results 1 You can search for the course using the course reference number. For individual result submissions you can search

using the delegate’s unique ID.

2 Once you have located the course and clicked onto it, select ‘Add Delegate details’ on the journey bar.

3 To add your delegate results, enter the delegate’s first name, surname and email address (if you haven’t already), their assessment 1 mark and their assessment 2 mark.

4 Their result will be calculated automatically, the ‘results’ column will advise a pass or fail.

5 The status will then change to ‘Submit’, which you will need to select once you are happy the result for that delegate is correct. Follow this process for each of the delegates on the course.

Note: If you notice a mistake of any sort after you have selected ‘Submit’, please contact our Customer Service team as soon as possible to seek assistance. You will not be able to amend the delegate on the portal after you have selected submit.

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Order e-learning certificates or passports 1 You have uploaded your delegate results and now wish to order the delegate certification.

- For certificates, you can click straight through to ‘Orders’ and step 4 of this process.

- If you wish to order passport cards please begin from step 2.

2 You will now need to add the delegate passport photos. To add the photo, you can either, A click on the ‘Passport Image’ button. This will take you to your document folders and you can search for and add the

appropriate photo by selecting the relevant image to upload. or B drag an image from your pictures folder and drop this onto this button to upload the appropriate photo.

Note: The passport photo file size must be under 60KB and follow our standard passport photo guidelines.

3 Once you have uploaded all passport photos, select the ‘Orders’ option on the journey bar.

4 You will then have a list of all delegates, along with an option to select passport by clicking on the blue ‘Request Passport’ button. If the delegate requires a certificate and a passport, select both.

Note: This does not automatically select the options for the delegates. You will need to select manually which form(s) of certification each delegate requires.

5 Once you have selected what is required, the total cost will be calculated. From here click ‘Order’.

6 A pop-out box will now appear. This will show an order summary and request a Purchase Order number. - If your company requires a PO number in order to pay an invoice, please ensure you add this and do not proceed

without one.






BS12

56/1

6102

0/PD

F

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We set standards and support, develop and connect our members with resources, guidance, events and training. We’re the voice of the profession and campaign on issues that affect millions of working people.

IOSH was founded in 1945 and is a registered charity with international NGO status.

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