Sefton CVS
VCF Direct Guidance
forOrganisations
Thank you for agreeing to update your details on our new CVS system, please follow this guidance in order to fully check the information we hold about you.
1)FIRST TIME LOG-IN
Click on the following link or copy this into your internet browser to set yourself up with a system password
Enter your email address (the one that we have recently used to contact you) and click the Email new password button > a link will be sent to your email address
Click on the emailed link and then click the Log in button > enter your chosen password twice > scroll down and Save
The following message will appear ‘The changes have been saved. Please click on My Dashboard to access your relevant features.’ click on this live link (go to section 3)
2)EXISTING USER LOG-IN
Click on the following link or copy this into your internet browser to access the system
Under User Loginenter your email address and chosen password (go to section 3)
3)MANAGING YOUR ORGANISATION/S
From ‘My Dashboard’ click on My OrganisationsManageto display the organisation entries you ‘own’
Click on the required organisation to see the details held
Click on the Edit tab and then work through the blue tabs adding / amending the details held
Save & Close the record, return to your Dashboard and repeat for any other organisations owned
4)AMENDING / ADDING LOCATION/S
Click on the existing Location/s showing
Click on Edit and work through the blue tabs amending / adding the details
Save & Close the recordand repeat for additional existing Locations
Click on Add a Location and repeat as aboveto add further Location/s
5)AMENDING / ADDING SERVICES
Click on the existing Service/s showing
Click on Edit and work through the blue tabs adding / amending the details
Save & Close the record and repeat for additional existing Services
To add further service/s, click Add a Similar Service. Now work through the blue tabs, as above, over-writing and amending details as appropriate.
6)DELETING SERVICES
To delete a service, simply select the service you wish to removeclick Edit.
Go to the Access to Service tab and set the Service End Date to a date previous to today
Click Save and Close. This will cause the service to drop out of the VCF Direct system as it refreshes hourly.
NB: the FLP Referrals tab is currently in development