Registration (Access)

The following process for the registration of a user is common to the registration of all users regardless of the roles that may later be assigned.

For information on the registration of Vodacom members refer to

Client Specific

ACA

Vodacom

Web Site Access

Note:

An alternative method of registration / logon is the use of an ID/Passport number field and a single password.

For information on registration / logon using this method, refer to

Web Site Access

Accessing the Web Site (using ID/Passport number)

User registers on the web

On accessing the web site, the Logon screen will be displayed.

In order to register, click Register on the main menu.

The Registration Form screen will be displayed:

Note:

The system provides for two types of password access:

- access via a single password, which expires periodically and must be changed on expiry

- access via two passwords, which never expire

An alternative method for web site access is the use of an ID/Passport number field and a single password.

Refer to

Web Site Access

Accessing the Web Site (using ID/Passport number)

The configuration of the installation of the system will determine which of these methods is required for access, and the screens may look different to the ones displayed here.

The automatic registration process is enabled if the automatic member registration type is selected on the fund. Refer to

Product Launch Requirements

Product Launch

Launching a Product

The administrator will dispatch a unique client code to the user in a sealed envelope by post. When the user registers on the member web, the provision of a client code will be mandatory. Once all the validations are performed at registration, the user will automatically be registered.

The user registration process is as follows:

- person registers on the web site

- administrator confirms the registration

- confirmed user logs onto the web site

- user / superuser updates the password

- user updates security answers

Complete all the required details, and provide answers to at least three of the questions on the lower section of the screen.

The fields on the registration form are described below:

User Logon	Provide a user ID in the User Logon field. This name can contain up to eight characters, and can be alphabetical or numerical. If the User Logon you have selected already exists, the following message will be displayed:

	Click OK, then re-enter a unique User Logon.
Password	Enter a password in the Password field. The password must contain a combination of at least eight (but no more than ten) mixed case alpha and numeric characters, must be different to the previous 13 passwords, and may not contain your username. Your password should be kept secret.
Confirm Password	The purpose of confirming the password is to ensure that you have not typed your password incorrectly. If the two passwords do not agree, the following message will be displayed:

Initials	Your initials. Not required if the selected role is GENERAL.
First Name	Your first name. Not required if the selected role is GENERAL.
Surname	Your surname. Not required if the selected role is GENERAL.
Date of Birth	Your birth date. This should be in the format day, month, year. Not required if the selected role is GENERAL.
ID Number	Your national identification number. Not required if the selected role is GENERAL.
Passport Number	Your passport number.
Role	This is your security classification to access services. Click the drop-down list and select the appropriate role from the list of roles provided. Note: A role of GENERAL has been provided for users who need access to scheme information only. Access is to the contents of the Product Information menu option under Reporting. Refer to Overview.
Scheme Code	The code of the scheme to which you belong. Only required if the selected role is MEMBER or GENERAL.
Scheme Name	The name of the scheme to which you belong. Only required if the selected role is MEMBER.
Reference Number	The reference number by which you are identified within this scheme. Only required if the selected role is MEMBER.
Client Code	The use of this field will speed up the registration process. If you were given a client code, enter it here, otherwise leave blank. Only required if the selected role is MEMBER. Completion of this field is mandatory if AUTOMATIC MEMBER REGISTRATION was selected on the Basic Product Data screen. Refer to Product Launch Requirements Product Launch Launching a Product For details of the validations performed, refer to Security Registration User Logon Validations
Email Address	Your contact e-mail address. Not required if the selected role is GENERAL.
Office Hours Phone No.	The phone number where you can be contacted during office hours. Not required if the selected role is GENERAL.
Cellular number	The Cellular number where you can be contacted.
Mother's Maiden Name Favourite Colour Favourite Fruit Role Model Place of Birth Month of birth Name of first school Name of first employer	Three of these questions will be used for validation in the event that you forget your password. Should you provide answers to more than three questions here, then at the time of requesting your password, the questions will be presented randomly. Note: The configuration of the installation of the system will determine the number of questions that are compulsory.

Once you have completed the registration form, click SUBMIT.

If the password does not conform to the password rules, the appropriate message will be displayed.

The following message will be displayed:

The Welcome screen will be re-displayed.

When the registration has been finalized, you will receive an automated e-mail.

The process continues with the creation of the person record. The system will send an e-mail to the new user at the point in the process where the logon ID and the person have been linked. Refer to

Security

Registration Process by the Administrator

The new userid along with personal details has now been registered.

Create person

The person for whom the new userid has been created must now be added to the system as a person.

Click clients.

The Welcome screen will be displayed.

Select Persons from the top menu. The JU1BA Client List screen will be displayed.

The screen displays a list of all persons available for selection. If the new user already exists as a person on the system (i.e. if the user's name is listed on the screen), skip to Link user to person under Pending Registration.

To add a new person, click NEW. The JU1BA Client Details screen will be displayed.

This screen provides for the capture of the personal details of the new user.

Descriptions of the input fields on this screen appear below:

Name Details
Surname	The surname of the person.
Initials	The first letters of the forenames of the person.
Title	The title of the person. To select a title, click LINK at the end of the line. This links to the JUOAC Permitted Value List screen and displays a list of titles to select from. Once a selection has been made, click SELECT. The Title field will be completed.
First Name 1 - 3	Allows for 3 forenames to be entered for the person.
Preferred Name	The name by which a person prefers to be known.
Original Name	Previous surname or maiden name.
Language	The Language by which the person wishes to be addressed. The following options are available in the drop-down box: AFRIKAANS ENGLISH XHOSA
Sex	The gender of the person. The following options are available in the drop-down box: FEMALE MALE
Race	The racial classification of the person. The following options are available in the drop-down box: NON RACIAL BASIS ASIAN WHITE COLOURED BLACK
Marital Status	The current Marital Status of the person. The following options are available in the drop-down box: CIVIL PARTNER DEPENDANT DIVORCED ESTRANGED LEGAL SEPARATED MARRIED QUALIFIED PARTN REMARRIED SEPARATED SINGLE UNKNOWN WIDOWED
Breadwinner Indicator	This field indicates whether or not the person is the Bread Winner of the family. Click on the box to indicate Yes or leave blank for No.
Number of Children	The number of children dependent on the person.
Identity Type	The Country of origin of the person’s Identification Document. The following options are available in the drop-down box: BOTSWANA ID MOZAMBIQUE ID OTHER SA ID ZAMBIA ID
Identity Number	The National Identity Number of the person.
ID Number Confirmation	The method used for confirmation of the ID Number. Values may be: HOME AFFAIRS UNCONFIRMED Note: South African ID Numbers are validated using a Home Affairs link. Once an ID Number has been validated it will not be able to be updated. If the value for ID Number Confirmation is HOME AFFAIRS, the system will protect the ID Number field and it will not be enabled for update.
Passport Country	The country which issued the Passport. Select a Country from the LIST. This field is mandatory if the Identity Type selected is PASSPORT.
Date of Birth	The birth date of the Employee. (Format DD / MM / CCYY)
Dob Confirmed Indicator	Click on the box to indicate that the person’s date of birth has been confirmed. Leave blank to indicate that it has not been confirmed.
Death Date	The person's date of death.
Cause of Death	The cause of death of the person. Click LINK at the end of the line. This links to the JUOAC Permitted Value List screen and displays a list of causes of death to select from. Once a selection has been made, click SELECT. The Cause field will be completed.
Disability Status	The format of correspondence / communication with the member. Select one of the options from the drop-down box (e.g. Braille, Cassette, Compact Disc, Large Print).
Registration Status	The FICA registration status of the bank account. Select one of the following values from the drop-down list: APPROVED EXEMPT FICA COMPLIANT NOT APPROVED PENDING
Tax Number	The tax number of the person.
User Id	The Id of the User who created this Client Details record.
Date and Time	The date and time when this Client Details record was created.

Note:

Where an asterisk (*) appears alongside a field, completion of that field is mandatory.

Click OK. The JU1BA Client List screen will be re-displayed, showing the new details added.