Welcome to our guide to accessing and getting the most from our industry-leading online portal. The system was designed in partnership with clients, support professionals, and budget holders to enhance your experience whilst working with any company within The Inclusivity Group.
This section is here to help you find your way to our site and access your account so you can track and sign any diagnostic assessments you may be conducting with our clients.
Just follow our step-by-step guide below:
Once you have logged in for the first time you will be taken to a series of set up screens. This section will help guide you through these screens so that your account is set up and ready to go. The set up needs to be completed to access your account.
The next page will ask you to set your data preferences. You will need to select the data preferences that you would like turned on. We recommend having these all turned on.
Click the toggle for which data preferences you would prefer. This will slide over and will turn partly blue to indicate your agreement or turn grey to indicate your disagreement.
The Inclusivity Group Icon
Once you have read and toggled the ones you would like to click continue.
The Inclusivity Group Icon
Your preferences will now be saved and recorded.
Please bear in mind that in order to work with us we need permission to store your details, as otherwise we are unable to contact you and ensure all documents are up to date.
The next page is our terms of use for the website, these need to be agreed to in order for you to use the website. These will open on a different page one clicked.
Once you have read though them please agree to these by ticking the check box and selecting continue.
Please note we will be unable to continue if the terms and conditions are not agreed to.
The welcome pack is an agreement between us and those we work with outlining our terms and conditions for working with us. This section will bring up our welcome pack for you to read and agree to by checking a box. Please note if the welcome pack is not agreed to, we will not be able to continue further.
Once you have set up your account there is one more set before we can approve you for bookings, which is ensuring you have the correct qualifications and identification documents. This section will talk through how to upload documents for verification.
On the home screen navigate to the left bar and select the icon that looks like a piece of paper, when hovering over it ‘verification documents’ will pop up as text, showing you have selected the right one. Select this.
You will then be taken to the verification documents page, here you will see what documents is needed to be registered with us as an assessor, the verification status and an overview of how many documents have been verified, are awaiting verification, or are not uploaded.
If you scroll down you will see a list of each document, to upload the specified document select the three dots next to the document you would like and select upload.
Next you will be taken to an upload page. On the upload page click choose file and find the document you would like to upload (this can also be done by dragging and dropping into the box that reads ‘no file chosen’).
Once the file has been selected, click done.
Once done you will see that the document will be pending at the top of the screen, this means that it is awaiting review from our office team to ensure everything is in order.
A member of the team will either approve it or reject your documents. If rejected a reason will be provided so that you can amend and reupload.
Once your account is up and running and you will be able to view your assessment booking. There are two ways to view these lists; view and Calendar view.
Calendar view is what is on the home page of your account when you login. This allows you to see all booked sessions across the months.
To navigate between each month, select the arrows in the top right corner. Each time you select an arrow it will move one month in the direction chosen. Back arrow will take you back to the previous month. Forward arrow will take you to the next month.
If you are on a future or past month and want to be taken to today’s date select the today button between the arrows and you will be brought back.
This will show all your sessions in the form of a list, detailing the dates, time, and the support professional.
To navigate to the list view, select the recent sessions tab towards the top of the page. In the upper left-hand corner, you will see a box saying all, if you select this you can filter to only see certain sessions.
Once you have had a session with a client you will need to review and approve them. These should be signed within 24 Hours of the session taking place. To review and sign a session follow this process:
The team are here to support you as and when needed. Please do not hesitate to contact us via the link below.
We want our website to be as accessible as possible, so our team is busily editing a BSL video for this section.
