When a user’s contact information changes, the user may change their own information in PMS. Users have the ability to modify their:
Changes to a user’s email address or their first name will require confirmation from the user’s supervisor followed by verification and approval from PMS staff. Users can only update their own information.
Users can access the ‘Update Contact Information’ page either from the Home page or from the Dashboard page.
To access the update contact form from within PMS:
Note: Menu options seen will vary depending on the access granted to the user
To access the update contact form from the Dashboard:
If there are no outstanding update requests then the current PMS ‘Contact Information Update Request’ form is shown displaying the users’ current information.
Changes made to the following fields are made following submission, and do not require approval:
Changes made to the following fields require Supervisor and PMS staff approval prior to the change being effective in the system.
To modify contact information navigate to the ‘Contact Information Update Request’ form:
Only one request may be active at a time. The following message will be displayed when there is an outstanding request pending and the user attempts to make additional changes to their contact information. The user will need to wait until they have received the confirmation prior to being able to make additional changes.
Both the requester’s supervisor and PMS staff may reject change requests during their review.
The following email will be received by the user when a change request has been rejected.
To see the rejection reason and to make changes to the request the user will need to log into PMS and navigate to the dashboard to view the ‘Requests Requiring Action’ queue.
To return to the PMS Home page from the Dashboard use the ‘Home’ icon.
Changes to a user’s first name and/or their email address will require approval from their Supervisor, followed by PMS approval prior to the changes being effective.
Note: The Supervisor does not need to have a PMS user name to approve changes.
The Supervisor will receive the following email:
To review the contact change requests: