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Determine what information
you need to provide in the profile
Although the profile contains many parts and fields,
the ones that must be completed vary by group. Use the two procedures
below to help you determine the following:
- Which parts and fields your groups require
- What information you need to gather in order to complete them
Perform the procedures in the following order:
-
Determine what profile information
you need to provide for the global reference network
-
Determine what profile information you need to provide
for your local/regional group
For an overview of the profile process, see
Why
should your institution complete a profile and keep it up-to-date?
For help with the next step in the profile process, see
Gather
the needed information.
Determine what profile information
you need to provide for the global reference network
To determine what information you need to provide in
the profile for the global reference network:
| |
Action |
Result or Note |
| 1 |
Log on to QuestionPoint using your institution administrator authorization
number or another authorization number with the edit-profile privilege. |
|
| 2 |
If the Profile module is not displayed, click Profile at
the top of the screen. |
The system displays the Profile module. |
| 3 |
If Institution Services is not displayed,
click the Institution Services tab in the
main menu. |
In Institution Services, the activation
status of your institution's profile is listed for each
group in which your institution may participate. A Requirements button and
a Submit button appear for each group. |
| 4 |
Click the Requirements button for the global
reference network. |
In a separate browser window, the system displays a list
of the profile approval requirements for the network, including
each required part/field and its current status:
OK indicates
that the required part/field contains some information, which
may or may not be correct and complete.
Not
OK indicates that the required part/field contains
no information. |
| 5 |
Print the requirements for the network and close the separate browser
window. |
|
| 6 |
Go to and print each required part of the profile to learn
what information is needed for that part. |
Note: For help, see
Navigate
the parts of the profile. |
Determine what profile information
you need to provide for your local/regional group
To determine what information you need to provide in
the profile for your local/regional group:
| |
Action |
Result or Note |
| 1 |
Log on to QuestionPoint using your institution administrator authorization
number or another authorization number with the edit-profile privilege. |
|
| 2 |
If the Profile module is not displayed, click Profile at
the top of the screen. |
The system displays the Profile module. |
| 3 |
If Institution Services is not displayed,
click the Institution Services tab in the
main menu. |
In Institution Services, the activation
status of your institution's profile is listed for each
group in which your institution may participate. A Requirements button and
a Submit button appear for each group. |
| 4 |
Click the Requirements button for your
local/regional group. |
In a separate browser window, the system displays a list
of the profile approval requirements for the group, including each
required part/field and its current status:
OK indicates
that the required part/field contains some information, which
may or may not be correct and complete.
Not
OK indicates that the required part/field contains
no information.
Notes:
If
required parts or fields are listed, they are likely to be some
of the same ones required by the global reference network.
If
no required parts or fields are listed, you can close the separate browser
window, click the Submit button for the group,
and skip steps 5-6.
|
| 5 |
Print the requirements for the group and close the separate
browser window. |
|
| 6 |
If your local/regional group requires any parts
or fields not required by the global reference network, go to and
print each of them. |
Note: For help, see
Navigate
the parts of the profile. |
|
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