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Using the Edit User Screen


Overview

This screen is used to view or update information for a specific user. Each user can update contact information as it changes.

Super users can update information for any user or super user for their agency as well as change sub-agency assignments and deactivate user access to the Child Development Management Information System (CDMIS) Web site.

Note: Do not change use this screen to change the user's name. If the person who is accessing the CDMIS Web site has changed due to staff leaving the agency, deactivate the old user's access and add the new person as a user so they have their own username and password. Security of the family information submitted by the agency is crucial and only those who should be accessing the information on the CDMIS Web site should have usernames and passwords.

Important Reminder

Do not click the "Back" button on your browser - this may result in errors or duplicates. Use the navigation buttons and links on the screen.

You must always click the "Save" button when you enter information on the screen in order to send it to the CDMIS staff.

Required Information

Required information is marked with an asterisk"*"
For every user, you must enter:

Step-by-Step Instructions

To Update Information:
  1. On the Edit User page, make necessary changes to the user's contact information and click the "Save" button.
    Result: If all information was provided, the message "User Information Updated Successfully" will be displayed. To return to the Users page, click the "Return to previous page" button.
  2. Read error messages listed in red and add or change information to make corrections.
  3. Click the "Save" button at the bottom of the screen. Repeat this process until no more errors are displayed.
  4. Click the 'Return to previous page' button at the bottom of the screen.
    Result: The "Users" page is displayed.
To Deactivate a User or Super User (Super Users only):
  1. On the Edit User page, check the box towards the bottom of the screen just above the "Save" button next to "Deactivate User" and click the "Save" button.
    Result: The message "User information has been updated successfully." will appear. This user will no longer be able to log in to the CDMIS Web site.
  2. Click the "Return to previous page" button at the bottom of the screen.
    Result: The "Users" page is displayed.
To Reactivate a Deactivated User or Super User (Super Users only):
  1. On the Edit User page, check the box towards the bottom of the screen just above the "Save" button next to "Request Activation" and click the "Save" button.
    Result: The message "User information has been updated successfully." will appear. CDMIS staff will be notified of a user reactivation request. When the request has been approved, the user/super user will be able to log in to the CDMIS Web site again.
  2. Click the "Return to previous page" button at the bottom of the screen.
    Result: The "Users" page is displayed.

What Happens Next

After you complete all the required information about the user and click the "Save" button, the new information is stored on the at the CDE computer.

If you are a super user and you have clicked the "Deactivate user" check box, the user is immediately deactivated and cannot access the web site.

If you are a super user and you have clicked the "Request Activation" check box:

  1. CDMIS Staff review user requests within five business days.
  2. If the user is approved, they will receive an e-mail from CDMIS support. This notification includes the name of the person who added this user originally to the system to call for a password.
  3. If the new user request is disapproved, the agency super user can go to the Users screen and see the reason why CDMIS disapproved the user request. The agency super user can contact CDMIS Staff at the number below if they have questions.
  4. If the user cannot remember their password from the last time they logged in, the user should contact the agency super user for assistance.
  5. If the agency super user is not available, the user can contact CDMIS Staff for assistance.
  6. Once the user logs on to the web site, the user is required to change their password (assuming it has been more than 90 days since they last logged in to the system).

About the User's Current Status

A user can have only one of three current status levels:

About Users and Sub-Agency Reporting

Reporting by sub-agency is optional - agencies do not have to report by sub-agency.

Reporting by sub-agency is available for CDD-801A reports - agencies cannot report by sub-agency with CDD-801B reports.

A super user has access to CDD-801A reports for all sub-agencies - a user must be assigned to one sub-agency if he or she is to enter CDD-801A reports.

If you are a super user, you can change a user's sub-agency assignment on this page by selecting a different sub-agency from the drop down list and clicking the "Save" button.

A user can be assigned to only one sub-agency.

A user cannot change his or her own sub-agency assignment - only a super user can change a sub-agency assignment.

How to Exit the Edit User Screen

Questions:   CDMIS Staff | cdmis@cde.ca.gov | 916-445-1907
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