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How can a company add other types of cards to a cardholder profile?
This article will detail how a company can add other types of cards to an RIW cardholders profile.
Other cards may include details of cards the cardholder holds in other schemes. Competencies are not shared or imported via this process, but it allows these other cards to be associated with the cardholders profile for reference only.
This instruction applies to the following RIW System User Roles:
- Advanced Project Admin
- Employer Admin
- Employer Admin - No Payment
- Employer Admin - Read Only
- Helpdesk
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
Step 2: Search for People
On the main dashboard, click on the Search for People shortcut
Step 3: Search Criteria
Search for the cardholder by adding information in the criteria fields and clicking on the Search button.
Step 4: Select the Individual
From the returned search results, highlight the cardholder record and click on the Edit button.
Step 5: Select the Other Cards menu
From the left hand tab menu, click on the Other Cards tab to display the following screen. To add a new card, click on the Add button.
Step 6: Create Other Card
On the Create Other Card pop up, fill in the card type, card number, name on card and expiry date (if known). Check the box acknowledging that the RIW System User has the permission of the cardholder to register the card. Click Save when complete.
This feature is currently not well-utilised. Card types can only be updated by the RIW Service Desk. If you wish to make use of this feature, please contact the RIW Service Desk to discuss updating the available drop down card type options.
RIW Knowledge Centre Article Link:
https://support.riw.net.au/support/solutions/articles/51000149691
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