Authorized Representative

Use this process to capture authorized representative information for EAP as well as add, edit or delete authorized representative records.

Process Steps:

The Authorized Representative page displays.

1. In the Dates section:

   • Enter the Effective Begin Date.

   • Enter the End Date.

2. In the Authorized Representative Details section:

   • Select the authorized representative’s Prefix.

   • Enter the authorized representative’s First name.

   • Enter the authorized representative’s Middle name.

   • Enter the authorized representative’s Last name.

   • Select the authorized representative’s Suffix.

   • Enter the authorized representative’s Phone #.

   • Enter the authorized representative’s Organization Name.

   • Enter the Street #.

   • Enter the Fraction.

   • Select the Pre-Direction.

   • Enter the Str. Name / Rural Addr.

   • Select the Street Type.

   • Select the Post-Direction.

   • Select the Dwelling Type.

   • Enter the Address 2 / PO Box.

   • Enter the City (required).

   • Select the State (required).

   • Enter the Zip (required).

2. In the Authorized Representative Permissions section:

• • Select Yes or No for the Allow authorized representative to view data dropdown menu.

  • Select Yes or No for the Is the Authorized Representative 18 years or older? dropdown menu (required).

  • Enter the Duties to authorize for this person (required).

3. Click Add.

4. Click Save + Continue.

Results of the Procedure:

The name, address, contact and permission details are captured for the Authorized Representative.

Updated 10/03/2016