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Page 1: User guide - edirect.e-guvernare.ro · 1.3 Search for services using the interactive map The portal allows you to search for services and procedures using the interactive map. Thus,

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User guide Citizens / Business environment

Page 2: User guide - edirect.e-guvernare.ro · 1.3 Search for services using the interactive map The portal allows you to search for services and procedures using the interactive map. Thus,

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Content

1. Information sections .............................................................................................3

1.1 Service catalog ................................................................................................4

1.2 Complete Catalog of Procedures ....................................................................6

1.3 Search for services using the interactive map................................................9

2. Account request ..................................................................................................13

2.1 Request a new account Citizen account .......................................................13

2.2 New account request Company account .....................................................14

3. Login ....................................................................................................................17

4. Manage user profile ............................................................................................18

4.1 Account details .............................................................................................19

4.2 Select account type ......................................................................................20

4.3 Claim Rights ..................................................................................................21

4.4 Change email ................................................................................................23

4.5 Password change ..........................................................................................23

5. Create request .....................................................................................................24

6. My requests ........................................................................................................29

6.1 My requests ..................................................................................................29

6.2 Response to the request for clarification .....................................................31

6.3 Historical consultation activities within the request ....................................33

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1. Information sections

Using any of the common browsers, to access the portal is eDirect. From the main menu you can

access information portal sections (sections that do not need to login).

Service catalog

o Cross-border services

o National services

o Complete service catalog

Regulated professions

Fields of activity

General information

Contact

Create request

User guides

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1.1 Service catalog

For consultation procedures, using both service catalog, where users are able to view procedures

structured by area of interest, ie services, and search field "Search".

Thus, the main menu click on "catalog services", then select from the desired "cross-border

services" (procedure for citizens of the EU), "National Service" (procedures for citizens Romanian

and "catalog services ".

Choose the type of procedure for individuals or legal entities.

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Identifies the desired domain of interest , then click the button associated with the service title .

In the case of multi-service domains of interest, to view the complete list , click the "View all"

button , then choose the service you want .

Look at the list of procedures associated with that service.

To view the details of a procedure, id's ntifică desired procedure using the search field from table

columns, then click on the name of the procedure.

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Thus , on the details of the procedure , information such as: General information about the

procedure, the necessary documents, the final documents (issued by the institution), the

normative acts associated with the procedure and , where appropriate , information on regulated

professions in the procedure ..

1.2 Complete Catalog of Procedures

D in the "Procedures Catalog" section, you can see all the procedures, grouped alphabetically,

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available in the system.

Thus, the main menu click on "catalog services", then select from the desired "cross-border

services", "domestic" and "catalog services".

Click the " View all procedures related to services " button.

You can see the list of procedures grouped alphabetically. The user has the possibility to filter the

list of procedures by the letters of the alphabet.

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Using search filter can be identified p ROCEDURE different criteria such as a keyword in the

procedure, the county where there is procedure, the institution he procedure, the subject matter

to which it belongs forced procedure, the type of person (natural or legal entity) to which the

procedure is addressed.

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To view the details of a procedure, click on the name of the procedure.

1.3 Search for services using the interactive map

The portal allows you to search for services and procedures using the interactive map. Thus, the

main menu click on "catalog services", then select from the desired "cross-border services",

"domestic" and "catalog services".

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Press the "Search for services in your area" button.

Choose the category of users for which to search procedures (individual or business environment).

Use the interactive map to identify the county / city , respectively the desired structure. Thus ,

select fields can be selected or you can choose the county directly from the interactive map , then

click the "Continue" button.

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Once filtered , you can consult the services available according to the search criteria. To review

the procedures associated with the services available , Click the service name.

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The list of procedures associated with the service selected in the previous step is displayed. To see

the details of a procedure , click on the procedure name .

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2. Account request

2.1 Request a new account Citizen account

From the main menu click on "New Account", then choose "Citizen account".

Complete the electronic form with specific information , then click the "Save" button.

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At the email address specified in the form , the user will receive a notification to confirm the access

account request.

Press the confirmation link in the email content. After confirmation, the access credentials are

active and the user can log into the portal.

2.2 New account request Company account

From the main menu, click the "New account" button , then select the "Company account"

option.

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Fill in the electronic form with information sp e cific then click on "Save".

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NOTE: The system validates the correctness of the data in the form. Thus, while the information

on CUI your company or your company administrator are not validated enrollment request is

approved.

The email address specified on the form user will receive a notification confir m area account

access request. Click the confirmation link in the email content. Once confirmed, access

credentials become active and the user can log in to the portal.

3. Login

From the main menu, click the "Connect" button.

Choose one of the authentication options :

eDirect - Authentication is done using the access credentials obtained by completing the

electronic form within the portal.

ghiseul.ro - authentication is done using the access credentials used on ghiseul.ro portal

Digital certificate - if the user already has an active account its n portal authentication can

be performed automatically using a digital certificate (under the email address in the

certificate is identical to the email address associated with your account from portal).

The user and password are filled in , the "I'm not a robot" field is marked , then the "Login" button

is pressed .

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Choose the role that used to operate in the port tor Lulu, then press the "Select account".

4. Manage user profile

From the "My Account" menu , the user has the ability to manage user account details with the

following options :

Account details

Select account type

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Claim Rights

Change email

Password change

4.1 Account details

From the context menu, click the "My Account" button , then choose "Account details". .

Thus , the user has the possibility to view the details filled in the request for the portal access

account.

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To update the current information , click the "Modify" button. Update the information in the

electronic form , then click the "Modify" button.

4.2 Select account type

If the user has multiple roles within the portal (for example, he may act as a natural person or a

company representative) , he has the ability to change, without re -requiring the role, for his role.

From the contextual menu, click the "My Account" button , then choose "Choose account type".

Choose the role that the user wants to continue to operate within the portal , then click the "Select

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account " .

4.3 Claim Rights

This option is used only in their case the user is an employee of a competent authority / or a

company that will operate the electronic files transmitted via its platform.

From the context menu, click the "My Account" button , then choose "Request Rights".

In order to request an operator 's rights , press the "Institution Operator" button.

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The chosen institution and service / compartment is selected , then click on the "Send"

button.

The administrator will take over the institution and validate the application and turn it Role as

requested by its user..

To request operator rights for a business , press the "Business Operator" button.

In the electronic form, fill in the CUI of the company , then click on the "Submit" button.

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Portal validated by the current user data, applications and displays it to companies available it can

become operator.

4.4 Change email

If the user wants to change the email address specified when creating the account, from the

context menu click on "Account Details", then choose "Change email".

Update the form with the desired information , then click on the "Change email" button.

4.5 Password change

If the user wants to change the password -and specified when creating the account, from the

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context menu click on "Account Details", then choose "Change Password".

Fill the form with specific informa tion, then click on "Change Password".

5. Create request After logging into the portal, d in the main menu click on "Create request".

From the list of procedures is identified desired operational procedure using the search field

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from the table columns. The list contains both information procedure (not permit launching of

applications) and operating procedures (allowing release request).

Press release request associated procedure " Create request " .

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Choose s ervice / compare t imentul which will launch the application.

In the "Documents submitted" section, the documents are uploaded in electronic format. So,

click the " Upload Document " button . If there is a document template, it can download to

complete, the column "template".

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If appropriate, make a description to the attachment that will be sent in the request, then click

on "Browse" and identifies the document on the local machine.

Once the document has been identified, click the "Upload" button.

If necessary , attach other documents by pressing the "Load other documents" button.

In the "Remarks" is filled message r's do it (if any), and it marks the "I agree AADR to use my

personal data" then click on "Create request".

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Following the launch of the application, both the portal and email address, the user will receive a

notification, notifying them that the request was submitted successfully. Also, when the operator

of the institution will take request, the user will receive an email notification to that effect.

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6. My requests

6.1 My requests

In the "My Applications" viewable both online requests sent to INS t ituţii and answers emailed

operators institutions.

Thus, in the context menu, click on the "My Requests" button. The table contains the following

information :

Nr. PISEG - the unique identification number of the request.

Name procedure - name of the procedure for which the request was initiated.

Structure - name of the structure to which the request was initiated (structure within the

institution).

Location - the location where the institution to which the request was made is located .

Applicant - The name of the person who launched the request.

Institution operator - the operator of the institution that took over the request for

resolution.

Date of launch - the date of the request to the institution

Expires in (days) - the number of days remaining p NA in fulfilling the request operator

organization.

Status - the status request is found.

Actions - actions that can be taken on the request.

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Depending on the activity within an application that can be found in ur m ătoarele states:

Initiated - the request was submitted by the citizen and is to be taken over by the operator

of that institution .

At work / received - the request was taken over by the operator.

Stop (The applicant must provide clarifications) - The operator has launched a call for

clarification by the citizen and it will have to respond within the time specified in the

procedure.

Clarifications submitted by the applicant - tert eanul citizens submitted the clarifications

requested by the operator.

expired - the request was not taken / resolved within the deadline specified by the

operator of the institution in the procedure .

Closed - the citizen did not respond to the request for clarification sent by the operator

within the deadline specified in the procedure .

settled - the request was resolved by the operator.

Thus , complete information on the request sent to the institution can be found.

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In order to send a new message , the "Send request" field is filled in the request, a file is loaded,

if necessary, by pressing the "Add file" button.

6.2 Response to the request for clarification

If the operator institution requires the user who sent the request a request for clarification, it

must respond within the set the procedure to clarify that (also address the user's email will

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automatically be sent a notice to that effect) .

Thus, from the context menu click on "My Applications" list identifies existing applications with

the status request "request for clarification" and then click on " - Request details ".

In the "requests sent" consult message sent by your institution, AND then to send clarification,

make the message in the "comments" (attach documents if necessary) and click on "Send

clarification".

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6.3 Historical consultation activities within the request

Within an application, the user is able to see the history of work performed (by both useful ized,

and the operator). So , in the context menu, click the "My Requests" button.

Identify the desired request , then press the " - Request details ".

Request details page is to press the button "application state history."

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All the activities performed within the request can be consulted.