Reference Guide Module 1: Getting Started August 2014

Washington State’s Performance Based Prevention System

Reference GuideModule 1: Getting Started

August 2014

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Performance Based Prevention System (PBPS)Reference Guide

Welcome to the Performance Based Prevention System (PBPS) Reference Guide. PBPS is Washington State’s data entry system used to track participants involved in publicly funded prevention activities.

This is Module 1 of 5, Getting Started. In this guide you will learn how to Log into PBPS, Create and Edit User Accounts, and Troubleshoot common login issue.

Division of Behavioral Health and Recovery PBPS Reference Guide: Module 1 Getting Started

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At any time you can click on the icon in the bottom right corner of the page to return to the Content Guide.

Sometimes an icon will appear in the top right corner of the page you are viewing. Hover over the icon to read quick tips about the content you are viewing.


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Content GuideGetting Started

Log into PBPS

User Accounts

Troubleshooting

Create User Accounts

Edit User Accounts

Review Organization Info

Change your Password

Deactivate an Account

Forgot Login Info

User Access in PBPS


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• PBPS is a 24/7 web-based system– www.kithost.net/wa

• Select Enter Services Data for 2013-2015

Log into PBPS

SELECT

Getting Started


http://www.kithost.net/wa

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• Enter your User ID, Password and Organization ID– Talk with your supervisor for this information if you do

not have it

• Select Login

Log into PBPS

Getting Started

1. ENTER

2. SELECT


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• Your Home screen will look like this

Log into PBPS

Getting Started


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• Create User Accounts– You will need to create User IDs and Passwords for all

staff that will be using the system– From your Home page select Administration

Getting Started User Accounts


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• Create User Accounts– Select Staff Add


#1 #2


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• Create User Accounts– COMPLETE all

YELLOW text field boxes, then select Save

– GREY boxes are optional fields

Getting Started Create an Account

#3


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• Edit User Accounts– To edit an

existing account

• Select the Administration Tab from your Home screen

• Select Staff


#1


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• Edit User Accounts• On the next page it

will display your user information.

• To see all user accounts select Search.


#2


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• Edit User Accounts– Make sure the Show

All button is selected

– Click Select next to the name of the account of the account you want to edit


#3


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• Edit User Accounts– Select Edit to make

any changes. Once you have finished editing, select Save.

– IMPORTANT: If you forget to save your changes they will be lost.


#4


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• Edit User Accounts– You can change staff permissions to control the level of access a

particular user has two ways


1. When Editing the account you can change the Title of the staff, which has preset permissions


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• Edit User Accounts


2. Select Permissions, on the next screen select Edit, manually change each level of access, and then select Save

#1

#2


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• Review Organizational Information– Check your

organizational information that was pre-entered into PBPS for accuracy

– From your Home page, select Administration, then Organization



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• Review Organizational Information– Making changes is like

Editing staff information

• Select Edit, change any information, and then select Save

– The MOST IMPORTANT information to update is the Primary Contact Information



EVERGREEN COMMUNITY

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• Change your Password– The default login for all new administrative accounts is:

• User ID: admin• Password: pass• Organization ID: DBHR will supply this for your first login

– PLEASE CHANGE your Password and User ID upon initially logging in

– PBPS has no rules for password set up, meaning no minimum characters, no required special characters, etc.

Getting Started Troubleshooting


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• Change your Password– Select Administration from your Home page– Select Change Password– After entering the necessary information select

Submit



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• Deactivate an Account– You may have staff turnover, or other reasons a staff no longer needs

access to PBPS– From your Home page, select Administration Staff Search– Select the staff you want to deactivate, click Edit, then change the

Status to Inactive and Save



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• Forgot your Login Information– If you forgot your login information, select

I forgot my Password! From the PBPS Login page



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• Forgot your Login Information– Enter the Email address that you entered when setting up your user

account– Select Send It!– In a few minutes your login information will be emailed to your account



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• Forgot your Login Information– If this does not resolve the problem, contact

your Community Coalition Coordinator or County Coordinator

– If they cannot provide you the login information, please send a Help Ticket to [email protected] and someone at the Division of Behavioral and Recovery (DBHR) will provide you with the information



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• User Access in PBPS– If you find you cannot access certain pages

or modules in PBPS it may because of your Permission settings

• Review how to change Permissions

– Not all staff can change Permissions, so check with your supervisor or Coalition Coordinator if you need assistance with changing your settings



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For more information on using PBPS, please review the other PBPS Reference Guide Modules

Module 2: PlanningModule 3: Service EntryModule 4: ReportsModule 5: Billing

If you need further assistance on any topic covered in this Reference Guide, please contact your Prevention System Manager at DBHR.


Documents

Reference Guide Module 1: Getting Started August 2014