Help

What is e-Services?

Background

e-Services is an interactive online portal through which you can submit requests for CCI services, and track the status, history, and progress of each submission. This service is free, but you must register (create an account) and login to use it.

CCI has embraced the Internet as a prime means of communication since the mid-1990s. As Web technology has increased over the years, we have expanded and regularly updated the original site. Today, you can access a multitude of conservation information on the site. As well, you can contact us, order publications, register for events, and download service request forms in pdf format.

With the introduction of e-Services, you can also submit and track your requests online. e-Services represents the next logical step in the evolution of the CCI Web site, and supports the federal government initiative Government On-Line (GOL).

Services available

The following CCI services can be requested through e-Services:

• General Information Requests
• Archaeological Services - Conservation Field Services
• Archaeological Services - Conservation Treatments
• Conservation and Restoration Treatments
• Exhibit Transportation Services (to be suspended effective April 1, 2008)
• Equipment Loans
• Facilities Assessments
• Learning Opportunities - Host a CCI Workshop
• Learning Opportunities - Internships
• Learning Opportunities - Advanced Professional Development
• Scientific Services - Artifact Analysis and Examination
• Scientific Services - Product and Material Evaluation
• Scientific Services - On-site Scientific Services
• CCI Tours

Please review the terms of services and fees (if applicable) before submitting a request.

Creating accounts

You must have an account to login to e-Services.

If you already have a CCI Bookstore account, you may login to e-Services using that e-mail address and password combination. You will be asked to verify your existing account information and identify your CCI Eligible Client Category before being directed to your personalized home page.

If you do not have a Bookstore account, click the Create Account button and fill out the form. Your new account can be used for both e-Services and The Bookstore.

Note that each e-Services account must have a unique e-mail address and password combination.

Accessing e-Services

e-Services is accessible directly from the home page of the CCI Web site or by clicking the e-Services logo on any page. Once logged in, a blue navigation bar will appear at the top of the page to help you navigate through e-Services. It contains the following links (see Figure 1):

• Home — access the e-Services home page.
• My Account — access account administration options.
• New Request — access forms to make service requests.
• Forms — access downloadable pdf versions of service request forms.
• Help On — access this document.
• Logout — end your e-Services session.

The availability of CCI services is based on CCI Eligible Client Category. If you do not have access to a particular service request form, it is likely that your organization is not eligible for that service.

Please note: Even if your organization is not normally eligible for a particular service, CCI may accept your request in certain circumstances. Contact CCI Client Services for more information.

Figure 1. e-Services Home Page

e-Services Home

When you login to e-Services, you will be directed to your personal home page, which includes three sections:

• My e-Services
• My CCI Notes
• My Bookstore

My e-Services

My e-Services displays a listing of all e-Services requests you have submitted to CCI, as well as any draft requests. Each item includes the date the request was created, the type of request (e.g. Conservation and Restoration Treatment, CCI Tours, etc.), the current status of the request, and the actions available.

You can customize the presentation of this information by selecting preferred options from the drop down lists associated with the request type and the status (see Figure 1). Pick the “Request type” and the “Status” filters you would like to see, and click Submit. A list of requests based on your selected criteria will be displayed.

Note that there are four “Status” filters from which to choose:

• View All — lists all requests for the selected service type.
• Draft — lists all draft requests for the selected service type.
• Submitted — lists all requests that have been submitted and are being actioned by CCI for the selected service type.
• Past Requests — lists all requests that CCI has completed action on for the selected service type.

Customizing the presentation of your information is particularly helpful if you have a large list of requests. e-Services will remember the last options you selected and present your requests in this order the next time you login.

Each request has certain actions available, depending on its status. Table 1 lists the possible actions.

Table 1. Request Actions

My CCI Notes

The My CCI Notes section of your home page allows you to maintain a selection of Notes for quick reference.

After clicking the My CCI Notes tab, you can view your selected Notes by clicking either the html () or pdf () icon. Note that the html version is better for online reading and the pdf version is better suited for printing.

To remove a Note from your list, click the Trash icon () beside it.

My Bookstore

You can view and track your Bookstore purchases in the My Bookstore section of your e-Services home page. Click the My Bookstore tab for a record of your orders.

e-Services Accounts

You can modify your account, create an additional account, or change your password at any time while logged in to e-Services.

Modifying your account

To modify your account information, click the Edit Account feature under the My Account button on the e-Services navigation bar. When your account information appears, alter the data as needed and click Submit. Your account will automatically be updated.

You will not be able to change the organization named in your account in this manner.

Changing your organization

To change the name of your organization, or if you no longer represent the organization for which you have created the account, contact CCI Client Services.

Adding additional accounts

Once you have created an account, you may use it to request services only for the organization identified in that account. Should you wish to make a service request for a different organization, you will need to create a second account. There are two ways to do this:

• click the Create Account button from the login page and proceed as before
• click the Create Additional Account feature under the My Account button, and fill in the required fields

The second account may use the same e-mail address as the original one, but it must have a different password.

Changing your password

Click the Change Password feature under the My Account button to change your password at any time. When the form appears, fill in the information and click Submit. The password to your account will automatically be updated. Be sure to use this new password the next time you login.

Forgetting your password

If you forget your password, click Forgot password? from the e-Services login section of the CCI home page. You will be asked to submit your e-mail address. Your password will be sent to that address.

Bookstore account

You can access e-Services using a CCI Bookstore account, but you will be asked to confirm and add additional account information the first time you login. Likewise, e-Services accounts can be used to make purchases in The Bookstore.

Service Requests

What is a service request?

When you fill out a request form and save it as a draft or submit it to CCI for processing, it becomes a service request. All requests you make will be displayed on your home page. Each type of request has its own terms of service. To view the terms of service for specific request types, see the Services section of this site.

Making a new request

To make a new service request:

• ensure your account information is up to date
• review the terms and conditions, service standards, assessment process, and fees (if applicable) for the service
• select the service from the New Request button on the e-Services navigation bar
• fill out the form and save it as a draft (to be completed later) or submit it to CCI for processing

Draft requests

If you are unable to complete your request form in one session, you may save it as a draft by clicking the Save as Draft button at the bottom of the request form. The request will appear as a draft on your home page. You can edit it by clicking the associated Edit icon ().

You can save multiple draft requests, but drafts that are not updated within 3 weeks will automatically be deleted from the system.

Request forms

Request forms, where appropriate, are divided into the following sections:

• Request Information — details of the request including description of the request, facility, or object.
• Significance — the historic, aesthetic, social, spiritual, or research significance of the object, site, or facility to the collection, community, or broader Canadian cultural heritage.
• Use — the potential outcomes of the service (treated object, report, meeting, facility assessment, etc.), e.g. accessibility of the object in the case of treatment; information required for treatment in the case of analysis; new knowledge that is generated as a result of the service.
• Key Request Dates — any dates that may affect the completion of the request.
• File Attachments — an opportunity to attach documents and images to further support your request.

Attaching files to requests

You can attach up to 10 MB of data to a request. To attach a file, click the Browse button by one of the five form fields in the File Attachments section of the form and select the desired file. You can attach up to five files in this manner. When you click Save as Draft or Submit, the attachments will automatically be saved with the request. The next time you view the request, you will see a table listing all the files you have attached.

If you need to attach more than five files, attach the first five and then click Save as Draft. Return to your home page, click the Edit icon () beside the request, and attach the next five files. Repeat this process until all files are attached, up to 10 MB.

Note that we can accept only files with the following extensions: jpg, gif, tif, bmp, pdf, doc, wpd, and txt.

Viewing requests

To view a draft request, click the Edit icon () beside the request to view the information that you have previously entered or click the View Request icon () to obtain a printable version of the request.

To view a request you have already submitted to CCI, click the View Request icon () beside the request to obtain a printable version of it.

Deleting requests

To delete a draft request, click the Delete icon () beside the request on your home page. You will be directed to a confirm delete page. Click on the Yes button and the request will be removed permanently from the system.

Only draft requests can be deleted from e-Services in this manner.

Cancelling requests

To cancel a request that has already been submitted, you will need to contact CCI Client Services.

Request statuses

Table 2 lists and describes the possible request statuses.

Table 2. Request Statuses

Request eligibility

If a request type is greyed out in the menu bar, your organization may not be eligible to receive that service. Contact Client Services if you wish to discuss the request further.

Request Information and Enquiries

When CCI officially records your request, activity on it begins. From this point on, you will receive regular updates through e-Services. When an update is made, a red exclamation mark will appear beside the request. You can see the update by clicking the associated Request Information and Enquiries () icon.

Request Information and Enquiries

This page has two components: Request Information and Request Enquiries.

Request Information

CCI will maintain a record of your request that includes information such as project type, status, information, leader, attachments, etc. You can view this information by clicking the Request Information and Enquiries () icon beside the request on your e-Services home page. The information will be updated whenever certain milestones are reached or the status of the request changes. A red exclamation mark will appear beside the request on your e-Services home page whenever an update has been made.

Request Enquiries

If you have a specific question about your request, or would like a general update, click the Request Enquiries tab from the Request Information and Enquiries page. Type your question in the box and click Submit. Your question will be forwarded to the project leader. When the response is received, a red exclamation mark will appear beside the request on your e-Services home page. To view the response, click the Request Information and Enquiries () icon beside the request, and then click the Request Enquiries tab. A history of all your enquiries, and the responses, will appear on this page.

Once you have submitted an enquiry, you will be unable to submit another one until the first one is answered. If you attempt to submit another enquiry by clicking the Request Enquiries tab, you will see a notice that your latest enquiry has yet to be updated. You can notify the project leader and e-Services manager that you are awaiting a response to your enquiry by clicking the Send Reminder button.

To avoid this situation, you can ask multiple questions within a single enquiry.

Cancelling a request

If you need to cancel a request, contact CCI Client Services.

Eligibility and Fees

Some e-Services are available only to certain clients, and some have a fee associated with them. To determine which services you are eligible to receive, determine your CCI Eligible Client Category, and consult the Service Eligibility and Fees tool . If you have difficulty, contact CCI Client Services for assistance.

CCI Notes

CCI Notes deal with topics of interest to those who care for cultural objects. Intended for a broad audience, the Notes offer practical advice about issues and questions related to the care, handling, and storage of cultural objects.

The CCI Notes are available online for all e-Services clients. To access them, login to e-Services and click the CCI Notes link in the left-hand menu or the My CCI Notes tab on your e-Services home page.

Access is free and automatic for approved clients in Canada, but must be purchased through The Bookstore for clients outside Canada.

CCI Notes that you use frequently can be added to the My CCI Notes section of your home page.

Viewing Notes

You can view all CCI Notes from the CCI Notes page, or your selected Notes from the My CCI Notes section of your home page.

Two icons appear with each listed Note:

The html icon () allows you to view the Note in html format. This is the recommended option if you are going to read the Note online.

The pdf icon () allows you to view the Note as a pdf document. This is the recommended option if you want to print the Note as it appears in the original hardcopy format, or save a copy to your disk. Note that most pdf Notes are more than 2 MB, and may take some time to open or download.

An additional icon ( ) appears beside each Note listed in the My CCI Notes section of your home page. Click this icon to delete the Note from your home page.

After opening a Note, you will see four icons on the top of the page:

Adding Notes

To add a Note to the My CCI Notes section of your home page, click the View Notes icon () or the CCI Notes link in the left-hand menu. You will be directed to the CCI Notes page, where you will see a listing of Notes organized by category. To view the Notes within a category, click the Expand All button () beside it. Click the checkbox beside each Note you want to add to the My CCI Notes section of your home page (if you want to add all the Notes in the category, click the checkbox beside the category name). Click the Collapse button () beside the category name to close the list. Proceed through the categories to choose as many Notes as you want. When you have finished, click the Submit button at the bottom of the page, and the Notes you have selected will be added to your home page.

You can also add a Note to the My CCI Notes section of your home page by clicking the Add Note icon () while viewing the html version of the Note.

Removing Notes

There are three ways to remove a Note from the My CCI Notes section of your home page:

• click the Trash icon () beside the Note
• click the Remove Note icon () on the html version of the Note
• deselect the checkbox from the CCI Notes page and click the Submit button at the bottom

Technical Problems

If you are having technical problems, please fill out the form below and click the Submit button. Indicate the page on which the problem occurred, and include any error messages you may have seen.