3 Steps in Affiliating an Individual Consultant to a Firm

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3 Steps in Affiliating an Individual Consultant to a Firm
The following steps outline how a Consulting Firm initiates the process of affiliating experts for subsequent confirmation by the Individual
Consultants. CMS simplifies the affiliation of an Individual Consultant to a Firm into 3 steps, as discussed in this Quick Reference Guide
(QRG).
Adding an Individual Consultant
as Key Expert
STEP 1
STEP 2
Confirming the Affiliation by
Individual Consultant
Verifying the Status of the
Individual Consultant
STEP 3
STEP 1. ADDING AN INDIVIDUAL CONSULTANT AS KEY EXPERT
Person Responsible for Step 1 is
the Consulting Firm
Representative.
1. Login as a Consulting Firm
Representative. Launching the
Consultant Management System (CMS)
brings you to your CMS Dashboard. You
can add a Key Expert by clicking the
Profile tab.
2. Select Key Experts sub-menu.
3. Click the Add Key Expert(s) button.
4. You will be directed to the Key
Experts page. Add the required
information such as the affiliation type
and the expert. Required Information
are as follows:
a. Affiliation Type—click the dropdown
button to choose from the
selection (Full Time Staff,
Retainer, Part Time Staff and
Other).
b. Expert’s Information—details of
the individual consultant that you
would like to add as member of
your firm. Fields required are Last
Name, First name, Email Address,
Country of Birth, and Date of
Birth.
5. Click the OK button.
4a
4b
The Email Address that will be used when affiliating the Individual Consultant must be
the same as the one used by the consultant when he/she registers in CMS.
STEP 2. CONFIRMING AFFILIATION BY INDIVIDUAL CONSULTANT
Person Responsible for Step 2 is
the Individual Consultant.
1. Login as an Individual Consultant.
Launching the Consultant
Management System (CMS) brings you
to the CMS landing screen. Click ADB
CMS Individual Consultant to be
directed to your CMS Dashboard.
2. In the Dashboard, click on the
Project Name or the Go To Task
button. This will open the Profile
screen.
CMS 037029 John Doe
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STEP
2. CONFIRMING AFFILIATION BY INDIVIDUAL CONSULTANT (CONT’D)
3. In the Profile screen under Consultant
Details menu, proceed to the
Company Affiliation zone.
4. Click on the Details button.
5. The Company Affiliation screen will be
displayed. This form is sectioned into
two different zones:
a. Affiliation Details—it displays
the Type of Affiliation, Affiliation
Status and an option to allow the
company to view your profile.
Review your Type of Affiliation,
confirm your affiliation by
selecting Confirmed from the
drop-down list and choose Yes/
No to grant the company an
access to view your profile.
b. Firm Details—this zone displays
the information details of the
company.
6. Click the OK button.
7. In the Profile screen, proceed to the
Company Affiliation zone.
8. Check your Affiliation Status and it
should be changed to ’Confirmed’.
9. Click the Save button.
5a
5b
You have the option to revert your
decision by clicking the Details
button and change your Affiliation
Status to Declined.
Australia
143 Groove Avenue
Blue Mountains
NSW
12345
+614-123-4567
john_doe@gmail.com
john_doe@yahoo.com
STEP 3. VERIFYING STATUS OF INDIVIDUAL CONSULTANT
Person Responsible for Step 3 is
the Consulting Firm
Representative.
1. Login as a Consulting Firm
Representative. Launching the
Consultant Management System (CMS)
brings you to the CMS landing screen.
Check the status of the Individual
Consultant by clicking the Profile tab.
2. Select Key Experts sub-menu.
3. From the Key Experts list, look for the
name of the expert and check the
Affiliation Status. The status should be
changed to Confirmed.
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