New functionality to allow you to manage your monthly communications reports

This message was prepared for Registrants by the Registration Unit of the Office of the Commissioner of Lobbying

* New Functionality – Managing your monthly communications reports *

We wish to advise you that the Lobbyists Registration System now contains a new functionality that will allow you to manage your monthly communications reports.

What does it mean for you? The possibility, from your Registrant dashboard, to amend or cancel a certified communications report that is either on-hold or that has already been published. As before, you will still be able to edit or delete a communications report that has not yet been certified.

How does it work? You can manage your communications reports by following the steps below:

Amending a certified communications report:

1. From the "Current Activities" tab of your Registrant Dashboard, click on the "View Listing" link under the "Communications" heading, beside the registration for which you wish to amend a communications report;
2. Find the communications report that you would like to amend. You may have to use the month/year selection at the top of the Communication Entries table to display the appropriate month listing.
3. Click on the "Amend" link adjacent to the communications report you wish to amend;
4. Click on the "Confirm" button if you wish to complete the amendment process (or click on "Cancel" if you do not want to proceed with it);
5. Amend the information you wish to modify then click on "Save and Continue" at the bottom of the page;
6. Click on "Certify" if you are satisfied with the modifications you just made (or click on "Edit" if you would like to make further modifications to your communications report);
7. Check the confirmation box and provide the reason for amending this certified communication report;
8. If this communication report was "on-hold", you can select to publish it now or publish it on the deadline date for the communication (if it had already been published in the Communications Registry, the amended information will be published automatically);
9. Finally, enter your username and password and click on the "Submit Communication" button.

Expected results: If you amend a certified communications report, this amended version will replace the previous one. The new communications report will be available within the Registry and the original version will always be kept in the Office of the Commissioner of Lobbying's database.

Cancelling a certified communications report:

1. From the "Current Activities" tab of your Registrant Dashboard, click on the "View Listing" link under the "Communications" heading beside the registration for which you wish to cancel a communications report;
2. Find the communications report you wish to cancel. You may have to use the month/year selection at the top of the Communication Entries table to display the appropriate month listing.
3. Click on the "Cancel" link adjacent to the communications report you wish to cancel;
4. Check the confirmation box and provide the reason for cancelling this certified communication report;
5. Finally, enter your username and password and click on the "Certify" button.

Expected results: If you cancel a certified communications report, it will not be available within the Registry but it will remain in your Registrant dashboard with a "Cancelled" status.

Editing a communications report that has not yet been certified:

1. From the "Current Activities" tab of your Registrant Dashboard, click on the "View Listing" link under the "Communications" heading, beside the registration for which you wish to edit a communications report;
2. Find the communications report you wish to edit. You may have to use the month/year selection at the top of the Communication Entries table to display the appropriate month listing.
3. Click on the "Edit" link adjacent to the communications report you wish to edit;
4. Edit the information you wish to modify then click on "Save and Continue" at the bottom of the page;
5. Click on "Certify" if you are satisfied with the modifications you just made (or click on "Edit" if you would like to make further modifications to your communications report);
6. Check the confirmation box and, finally;
7. Enter your username and password and click on the "Submit Communication" button (or if you change your mind and do not want to certify your communications report right away, click on the "Cancel" button).

Expected results: If you amend a communications report that has not yet been certified, this amended version will be published on the Registry once it has been certified (unless you choose to put it on hold for publication on the deadline date for this communication).

Deleting a communications report that has not yet been certified:

1. From the "Current Activities" tab of your Registrant Dashboard, click on the "View Listing" link under the "Communications" heading beside the registration for which you wish to delete a communications report;
2. Find the communications report you wish to delete. You may have to use the month/year selection at the top of the Communication Entries table to display the appropriate month listing.
3. Click on the "Delete" link adjacent to the communications report you wish to delete;
4. Click on "Yes" to confirm that you would like to delete this communications report (or click on "Cancel" if you do not wish to proceed with the deletion).

Expected results: If you delete a communications report that has not yet been certified, it will never be published on the Registry. It will also be removed from your Registrant dashboard.

We hope that you will find this new functionality useful. Please do not hesitate to contact us if you have any questions or require further assistance.

Please do not hesitate to contact us if you have any questions or require further assistance.