Document Actions
The steps to change an officer's or trustee's details online
- Select Maintain Organisation Details then Update Organisation Details from the menu on the left of the screen.
- If this is the first time you are using this service in this session, a help screen will be displayed. Select OK to continue.
- If you know the organisation number enter it on the next field. To find the organisation number use the Locate Organisation button to search for and select the organisation number.
- Select Continue to display the 'Your Contact Details' screen.
- If you are a casual user (that is, not logged on) enter your contact details.
- If you logged on as a registered user these details will already have been entered for you. Check your phone, fax and email details and edit them if required.
- If you want the system to save your contact details for the rest of this session (which is useful if you are going to file more documents online now), put a tick in the box next to Save contact details for this session.
- Select Continue.
- Enter the registry key for your organisation and then select Continue to display the 'Update Organisation Details' screen.
- Select the Update button next to the Organisation Officers heading to display the 'Update Officer/Trustee Details' screen. This screen displays a list of officers or trustees for the selected organisation.
- Click on the name of the officer or trustee you want to update.
- Select an update option of Change Officer/Trustee Details from the drop-down list. A screen allowing you to change the officer's or trustee’s details will be displayed.
- Change the details.
- Enter the effective date of the change (format = dd/mm/yyyy eg. 31/12/2003). Enter today's date or a prior date - you cannot enter a future date.
- Select Continue to return to the 'Update Officer/Trustee Details' screen. The proposed update will be listed on the screen, underneath the relevant officer's or trustee's details.
Note | If you want to delete a proposed update before it is registered, select the Delete button next to it.
- Repeat Steps 2-6 to modify other officers - trustees, as required.
- Select Submit Changes from the 'Update Officer/Trustee Details' screen. The register will be updated immediately with the changes you have made and you will see a confirmation screen once it is done. You can use [Ctrl] + [P] buttons on your keyboard to print this screen.
- Select OK to return to the 'Update Organisation Details' screen.
Update the officers or trustees for an organisation now (remember you will need the registry key)
Last updated 3 October 2008
