Overview of GTS – UJS Web Portal Screens for Guardians

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1. UJS Web Portal Screen

New GTS guardian users will click “Create New Account” to create a new Username and Password.

Note: PA licensed attorneys who have been given secure access to a case in GTS will not need to create a separate UJS

Web Portal account to access GTS. Attorneys will utilize their existing UJS Web Portal account.

2. Create New User Account Screen

Overview of GTS – UJS Web Portal Screens for Guardians

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3. Enter Access Code Screen

If the user has a User Access Code: Click on the “Guardian/Interested Party” checkbox and enter the Access Code.

If the user does not have a User Access Code: Click Next to proceed with creating a user account.

4. Main UJS Web Portal Login Screen

After user has created a UJS Web Portal account, click the “Login” link in the upper right corner of the screen to enter

the User Name and Password.

Overview of GTS – UJS Web Portal Screens for Guardians

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5. UJS Web Portal Screen

After entering a User Name and Password, the following screen will be displayed.

If the guardian has associated a User Access Code to their login account, a “Guardianship” link at the top of screen will

be displayed. The “Guardianship” tab will not be visible until a User Access Code is linked to a user name.

Clicking on that link will display the main GTS Dashboard for Guardians, Attorneys and Interested Parties.

Overview of GTS – UJS Web Portal Screens for Guardians

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6. GTS Dashboard Screen for Guardians and Attorneys.

“Upcoming and Overdue Reports” grid from which guardians will create their Inventory, Annual Person and

Annual Estate reports.

Note: Interested Parties with secure access to a case will not see this grid.

“Active Cases” grid which provides details on each case the guardian as secure access to.

View all Notifications sent to the guardian.

Modify GTS User Profile, including any training and certification obtained.

Overview of GTS – UJS Web Portal Screens for Guardians

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7. GTS Agency AMU (Access Management User) Screens

Each organization in GTS is managed by an AMU (Access Management User), who will be set up by AOPC. These users

can add and remove guardian users from an organization.

Access Management Users have a “My Services” menu option, which can be used to access the organization details:

Clicking on the Edit link for the organization displays the screen below, from which users can be added and removed.

Organization users can be assigned “Create Report” rights to complete new reports on behalf of the organization.

Organization users can also be assigned “Submit Reports” rights which provides the authority to complete, review and

submit reports completed by other users in the organization.