Representatives and service providers can review the RAD Fact Sheet here.
Representatives and service providers can review the RAD Documentation Upload Process Instructions here.
To learn more about the Representative Accountability Database (RAD), watch the videos provided here.
Use the Linking Representatives File Upload Template to link a Representative ID to an existing user account.
Beginning the week of July 29, test adding or updating many subscribers at once by using the NLAD Input Template with the two new Representative ID fields. Download the CSV file, add your data, and upload the file to the NLAD pre-production environment. To avoid upload errors, do not modify the template headers.
The "Linked Representatives Report" is available in the NLAD pre-production environment. Once test Representative IDs are successfully linked to test accounts, this report will provide information about the representatives linked to the ETC Administrator’s or Form 497 Officer’s SPINs. A user guide for the reports can also be found in the NLAD pre-production environment.