Training Role Module 8 – User Admin Ver. 10 Oct 2009.

Training

Role Module 8 – User Admin

Ver. 10 Oct 2009

Role Module 8 – User Admin

Role Module 8 – User Admin

Objective– To understand the functionality of the Administrative Application for Map Display and/or MMS, the

roles available and how to assign them to users

Audience– Healthcare communities’ designated User Admins

– Programme management

– Trainers

Format– Instructor-led presentation and demonstration

– Questions, discussion and hands-on practice by participants

Duration– ca. 1 hr

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Role Module 8 – User Admin

Module contents

This module will cover:

1. Admin application functionality

2. What permissions a user needs and what role to give them

Role Module 8 – User Admin

The User Admin role

– Each Local Health Community has one or more nominated User Admins, who may be responsible for:

– Processing registrations for new users

– Adding new users

– Assigning roles and permissions to users

– A User Admin should not issue a user with a role other than Viewer in Map Display until the user has received the training for that role

– The User Admin, together with the Programme Manager, should ensure that, when people leave the organisation or move jobs, someone else is appointed to the role so that there is always someone to respond to feedback, prevent expiry of care maps and so on

Role Module 8 – User Admin

User Administration in Athens regions

In regions that where users access the Map of Medicine using the Athens authentication system, a number of common tasks are handled by Athens.

Users Administrators do not carry them out manually.

They include:

– adding and removing users

– processing registrations

– resetting passwords

User Administrators in these regions only carry out the following tasks:

1.Updating an existing user’s details

2.Updating an existing user’s permissions, by adding or removing one or more of the following extra roles:

– Feedback Reviewer

– Local Admin Editor

– Release Manager

Role Module 8 – User Admin

Accessing the Administrative Applications

– There is one application for Map Display and another for MMS

– Users’ accounts for Map Display and MMS are entirely separate

– Access the Administrative Applications for:

– Map Display at http://app.mapofmedicine.com/adminapp/

– MMS at http://localise.mapofmedicine.com/adminapp/

Role Module 8 – User Admin

Supported browsers

– Currently, the Admin Applications are supported on the following internet

browsers:

– Internet Explorer 6, 7 and 8;

– Firefox 1.5, 2, 3 and 3.5

– They are supported on the Windows XP and Windows Vista operating systems.

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Roles

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Role Module 8 – User Admin

Roles

There are four roles that a user can have in Map Display:–Viewer–Feedback Reviewer–Local Admin Information Editor–User Admin (Release Manager)

And five roles that a user can have in MMS:–Reviewer–Editor–Approver–Publisher–User Admin (Release Manager)

All users should be given the Viewer role.

Other roles should be granted in addition to the Viewer role.

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Role Module 8 – User Admin

Map Display – Roles and responsibilities

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Map Display Role

Real world role Responsibilities

Viewer Clinicians – n/a

Feedback Reviewer

Centrally-nominated admin role – Handle and respond to user feedback

Local Admin Editor

care map editors/facilitators

Centrally-nominated admin role

– Add local administrative information to care maps

– Maintain local admin info and linked assets

User Admin Programme Manager

Librarian

ICT Support

– Approve registrations (if applicable)– Give users appropriate access and rights

Outside of Map Display Application

Programme Manager

Map of Medicine Support

– Set up community Map team– Ensure smooth running of the programme– Implement care maps

Role Module 8 – User Admin

Map Display – Viewer

Viewer is the basic user profile which gives the user access to all the content within Map Display.

Viewers are able to:

– Navigate Map Display

– Switch freely between different communities’ views of the Map

– Add and edit personal notes

– Print pages (with or without their own notes)

– Submit feedback about content and usability

– Receive responses to their feedback

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Role Module 8 – User Admin

Map Display – Feedback Reviewer

Feedback Reviewers are individuals who have been nominated and trained to handle feedback left in Map Display for their local healthcare community.

A user with Feedback Reviewer rights has access to all the features of a Viewer, plus the ability to:

–See all feedback left by users in their view of Map Display

–Send responses to users who have left feedback

–Escalate users’ feedback to the parent view, e.g. when it relates to national content

–Close resolved feedback

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Role Module 8 – User Admin

Map Display – Local Admin Editor

Local Admin Editors are individuals who have been nominated and trained to add and maintain local administrative information and referral forms in Map Display according to local governance arrangements.

A user with Local Admin Editor rights has access to all the features of a Viewer, plus the ability to:

–Add and edit local admin information within their view of the Map of Medicine

–Access a report showing all local information added to their View

–Add and edit local referral forms and letters on Referral nodes within their view

Note: This is a different role from Editor in Map Management Suite

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Role Module 8 – User Admin

MMS – Roles and responsibilities

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MMS role Real world role Responsibilities

Editor Clinical Editors/Facilitators – Update the clinical content

Reviewer Clinical Reviewers

Governance Reviewers

Editorial Reviewers

– Review the content from clinical perspective

– Ensure the content promotes safe practice– Proofread the content

Approver Clinical Review Lead

Governance Review Lead

– Sign off the clinical content– Sign off the content from governance

perspective and take medico-legal responsibility

Publisher Programme Manager

Care Maps Co-ordinator

– Request publication of the release– Co-ordinate care map re-approval

User Admin Programme Manager

Librarian

ICT Support

– Give users appropriate access and rights

Outside of MMS Programme Manager

Map of Medicine Support

– Set up community Map team– Ensure smooth running of the programme– Implement care maps

Role Module 8 – User Admin

Release Manager

Users with Release Manager permissions have been nominated and trained to log into the Admin Application and manage users for their view of the Map of Medicine.

The Release Manager logs into the appropriate Administrative Application rather than Map Display or MMS:–Map Display Admin App: http://app.mapofmedicine.com/adminapp/–MMS Admin App: http://localise.mapofmedicine.com/adminapp/

A user with Release Manager rights has the ability to:–Log on to the Admin Application with user name and password–Process new registrations for their view–See all existing users who have a role in their view–Manage these users’ permissions–Manage these users’ details

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Registrations

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Role Module 8 – User Admin

Instructions

Log into Map Display or MMS as a Release Manager

URLs:

– Map Display Admin App: http://app.mapofmedicine.com/adminapp/

– MMS Admin App: http://localise.mapofmedicine.com/adminapp/

Training logon details:

– As advised

Role Module 8 – User Admin

Administrative Application login page

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Role Module 8 – User Admin

User management – Summary tab

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Registrations

© 2008 Map of Medicine Ltd. Commercial and in confidence.

Role Module 8 – User Admin

Registrations (Map Display Only)

– A new user who has not used Map Display before can use the ‘register now’ link on the logon page

– Users do not register for MMS – they are added by the User Admin

Role Module 8 – User Admin

Registration screen

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Role Module 8 – User Admin

Process registrations

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Registrations waiting for ApprovalRegistrations waiting for Approval

Role Module 8 – User Admin

Process registrations

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Select registration/s to process

Activate or Reject

Click to see the information that the user filled out when registering

It is advisable to put in place a process to check the Admin Application regularly for new registrations

Role Module 8 – User Admin

Process registrations

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Assign appropriate role

Send to process once role is assigned

Customise the email

Role Module 8 – User Admin

New registrations

– Once a registration has been accepted and activated:

– The user will receive the approval email confirmation of registration (with customised text)

– They will appear on the list of registered users for that view

– They will be able to log on to Map Display using their email address and chosen password

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Users’ profiles

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Role Module 8 – User Admin

Users’ profiles

– A user can update their e-mail address, security details, password, name, job title, and other details in the Profile section of Map Display

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Forgotten passwords

© 2008 Map of Medicine Ltd. Commercial and in confidence.

Role Module 8 – User Admin

Forgotten passwords (Map Display Only)

– There is a forgotten password facility in Map Display

– Upon providing the answer to the security question that the user set up when registering, the system will automatically generate a new password and send it in an e-mail to the user’s e-mail address

– The use can access the Map Display using this password, and may change their password themselves in the Profile section of Map Display

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Add new users

© 2008 Map of Medicine Ltd. Commercial and in confidence.

Role Module 8 – User Admin

Add new users

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Role Module 8 – User Admin

Add new users

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Manage existing users

© 2008 Map of Medicine Ltd. Commercial and in confidence.

Role Module 8 – User Admin

Manage existing users

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Registrations waiting for ApprovalView existing users (all users who have access rights for your view)

Role Module 8 – User Admin

Manage existing users

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Filter by:- user’s last name- user’s account status- user’s home view- user’s job title

Sort by

View and edit user’s profile

Role Module 8 – User Admin

Manage existing users

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Edit details

Reset password

Update role

You will only be able to manage users who’s home view is the same view that you are release manager for

Role Module 8 – User Admin

Manage existing users

Remove user

End of module Questions?