managing user role and scope - mycrownwebpage 1 managing user role and scope goal: learn to add or...
TRANSCRIPT
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Managing User Role and Scope
Goal: Learn to add or remove roles and scope for a user in CROWNWeb.
Estimated Time: 15 to 20 minutes
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Table of Contents
Course Goals .......................................................................................................... 3
Before You Begin… ................................................................................................. 4
What Is Role and How Is It Used? .......................................................................... 5
What Is Scope and How Is It Used? ........................................................................ 6
Assign Role and Scope for Facility Personnel ......................................................... 7
Manage User Role .............................................................................................. 7
Assign Role and Scope for Facility Personnel (continued) ...................................... 8
Manage User Scope ........................................................................................... 8
Troubleshooting ..................................................................................................... 9
Summary ............................................................................................................. 10
Frequently Asked Questions ................................................................................ 11
Demonstration ..................................................................................................... 12
Pop-up Blocker Instructions ................................................................................. 13
Quiz ..................................................................................................................... 14
Managing User Role and Scope Quiz .................................................................... 15
Pop-up Blocker Instructions ................................................................................. 16
For More Information .......................................................................................... 17
Quick Start Guides........................................................................................ 17
Online Help .................................................................................................. 17
Field-by-Field Descriptions ........................................................................... 17
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Course Goals
By completing this course, you will be able to:
Assign roles in CROWNWeb to your personnel.
Assign scope over facilities to your personnel.
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Before You Begin…
Before you can complete this procedure, the following conditions must be met:
You must be a Network Administrator. A Network Administrator may assign roles and scope to any other Network user (except other Network Administrators) or facility user.
You must be a Facility Administrator. A Facility Administrator may assign roles and scope to any other facility user (except other Facility Administrators).
Let’s get started!
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What Is Role and How Is It Used?
Your role determines if you can add, change, or simply read information in CROWNWeb.
In a large facility with many CROWNWeb users, each user may only need one role.
In smaller facilities, users may need to have multiple roles to perform multiple tasks. Users can have more than one role.
Facilities may have more than one user perform the same role.
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What Is Scope and How Is It Used?
Scope determines what individual facilities a user can access in CROWNWeb.
A majority of users will only need scope over a single facility.
CROWNWeb allows a user to have scope over multiple facilities, if needed.
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Assign Role and Scope for Facility Personnel
The following interactive tutorial will guide you through assigning role and scope for facility personnel in CROWNWeb.
Manage User Role
1. Click Admin From the CROWNWeb Home Page, click Admin. The User Account Administration screen displays.
2. Click User Role Manager Click User Role Manager. The Manage User Roles screen displays.
3. Enter Search Criteria Click in either the User Last Name or User ID field and enter either the last name or complete QIMS ID of the user. The Manage User Roles screen refreshes, displaying a list of matching users who meet the criteria entered. Click the selected user in the User Name field.
4. Display Assigned Roles The screen refreshes. CROWNWeb displays available (unassigned) roles in the left column, and assigned roles in the right column.
5. Add or Remove a Role
ADD A ROLE
Click the assigned role in the left column, then click the right arrow button (>).
When all changes have been made, click SubmitWhen all changes have been made, click Submit.
REMOVE A ROLE
Click the assigned role in the right column, then click the left arrow button (<).
When all changes have been made, click Submit.
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Assign Role and Scope for Facility Personnel (continued)
6. User Saved Message When CROWNWeb accepts the changes, the "User was saved" message displays.
Manage User Scope
1. Click Facility Scope Manager To manage scope for an individual, click the Facility User Scope Manager link. The Manage Facility User Scope screen displays.
2. Search for User Click in either the User Last Name or User ID field and enter either the last name or complete QIMS ID of the user.
The Manage User Roles screen refreshes, displaying a list of matching users who meet the criteria entered. Note that the User's Role displays to the right. Click the selected user in the User Name field.
3. Display Assigned Scope The screen refreshes. CROWNWeb displays available (unassigned) scope in the left column, and assigned scope in the right column.
4. Add or Remove Facility
To add a facility to the user's scope, select the facility in the left column, and then click the right arrow (>) button.
To remove a facility from the user's scope, select the facility in the right column, and then click the left arrow (<) button.
When all changes have been made, click Submit.
5. User Saved Message The Manage Facility User Scope screen displays the message “User was saved.”
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Troubleshooting
Commonly experienced problems, recognized solutions, and other key information:
Users must have a QIMS ID and a temporary password assigned to them before you can configure role and/or scope for the user.
Network Administrators can assign roles to any Network or facility users (except other Network Administrators).
Facility Administrators can assign roles to any facility user in their scope (except other Facility Administrators).
You must first assign a role to a user before you can manage that users’s scope.
Users will not see changes that you make to their role and/or scope until they log out of CROWNWeb and log back in.
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Summary
To manage user Role:
1. From the Home Page, click Admin. 2. Click User Role Manager. 3. Enter the User’s Last Name or User ID. 4. Select the User’s Name. 5. Click the right or left arrow to add or remove roles. 6. Click Submit.
To manage user Scope:
1. From the Home Page, click Admin. 2. Click Facility Scope Manager. 3. Enter the User’s Last Name or User ID. 4. Select the User’s Name. 5. Click the right or left arrow to add or remove facilities. 6. Click Submit.
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Frequently Asked Questions
To view Frequently Asked Questions for this topic, click the following link:
ACCESS FAQs
Enter the words “role,” “scope” (or any other applicable keyword) to view FAQ content for that topic.
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Demonstration
The Managing User Role and Scope demonstration will allow you to watch the task of assigning role and scope in real time.
Click the View Demonstration button, -or-
Click the Bypass Demonstration button to skip the simulation and advance to the Managing User Role and Scope Quiz.
View Demonstration
Bypass Demonstration – To Quiz
Help on Pop-up Blocker
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Pop-up Blocker Instructions
To turn off pop-up blocker for your web browser when you get the “Pop-up blocked.” message…
Go to the top menu bar and select:
Tools > Pop-up Blocker > Always Allow Pop-ups from This Site…
Return to Demonstration
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Quiz
The Managing User Role and Scope Quiz will test your knowledge on adding or removing roles in the CROWNWeb system.
Click the Take Quiz button below to take the Managing User Role and Scope Quiz; or
Click the Bypass Quiz button to skip the quiz and advance to the end of the tutorial.
Take Quiz
Bypass Quiz – End Tutorial
Help on Pop-up Blocker
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Managing User Role and Scope Quiz
1. What is the definition of Role? [Move the correct answer to the blank bubble]
A. The tasks you can perform in CROWNWeb. B. A category in the Clinical module of CROWNWeb. C. The facilities you may access in CROWNWeb.
Answer: A. The tasks you can perform in CROWNWeb.
2. What is the definition of Scope? [Select one]
A. The personnel you supervise at your facility. B. The tasks you can perform in CROWNWeb. C. The facilities you may access in CROWNWeb.
Answer: C. The facilities you may access in CROWNWeb.
3. Before you can assign a role to a user in CROWNWeb, the user must have an account with a user name and password in what system? [Select one]
A. REMIS B. QIMS C. CRMIS
Answer: B. QIMS
4. A facility can assign more than one Facility Administrator.
True / False
Answer: True. It is recommended that facilities have more than one Facility Administrator so that sick days, vacation, etc. can be covered.
FINISH TUTORIAL
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Pop-up Blocker Instructions
To turn off pop-up blocker for your web browser when you get the “Pop-up blocked.” message…
Go to the top menu bar and select:
Tools > Pop-up Blocker > Always Allow Pop-ups from This Site…
Return to Quiz
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For More Information
Quick Start Guides
The CROWNWeb Quick Start Guides provide short and simple instructions on tasks users can perform in CROWNWeb, including managing user role and scope.
Click the link below to access the CROWNWeb Quick Start Guides.
GO TO QUICK START GUIDES
Online Help
The CROWNWeb Online Help is a resource that contains instruction on all facets of the CROWNWeb system, including managing user role and scope.
Click the link below to access the CROWNWeb Online Help.
GO TO ONLINE HELP
Field-by-Field Descriptions
The CROWNWeb Data Tables are an online resource that contain details on every field within screens in the CROWNWeb system.
Click the link below to access the Personnel Data Tables.
GO TO FIELD DESCRIPTIONS
Thank you for taking this tutorial!
This material was prepared by FMQAI, the CROWNWeb Outreach, Communication, and Training contractor, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy.
COCT contract # HHSM-500-2011-00157G.
Publication Number: FL-OCT-2012OTCT32-4-12862