Identity Management User Manual
Contents
1. Organization Actions Organizations Starts With _Last Name Acadia McKague s Funeral Centre o test peny HOLDING a New Actions User Actions m Organization Actions m Organizations x Starts With The Edit User screen will open Select the Roles tab gt Select the Add button Edit User Enter or select attributes for this user and then click Save Identity Resources roves Security Delegations Account ID ptest F Evaluate and update assignment of Role Manager Roles Current All Role Types v Name Type Activate On Deactivate On Assigned By Status BR Electronic Burial Permits User Business Role Assigned E BR Electronic Burial Permits User gt IT Default Assignments IT Role Deassignment ORG Dalmeny Funeral Home Assigned IT Electronic Burial Permits User IT Role Deassignment BR Electronic Burial Permits User Assigned IT ORG Dalmeny Funeral Home IT Role Deassignment ORG Dalmeny Funeral Home Assigned E ORG Dalmeny Funeral Home Business Role Assigned J Remove 1 855 EHSLINK 347 5465 www eHealthSask ca Page 4 A list of options will open Check off the BR Electronic Burial Permits User checkbox Select OK m BR Electronic Burial Permits User Business Role ORG Acadia McKague s Funeral Centre Business Role ORG AHA ORG CHRA ORG FH2. DELEGATE WORK ITEMS ona ue au catcseab cu wa bu ow aa we eewe bese asso cea can eu su evaeheseuaven 6 1 855 EHSLINK 347 5465 www eHealthSask ca Page 3 eHealth Saskatchewan pf Introduction Funeral Homes have full control over who can access the Electronic Burial Permit EBP application User registration and login is conducted utilizing the myeHealth website Managing user access is conducted using the Identity Manager website This guide is intended to assist in using the Identity Manager website It does not cover the myeHealth website of the EBP application 1 855 EHSLINK 347 5465 www eHealthSask ca Page 1 eHealth Saskatchewan New User Requests To gain access to the Electronic Burial Permit EBP application the first step is to register a new account at myeHealth As part of this process new users will select an organization When a user selects your organization as part of this registration an email will be sent directly to those listed on the Organization Request form as the Primary Administrative Contact and any individuals listed as an Authorized Approver The email will include the text below Access has been requested for lt fullname gt Please proceed to the Identity Management Administrator sp website to approve or reject this request This is a post only mailing Replies to this message are not monitored or answered To complete the approval you will need to login to the Identity Manag
3. HR ORG HRHA ORG KTHR ORG KYHRA ORG MCR ORG PAPHR ORG PNRHA ORG RQHR ORG SCA ORG SCHR ORG SKTNHR Business Role Business Role Business Role Business Role Business Role Business Rale Business Role Business Role Business Role Business Role Business Role Business Role Users that belong to Athabasca Health Authority Cypress Hill Regional Health Authority Members of the Five Hills Health Region Members of the Kelsey Trail Health Region Business Role A group to hold membership in the Saskatoon Health Region ok ance Step 3 Notify Vital Statistics To complete the process notify Vital Statistics that you have a user requiring access to the Electronic Burial Permit Contact by either phone 1 855 eHS LINK 347 5465 email VitalStatistics eHealthsask ca Please supply the following information User s first and last name User s funeral home address including street address city town and province 1 855 EHSLINK 347 5465 www eHealthSask ca Page 5 eHealth Saskatchewan jf Delegate Work Items If you are going to be away from the office you can delegate your work items to another Authorized Approver When your delegation is set you will not receive any email notifications between the start and end dates of the delegation To delegate your work items follow these steps 1 Log into Identity Manager 2 Select the Work Items tab 3 Se
4. Identity Management User Manual Managing Electronic Burial Permit User Access September 2013 eHealth Saskatchewan I DOCUMENT REVISION HISTORY Version Date aunor amendment oo Sep 30 2011 Pamela Simpson Initial draft Password sections for clarification Sept 12 2013 Perry Vonk Updated IDM link 1 0 Sept 16 2013 Crystal Jones Updated for Electronic Burial Permit User Approvals Sept 23 2013 Crystal Jones Added New User Setup Step 3 This document contains proprietary and confidential information of the eHealth Saskatchewan Except as otherwise required by law the recipient agrees to maintain this information in confidence and not reproduce or otherwise disclose this information to any person who is not an employee of the recipient directly responsible for the evaluation of its contents without the express written consent of eHealth Saskatchewan By receiving this document and the information contained herein the recipient is agreeing to be bound to the foregoing obligation of confidentiality TABLE OF CONTENTS INTRODUCTION caia adas 1 NEW USER REQUESTS sernesta a ze 1 IDENTITY MANAGER IDM LOGIN ccssscsccsscssccescescnsscescesccssceccecccsscesceccesecscceccesccesceccesesssceccescesscscess 2 NEW USER SETUP carsi naaa e aa a a a cda 3 STEP E APPROVING REJECTING REQUESTS ca Titre a a eia 3 STEP 27 ASSIGNING USER ROLES dias 4 STEPS S AAAS kea S E ETN ES a E NEE E A EOE A E E A EAE EA E EE EA 5
5. er website and then complete the approval 1 855 EHSLINK 347 5465 www eHealthSask ca Page 1 Identity Manager IDM Login To log into IDM go to the following website https idm ehealthsask ca idm approval approval jsp Enter your User ID and Password you use to log into EBP and select Log In If you ve forgotten your User ID or Password select the links provided for more information on how to retrieve this information eHealth Saskatchewan Log In to Identity Manager UserID Password Log In Forgot User ID Forgot Password 1 855 EHSLINK 347 5465 www eHealthSask ca Page 2 New User Setup Step 1 Approving Rejecting Requests To approve reject a user s access to the Electronic Burial Permit application follow these steps 1 Select the Work Items tab 2 From the list of secondary tabs select the Approvals tab LOGOUT HELP Logged in as oapprove HELP eHealth Saskatchewan Home Accounts Passwords worcnems servertases Lo My Work Items Remedistions Provisioning Requests Compliance Violstions Other History Delegate My Work Items Awaiting Approval Check a box next to a pending request to select it Click Approve to approve the request or Reject to deny it To sort the request list click a column title List Approvals for orequest y Request Requester Date of Request Approve Organization Top Health Authorities SKTNHR City Hospital Pharmacy hisccon
6. fig Friday September 30 2011 10 49 38 AM CST Approve Reject Refresh Forward 3 Check off the checkbox for the user requesting access You can select multiple requests at a time 4 Select one of the following a Approve to approve access to the application Once you ve approved the user access to the application they will receive an email notifying them of the approval b Reject to deny access to the application Once you ve rejected the user access to the application they will receive an email notifying them It is recommended that you add comments to the request before rejecting c Forward to to send this request onto another Authorized Approver d Cancel to go back to Awaiting Approval screen 1 855 EHSLINK 347 5465 www eHealthSask ca Page 3 Step 2 Assigning User Roles To assign a user to the Electronic Burial Permit application follow these steps Select the Accounts tab Expand your Funeral Home folder by clicking on the arrow The arrow will face downward when your list is fully expanded Select the user from your list by clicking on their username Logged in as ptest eHS Identity Manager ADMIN 1054 Home Accounts passwords workitems Server Tasks List Acoounts Find Users Key administrator Y locked administrator f user E locked user E wil directory junction disabled partially disabled A update needed User List New Actions UserActions
7. lect the Delegate My Work Items tab The filter will default to All Items If you have used the delegations tab before you will see all of your ended delegations too Logged in as ptest eHS Identity Manager ADMIN 1054 compliance Vato Delegate y Wt tre Current Delegations selecta work item type delegation to edit or select one or more work item types to end delegation New You have no delegations Click New to delegate your work items 4 Select the New tab 1 855 EHSLINK 347 5465 www eHealthSask ca Page 6 Logged in as ptest eHS Identity Manager ADMIN 1054 _tome Accounts Passwords Work ms a Delegate My Wk a New Delegation Select a work item type to delegate and then complete all required fields i Select Work Item Type to Delegate All Work tem Types li Delegate Work 1 lara Items To selected User Add from search li User Selected i Start Date End Date 5 From the Select Work Item Type to Delegate dropdown list select All Work Item Types 6 From the Delegate Work Items To select Selected User 7 Select the Add from search button 8 Fill in the field Starts with field with the user id that you wish to delegate your work items too Click Find This will populate the next section with the possible users 9 Highlight the correct user by clicking on the user 1d and Select Add The selected user will appear in the previous sec
8. tion 10 Enter a Start Date and End Date 11 Select OK 12 You will be directed to the Current Delegations screen and should be able to see the Delegation you just created Click Save 1 855 EHSLINK 347 5465 www eHealthSask ca Page 7
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