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SWITS User Manual

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1. SWITS User Manual This document focuses on Accessing SWITS the elements required to Using Your Browser to Access SWITS Access SWITS Identity Management Context Creating a shortcut Total Pages 5 California December 2005 Accessing SWITS Using Your Browser to Access SWITS Browser SWITS requires Microsoft Internet Explorer 6 0 or higher To access SWITS backspace over the address in the address line and type the following URL provided by your SWITS coordinator in the address Line of your browser and hit the enter key Security Alert To protect your data SWITS is located on a secure site To access the secure site click Yes Warning Message Box After clicking Yes in the Security Alert Box you will be warned that you must be authorized to use the site Click Go if you are authorized If you have a User ID anda Password you are authorized to enter Browser Window Message When you enter SWITS it opens a new browser window Your browser has a built in rule to ask if you would like to close the current browser window Click Yes If you click No your current browser window will remain open and you will not be able to access SWITS E Coogle icrosoft Internet Explorer File Edt View Favorites Tools Help i 3 D a A p Search Fortes Q veda a A 5 3 Infomation you exchange with this ste cannot be viewed or by others However there is a problem with the site s secunty certificat
2. Wi tus l x User Sicchio Renee Westat Testing Agency Westat Outpatient Facility Client M After selecting Facility i 3 AA nyA y There are currently 2 people on this facility s waitlist Agency gt 3 There are currently 3 people that have been referred in Client List Home WITS Version 2 3 0 My Settings gt Reports k Announcements Summary Posted Date Start Date Actions This a test 3 31 2005 9 59 AM 3 30 2005 Review Today s Schedule Edit Schediwe Start End Summary Status Actions Eo Accessing SWITS Current Agency Westat Demo Agency Ga Wines Current Facility Outpatient Main Campus A age New Agency Westat Demo Agency Changing Facility Password New Facility Outpatient Main Campus and PIN Home Page Agency Go to My Settings You will see menu options Ghent List that will allow you to change your Facility Password and PIN Change Facility Change Passyvord Pll Your Password must contain 6 characters Reports contain letters and numbers and can not match your PIN Your PIN must contain 6 characters and can not match your Password Your PIN can be all numbers but does allow letters r Ar E EPE Login Microsoft Internet Explorer SEE Accessing SWITS Creating a Shortcut Calwitss Some browsers allow you to create a shortcut which will save time in completing the login process To create a shortcut go to the login page Right click in t
3. e A The security certificate was issued by a company you have grese View the certificate to detemine whether you want to trust the certifying authority A The securty certificate has expired or is not yet valid The security certificate has a valid name matching the n of the page you are trying to view Do you want to proceed Access to this system is restricted to authorized users only Violators subject to imprisonment and or fine Continuing beyond this point certifies your understanding and compliance with all applicable restrictions and regulations Note Upon selecting Go you may be asked if you want to close the window Select yes to access the system O j The Web page you are viewing is trying to dose the window Do you want to dose this window Accessing SWITS Identity Management User ID SWITS requires each user to enter their ID The user ID may follow a convention such as the first letter of the first name and the last name or it may be random You should have received an ID from your SWITS Administrator If you have not received your User ID contact your SWITS Administrator After entering your User ID hit tab to enter your password or mouse Click inside the Password box O l Password To manage your identity a password has been assigned to you As you type it in you will see small circles for each character This is to prohibit someone from seeing your password and u
4. he open area Select Create Shortcut from the menu You will be told that the shortcut will be added to m your desktop Click OK i D L Lo oa Ci m i r I You will see it on your desktop ne e G e eat asr egok try Teir b m b bdil e Ci l l a A G a laie Optional Right click on the icon Select Rename EEC A shortcut to the current page will be placed on your desktop Y the icon to SWITS a ou may rename the icon to ii da lE Cancel Create Shortcut Add to Favorites View Source Encoding Print Refresh Wah pest amasa Export to Microsoft Excel Properties Shar be i
5. ked to pick one for this specific session Only the facilities that you are authorized to access will show up in this list Everything you do with the exception of client search with a client record would be within the limits of this facility that you select Change Facility In the Change Facility screen Current Agency Current Facility and New Agency will be grayed out This means they are read only Use the drop down box next to New Facility to select the Facility for the session Click Go You will enter the SWITS Home screen Note You may use Cancel and go to the menu on the left However you will not be able to access any client records until you have picked a facility gj WITS Microsoft Internet Explorer P Jo X File Edit View Favorites Tools Help ar Q Back 7 x E f Search Favorites a Media La E D a A Nttp test ssawebtech org wits default aspx v gt Go s TOSHMA Access 4 Customize Links 4 Free Hotmail RealPlayer Windows Windows Media 44 Change Facility Microsoft Internet Explorer 8 x User Sicchio Renee Ga Wi TS Loc Westat Testing Agency f aj E S Client Before selecting Facility e Home Page Change Facility Agency gt Client List gt My Settings v Change Pass yword PIN Reports Current Agency Westat Testing Agency Current Facility New Agency Westat Testing Agency New Facility Cancel en a Home Microsoft Internet Explorer Gai
6. sing it to pose as you to access the system After entering your password click Go PIN After Clicking Go next to the password you will be asked for your PIN To manage your identity a Personal Identification Number PIN has been assigned to you It will be lengthy and will not appear to follow any convention This is to User ID rconrad prohibit someone from being able to guess your ee PIN and access the system as you Password a eeeee Go After entering your PIN click Go Note Once you are in SWITS you will be asked to change your originally assigned password and PIN but be sure to make it something that nobody will be able to guess Do not use proper names or any PIN or password that you have used in the past for any other system Accessing SWITS Change Facility You will notice some important changes when you access the Change Facility screen Your browser toolbar has been modified to eliminate the forward and back buttons This is done to protect the integrity of the data entered See the Basic Elements training guide for more information on navigation Facility SWITS requires each user to have a access to a Facility for their session Most users will be associated with one Agency but may be associated with many Facilities The facility you select defines the boundaries within which you can work within this session All facilities under your agency are listed in the New Facility list and you are as

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