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Identity Management User Manual

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1. Request Requester Date of Request Approve Organization Top Health Authorities SKTNHR City Hospital Pharmacy hiscconfig 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 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 disab
2. Identity Management User Manual Managing Electronic Burial Permit User Access October 2013 eHealth Saskatchewan I DOCUMENT REVISION HISTORY Version Date Author Amendment Sep 30 2011 Pamela Simpson Initial draft Password sections for clarification Sept 12 2013 Perry Vonk Updated IDM link 1 00 Sept 16 2013 Crystal Jones Updated for Electronic Burial Permit User Approvals Sept 23 2013 Crystal Jones Added New User Setup Step 3 Oct 28 2013 Crystal Jones Changed New User Setup Step 3 to include username requirement Fixed page numbering Oct 30 2013 Crystal Jones Added Disable User Account information Feb 12 2014 Crystal Jones Removed Step 3 from New User Setup 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 datado Os NEW USER IREQUEST israel anes unneeoauuanteeasunemieres IDENTITY MANAGER IDM LOGIN be cscacisanicia ossdusentctavacs ccweessuac
3. d and Select Add The selected user will appear in the previous section 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
4. kecassassarede cssevsecaseavecs SEE raa esai NEW USER SETUP ociosa daa hoa cannabis sas cguvesoncsiescnseseevaan aaa aa eaaa a aa a aa aaa araa Ea aa Eaa a EENS STEP E APPROVING REJECTING REQUESTS ca Titre a e STEP 2 ASSIGNING USER ROLES uree AA AA AAA AAE A DISABLE USER ACCOUNT icii ana O DELEGATE WORK ITEMS iinan a a aa aa a a is eHealth Saskatchewan 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 o
5. led A update needed User List New Actions UserActions 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 m E m E m El El E E E El El El E E A list of options will open Check off the BR Electronic Burial Permits User checkbox Select OK BR Electronic Burial Permits User ORG Acadia McKague s Fu
6. neral Centre ORG AHA ORG CHRA ORG FHHR ORG HRHA ORG KTHR ORG KYHRA ORG MER ORG PAPHR ORG PNRHA ORG RQHR ORG SCA ORG SCHR ORG SKTNHR Cancel Business Role Business Role Business Role Business Role Business Role Business Role Business Role Business Role Business Role 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 A group to hold membership in the Saskatoon Health Region Disable User Account To disable a user s Electronic Burial Permit application access an Authorized Approver will need to either email or phone the Vital Statistics Customer Support Team at Email VitalStatistics eHealthsask ca gt Phone 1 855 EHS LINK 1 855 347 5465 Please supply the customer representative with the following User s first and last name gt Name of the funeral home s gt Date you would like the account disabled 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 W
7. ork Items tab 3 Select 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 tome accoums passworas wonenems semrtasta Remediations Provisioning Request Compliance Violations Delegate My Work Items 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 Logged in as ptest eHS Identity Manager ADMIN 1054 _tome Accounts Passwords Work tems 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 1
8. r 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 Manager website and then complete the approval 1 855 EHSLINK 347 5465 www eHealthSask ca Page 2 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 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

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