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User administration is restricted to users with the system role of IMIS Administrator or with a role including an access to Administration/Users. Enrolment officers and Claim administrators are now considered as a user with specific roles. Pre-conditionsA user may only be added or edited after the approval of the management of the scheme administration. Deletion of a user normally will occur when a user leaves his/her post within the health insurance scheme and/or the scheme administration. A built in user with the user name Admin and the initial password Admin is created automatically in openIMIS with access to all locations of the register of locations (at any time). The Admin user has an implicit role that includes full access rights to the registers of locations, full access to the register of user profiles and an access to downloading/uploading of the register of locations to/from an external file. NavigationAll functionalities related to users administration can be found under the main menu Clicking on the sub menu Users List PageIt is the central point for the users administration. By having access to this page, it is possible to add, edit, delete and search users. The page is divided into four panels. The following rules apply to the list of found users besides conformance with all search criteria:
Search PanelThe search panel allows a user to filter on specific criteria. Last Name Filter on users who have the typed text in their last name. Login Name Filter on users who have the typed text in their login. Phone Number Filter on users who have the typed text in their phone number. Filter on users who have the typed text in their email. Other Names Filter on users who have the typed text in their other names. Role Filter users with the selected role Health Facilities Select the Health Facility; from the list of health facilities by clicking on the arrow on the right of the selector, to select users from a specific health facility.Note The list will only contain the health facilities belonging to the districts assigned to the currently logged in user. Region Select the Region from the list of regions by clicking on the arrow on the right of the selector to find users with access to a specific region.Note The list will only contain the health facilities belonging to the regions assigned to the currently logged in user. District Select the District from the list of districts by clicking on the arrow on the right of the selector to find users with access to a specific district.Note The list will only contain the health facilities belonging to the districts assigned to the currently logged in user. Language Select the Language from the list of languages by clicking on the arrow on the right of the selector, to select users with a specific language. Search Button Once the criteria have been entered, use the search button to filter the records, the results will appear in the result panel. Results PanelThe result panel displays a list of all users found, matching the selected criteria in the search panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Img. 89). The leftmost record contains a hyperlink which if clicked, redirects the user to the actual record for detailed viewing if it is a historical record or editing if it is the current record. A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Img. 90) Buttons PanelWith exception of the Information PanelThe Information Panel is used to display messages back to the user. Messages will occur once a user has been added, updated or deleted or if there was an error at any time during the process of these actions. User PageFieldsGeneric FieldsUser name Enter the Login name for the user. This is an alias used for logging into the application; a minimum of 6 and a maximum of 25 characters should be used for the login. Each Login Name should be unique. Mandatory. Given Names Enter other names of the user. Mandatory, 100 characters maximum. Last name Enter the last name (surname) for the user. Mandatory, 100 characters maximum. Enter the e-mail address for the user. 50 characters maximum. Phone Number Enter the phone number for the user. 50 characters maximum. Health Facility Select the health facility that the user belongs to, if applicable, from the list of health Facilities from the list by clicking on the arrow on the right hand side of the lookup. Roles Select from the list of available roles the Roles which the user carries out. Mandatory (at least one role must be selected). The list of roles contains all roles (user profiles) that are not blocked. Districts Select from the list of available districts the district(s) which the user will have access to. Mandatory (at least one district must be selected). Login FieldsLanguage Select the user’s preferred language from the list by clicking on the arrow on the right hand side of the lookup. Mandatory. Password Enter the password for the user. This is used at login to grant access to the application; a minimum of 8 and a maximum of 25 characters should be used for the password. The password should have at least one digit. Mandatory. Confirm Password Re-enter the password. The password must be entered twice, to ensure that there was no mistyping in the first entry. Mandatory. Enrolment Officer FieldsBirth date Birth date of the enrolment officer. Works to End date at which the enrolment officer is replaced by the substitution officer. Substitution Officer Replacement of the user after the Works to date. Address Address of the living place of the enrolment officer. Region & District Select the region & district where the enrolment officer will work. It will be used to select villages managed by the enrolment officer. Villages List of all villages where enrolment officer will work. To add villages, you first need to add a row and select the municipality. Claim Administrator FieldsBirth date Birth date of the enrolment officer. SavingOnce all mandatory data is entered, clicking on the Mandatory fields If mandatory fields are not filled when the user clicks on the Cancel By clicking on the Adding a UserClick on the Add button to redirect to the User Page. When the page opens all entry fields are empty. See the User Page for information on the data entry and mandatory fields. Editing a UserClick on the Edit button to redirect to the User Page. The page will open with the current information loaded into the data entry fields. See the User Page for information on the data entry and mandatory fields Deleting a UserClick on the Delete button to delete the currently selected record Before deleting a confirmation popup is displayed, this requires the user to confirm if the action should really be carried out. |
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