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MIS uses the concept of user profiles (roles) that can be associated with users. Some roles are predefined and they are designated as system roles. Their purpose is guarantee compatibility with the previous versions of IMIS. User roles/profiles administration is restricted to users with the role of openIMIS Administrator. NavigationAll functionality for use with the administration of user roles can be found under the main menu Clicking on the sub menu User roles/profiles control pageThe Administration of users’ profile (roles) is not included in any system role. It can be accomplished by the Admin user or by users to which such administration is delegated (by defining a role including an access to Administration/User Profiles) by the Admin user. Pre-conditions A new user profile may only be added or thereafter edited, after an approval of the management of the scheme administration. It can be accomplished at the beginning only by the Admin user. The Admin user can define a new user profile incorporating also adding, editing or deleting of user profiles and create new users with this profile. In this way, rights to the register of user profiles can be delegated to other users besides the Admin user. Navigation All functionality for use with the administration of user profiles can be found under the main menu ADMINISTRATION, sub menu USER PROFILES Search Panel The search panel allows a user to select specific criteria to minimise the search results. The following search options are available which can be used alone or in combination with each other. Role Name When set the search will display the roles with a name that start with the content of the filter , % can be used as a wildcard meaning a search with %er will display all the result containing er in the name System The system user profiles match the previous roles for compatibility reasons. When set to TRUE the search will display the default roles, when set to FALSE the search will display only the custom roles Blocked The blocked user profiles are temporarily not acting in the sense that their access rights are not available to users to whom blocked user profiles were assigned. When set to TRUE the search will display the roles that were blocked, when set to FALSE the search will display only the unblocked roles Historical Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records Click on Result Panel The Result Panel displays a list of all roles/profiles 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 (Image User roles results panel). The leftmost record contains a hyperlink which if clicked, re-directs the user to the Change user role/profile Page. 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 Blue background: Selected recordYellow background: hovered recordsStrikethrough: historical records 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 (Image User roles/profile control page) Button Panel The Information Panel The Information Panel is used to display messages back to the user. Messages will occur once a user role/profile has been added, updated or deleted or if there was an error at any time during the process of these actions. User role/profile PageData Entry - Role details Role Name Enter the name of the role/profile, this name will be used as reference in the User roles/profiles control page and Users page Alternative language Translation of the role name for the second language of openIMIS System Read-only checkbox indicating whether the user profile is a system one or not. Blocked If checked the user profile is blocked Data Entry - Rights details Insurees and Policies list of the right available for the Insurees and Policies module: CRUD rights (Create, read/search, update/edit and Delete):Family/GroupInsureePolicyContributionBusiness specific rolesRenew policyEnquire insuree Claims list of the right available for the Claims module: CRUD rights (Create, read/search, update/edit and Delete):ClaimsBusiness specific roles:Claims:PrintSubmitReviewFeedbackUpdateProcessClaim Batch:ProcessFilterPreview Administration list of the right available for the Administration module: CRUD rights (Create, read/search, update/edit and Delete):ProductsHealth FacilitiesPricelists – Medical ServicesPricelists – Medical ItemsMedical ServicesMedical ItemsEnrolment OfficersClaim AdministratorsUsersUser roles/profilesPayersLocationsBusiness specific rolesDuplicate ProductsDuplicate Pricelists – Medical ServicesDuplicate Pricelists – Medical ItemsDuplicate User roles/profilesMove Locations Tools list of the business rights available for the Tools module RegisterUpload DiagnosesUpload Health FacilitiesUpload LocationsDownload DiagnosesDownload Health FacilitiesDownload LocationsExtractsDownload Mater-dataCreate Phone ExtractsCreate Offline ExtractUpload ClaimsUpload EnrolmentsUpload FeedbackRun reportPrimary Operational Indicators-policiesPrimary Operational Indicators-claimsDerived Operational IndicatorsContribution CollectionProduct SalesContribution DistributionUser Activity ReportEnrolment Performance IndicatorsStatus of RegistersInsurees without PhotosPayment Category OverviewMatching FundsClaim OverviewPercentage of ReferralsFamilies and insurees OverviewPending InsureesRenewalsCapitation PaymentRejected PhotosUtilities/Email settingBackupRestoreExecute ScriptEmail Setting Buttons Save Once all mandatory data is entered, clicking on the Cancel By clicking on the Mandatory data If mandatory data is not entered at the time the user clicks the Adding a User role/profileClick on the Add button to re-direct to the User role/profile Page. When the page opens all entry fields are empty. See the User role/profile Page. for information on the data entry and mandatory fields. Editing a User role/profileClick on the Edit button to re-direct to the User role/profile Page. The page will open with the current information loaded into the data entry fields. See the User role/profile Page. for information on the data entry and mandatory fields. Duplicating a User role/profileClick on the Duplicate button to re-direct to the User role/profile Page. The page will open with all the current rights for the selected user role/profile, (except for theuser role/profile name which should be unique), loaded into the data entry fields. See the User role/profile Page for information on the data entry and mandatory fields. To save the record, enter a unique code before clicking on Deleting a User role/profileClick on the Delete button to delete the currently selected record. Before deleting a confirmation popup (Image User roles/profile delete confirmation) is displayed, this requires the user to confirm if the action should really be carried out. When a user roles/profile is deleted, the rights that it provide are not available to the users having that role/profile. Default User roles and rightsThe table below shows the default roles in openIMIS.
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