Difference between revisions of "Assign Security Classifications to users via TW or SSMT"

Latest revision as of 18:56, 5 April 2013

This page was designed to show you how to assign Security Classifications to a user via Allscripts Enterprise EHR or SSMT. In this example, a new Security Classification GHS ROLE to 1 user (idamon) will be loaded via TW, as well as 5 users (adermott, ahsuser, bjones, ceisner and csnapp) via SSMT.

A good place to start

A good place to start is in Allscripts Enterprise EHR. Assigning Security Classifications to a user will allow you to easily view the data you'll need when assigning the Security Classifications via SSMT. You'll see this when we extract the data.

For the purpose of this example, "How to Create a New Security Classification" will also be reviewed.

Navigate to TWAdmin

Select 'Sec Admin' in the VTB

Select 'Security' tab in the HTB

Choose 'Security Classification' from the 'Security Setup' Drop Down Menu

Create a new Security Classification

Click Add (lower left)

Enter GHS ROLE as the NAME Enter GHSrole as the CODE

(What do 'Inactive', Patient Security' and 'Enforced' do?)

Highlight GHS ROLE

Click the 'Assign Codes' button. (Button in lower left of lower window, scroll down to view if not visible)

For example: To grant all security access (except 'Chart-PrintChart') to this new classification called GHS ROLE, simply move everything from "Available Codes" to "Current Selection", except for 'Chart-PrintChart' using the Down Arrow.

Click OK.

Assign Security Classification to a User in Enterprise EHR

Highlight the classification that will be assigned to the user
Click 'Assign Users' button
Search for the user you want to assign
Highlight the user
Move the user down to the bottom section using the "down Arrow"

Click OK

The user will now be listed as one the of assigned users in the "Assign user" box.

Click Save.

Assign Security Classifications to Users via SSMT

In the above example, a new security classification was created and assigned to a user via the 'Sec Admin' Workspace.

The following example shows how to take a classification assigned to one user and assign it to others.

1. Extract the 'User Security Classifications' data from Allscripts Enterprise EHR via SSMT

2. Paste the extracted data into Excel

3. Search for the security classification you wish to assign under "Access Group Entry Name". In this example, 'GHS ROLE' will be used. If another user has the classification you wish to assign, you can search for that user. In this example, the security classification GHS ROLE has been assigned to "idamon".

4. Insert a new row for every user you want to add this Security Classification to.

5. Copy the user's existing data into the newly inserted row and change the "Access Group Entry Code" and the "Access Group Entry Name" values to the new classification based on the already assigned user. In this example, change them to GHSrole and GHS ROLE. (see examples in bold below)

6. Load the data back into Allscripts Enterprise EHR via SSMT

Verify data loaded properly

Login to Allscripts Enterprise EHR as TWAdmin
Click on TWUser Admin on the VTB
Search for a user you added the Security Classification GHS ROLE to in SSMT. For this example I will use adermott.
Verify GHS ROLE appears in the Security section for this user.

Links

Back to Security

@@ Line 1: / Line 1: @@
-This page was designed to show you how to assign Security Classifications to a user via [[TouchWorks]] or SSMT. In this example we will be loading a new Security Classification GHS ROLE to 1 user (idamon) via [[TW]] and 5 users (adermott, ahsuser, bjones, ceisner and csnapp)via [[SSMT]].
+This page was designed to show you how to assign Security Classifications to a user via [[Allscripts Enterprise EHR]] or SSMT. In this example, a new Security Classification GHS ROLE to 1 user (idamon) will be loaded via [[TouchWorks | TW]], as well as 5 users (adermott, ahsuser, bjones, ceisner and csnapp) via [[SSMT]].
 == A good place to start ==
-A good place to start is in TouchWorks.  Assinging Security Classifications to a user in TW will allow you to easily view the data you'll need when assiging the Security Classifications via SSMT.  You'll see this when we extract the data.
+A good place to start is in [[Allscripts Enterprise EHR]].  Assigning Security Classifications to a user will allow you to easily view the data you'll need when assigning the Security Classifications via SSMT.  You'll see this when we extract the data.
-For the purpose of this example I am going to throw in "how to create and New Security Classification" for your viewing pleasure.
+For the purpose of this example, "How to Create a New Security Classification" will also be reviewed.
+Navigate to [[TWAdmin]]
-== Step 1 - Create a new Security Classification named GHS ROLE. ==
+Select 'Sec Admin' in the [[VTB]]
+Select 'Security' tab in the [[HTB]]
-Login to TW as TWAdmin.
+Choose 'Security Classification' from the 'Security Setup' Drop Down Menu
-Click on Sec Admin.
+[[File:ssmt1.jpg]]
-Click the Security [[HTB]].
+== Create a new Security Classification ==
-Choose Security Classification from the Security Setup Drop Down Menu.
+Click Add (lower left)
-Click ADD.
 Enter GHS ROLE as the NAME
 Enter GHSrole as the CODE
+(What do 'Inactive', Patient Security' and 'Enforced' do?)
 [[Image:sc1.jpg]]
@@ Line 31: / Line 32: @@
 [[Image:sc2.jpg]]
-Click the Assign Codes button.
+Click the 'Assign Codes' button. (Button in lower left of lower window, scroll down to view if not visible)
-Let's say we want all security access except for "Print Chart" to be within this new GHS ROLE classification.  We would simply move everything from "Available Codes" to "Current Selection" '''except''' for "Print Chart" using the "Down Arrow".
+For example: To grant all security access (except 'Chart-PrintChart') to this new classification called GHS ROLE, simply move everything from "Available Codes" to "Current Selection", '''except''' for 'Chart-PrintChart' using the Down Arrow.
 [[Image:sc3.jpg]]
-Once you have assigned all of the desired codes into this new GHS ROLE.
 Click OK.
-==
+== Assign Security Classification to a User in Enterprise EHR ==
-Step 2 - Assign Security Classification to a user via Touchworks ==
-Make sure GHS ROLE is still highlighted.
-Next, click on Assign Users.
-Search for the user you want to assign this new GHS ROLE Security Classification to.
-Highlight the user.
-Move the user down to the bottom section using the "down Arrow"
+#Highlight the classification that will be assigned to the user
+# Click 'Assign Users' button
+# Search for the user you want to assign
+# Highlight the user
+# Move the user down to the bottom section using the "down Arrow"
 [[Image:sc4.jpg]]
 Click OK
+The user will now be listed as one the of assigned users in the "Assign user" box.
-You should now see your user as one the of "Assigned users" in the Assign user box.
 [[Image:sc5.jpg]]
 Click Save.
+==Assign Security Classifications to Users via SSMT==
+In the above example, a new security classification was created and assigned to a user via the 'Sec Admin' Workspace.
+The following example shows how to take a classification assigned to one user and assign it to others.
-== Assigning a new Security Classification GHS ROLE via [['''SSMT''']] ==
+. Extract the 'User Security Classifications' data from [[Allscripts Enterprise EHR]] via [[SSMT]]
-Okay, so the above lesson showed you how to create a new Security Classification and how to assign that New Code to a user using the Touchwork System.
+. Paste the extracted data into Excel
-This following will show you how to do the same thing but with using SSMT instead of TW.
+. Search for the security classification you wish to assign under "Access Group Entry Name". In this example, 'GHS ROLE' will be used. If another user has the classification you wish to assign, you can search for that user. In this example, the security classification GHS ROLE has been assigned to "idamon".
-'''Pease Note'''
+[[Image:sc0.jpg]]
-In this lesson I will be providing the required steps, plus a few things worth noting, but will not get into detail on the SSMT extract or Load. For detailed information on extracting and loading see the [[SSMT]] wiki article.
+. Insert a new row for every user you want to add this Security Classification to.
-'''Step 1 - Extracting the data'''
+. Copy the user's existing data into the newly inserted row and change the "Access Group Entry Code" and the "Access Group Entry Name" values to the new classification based on the already assigned user. In this example, change them to GHSrole and GHS ROLE. (see examples in bold below)
-Extract the " User Security Classification" data from SSMT
+[[Image:sc00.jpg]]
-Paste the extracted data into this new Excel spreadsheet.
+. Load the data back into [[Allscripts Enterprise EHR]] via [[SSMT]]
-'''Step 2 - Confirm new data is present, in this case GHS ROLE'''
-Now, look for the user you assigned the GHS ROLE Security Classification to in TouchWorks during the first part of this lesson.
+'''Verify data loaded properly'''
-In this lesson I loaded GHS ROLE to idamon in TW, so I will look for her in my extraction.  So' I'm going to make sure that somewhere in her profile GS ROLE appears.
+# Login to [[Allscripts Enterprise EHR]] as [[TWAdmin]]
+# Click on TWUser Admin on the [[VTB]]
+# Search for a user you added the Security Classification GHS ROLE to in SSMT. For this example I will use adermott.
+#Verify GHS ROLE appears in the Security section for this user.
-[[Image:sc0.jpg]]
+[[Image:sc7.jpg]]
-'''Step 3 - Copying new data to your users'''
+==Links==
+Back to [[Security]]
-Insert a new row for every user you want to add this new Security Classification to.
-Copy the users existing data into one of the newly nserted cells.  SO they will have two rows of exactly the same data.
-Now, change only the data that is being replaced by the new Data.
-For example- in this lesson, change the "Access Group Entry Code" and the "Access Group Entry Name" to GHSrole and GHS ROLE.
-[[Image:sc00.jpg]]