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

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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]].
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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 ==
A good place to start is in TouchWorks.  Assigning Security Classifications to a user in TW 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.
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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.
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For the purpose of this example, "How to Create a New Security Classification" will also be reviewed.
  
Login to TW as TWAdmin
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Navigate to [[TWAdmin]]
  
Select 'Sec Admin' in the VTB
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Select 'Sec Admin' in the [[VTB]]
  
 
Select 'Security' tab in the [[HTB]]
 
Select 'Security' tab in the [[HTB]]
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Choose 'Security Classification' from the 'Security Setup' Drop Down Menu
 
Choose 'Security Classification' from the 'Security Setup' Drop Down Menu
  
== Step 1 - Create a new Security Classification named GHS ROLE. ==
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[[File:ssmt1.jpg]]
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== Create a new Security Classification ==
  
 
Click Add (lower left)
 
Click Add (lower left)
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Click the 'Assign Codes' button. (Button in lower left of lower window, scroll down to view if not visible)
 
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.  We would simply move everything from "Available Codes" to "Current Selection" '''except''' for 'Chart-PrintChart' using the Down Arrow.
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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]]
 
[[Image:sc3.jpg]]
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Click OK.
 
Click OK.
  
== Step 2 - Assign Security Classification to a user via TouchWorks ==
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== Assign Security Classification to a User in Enterprise EHR ==
  
#Highlight the classification you wish to add the user to
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#Highlight the classification that will be assigned to the user
 
# Click 'Assign Users' button
 
# Click 'Assign Users' button
 
# Search for the user you want to assign
 
# Search for the user you want to assign
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Click OK
 
Click OK
  
You should now see your user as one the of "Assigned users" in the Assign user box.
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The user will now be listed as one the of assigned users in the "Assign user" box.
  
 
[[Image:sc5.jpg]]
 
[[Image:sc5.jpg]]
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==Assign Security Classifications to Users via SSMT==
 
==Assign Security Classifications to Users via SSMT==
  
In the above example a new security classification was created and assigned to a user via the Workplace.
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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.
 
The following example shows how to take a classification assigned to one user and assign it to others.
  
'''Please Note'''
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1. Extract the 'User Security Classifications' data from [[Allscripts Enterprise EHR]] via [[SSMT]]
  
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. 
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2. Paste the extracted data into Excel
  
'''Step 1 - Extracting the data'''
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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".
 
 
Extract the " User Security Classification" data from SSMT
 
 
 
Paste the extracted data into this new Excel spreadsheet.
 
 
 
'''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.
 
 
 
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.
 
  
 
[[Image:sc0.jpg]]
 
[[Image:sc0.jpg]]
  
'''Step 3 - Copying new data to your users'''
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4. Insert a new row for every user you want to add this Security Classification to.
 
 
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 inserted 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.
 
  
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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)
  
 
[[Image:sc00.jpg]]
 
[[Image:sc00.jpg]]
  
Step 4 - Loading data back into SSMT
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6. Load the data back into [[Allscripts Enterprise EHR]] via [[SSMT]]
 
 
See [[SSMT]] "loading".
 
 
 
 
 
Step 5 - Verify data loaded properly
 
  
Login to TouchWorks as TWAdmin
 
  
Click on TWUser Admin on the [[VTB]]
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'''Verify data loaded properly'''
  
Search for the user you added the Security Classification GHS ROLE to in SSMT.
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# Login to [[Allscripts Enterprise EHR]] as [[TWAdmin]]
For this lesson I will use adermott.
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# Click on TWUser Admin on the [[VTB]]
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# Search for a user you added the Security Classification GHS ROLE to in SSMT. For this example I will use adermott.
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#Verify GHS ROLE appears in the Security section for this user.
  
 
[[Image:sc7.jpg]]
 
[[Image:sc7.jpg]]
  
 
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==Links==
Verify GHS ROLE appears in the Security section for this user.
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Back to [[Security]]
 
 
 
 
[[Image:sc8.jpg]]
 
 
 
That's it.
 

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

Ssmt1.jpg

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?)

Sc1.jpg

Highlight GHS ROLE

Sc2.jpg

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.

Sc3.jpg


Click OK.

Assign Security Classification to a User in Enterprise EHR

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

Sc4.jpg


Click OK

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

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.

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".

Sc0.jpg

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)

Sc00.jpg

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


Verify data loaded properly

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

Sc7.jpg

Links

Back to Security