Assign Security Classifications to users via TW or SSMT
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.
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.
For the purpose of this example I am going to throw in "how to create and New Security Classification" for your viewing pleasure.
Login to TW as TWAdmin
Select 'Sec Admin' in the VTB
Select 'Security' tab in the HTB
Choose 'Security Classification' from the 'Security Setup' Drop Down Menu
Step 1 - Create a new Security Classification named GHS ROLE.
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. We would simply move everything from "Available Codes" to "Current Selection" except for 'Chart-PrintChart' using the Down Arrow.
Step 2 - Assign Security Classification to a user via TouchWorks
- Highlight the classification you wish to add the user to
- 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"
You should now see your user as one the of "Assigned users" in the Assign user box.
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.
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.
Extract the 'User Security Classifications' data from SSMT
Paste the extracted data into Excel
Search for the classification you wish to assign under "Access Group Entry Name", in this example 'GHS ROLE'
If you know of a user with 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.
Insert a new row for every user you want to add this Security Classification to.
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 to GHSrole and GHS ROLE. (see examples in bold below)
Load the data back into TouchWorks via SSMT
Verify data loaded properly
Login to TouchWorks 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 lesson I will use adermott.
Verify GHS ROLE appears in the Security section for this user.