Express Administrator Management

Transcription

1 Express Administrator Management HealthStream Express TM Administrator access to features and functions described in the HLC Help documentation is dependent upon the administrator s role and affiliation. Administrators may or may not have full access.

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3 Contents Contents Administrator Management... 1 Adding an Administrator... 2 Promoting a Student... 2 Adding an Outside Administrator... 5 Searching for an Administrator... 6 Editing an Administrator Record... 7 Deleting an Administrator Record... 8 Note: This guide is updated frequently. If you save or print this document, you should frequently cross-reference the date stamp on any local copies with the most current version posted in the Help system. Updated: August 2011 i

4 Contents Updated: August 2011 ii

5 Administrator Management Administrator Management HealthStream Express offers two administrator roles: Institution administrator and view-only associate administrator. The institution administrator has access to all features and functions within the Express platform. View-only department administrators have limited access (to the entire institution or specific departments) to view information, but can run available reports. Customers using the HealthStream Authoring Center will also have Authoring or Authoring Pro administrator roles. The following outlines key points related to administrator management within HealthStream Express: Administrators can be given access to the entire institution, or to specified departments or subsidiary affiliations. If an administrator with full access to the institution is also a student within the system, a single login can be used for logging into both roles. Institution administrators have access to add and manage other administrators. Administrator management can be enabled for all administrators. However, administrators can only add or manage other administrators at or below their own level of access. Access is defined by enabled features. Default administrator roles can be modified by request to enable or disable selected features. Updated: August

6 Adding an Administrator Adding an Administrator There are two ways to add an administrator to HealthStream Express: Promote a student, or add an outside administrator. If the person you wish to add as an administrator is already a student in the system, use the Promote to Administrator feature. Promoting a student copies information from the student record, and ensures that a single login can be used to access HealthStream Express. Promoting a Student If the person you wish to add as an administrator is already a student in the system, then you can promote the student. Promoting a student copies information from the student record, and ensures that a single login can be used to access HealthStream Express. To promote a student to an administrator 1. Perform a student search. See Searching for a Student in the Express Student Management user guide for details on conducting a student search. The Manage a Student page appears. An orange asterisk (*) indicates a required field. Updated: August

7 Adding an Administrator 2. Click Promote to Administrator. The Add an Administrator page appears. Data from the student record, including the student s user ID and password, are populated to the administrator record. An orange asterisk (*) indicates a required field. 3. In the box, enter an address if there is no from the student record. 4. In the Roles box, select one or more administrator roles by checking the desired check boxes. 5. In the Affiliation box, select the administrator affiliation; either Institution or Departments. If you select Departments, then select the check boxes next to the desired departments. Updated: August

8 Adding an Administrator 6. Click Save. The navigation tree on the student s general information page expands to include access to administrator information. An orange asterisk (*) indicates a required field. 7. If desired, add the administrator s resume and/or business address information. Note that administrators can also manage their own resume and business address and phone from their administrator login. Note: Once a student has been promoted to an administrator, upon login, the student will be presented with the Select Affiliation page, and choose to log in as a student or an administrator. Updated: August

9 Adding an Administrator Adding an Outside Administrator To add an administrator who is not currently a student in the system 1. On the People tab, click Add an Administrator. The Add an Administrator page appears. An orange asterisk (*) indicates a required field. 2. In the Last Name, First Name, and Middle Name boxes, enter the administrator s last, first, and middle names. 3. In the User ID box, enter the user ID that this administrator will use to log into HealthStream Express. 4. In the Password box, enter the password that this administrator will use to log into HealthStream Express. 5. In the Confirm Password box, reenter the password. 6. In the Password Reminder box, enter a password reminder. 7. In the box, enter an address. 8. In the Roles box, select one or more administrator roles by checking the desired check boxes. 9. In the Affiliation box, select the administrator affiliation; either Institution or Departments. If you select Departments, then select the check boxes next to the desired departments. 10. Click Save. Note: An outside administrator can also be granted student access by clicking Grant Student Access. Complete the student record by making required selections such as job title and department and save the student record. Once a student record has been created, it cannot be deleted. The student can only be inactivated to prevent access to the system. Updated: August

10 Searching for an Administrator Searching for an Administrator To search for an administrator 1. On the People tab, click Manage Administrators. The Manage Administrators page appears. 2. Enter search criteria, such as name, User ID or department affiliation. 3. Click Search. A listing of administrators matching the search criteria appears. 4. Click the administrator name in the left-hand column to access the administrator record. Updated: August

11 Editing an Administrator Record Editing an Administrator Record To edit an administrator record 1. Perform an administrator search. See Searching for an Administrator in this document for details on conducting an administrator search. 2. Click the administrator name link. The Manage an Administrator page appears. An orange asterisk (*) indicates a required field. 3. Make the desired edits. 4. Click Save. Updated: August

12 Deleting an Administrator Record Deleting an Administrator Record To delete an administrator record 1. Perform an administrator search. See Searching for an Administrator in this document for details on conducting an administrator search. Note: An administrator cannot delete his or her own administrator role. 2. Click the administrator name link. The Manage an Administrator page appears. An orange asterisk (*) indicates a required field. 3. Click Delete at the bottom of the page. Note: If the administrator is also a student, or if an outside administrator has been granted student access, deleting the administrator role does not affect student access. To prevent student access to HealthStream Express, the student role must be inactivated. See Inactivating/Reactivating a Student in the Express Student Management user guide. Updated: August