Group Management in Administrator
Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers will be able to edit pages and objects, and Model Administrators have full permissions.
You will still need to check your personal permissions to access this area with your site Administrator.
From Ideagen Healthcare Guardian Enterprise
From Ideagen Healthcare Guardian Designer
Within an Ideagen Healthcare Guardian installation, there can be a number of models. These are displayed in the model dropdown list. There can be different configuration settings set up in different Ideagen Healthcare Guardian models.
The model initially displayed will be the model you were in before you opened the Ideagen Healthcare Guardian Administrator Application.
Groups mean you can group together users with any of the above licence types and apply permissions to an entity. Adding these permissions at the top level (Author, Edit, Value Entry and View) will mean that the users in the group will be able to perform the processes that their licence allows. For example, an Enterprise user will only have permission to add data and amend object properties… they won’t suddenly be able to delete the objective!
Custom Security Roles enable the Model Administrator to manage access to Reports, Objects and Measures for specific groups of users. The Model Administrator can create groups of users with similar requirements or requiring similar permissions on objects, measures and reports.
These Custom Roles can be granted Permissions on Entities just like Standard roles or individual employees. (Note: A user cannot be given higher access through a Custom Role than is permitted in their Standard Role).
Example:
An organisation comprises an overall parent structure and several autonomous business units. By defining Custom Roles to fit each business unit, the Model Administrator can manage who can access which areas of information. Each unit will be able to see their own performance but not the performance of the objects and measures owned by the other business units.
Groups of users or ‘Custom Roles’ (the bold entries in the list) can be added via Ideagen Healthcare Guardian Administrator and mean that you can manage access to the system far more easily than adding individual users to the permission levels. This will also help your ongoing development as when licence holders get added to the system or move on, all you need to do is add them to the relevant Custom Role(s).
Managing Groups
Click the + to create a group. Enter a name (and optional description) for the group and use the edit icon to add licences Ideagen Healthcare Guardian users to the group. To edit groups, simply click on the group and click the edit icon to make the required changes.
Bulk Employee
This functionality is available to support Model Administrators to create / update employees in bulk. We recommend you export the existing Employee details first, open them in Excel, make changes and additions, and reimport.
Take a database backup in case of need. If your model is hosted in the Ideagen Healthcare Guardian Cloud, please contact support@inphase.com to request this to be undertaken before re-importing.
Bulk Organisation
This functionality is available to support Model Administrators to create/update the organigram in bulk. We recommend that you export the existing department's details first, open in Excel, make changes and additions, and reimport.
Take a database backup in case of need. If your model is hosted in the Ideagen Healthcare Guardian Cloud, please contact support@inphase.com to request this to be undertaken before re-importing.