Sentinel 5.17.5 User Guide|
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| Sentinel 5.17.5 User Guide |
Users with the Manage Users administrative permission can add, edit and audit users from the User List page. To open the page, click the System Administration > User Management menu link.
The User Management page displays the current users stored within the application. The list of users can be sorted by clicking on a column header. Under the list of current users, the number of users displayed on the page is listed (for example, Showing 1 to 10 of 142 entries) and on the right side of that line are previous and forward arrows; click the arrows as needed to display additional users.
To add a new user, click the New button. See the Create a New User section below for more information.
To export the list of users as a CSV file, click the Export button.
The columns and options on the User List page are as follows:
| Column/Option | Description |
| Show ___ entries | Select from the drop-down list the number of entries to display on the page: all, 10, 25, 50 or 100. |
| Search | Enter a few characters of the user's last or first name in the Search field. The list automatically filters based on what is entered in the field. |
| User UID | The ID number for the user. |
| User ID | The user's username/user ID. |
| Name (Last, First) | The user's name, in the order of last name, first name. |
| The user's email address. This is used for password recovery. | |
| Active | If the user is active, an X displays in this field. |
| Active Roles | The user's active roles within the application. |
| Edit User | Click this button to edit the user's information. See Edit a User. |
| Audit | Click this button to view the user's recent activity within the application. See Audit a User. |
There are two ways to search facilities. The first is to enter a user's ID number or a few characters of the user's first or last name in the Search field. The second is to click the Search button above the displayed list of users. This opens the Search Users page and offers additional search fields.
On the Search Users page, enter information in one or more fields and click Search. The list of users meeting the search criteria displays on the User Management page.
The search fields available on the Search Users page are as follows:
| Search Field | Description |
| User ID | To search for a user using his or her ID number, enter it here. |
| First Name | To search for a user by his or her first name, enter it here. |
| Last Name | To search for a user by his or her last name, enter it here. |
| District: PHD | To search for a user by public health district, select it from the list boxes. |
| Terminated | To search for a terminated user, select Yes from the drop-down list. |
| Locked | To search for a locked user, select Yes from the drop-down list. |
To create a new user, first click the System Administration > User Management menu link, then click the New button on the User Management page. The Create User page opens. Enter at least the required fields (in red text and marked with an asterisk) and click Create User.
The available fields on the Create User page are as follows:
| Field | Description |
| User ID * | Enter the new user's user ID, which is the username he or she will use to log on to the application. This field is required. |
| Password * | Enter a password for the new user. This field is required. |
| Verify Password * | Re-enter the new user's password. This field is required and must match the Password field. |
| Email Address * | Enter the user's email address. This field is required and is used for password recovery. |
| Prefix | Select a prefix for the user from the drop-down list. Examples: Dr., Mr., Mrs. |
| First Name * | Enter the user's first name. This field is required. |
| Middle Name | Enter the user's middle name. |
| Last Name * | Enter the user's last name. This field is required. |
| Professional Title | If the user has a professional title, enter it here. Example: PhD, M.D., D.O., R.N. |
| Employer * | Enter the name of the user's employer. This field is required. |
| Employer Type * | Select the user's employer type from the drop-down list. This field is required. Examples: Clinic, Hospital, Laboratory. |
| Job Type * | Select the user's job type from the drop-down list. This field is required. |
| Phone * | Enter the user's phone number. This field is required. |
| Fax | Enter the user's fax number. |
| Street 1 | Enter the first line of the user's street address. |
| Street 2 | Enter the second line of the user's street address, if applicable. |
| State * | Select the user's state from the drop-down list. This field is required. |
| City * | Enter the user's city. This field is required. |
| Zip * | Enter the user's zip code. This field is required. |
| County * | Select the user's county from the drop-down list. This field is required and is based on the selected state. |
| Locked? * | To lock the user's account, select Yes from the drop-down list. No is the default. This field is required. |
| Terminated? * | To register this user as terminated, select Yes from the drop-down list. No is the default. This field is required. |
| PRISM is default page (if User has Privileges)? | To set PRISM as a default page, select Yes from the drop-down list. No is the default. |
| Roles * | Select the user's roles for the application. This field is required; at least one role must be selected. |
| District: PHD * | Select the user's public health districts from the drop-down lists. The State must be selected first. This field is required. |
| Facility | Select the user's facility from the drop-down list. |
| Automatic Case Assignment | Select this option if the user should be automatically assigned to cases. |
To edit a user, first click the System Administration > User Management menu link, then search for the user and/or locate him or her in the search results list. Click the Edit User button for the user in the list. The Edit User page opens with that user's details pre-populated in the fields. Make any necessary modifications and click Save Changes when finished. To cancel without saving any changes, click Cancel. The user's roles are listed toward the bottom of the page in the User Roles section. From that section, user roles can be added, edited, and/or deleted.
The available fields on the Edit User page are as follows. Required fields are red and have an asterisk after them.
| Field | Description |
| User ID * | The user's ID (username). This field is required. |
| Password * | Enter a new password for the user. This field is required. |
| Verify Password * | Re-enter the new user's password. This field is required and must match the Password field. |
| Email Address * | The user's email address. This field is required and is used for password recovery. |
| Prefix | The user's prefix. Examples: Dr., Mr., Mrs. |
| First Name * | The user's first name. This field is required. |
| Middle Name | The user's middle name. |
| Last Name * | The user's last name. This field is required. |
| Professional Title | The user's professional title. Example: PhD, M.D., D.O., R.N. |
| Employer * | The name of the user's employer. This field is required. |
| Employer Type * | The user's employer type. This field is required. Examples: Clinic, Hospital, Laboratory. |
| Job Type * | The user's job type. This field is required. |
| Phone * | The user's phone number. This field is required. |
| Fax | The user's fax number. |
| Street 1 | The first line of the user's street address. |
| Street 2 | The second line of the user's street address, if applicable. |
| State * | The user's state. This field is required. |
| City * | The user's city. This field is required. |
| Zip * | The user's zip code. This field is required. |
| County * | The user's county. This field is required. |
| Locked? * | To lock the user's account, select Yes from the drop-down list. No is the default. This field is required. |
| Terminated? * | To register this user as terminated, select Yes from the drop-down list. No is the default. This field is required. |
| PRISM is default Page (if User has Privileges)? | To set PRISM as a default page, select Yes from the drop-down list. No is the default. |
To add a new role for the user, click Add Role to User. The Create User Role for ( [Username] ) page opens. Select the roles and any additional options, and then click Add Role. The new role appears in the User Roles list for that user on the Edit User page. The following fields and options are available on the Create User Role page:
| Field/Option | Description |
| Roles * | Select the user's roles for the application. This field is required; at least one role must be selected. |
| District: PHD | Select the user's public health districts from the drop-down lists. The State must be selected first. |
| Facility | Select the user's facility from the drop-down list. |
| Automatic Case Assignment | Select this option if the user should be automatically assigned to cases. |
| Notification of Modifications | Select this option to notify the user that a modification was made to his or her role(s). |
To edit a user role, locate the role in the User Roles list for that user and click the Edit Role button. The Edit User Role "[User Role]" for ( [Username] ) page opens. Make any necessary changes and click Save Changes. The available fields and options on this page are as follows:
| Field/Option | Description |
| Role | The user's role is displayed here in read-only format. |
| District: PHD | Select the user's public health districts from the drop-down lists. The State must be selected first. |
| Facility | Select the user's facility from the drop-down list. |
| Active | Select this option if the user is active within the application. Deselect it if the user should no longer have access (for example, to inactivate the user). |
| Automatic Case Assignment | Select this option if the user should be automatically assigned to cases. |
| Notification of Modifications | Select this option to notify the user that a modification was made to his or her role(s). |
To delete a user role, locate the role in the User Roles list for that user and click Delete Role. The user is no longer associated with that role.
To audit a user to see his or her recent activities within the application, first click the System Administration > User Management menu link, then search for the user and/or locate him or her in the search results list. Click the Audit button for the user in the list. A new window opens with a tree view of the user's activities. Click the plus sign to open the tree and view the recent activities.