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titleAssign User Access

Please Note:  To change the access a user has for a particular site, you must be a SiteAdmin user for that particular site.

  1. Locate the user account either by accessing the Manage users section.
  2. Click on the Find a user button Image Removed
  3. Search for the user account by either the email, first name or last name information and click on Search. Image Removed
    1. All existing user accounts matching the last name will be shown.  You should then check the roles of the account to ensure they have been assigned (see step 5) and notify the user they already have access
    2. If there are no results this indicated there is no currently access for this user and you can proceed to creating a new account. 
  4. One the search results page, click Open for the relevant user account in the search results 
  5. The user account page will then open to show all available roles If roles have already been assigned to the user this will be shown as a red button with the option to remove the access 
    • If roles have already been assigned to the user this will be shown as a red button with the option to remove the access
    • If a role has not been assigned it will be shown as a green button with the option to add this role Image Removed
  6. Repeat the assigning of roles for each site you wish the user to access by selecting the site selection on the main toolbar and repeating steps 1 - 6.
  7. Notify the new user that their access has been created, advise them of their username, the address of the system and advise the User they will need to assign their own password using the forgotten password link on the log in page.

Manage Cases


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titleCreate Case Records

This allows a case record to be created and review forms assigned and completed before the SUS data from a Trust is sent to Clarity and loaded to the RCR system.

  1. From the SiteAdmin menu select Create Case
  2. Enter as much details as possible into the Create Case form but a minimum of first name, last name, PatientID and Date of Birth are required to enable a case record to be created. Click Create.
  3. This will then open up the case record page with the new case record, you can now add review forms to the case record.

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