You will need to repeat this process for every individual site you wish the user to have access to.

You can permit different access levels for each site if necessary.  

1. In the site selection menu of the main toolbar select the site you wish to add the user account to
2. Check for an existing account by searching for a user. 
   1. Click on the Manage Users button of the dashboard or the SiteAdmin menu Manage Users option.  This will take you to the manage users page
   2. Click on the Find a user button Image Removed
   3. Enter the surname of the new user into the Last Name field and click Search
      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 Add Access) 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. 
3. Create user account by clicking the Create new user button.  This will open the Create User page. Image Removed
4. In the Create User page enter the user's email, first name and last name and click CreateUser.  You will see a message advising the account has been created with the option to open up a blank email message to send to the user. This has now created the new user account.
5. You will now need to assign the data the user account can access - see Assign User Access Permissions

User Account Passwords- The system is designed for users to self manage their passwords. Once you have created the account and assigned the relevant access you can notify the user that the account is active. They should then use the forgotten password link of the login screen to assign their own password to their account.  Once this has been done the user will be able to log into the system.

If you are having problems with creating the accounts yourself please complete the attached form for your Trust and send this to Clarity who will be able to assist.

New User Account Request.docx

New User Account Request - South Tees.docx

New User Account Request - North Tees.docx

New User Account Request - Co Durham.docx

PLEASE NOTE

Requests submitted to Clarity Informatics are subjected to a user validation process to ensure that the request received is from an authorised user/project representative

Any requests to create or amend user accounts will require approval by a Senior Trust Administrator or Site Admin user for your Trust. 

If a request is received from a user who is not a Senior Trust Administrator or Site Admin User, Clarity will advise that their request has been forwarded for approval

New User Accounts

To create a new user account please send the user details and access requirements to mortalityreview-enquiries@clarity.co.uk. 

Please ensure that you list the following information within your request.

• Name
• Email address
• each site code you wish the user to access data for (see How do I know what Site Codes to request?)
• the access level for each site code (see How do I know what Site Access Level to request?)

Once approval is received for the new account confirmation will be sent to the user with instructions on how to access the system.

You can use this form to help you submit the information New User Account Request Form.docx

How do I know what Site Codes to request?

You can find the list of each individual site code within your Trust who are participating in the project within the system via the site selection menu, next to the Home menu Image Added

How do I know what Site Access Level to request?

• Site Admin - This enables users to create case records and assign review forms.
• Standard User - This enables users to access case review forms, enter review data and run reports.

Removal of User Access

It is the responsibility of Senior Trust Administrators and/or Site Admin Users to ensure only those requiring access to the system have active accounts. 

Should an individual leave a Trust/Site or they no longer require access to the system, it is the responsibility of the Senior Trust Administrator/Site Admin User to submit a request to Clarity Informatics for the access to be removed.

In addition to this Clarity will conduct regular User Reviews and remove access for any user who has not logged into the system within the 6 months prior to the date on which the User Review takes place.

Why may a user be unable to access the system when they have been able to previously?

Users will be unable to access the system for one of the following reasons

• Request by Senior Trust Administrator or Site Admin user at the Trust

This would be the case if a user no longer requires access to the Case Review system due to leaving the Trust or a change in responsibilities

• Password entered incorrectly several times, resulting in the account being locked

To rectify this the user or a Senior Trust Administrator/Site Admin User for the Trust can contact mortalityreview-enquiries@clarity.co.uk to reinstate the access

• User Review process carried out by Clarity Informatics showed no active logins within the 6 months prior to the User Review

To reinstate access approval will be required from a Senior Trust Administrator/Site Admin User before Clarity will be able to reinstate the user access