SiteAdmin User Guide

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
3. Search for the user account by either the email, first name or last name information and click on 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 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
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.

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.

1. locate the case record you wish to add a review form to.  You can locate this either via the Dashboard links/search buttons,  the Search option on the main toolbar or the Manage Case option of the SiteAdmin menu.
2. In the Search results table click Open to open the case record page.
3. Click the Manage Case button, this is above the review form summary table on the case record page. 
   This will open the Manage Cases page for the case record.
4. Click the Assign/Hide/Prioritise button
   
   This will open the Assign, hide, prioritise Review page which looks similar to the Case Record page but with a different review form summary table.
5. Click on the Add Review button above the review form summary table
   
   This will show the Select Review Form window.
6. Click on the down arrow to show all review forms assigned to the selected site
7. Click on the form you wish to add
8. Click Add
9. The Select Review Form window will close and the Assign, hide, prioritise Review page will update to show the new review form added to the review summary table.
10. If you wish to assign the review form as a priority review, click on the Change to High button.  This will then place the review form at the top of the table with a flag icon displayed
11. Click on the Back to Manage Cases button, your case record show be displayed at the top of the table
12. Click on Open button to open the case record page
13. Your added review form should be included in the review form summary table with the status of Not Started

6. Return to the case record via the Back to Manage Cases button