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Part of Smartcard management in the PTL environments v2.0

Assigning a new position

How to assign a new position within the Care Identity Service in the Path to Live environment.

Part of the publication 'Smartcard management in the Path to Live environment'.

Current Chapter

Current chapter – Assigning a new position


Summary

How to assign a new position within the Care Identity Service in the Path to Live environment.

Part of the publication 'Smartcard management in the Path to Live environment'.


From the dashboard, enter the name of the user, of their UUID in the search bar and click ‘Search’.

CIS dashboard - add username

A list of possible matches will be displayed, click on the UUID of the required user.

CIS - UUIDs

When the user profile is displayed, scroll down to the ‘Position Assignment Details’ section and click on ‘Modify Position assignment’.

CIS - position assignment details

When the ‘Assign Position to User’ window opens, click on ‘Add Position’.

CIS - modify position alignment

A list of available positions will be presented (positions that the RA is able to assign). Filter if required and then select the required position(s) using the tickboxes to the left. Review the selections and click ‘Confirm Position’. 

CIS - add positions

The position(s) will then appear in the ‘Positions I can Manage’ list. In the Path to Live environment it is important to remember to tick the ‘Proceed without Sponsor approval’ tick-box, otherwise the request will be added to an approval queue.

CIS - proceed without sponsor approval tickbox

Add notes if required (reference number, contact details etc), review the changes and then click ‘Submit Request’.

CIS - add notes

A confirmation will be displayed to confirm that the change was successful.

CIS - change confirmation message


Last edited: 31 January 2022 4:06 pm