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Part of Smartcard management in the PTL environments v2.0

Removing a position

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

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

Summary

How to remove a 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 user search - click on UUID of required user

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 loads, locate the Position in the ‘Positions I can manage’ list. (If the position required appears in the ‘Positions managed by other organisations’ list, the request will be sent to the RA of the relevant organisation for approval). To remove the position, click the ‘delete position icon’.

CIS - assign position to user window

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 and then click ‘Submit request’. The request can take a couple of minutes to be actioned and a message bar advising the user to check later may be displayed.


Last edited: 2 February 2022 10:49 am