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Identity Manager 8.2.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic EMP template Epic SubTemplate Epic Connection Epic EMP User Accounts Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Editing the Sub template

SubTemplate is loaded into One Identity Manager by synchronization.

Only TemplateName can updated in the csv file. If TemplateID is updated it will be considered as new Template in the One Identity Manager.

To edit the SubTemplate

  1. In SubTemplate.csv, modify the rows.
  2. In the Synchronization Editor, run the Synchronization project.
  3. SubTemplate data will be synchronized based on the operation performed on the SubTemplate.csv.

Assigning the Sub template to Epic User

SubTemplate can be assigned directly or indirectly to Epic user. For indirect assignment, employees are assigned to hierarchical roles, such as, departments, cost cent res, locations, or business roles.

Prerequisite for the indirect assignment of SubTemplate to the employees

  1. Assignment of SubTemplate is permitted for role classes (departments, cost centers, locations, or business roles).
  2. Epic User accounts are marked with the SubTemplate can be inherited option.

NOTE: SubTemplate can also be assigned to Epic user through IT shop.

Assigning the Sub template directly to the Epic User

SubTemplate can be assigned to the Epic User directly.

To assign a SubTemplate directly to the Epic User

  1. In One Identity Manager, navigate to Epic Health care.
  2. Select the User account to which the SubTemplate must be assigned.
  3. Select Assign Epic SubTemplates from Tasks .
  4. To add the SubTemplate, click Add in the form.

  5. Select the priority Index options from the dropdown.

  6. Save the changes.

Assigning SubTemplate to the department, cost center, and locations

Assign SubTemplate to departments, cost centers, or locations so that the SubTemplate can be assigned to Epic User through these organizations.

To assign a SubTemplate to departments, cost centers, or locations (non rolebased login)

  1. In One Identity Manager, select the Epic Healthcare | Epic SubTemplates category.
  2. Select the SubTemplate in the result list.
  3. Select the Assign organizations task.
  4. Assign organizations in Add assignments.
    • Assign departments on the Departments tab.
    • Assign locations on the Locations tab.
    • Assign cost centers on the Cost centers tab.

    NOTE:

    • You can remove the assignment of organizations in Remove assignments.
    • To remove an assignment, select the organization and double-click .

  5. Save the changes.

To assign SubTemplate to a department, cost center, or location (role-based login)

  1. In One Identity Manager, select the Organizations | Departments category.
    - OR –
    In One Identity Manager, select the Organizations | Cost centers category.
    - OR –
    In One Identity Manager, select the Organizations | Locations category.

  2. Select the department, cost center, or location in the result list.

  3. Select the Assign Epic SubTemplates task.

  4. Assign SubTemplate in Add assignments.

    NOTE:

    • You can remove the assignment of SubTemplate in Remove assignments.
    • To remove an assignment, select the SubTemplate and double-click .

  5. Save the changes.

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