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Identity Manager 9.1 - 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 EMP template

EMPTemplate is loaded into the One Identity Manager by synchronization.

The CSV file allows you to

  • Add new EMPTemplates
  • Update the EMPTemplates

    NOTE: You can update only Template Name.

To edit the EMPTemplate

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

Assigning the EMP template to Epic User

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

Prerequisite for the indirect assignment of EMPTemplate to the employees

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

EMPTemplate can also be assigned to Epic user using IT shop.

Assigning EMP template directly to the Epic User

EMPTemplate can be assigned to the Epic User directly.

To assign a EMPTemplate directly to the Epic User

  1. In One Identity Manager, navigate to Epic Health care.
  2. Select the User account to which the EMPTemplate must be assigned.
  3. Select Assign Epic EMPTemplates from Tasks .
  4. To add the EMPTemplate, click Add in the form.
  5. Select the EMPTemplate from the dropdown list.
  6. Select LoginType, StartDate and EndDate according to the requirement.
  7. Save the changes.

Assigning EMP template to the department, cost center, and locations

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

To assign an EMPTemplate to departments, cost centers, or locations (non rolebased login)

  1. In One Identity Manager, select the Epic Healthcare | Epic EMPTemplates category.
  2. Select the EMPTemplates 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 EMPTemplate 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 EMPTemplates task.

  4. Assign EMPTemplate in Add assignments.

    NOTE:

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

  5. Save the changes.

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