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Identity Manager 9.2.1 - 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 Connection Epic EMP User Accounts Epic EMP template Epic EMP subtemplate Epic SER Items Epic SER Provider accounts Epic SER Blueprints Epic SER Template Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Assigning Epic EMP template directly to the Epic EMP User

Epic EMP template can be assigned to the Epic EMP user directly.

To assign an Epic EMP template directly to the Epic EMP user

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

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

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

To assign an Epic EMP template to departments, cost centers, or locations (non rolebased login)

  1. In One Identity Manager, select the Epic Healthcare | Epic EMPTemplates category.
  2. Select the Epic EMP template 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 Epic EMP template 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 Epic EMP template in Add assignments.

    NOTE:

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

  5. Save the changes.

Assigning Epic EMP template to the business roles

Assign Epic EMP template to Business roles so that the Epic EMP template can be assigned to Epic EMP user through these business roles.

To assign a Epic EMP template to a business role (non role-based login)

  1. In the One Identity Manager, select the Epic Healthcare | Epic EMP templates category.
  2. Select the Epic EMP template in the result list.
  3. Select the Assign business roles task.
  4. Assign business roles in Add assignments.

    NOTE:

    • You can remove the assignment of business roles in Remove assignments.
    • To remove an assignment, select the business role and double-click .
  5. Save the changes.

To assign Epic EMP template to a business role (role-based login)

  1. In One Identity Manager, select the Business roles category.
  2. Select the business role in the result list.
  3. Select the Assign Epic EMP Templates task.
  4. Assign EMPTemplates in Add assignments.

    NOTE:

    • You can remove the assignment of Epic EMP template in Remove assignments.
    • To remove an assignment, select the Epic EMP template and double-click.
  5. Save the changes.

Assigning Epic EMP template to the IT shop

When you assign an Epic EMP template to an IT Shop shelf, it can be requested by the shop customers.

Prerequisites

To ensure that an Epic EMP template can be requested, the following prerequisites are required

  • The Epic EMP template must be marked with the IT Shop option.
  • The Epic EMP template must be assigned a service item.

    NOTE: In the web portal, all products that can be requested are grouped together by service category. To make the Epic EMP template easier to find in the web portal, assign a service category to the service item.

  • If you only want it to be possible for the Epic EMP template to be assigned to identities through IT Shop requests, the Epic EMP template must also be labeled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

    NOTE: With role-based login, the IT Shop administrators can assign EMPTemplates to IT Shop shelves.

To add an Epic EMP template to IT Shop

1. In One Identity Manager, select the Epic HealthCare | Epic EMP template category.

2. In the result list, select the Epic EMP template.

3. Select the Add to IT Shop task.

4. In Add assignments, assign the Epic EMP template to the IT Shop shelves.

5. Save the changes.

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