Incident Tracking Software Account Provisioning
- averyariford
- Feb 5, 2024
- 4 min read
Risk Management (formerly Riskwatch): Updated Account Creation Process
Summary
Riskwatch has been updated by its vendor company and is now known as Risk Management.
Users will still use this website for reporting resident and facility incidents.
RNs, LPNs, and management nursing staff usually require access to this environment.
Table of Contents
A) Prerequisites for Account Creation
B) Important Details/FAQ
C) New Account Creation Process
D) Adjusting Report Settings
E) Adding Access to Multiple Facilities
A) Prerequisites for Account Creation
Account requesters must know what roles the user needs.
The requester must know which report access the user should have if email notifications are needed.
The roles are typically Reporter, which allows users to create and edit reports, and/or Investigate, which allows users to view higher-tier information.
Investigate is typically only used by users who require Risk Management reports, like management staff.
Reporter is the essential permission that all users will need.
The requester must still verify the roles that are needed.
This information will be included throughout the document to avoid any confusion.
The report options that are commonly used are Occurrence opened, Closed, and Hospitalization, but we cannot assign anything until the requester confirms the necessary reports.
B) Important Details/FAQ
Web Address: [Redacted]
Usernames are now case-sensitive.
Within the Risk Management website, you may have access to MDS Intelligence and UB Submission as well as Risk Management.
It is not predicted that the service desk or users will utilize these features, so it is all right if you don't have access to these two functions.
C) New Account Creation Process
1) Choose the Menu option, followed by Admin, and then Manage Users.
2) Search for the user to verify that they do not have an existing account.
Please note that the facility setting defaults to [Redacted], not All. Please modify this before searching for the user.
Set the product settings to Risk Management if you have other product options.
Be sure to check the Deleted Users and Deactivated Users lists as well.
3) Select New User. You will then be brought to the displayed screen.
4) The user ID naming convention is first initial last name.
For instance, Hulk Hogan's username would be hhogan.
If the username is taken, add the following letter of their first name.
For instance, Hulk Hogan's username would be huhogan.
Usernames must be typed in all lowercase characters to avoid user confusion.
5) Please enter the user's job position as a title. Phone number and credential information can be left out.
6) Only input the user's email address if they will be receiving Risk Management reports. For more information on report settings, please see Section C.
7) Use a generated passphrase for the password, such as Marylittlelamb6. The users should be able to read off passwords aloud without difficulty.
8) The security question is up to the service desk's discretion, but it is suggested to use the following:
Question: Changeme
Answer: Changeme
9) Choose the user's facility as the Top Node.
Please note that we cannot assign specific care levels. We can view them in this list but not select them.
If users only want access to SNF, they will still need to be assigned permissions for the entire facility.
[Image Redacted to Protect Sensitive Information]
10) Assign the user's product roles.
Account requesters must know which roles they need for the user.
The roles are typically Reporter, which allows users to create and edit reports, and/or Investigate, which allows users to view higher-tier information.
Investigate is typically only used by users who require Risk Management reports, like management staff.
Reporter is the basic permission that all users will need.
The requester must still verify the roles that are needed.
Do not assign the Management (Use Analysis) role unless specifically requested.
11) Check the account after saving it to make sure that all roles and facilities are saved properly.
D) Adjusting Report Settings
Users do not need to be set up to receive email notifications for Risk Management reports unless it is requested.
The email address field of the user's profile does not need to be filled unless they receive email notifications.
1) Sign out of your Risk Management account. Sign back in as the user who requires report notifications using their account credentials.
2) Click on their name to open profile options, and then select User Preferences.
3) Select Email Notifications.
Requesters must know what report settings and notifications the user needs.
The report options commonly used are Occurrence opened, Closed, and Hospitalization, but we cannot assign anything until the requester confirms the necessary reports.
We can assign email notification permissions to specific care levels by clicking the individual checkboxes associated with each care level.
4) Check the account after saving it to make sure that all roles and facilities are saved properly.
E) Adding Access to Multiple Facilities
Users may occasionally need access to multiple facilities.
1) Choose the Menu option, followed by Admin and then Facility Access to a User.
2) Select the user from the drop-down list.
3) Choose the Add or Remove option next to the facility names as needed to grant the appropriate access.
There is no option to save changes in this menu.
Choosing Add or Remove saves the change instantly.
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