When does this occur?
Throughout the year on an ongoing basis.
How do you do this?
- Click the link in the email notifying you of a new user. (You will have to log into OCHART again.)
- Set the user’s account to active and click "Save". Important: Note the user's organization (Primary group) and Job title.
- Click the Drupal '8' icon to return to the OCHART homepage.
- Select "Organizations" from the Setting tab (upper right corner of screen).
- Find the user's organization (search filter can be used) and click the number under the 'Users' column.
- Find the user in the list of users and select “Edit Member”.
- Finally, add in the user’s role, category and job title. Job title is found on the first screen seen after clicking the link in the email. Job title determines the user’s role and category. For example, if a worker’s title is Manager their role is Reporter. If their title is Executive Director, their role is Submitter. Managers or other workers may require the Editor role at the request of a manager or other leader of an organization. Submitters typically also receive the Editor role unless otherwise stated by them.
The roles within OCHART are:
- Data Entry – This user can access only the OCHART tracking tools, not the OCHART report. They can only edit or delete their own tracking tool entries. This level of access is useful for users who are frontline support workers, HEP C social workers, HEP C nurses, HEP C outreach workers, prevention education workers, GMSH or WHAI workers, or harm reduction outreach workers.
- Reporter – This user level of access is for Managers or Directors. This access level can be assigned to non-Managers at the request of a Manager. Reporters can see and use both the tracking tools and the OCHART report. They cannot submit the OCHART report but can add or delete information from the report.
- Submitter – This level of access is typically assigned to the Executive Director or leader of a reporting organization. It can be delegated to another staff member at the request of an organization’s leader. Submitters have Reporter level access and in addition, they are the only user who can submit an OCHART report. If a submitter submits reports for more than one organization, ensure that they are added to that additional organization (see assigning staff to an organization).
- Editor – This role can be added to any of the above roles. It enables users to edit other user’s tracking tool entries or to delete them. It can be added at the direction of a Manger or Director.