Quick Guide: Getting Started with IMS

Transcription

1 Quick Guide: Getting Started with IMS Quick Guide: Getting Started with IMS Subject: IMS Login and Menus. Intent: Instructions for accessing and navigating IMS University of Pittsburgh Medical Center. All Rights Reserved 1 of 10

2 Overview The Identity Management System (IMS) enables UPMC staff to perform certain administrative tasks related to computer accounts, helping you track and maintain your various computer identities. For managers, IMS provides tools to monitor and administrate the account privileges of staff. Processes for staff computer and software access, annual reviews of employees, and nonemployee privileges are simplified and expedited. Managerial privileges can be delegated. This guide introduces you to IMS, serving as a reference to the IMS interface and its basic menus. Pointers to further information about more complex topics are also provided. Welcome to IMS! 2 of 10

3 Logging In To log into IMS, follow these steps: 1. Open Internet Explorer, and go to the IMS Web site ( 2. Log on using your E-Sign-On account ID and password. First Time Users 1. Select First time users, click here. IMS will guide you through a process to find and validate your E-Sign-On so that you can log in. 2. If you are an Employee, see Quick Guide - Employee E-Sign-On Registration Utility for detailed registration instructions. 3. If you are a Non-employee, see Quick Guide Non-Employee E-Sign-On Registration Utility. If You Cannot Remember Your E-Sign-On or Password Select I forgot my E-Sign-On ID. IMS will guide you through a process to search for your E- Sign-On ID in the database. For more information, see the document: Quick Guide - Forgot E-Sign-On Account ID Utility For password recovery, select I forgot my E-Sign-On password. IMS will guide you through an alternative authentication process and enable you to change your password so that you can log in. For more information, see the document: Quick Guide - Forgot E-Sign-On Password Utility If You Need More Account Utilities Click on Password/Account Utilities to access the full menu of password-reset, passwordchange, account-unlock and account-registration utilities. If You Need More Help Select one of the links at the bottom to access documentation and contact information, or call the ISD Help Desk at HELP. 3 of 10

4 The IMS Home Page Once you re logged in, IMS displays the home page. This page is personalized to your access privileges, so you may not see all of the options shown below: Alerts Here you can view system reminders and action items such as Non-employee renewals and upcoming performance reviews, and privacy alerts. 4 of 10

5 What s New This section contains information on system updates such as enhancements and new features Favorites Your Favorites appear on the startup page. To personalize the items that appear under Favorites, choose Customize your Favorites. 5 of 10

6 My Accounts Click on the My Accounts heading to view links to your UPMC applications and to perform actions such as synchronization and viewing a list of your accounts: My Profile Click the My Profile heading to perform maintenance on key IMS accounts and to set display preferences for your Startup page: 6 of 10

7 My Staff Under the My Staff menu, you can perform tasks such as Non-employee renewals and access reviews. You can also add and terminate staff: Request Access Click on the Request Access menu to make account requests and perform related tasks: 7 of 10

8 Delegate Menu The Delegate Menu is where you can delegate access to your managerial privileges, approval of evoucher and Expenses, and perform related tasks. Related Sites The Related Sites menu contains links to other UPMC Web sites where you can access necessary information: Compliance The Compliance menu provides tools for privacy auditing. 8 of 10

9 Menu Navigation At the left of each menu page is a list of all available menus. Click on the name of a menu to access that page. Sign Out When you are finished using IMS, don t forget to sign out. 9 of 10

10 Additional Help For further help, please your request to An IMS representative will contact you within one business day. Document Information Subject: IMS Login and Menus. Title: Quick Guide - Getting Started With IMS. Date/Revision: 8/29/2011; Rev: 3.0 Audience: UPMC Staff. Intent: Instructions for accessing and navigating IMS. 10 of 10