Adding a New User
Before anyone can access the ConnectCare service portal, an account must be created for that individual. The account contains information about the user, specifies what the user can do in the portal, and if your company uses multiple accounts, it shows which accounts the user has access to.
Perform the followings steps to create a new user account.
NOTE: Only users with administrative privileges can create a new account.
Steps
Step 1. Click on the Welcome link. A drop-down menu displays.
Figure. Dashboard screen
Step 2. Select the Manage Account menu option. The Manage Account screen displays with the Profile tab selected.
Figure. Manage Account screen (Profile tab)
Step 3. Select the Users tab. A list of users displays.
Figure. Manage Account screen (Users tab)
Step 4. Click on the Add User button. The Add User screen displays. It is shown below.
Step 5. Enter information in every field. The fields are described in the table below.
NOTE: The checkboxes in the area on the bottom of the screen specify the capabilities a user has in the ConnectCare service portal. You may not see all the checkboxes shown in our example. The checkboxes available depend on your company’s ConnectCare contract.
Step 6. Click on the Add User button located at the bottom of the screen to create the new account and to automatically send an email to the user of the new account. See the figure below. The email lists the Internet address of the ConnectCare service portal as well as the username and the temporary password needed to log into the portal. It also provides a link to training videos.
When the new user logs in for the first time, the user will be guided through the process of changing the password.
Figure. Example Welcome email
Figure. Add User screen
Table. Items in the Add User screen
ITEM | DESCRIPTION |
E-Mail Address field | Email address of the user. When the user logs into the ConnectCare service portal, the email address and password are requested. This is the email address that must be entered to login. |
Name field | Name of the new user |
Title field | Job title of the user |
Department drop-down menu | Department the user belongs to |
Role drop-down menu | The roles in the drop-down menu were defined by your company. Select the correct role for the user. |
Country drop-down menu | Country the user typically works in |
Phone Number field | Work telephone number of the user |
Alarm Contact checkbox | When selected, the user is automatically sent alarm emails and notifications during the time specified by the Alarm Notification Start Time field and the Alarm Notification End Time field (described below) |
Alarm Notification Start Time field | When the Alarm Contact checkbox (described above) is selected, you can specify the time period when alarm emails and notifications can be sent to the user. This field specifies the beginning of this time period. NOTE: This only applies to users that have the ConnectCare app on their mobile device. |
Alarm Notification End Time field | When the Alarm Contact checkbox (described above) is selected, you can specify the time period when alarm emails and notifications can be sent to the user. This field specifies the end of this time period. NOTE: This only applies to users that have the ConnectCare app on their mobile device. |
Auto-Notify Requests for Service checkbox | When selected, the user is automatically notified by email when a service request is submitted in the ConnectCare software. |
ACCOUNT ACCESS | |
Name of facilities checkboxes | When a facility is selected, the User Access area appears. It lists the capabilities available to the user for that facility. |
USER ACCESS | |
Equipment Information checkbox | Allows you to see information about equipment in the system. Refer to the help topic titled “Equipment List screen” for more information. |
Service History checkbox | Allows you to see the Service History screen which contains one row for each service activity performed on your STERIS equipment. This includes information such as the date and description of the service. Refer to the help topic titled “Service History screen” for more information. |
Open Service Requests checkbox | Allows you to see open service requests. Refer to the help topic titled “Open Service Requests screen” for more information. |
Remote Monitoring checkbox | Allows you to use the Remote Monitoring feature on the Dashboard screen. This offers you the ability to view real-time information about equipment that is online, offline, and in an alarm condition. Refer to the help topic titled “Remote Monitoring Command Center screen” for more information. NOTE: This checkbox is only available if your company has the Remote Monitor subscription. |
PM Auto Ship checkbox | This checkbox is only available if your company subscribed to the In-House Partnership program. |
PM Checklists checkbox | This checkbox is only available if your company subscribed to the In-House Partnership program. Selecting this checkbox allows your company’s employees who have been trained as Biomeds to perform service on the equipment, following the provided OEM guidelines for preventative maintenance. |
Operator Manuals checkbox | Allows you to see digital copies of the most up-to-date STERIS Operator manuals for your equipment. Refer to the help topic titled “Viewing Manuals” for more information. NOTE: This only offers manuals for STERIS equipment owned by your company. |
Maintenance Manuals checkbox | Allows you to see the digital copies of the most up-to-date STERIS Maintenance manuals for your equipment. Refer to the help topic titled “Viewing Manuals” for more information. NOTE: This only offers manuals for STERIS equipment owned by your company. |
Parts Onhand checkbox | This checkbox is only available if your company subscribed to the In-House Partnership program. Selecting this checkbox allows you to see the list of parts we recommend you have available at all times. |
Multi Site checkbox | If your company has multiple sites (for example, a main campus and satellite campuses), selecting this option provides you with access to information about all sites. |
Training checkbox | This checkbox is only available if your company subscribed to the In-House Partnership program. Selecting this checkbox allows your company’s employees to be trained on how to service the equipment. |
Operator Maintenance Tasks checkbox | This checkbox is only available if your equipment has connectivity through the STERIS UCB boards. |
ADMIN ACCESS | |
Give Admin Privileges checkbox | When selected, the user has administrator privileges. Examples of tasks that only someone with administrative privileges can do include:
|
REMOVE ACCESS | |
Disable Account checkbox | When selected, the user cannot log into the account |
APPLICATION ACCESS | |
ConnectCare App Access checkbox | When selected, the user can access the ConnectCare service portal using the ConnectCare app on a remote device. |
REQUEST SERVICE ACCESS | |
Enable Request Service checkbox | When selected, the user is given the ability to submit a service request to STERIS. |
SOFTWARE UPGRADE ACCESS | |
Software Update checkbox | When selected, the user can access the Manage UCB Update feature, which is accessed from the Dashboard screen. Refer to the help topic titled “Connectivity Kit Update Screen” for information about UCB boards. |