Updating User Information

If you have administrative privileges, you can change information in other users’ accounts. Examples of when this might be done include changing a job title or giving a user access to more information in the ConnectCare service portal. To change information in a user’s account, perform the following steps.

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.

 

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.  Find the user whose information you want to change. Click on the Edit User link located at the end of that user’s row. The Edit User screen for that user displays. It is shown below.

Step 5.  Change the information as needed. The fields are described in table below.

Step 6.  Click on the Save button to save the changes.

 

Figure. Edit User screen

 

Table. Items in Edit 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:

  • Create a new user account
  • Make changes to a user’s account (change passwords, job title, etc.)
  • Add and delete departments

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.