Sandra Lackey, Group Manager Electronic Registration TER User Security Sandra Lackey, Group Manager Electronic Registration Presented 3/26/2013 - MRC

User Setup & Maintenance

Security Matters Each facility/office should have two ‘TER Local Administrators’ Local Administrators are responsible for: Confidentiality statements Maintained internally New user setups Password resets User maintenance

Confidentiality Statements Every TER user must sign the confidentiality statement Maintain internally – do not mail to VSU

User Setup Assign user ID & Password Assign user Processes Assign user Location

Usernames and Passwords From the Main menu, choose SECURITY Choose USER MAINTENANCE

To add a new user, click “New” icon for blank screen New User Setup, Cont. To add a new user, click “New” icon for blank screen

For new user “Ann Example”, enter user name ‘AEXAMPLE” New User Setup, Cont. For new user “Ann Example”, enter user name ‘AEXAMPLE” Choose a password that is at least 8 characters long, including alpha and numeric – “AN01EXAM” and re-type to verify

New User Setup, Cont. Basic information – follow this general format Choose “Not an Administrator”

Assign a location by clicking on the ‘Location’ icon New User Setup - Locations Click the ‘SAVE’ icon Assign a location by clicking on the ‘Location’ icon

New User Setup - Locations Click the down arrow to the right of the ‘Locations’ pull-down and select ‘DOH/Local Registrar’

New User Setup - Locations Double-click the plus symbol to the left of ‘DOH/Local Registrar’ to reveal list of locations to choose from

New User Setup - Locations Choose and highlight a facility from the list of locations on the left Click the right arrow to move selection to User Location, click save

New User Setup – Security Processes Choose the ‘Processes’ icon from this screen OR the previous information screen

Click the ‘SAVE’ icon to complete setup New User Setup – Security Processes Using the same steps as Location, choose security processes appropriate for your staff. Click the ‘SAVE’ icon to complete setup

Password Resets User forgets password Disabling accounts

Passwords Resets From the Main menu, choose SECURITY Choose USER MAINTENANCE

Password Resets, Cont. Find the user on the “Current Users” grid and CLICK to highlight Information will display on screen

Password Reset, Cont. Highlight the password field and type new password <TAB> ‘Verify Password’ screen will appear – enter new password to confirm Click ‘OK’

The password is now changed! Password Reset, Cont. Click ‘SAVE’ The password is now changed!

Be sure to remove TER access when staff discontinue employment! User Maintenance Be sure to remove TER access when staff discontinue employment! To remove access Locate the User ID on the User Table Change their password to something they will not know Notate their User Name with (No Longer Employed)

Resources TER Online Training TER Help Desk VSU http://texasvsu-ed.org 1-888-963-7111, Ext 3490 (or 512-776-3490) http://texasvsu.org help-TER@dshs.state.tx.us VSU

TER Online Training https://texasvsu-ed.org/ Reference FAQ by accessing this link: http://www.texasvsu-ed.org/index.php?death=1

TER Help Desk 1-888-963-7111, Ext 3490 (or 512-776-3490) help-TER@dshs.state.tx.us Phones & emails monitored 8-5, Monday - Friday