How to share an event in MAVEN Massachusetts Department of Public Health Bureau of Infectious Disease, Prevention, Response, and Services How to share an event in MAVEN Local Boards of Health 2011 (11.0)

Useful MAVEN icons to know Print out information Create Contacts Sharing Events Searches Edit Personal Information (Email Notification) Workflows (Gears=Work)

Icon looks like two hands shaking Share a Case Icon looks like two hands shaking

One example scenario for sharing Brookline PHN finds out her Brookline event works at Sam’s Sandwich Place in Bedford, MA. The nurse can share the event with Bedford BOH who is online and using MAVEN to allow them to enter data into event/case View Only Full vs Limited – variables restricted based on roles permissions- everyone has same access level. Limited sharing – makes your sharing role a 3 even if you have a role setting of 5 TB is the only program that has a role access of anything higher than a 3

First - open an event Once the event is open on the dashboard click on the handshake icon New window opens and you need to decide: Which type of sharing to use Who to share the case with Decide if you want to allow the event to be shared by the person you are sharing the event with (delegation)

Sharing Events/Cases in MAVEN When you want to share an event with another town/entity click on the sharing cases icon. New Window Opens View Only Full vs Limited – variables restricted based on roles permissions- everyone has same access level. Limited sharing – makes your sharing role a 3 even if you have a role setting of 5 TB is the only program that has a role access of anything higher than a 3

Share a Case Once you make your choices then click on the Save button and your choices are saved and displayed in the Share box

1. Share a Case – View only limited View Only Limited – can not edit event properties (reopen the case)

2. Share a Case – View only full View Only Full - can not edit event properties (reopen the case)

3. Share a Case – View & Updated Limited View & Update Limited

4. Share a Case – View & Update Full

Workflows for Sharing Cases Workflows will tell you cases shared by you and cases shared with you – these are in the training site ONLY at this time – we are verifying that the workflows are correct before we release them to the end users

Once sharing is done You can unshare an event by opening the event and clicking on the icon again Then click on the unshare event link which closes the electronic window and access to the event

Event History Trail Event History Trail tab will display that the event was shared by Brookline with Bedford BOH

Summary of Steps to Share Cases Search for person and open the event Click “Sharing Cases” icon (hands shaking) in dashboard Select “Share Type” Option 1: View Only Limited - can not edit event properties Option 2: View Only Full Option 3: View & Update Limited Option 4: View & Update Full (RECOMMENDED) Select user to share case with Select whether to allow delegation Click “Save”

Any Questions regarding setup and saving should be directed to the isishelp@state.ma.us email account or contact the ISIS help desk at 617-983-6801 during normal business hours.