1. 7 Day Self Assessment Tool www.7daysat.nhs.uk September 2016 Survey User Registration & Administration (v4 - 29 th July 2016)

2. Registering new users for 7 Day Self Assessment Tool

3. After navigating to www.7daysat.nhs.uk, please click on the ‘User Registration’ button. www.7daysat.nhs.uk

4. Fill in all the relevant details about yourself Select your Trust Select your user permission type from the ‘User permissions’ drop down box; either “Data submitter” or “Data approver”. Selecting each one will display a message describing what the responsibility of each role entails as well as altering the security questions. For more information about the roles, please see slides 6-8. Your email address must either be your Trust email address or an nhs.net address You need to agree to these questions in order to register There can only be one Data Approver per Trust and this person must be the Trust Medical Director or member of the Executive Board.

5. Registration on the 7 day Self Assessment Tool depends upon a valid NHS email address being provided. Once your registration has been approved, you should receive your password automatically via email. It is anticipated that approval will be granted within 48 hours of notification. If you have any registration queries, please contact us by Telephone: 0870 840 8033 Email:ccf-tr.Natcansat@nhs.net

6. Explanation of the ‘User Types’ in the 7 Day Self Assessment Tool

7. DATA APPROVER For the September 2016 survey, an approver role for an Acute Trust must be the Medical Director or member of the Executive Trust Board. There can only be one approver per Trust. The ‘data approver' grants other users (‘data submitters’) access to the tool and only they have the permission to approve their survey data for submission to NHS England. The ‘data approver’ also receives alerts that new potential ‘data submitters’ have registered. If the ‘approver’ wishes the person they have been alerted about to be a ‘data submitter’ then they should log into the tool and grant them access (See Slides 14-16). After registration the ‘data approver' will receive a password to log into the 7daysat site. The ‘data approver' password should be retained and used only by the person registered in this role.

8. DATA SUBMITTER ‘Data submitters’ can log into the tool and enter data for the survey. They have access to the majority of other sections on the homepage (such as Analysis, Data Downloads and Resources) however some sections will not be available. ‘Data submitters’ cannot approve the survey submission to be sent to NHS England or Add/Remove other users access to the tool. After registration the ‘Data submitter’ will be emailed confirmation of their registration, this email will also go to the ‘Data approver’ of the same organisation. Once the ‘Data approver’ logs into the tool and grants access to the ‘Data submitter’ (via the ‘add/remove users’ button on the home page), the ‘Data submitter’ should then receive another email informing them of their password. Logging on using this, the ‘Data submitters’ will be able to enter and save data, but they will not have permission for data to be approved using the approver button on the home screen. This button will be hidden from the ‘data submitter’.

9. Logging onto the 7 Day Self Assessment Tool

10. Select your Trust from the drop down list Enter your password and Click ‘Log In’ If you are having trouble logging in or registering, please get in touch using this button, or contact NATCANSAT on 0870 840 8033 or email us: ccf-tr.natcansat@nhs.net If you are having trouble logging in or registering, please get in touch using this button, or contact NATCANSAT on 0870 840 8033 or email us: ccf-tr.natcansat@nhs.net User Guides & Supporting Resources to help you through the process will via these two buttons.

11. Updating your personal details on the 7 Day Self Assessment Tool

12. Click the ‘Account Details’ button to edit your details Once you have logged in you should see this Home Screen

13. You can: Change your name, job role or telephone number. Review (but not amend) your Trust Name, email address and permissions – if any of these details needed amending, please Contact Us View the latest privacy policy You click here to return to the Home Screen

14. Add or Remove Users on 7 Day Self Assessment Tool

15. Click the ‘Add / Remove Users’ button to administer users. If you are a ‘Data submitter’ this button will be greyed out and will display the name of your Trusts ‘Data approver’ Once you have logged in you will see this Home Screen

16. You click here to return to the Home Screen If you are a Data Approver you can: Grant ‘Data submitter’ access to a registered user Transfer your ‘approver’ rights over to another user (this will remove your ‘data approver’ status and leave you as a ‘Data submitter’ only). Delete registered users from your trust If you are a Data Approver you can: Grant ‘Data submitter’ access to a registered user Transfer your ‘approver’ rights over to another user (this will remove your ‘data approver’ status and leave you as a ‘Data submitter’ only). Delete registered users from your trust

17. Approve Registered ‘Data Submitters’ on 7 Day Self Assessment Tool (only Applies to ‘Data Approver’ user type)

18. By selecting a user from the left box and clicking the ‘Make Data Submitter’ button, the user selected will be granted ‘data submitter’ access and they will also be emailed the password to log into the tool as a ‘data submitter’. The list on the right hand side shows all registered users who have been granted ‘data submitter access’. By selecting a user and clicking this button, the user selected will be removed from the ‘data submitter’ list and their access to the tool will be revoked. The user will be emailed to let them know this has happened. Users must register themselves first as a ‘data submitter’ before you are able to grant them access. Users must register themselves first as a ‘data submitter’ before you are able to grant them access.

19. Transfer ‘Data Approver’ role to a ‘Data Submitter’ on 7 Day Self Assessment Tool (only Applies to ‘Data Approver’ user type)

20. Click the ‘+’ icon to open up the relevant section. Select a user from the list and click the ‘Make User The New Approver’ button. This will convert your own account to a ‘data submitter’.

21. Delete a registered user on 7 Day Self Assessment Tool (only Applies to ‘Data Approver’ user type)

22. Click the + icon to open up the relevant section Select a user from the list and click “Make User The New Approver”. This will convert your own account to a ‘data submitter’. Click the + icon to open up the relevant section Select a user from the list and click the “Delete Selected User” button. This will permanently delete that user.

23. Contacts

24. 7 Day Self Assessment Tool Produced by: National Clinical Analysis and Specialised Applications Team (NATCANSAT) www.7daysat.nhs.uk Email: england.si-7ds-support@nhs.netengland.si-7ds-support@nhs.net In conjunction with: NHS England Website: www.natcansat.nhs.uk Helpdesk: 0870 840 8033 Email: ccf-tr.natcansat@nhs.netwww.natcansat.nhs.ukccf-tr.natcansat@nhs.net