Implementation Masterclass | Term 2: Staff & Rights

Term 2 of the HIFIS 4 Implementation Masterclass is all thinking about what your staff (or, as we will begin to call them, users) will be doing in HIFIS 4 on a day-to-day basis. What will they be entering in? What data will they need to be able to access? What tasks will they need to complete? How will they be using the software?

This phase is critical in making sure that your staff will be able to do their work as efficiently and seamlessly as possible. We're going to think through how users will interact with and experience HIFIS 4, and assign them rights so that they can complete their assigned tasks.

If you're familiar with the concept of the System Development Life Cycle, we're going to be covering the third phase - Design - in this course. If you're not familiar with the concept, take a look at the diagram below. At a really high level, it shows you what your path will be to HIFIS 4 implementation.

Target Audience

At the start of this course, we assume that you:

• Have a designated HIFIS 4 Implementation Project Team with roles & responsibilities assigned
• Have community buy-in from your Partner Agencies for this project
• Have a mechanism by which you can solicit feedback from your Partner Agencies (i.e. HIFIS Advisory Group)
• Have a good understanding of what your Partner Agencies do in HIFIS, what data they need to collect, and what they need to report out on
• Have a server set up to host HIFIS, and a testing, sandbox, or development environment ready to use (if you don't, get on that ASAP because you will need it by the end of Term)
• Do not have your legal agreements in place (i.e. data sharing agreements and consent), but have begun working on them and they're taking shape
• Are at least 4 months from your planned launch date

Learning Objectives

By the end of this course, you will:

• Know what data you'll be collecting and sharing
• Know what staff that will be using HIFIS 4
• Have identified the roles these staff fulfill
• Have identified what business functions (tasks) each of these roles need to complete
• Understand how user rights work in HIFIS 4
• Have a draft set of rights templates that allow staff of a particular role to complete the required business functions
• Have created a set of dummy user accounts for the identified staff roles, and know how to set up real users
• Be ready to begin user acceptance testing using your dummy user accounts

Important Note

In order to succeed in this Term, it's strongly recommended that you have commitment from your HIFIS 4 Advisory Group to be available and responsive over the duration of this course.

This may mean scheduling regular - even weekly - meetings for the near future. It may mean having a big HIFIS 4 workshop to hash things out.

Whatever the format will take, you're going to be having a lot of discussion as a community as you discuss how their staff will be using the software, who will be able to access each data point, and how some processes may need to change.

If your HIFIS Advisory Group is not currently in a position to be able to provide you with timely input, you will have difficulty staying on track this Term.