Mapped Users

Overview

The Mapped Users dashboard displays a table of mapped users for your facility. You can utilize the search bar to search for users by name, user data number, or role. This dashboard also allows users with Manager-level permissions to edit and merge mapped users.

Editing Mapped Users

The Edit Users page allows you to edit the following fields: first name, last name, and role. Read the instructions below to learn how to edit the role for a mapped user. 

Step-by-Step Instructions:

1. Navigate to the Manage tab in the main navigation menu.
2. Locate the Mappings section in the left-side menu.
3. Select the Mapped Users link.
4. Utilize the search bar to find the desired user.
5. Once located, select the Edit button.
6. On the Edit User page, select the dropdown menu for the Role field.
7. Select the "RN" option.
8. Select the Save button.  

Splitting & Unmapping Identifiers

In addition to the fields mentioned above the Edit Users page includes sections that display any User and Other Identifiers associated with the account.  For some accounts, you'll have the option to split or split and unmap user identifiers via the vertical Ellipsis icon. 

The user portrayed in the screenshot above has two user identifiers associated with her account. The vertical Ellipsis icon will only appear to the right of an identifier if an account has more than one user identifier associated with the account. Read the instructions below to learn how to split and unmap a user identifier. 

Step-by-Step Instructions:

1. Navigate to the Manage tab in the main navigation menu.
2. Locate the Mappings section in the left-side menu.
3. Select the Mapped Users link.
4. Utilize the search bar to find the desired user.
5. Once located, select the Edit button.
6. On the Edit User page, locate the User Identifiers section.
7. Select the Vertical Ellipsis icon next to the desired identifier and select "Split + Unmap" from the dropdown menu. 
8. The page will refresh and the screen will display a green alert confirming that ControlCheck has split and unmapped the identifier. 

Downloading Mapped Users

Utilize the Download as CSV button in the top-right corner of the page to download a CSV file of the Mapped Users list. The downloaded file will include new fields such as the "Identifiers" and "Role" fields.

Merging Mapped Users

In the event that you find duplicate accounts or identify a mapping mistake, you can merge user accounts from this dashboard. 

Example: Tatiana Pope is an RN at your facility who has recently gotten married. After returning from her honeymoon she alerted her manager that her new legal last name is "Duffy". During her absence her facility successfully implemented ControlCheck and an account utilizing her maiden last name "Pope" was created. During an audit of the Mapped Users dashboard her manager realizes that she neglected to delete Tatiana's old account. 

Read the instructions below to learn how to merge Tatiana's old account with her new account. 

Step-by-Step Instructions:

1. Navigate to the Manage tab in the main navigation menu.
2. Locate the Mappings section in the left-side menu.
3. Select the Mapped Users link.
4. Utilize the search bar to find the user "Tatianna Pope".
5. Once located, select the Merge to button.
6. In the search bar, type in "Tatianna Duffy".
7. Once found, select the Select button to merge her Pope account with her Duffy account. 
8. Check the Reconcile Event Summaries checkbox
9. Select the Merge button. 

Once the accounts have merged the user account for "Tatianna Pope" will no longer exist and ControlCheck will associate all actions (and event summaries) with the new "Tatianna Duffy" account. Should you make a mistake and attempt to merge the wrong account you have the option to select the Switch Users button prior to finalizing the merge.