Security

Question 1

True or false. A new reporting workbench security class must be created for each user.

Answer 1

False. A reporting workbench security class can be assigned to multiple users records. It is recommended to reuse security classes as often as possible.

Question 2

True or false. Only administrators with the right security can build a report from an unconfigured template

Answer 2

False. If a template is unconfigured, no one will be able to see the template in the analytics catalog.

Question 3

What must be assigned to a template so that the template is considered configured?

Answer 3

To be considered configured, a template must have one and only one type assigned to it, and at least one group assigned to it

Question 4

What activity can you use to find a list of all configured templates?

Answer 4

Template manager

Question 5

What are ways to grant users access to a specific dashboard

Answer 5

List appropriate user types on the dashboard in the dashboard editor, by listing a dashboard directly in a user record or linked template, or list appropriate report groups on the dashboard in the dashboard editor

Question 6

Which master files are the basis of all staff-related builds?

Answer 6

Provider (SER) and User (EMP)

Question 7

What is the criteria for a provider record?

Answer 7

C - has credentials
A - authorizes orders
R -  can be referred to or send referrals
S - can be scheduled 

Question 8

Who needs a user record?

Answer 8

If someone needs to log into the system to complete their job, they need a user record. The user master file contains one record for every person who logged in to your instance of epic. 

Question 9

What are the two types of security concepts?

Answer 9

Security point and security class

Question 10

What is a security point

Answer 10

Grant access to one feature within Epic. Think of these like a key that grant you access to one room.

Question 11

What is a security class?

Answer 11

A grouping of security points that grant access to related activities and functionality in an epic application. Think of this as a ring of keys.

Question 12

Where do you assign report groups and user types to components

Answer 12

Assign report groups and user types to components in the metadata editor, or on the distribution form of the component editor

Question 13

What do report groups control?

Answer 13

Report groups only control what components a user can add to their own dashboard VIEWS. A builder can add any component to a SOURCE dashboard, regardless of the report groups attached to that component or user. 

Question 14

If a user is linked to a template, what do you have to change?

Answer 14

You have to change the template record. You will see an error telling you that you can’t change the user record itself. This can be done by changing the report to find EMP records of the type: template when building the search. 

Question 15

Two users run the same report, one user sees an action at the top of the report, but the second user does not see the action. Why?

Answer 15

They have different user security or they have different action groups assigned in their user records.

Question 16

True or false. In a user’s reporting workbench security class, you can specify individual reports the user has access to.

Answer 16

False

Question 17

True or false. All users must have action groups set up in their user record to run reporting workbench reports.

Answer 17

False. The ability to run reports is a piece of functionality, and is therefore controlled by your security points, not your action groups.


Question 18

If a user can see other user’s posts in a message board, but cannot make their own posts - what do you need to do to fix this? 

Answer 18

Add the user to the list of authors in the component editor