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Configuring EpiTrax User Settings
Configuring EpiTrax User Settings
Upon logging into the EpiTrax Surveillance System for the first time, several setup options are available to help customize your user experience. More information on the options currently available is listed below.
● Initial Account Setup
● User Task and Alert Setup
● Agency Task and Alert Setup
Initial Account Setup
Initial Account Setup
Upon logging into EpiTrax for the first time, updating the fields in the Settings screen as soon as possible is important.
Instructions
Instructions
Be sure to complete these steps prior to performing any additional tasks within EpiTrax. This ensures alerts are sent correctly, and user data is displayed in event records properly.
Click SETTINGS in the Application Header
This step takes you to the User Settings screen and the General Tab.
Fill in the General User Information Form
The Given Name field is optional. Passwords must be 8-20 characters and contain uppercase, lowercase, numeric, and special characters).
If the user's Agency manages passwords with a password manager outside of EpiTrax, such as Keycloak, then user passwords cannot be changed in this area. They must be changed using the password manager and see their Admin for instructions.
Click the Save Button
After clicking this button, a message will display indicating the save was successful.
Getting back to the Dashboard
Getting back to the Dashboard
Clicking the EpiTrax Logo will navigate back to the Dashboard screen.
Logging Out of EpiTrax
Logging Out of EpiTrax
The User Settings screen is also where you can log out of EpiTrax.
User Task and Alert Setup
User Task and Alert Setup
EpiTrax alerts are generated by the electronic laboratory automation system and emailed daily. They are only available after the General User Information Form has been filled out and saved.
IMPORTANT: Be sure to complete the General User Information Form in SETTINGS prior to performing any additional tasks within EpiTrax.
Click SETTINGS in the Application Header
This step takes you to the User Settings screen and the General Tab.
Click the Task User Tab
This will display the Task User Settings section.
Click the Pencil Button in the Actions Column
This allows you to check or uncheck the boxes in the corresponding row.
Click the Checkboxes to Check or Uncheck them
EpiTrax Task: Checked tasks displayed in the Dashboard upon login.
Email Alert: Sent to user email in General Tab when the task occurs.
Click the Check Mark in the Actions Column to Save Changes
The x icon will cancel any changes made by mistake. After clicking the check mark, a message will display indicating the save was successful.
Agency Task and Alert Setup ADMINISTRATORS ONLY
Agency Task and Alert Setup ADMINISTRATORS ONLY
Task and alert settings in this tab are used by EpiTrax administrators to set the required tasks for their staff.
Instructions
Instructions
If you do not have access to select or change the options in the Task Agency Tab but have questions or require assistance with these settings, please contact your system administrator.
Click SETTINGS in the Application Header
This step takes you to the User Settings screen and the General Tab.
Click the Task Agency Tab
This will display the Task Agency Settings section.
Click the Pencil Button in the Actions Column
This allows you to check or uncheck the boxes in the corresponding row.
Click the Checkboxes to Check or Uncheck them
EpiTrax Task: Checked tasks displayed in the Dashboard upon login.
Email Alert: Sent to user email in General Tab when the task occurs.
Click the Check Mark in the Actions Column to Save Changes
The x icon will cancel any changes made by mistake. After clicking the check mark, a message will display indicating the save was successful.
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