Using the UIM –
A guide for Pharmacies
Creating a New User
• Ref to UIM helpsheet
1.
2.
3.
4.
Put Smartcard in Smartcard reader
Log in as ‘Admin & Clerical Registration Authority Agent’
Click on the shortcut link to the NHS Spine Portal
Click on ‘Launch User Identity Manager’
Click on ‘Create New User’
Complete all boxes with *
Use NI Number not
passport **
You do not capture an
image (photo) this is done
at the smartcard
appointment
Select appropriate
occupation
Pharmacy Qualified
Or Pharmacy Grade other
Click Next when complete
Click Assign Position
At this point you can add access
rights to an individual by assigning
an access control position but in
this case...
Access rights assignment to be provided
as separate screen shots so click next
Click to choose the
appropriate position (view
will vary according to
pharmacy)
Scroll down
Click Assign Selected
Position
Review
Click Next
Check the worklist
Click Next
Enter – smartcard passcode
(digital signature)
Click – Confirm and sign
request
Click – finish
Give – tell the user to ring
0114 3051030 to book an
appointment to get their
card.
Finally get the user to phone to book an
appointment 0114 305 1030
They will be asked to sign terms and conditions
at their visit
1. User puts their Smartcard in Smartcard reader
2. User clicks on the shortcut link to the NHS Spine Portal
3. Users clicks on ‘Launch User Terms and Conditions’
User should read these
and then scroll down
Users must click ‘accept’ – choosing any other option
means their Smartcard WILL NOT WORK
1. Users enters their Smartcard Passcode
2. User clicks ‘confirm and Sign Terms and
Conditions
1. Confirmation appears
2. User can close window and remove their Smartcard
Modifying a User
Why might you need to modify a user?
• To assign them access rights via access control
positions or to change or add to these
• To make any personal detail changes
•Select Modify User
•Enter search Criteria in Search for a User Screen
Select the appropriate User and click View User Details
Select Modify User
The Modify User screen displays, you can now create a request to modify the user details.
Overtype fields and/or select options from the drop down fields as required.
Use the Capture Image button if necessary.
The Modify User screen displays the original values beneath the updated fields.
Example of changing someone’s title
Modify a user – Access Control Positions
• Access control positions are combinations of access rights
which determine what an individual can do in relation to a
care record
• They are assigned to individuals, by RA Agents, via an
electronic request, approve and grant process
• In UIM individuals can be assigned to any number of access
control positions
• Note – an RA Agent needs B1300 ‘Approve Requests’ in order
to approve a modify user request. A different RA Agent then
needs to grant the request (remember you CANNOT approve
and grant the same request – you can however approve some,
and grant others, if that is how your organisation wishes to set
up sponsorship arrangements
•Select the appropriate User and click View User Details
•Select Modify User
•Select Next in the next screen
•In the Modify User screen, select Assign Position
Checkbox the appropriate Access Control Position and select Assign Selected Position
Click Next in the following screen
Select the appropriate Worklist and add some details to the Request Note. Select Next
Select Approve
Select Approve in the following screen
Enter your Smartcard Passcode and select Confirm and Sign Request
An RA Agent grants the request
To renew Smartcard Certificates
Renewing Smartcard Certificates
Click the Renew Smartcard Certificate menu
option within the Manage Smartcards section.
You are then taken to ‘search for a user’ –
enter users details to get to user then choose
the ‘renew Smartcards’ option
The Card Management System screen displays with a Workflow banner to indicate how
far through the renew Smartcard certificate process you are.
Insert the Smartcard that is to have the certificate renewed in to your Smartcard Reader.
The card is identified and displays a message showing the card number and the name of the
user.
The user is required to enter their Passcode
A MyID message will warn that the card is being updated.
The Card Management System screen will refresh as it applies updates to the card.
The Card Management System screen will refresh as it applies updates to the card.
When the Smartcard certificates have been applied UIM will display a green
tick in the Update Card operation completed checkbox and a summary of the
process.
To view the summary in detail, click the two arrows to the right of the screen.
Click the Smartcard process has ended button.
To Unlock A Smartcard
• to unlock a smartcard , a Sponsor can unlock
the Smartcard in NCRS Smartcard
Management Service.
• When assisting the user to unlock their
Smartcard it is necessary to confirm their
identity. The user will need to change their
card Passcode.
• The sponsor could be a Sponsor in a local
practice or another pharmacy.
1.
2.
3.
4.
Put Smartcard in Smartcard reader
Select your sponsor role
Click on the shortcut link to the NHS Spine Portal
Click on ‘Launch NCRS Smartcard Management Service’
Note: you need TWO smartcard readers attached to your machine to
perform this task
1.Click Smart Cards in the Registration Menu.
2.Click on Unlock Card (unrestricted) .
3.Insert the user's 'locked' card into the second Smartcard reader when
prompted to insert card (NOT BEFORE). The card is identified and displays a
message showing the card number and the name of the user.
4. Click the OK button to continue.
5. Instruct the user to type the card's new Passcode in the New Passcode field.
6. Instruct the user to retype the new Passcode in the Confirm Passcode field.
7. Click the Unlock button to complete.