In PolicyStat, a proxy is a user who completely takes over another user’s policy and procedure responsibilities. 

This short tutorial covers what a proxy is, who assigns one, and what roles and responsibilities a proxy takes on.

PLEASE NOTE: These procedures have been recently updated. If your site still does not reflect the updated procedure, please click here for directions.  

Being a Proxy Tutorial (00:37)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

 

 

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Logging in as a Proxy

In this example, David Steele will need Jennifer Mulholland to serve as his proxy while he is away.

  1. First, a proxy relationship will need to be established by their Site Administrator.

  2. Jennifer logs in to PolicyStat using her own account as she would to conduct her own activities.

  3. To take actions as David, she clicks the Log In As Proxy link next to her Welcome message (top left of the browser window, above the facility logo).

  4. Jennifer selects David's name from the drop down.

  5. Jennifer is now logged in as David, and can complete any required actions or activities as his proxy.

  6. Approvals made by Jennifer while serving as David's proxy will be note David's name in the document's history with Jennifer's initials.

  7. While serving as proxy for David, Jennifer can also assume proxy roles for additional users as needed.

  8. To return to her own PolicyStat account, Jennifer clicks the Return to Your Account link, which has replaced the Log In As Proxy link.



Removing Proxy Responsibilities

Upon David's return, the Site Administrator must remove Jennifer's proxy rights prior to David being able to log in using his account.

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Logging in as a Proxy (Outdated)

NOTE: If your facility uses Single-Sign On (SSO) to log in to PolicyStat, these steps will not be applicable. 

Once a proxy relationship has been established by a Site Administrator, the user serving as the proxy will log in using the username of the user being proxied and their personal password. 

As an example, David Steele will need Jennifer Mulholland to serve as his proxy while he is away. When Jennifer needs to take actions using her role as David's proxy, she logs in to PolicyStat using the following username and password:

 

Proxy Responsibilities

As David's proxy, Jennifer assumes responsibility for all:

  • Approval Workflows
  • Document Ownership
  • Area responsibilities
  • PolicyStat emails
  • PolicyStat notifications

Jennifer will retain her own PolicyStat account and responsibilities. Her PolicyStat login will remain the same. 

 

While serving as proxy for David, Jennifer can also assume proxy roles for other users as needed. 

Approvals made by Jennifer while serving as David's proxy will be note David's name in the document's history with Jennifer's initials.

 

Removing Proxy Responsibilities

Upon David's return, the Site Administrator must remove Jennifer's proxy rights prior to David being able to log in using his account.

 

 

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This article applies to the following user roles:

AreaEditoramanager_sm.pngSiteAdmin

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