To give access to other departmental staff you must be a Site Leader ie a Principal or Preschool Director. If you are not a site leader you will need to contact them to give you the appropriate access.
To give access to the claims online module -
Go to the web address: https://www.eduportal.sa.edu.au You can add this address to your browser ‘Favourites’ or create a shortcut for future ease of access.
Enter your username (your 7 digit Employee ID found on your payslip) Enter your password, then click Log On
The Application Portal will then display.
Click on the Menu Button, scroll down to Security, then Click Maintain Application Access.
HR Management Information (HRS)
The Application User Search Screen will open.
For the person you want to give access to, enter their employee ID number and click Search.
If you do not know their employee ID then you can search using their first name and last name. This will then display the details for the staff member. Note if you search using any other criteria
than the employee ID number you will most likely see multiple records. You will need to ensure you have selected the correct person.
Click on the appropriate staff record.
The Application Field (top right hand corner) should default to HR Management Information. If it doesn’t select it from the drop down list.
Check that the Active field shows Yes – Able to logon to this application. If not select it from the drop down list.
In the bottom half of the screen there are a number of Application Roles that you can choose from.
For access to the Claims Online module the relevant Application Roles are as follows –
o Site Assistant – this gives the user access to all the modules within HR Management Information (currently Bona Fides, MLR, Professional Profile, Professional Development, HR Management Reporting, Maintain Certificates and Licences, and Claims Online). This role gives the user access to perform most functions in these modules; however for some modules it does not give full access. For example in Bona Fides this role does not give access to certify bona fide certificates and in Claims Online it does not give access to approve claims. This role is generally given to ancillary staff ie SSOs and can be given to more than 1 person
only to be given to the Site Leader (ie Principal or Preschool Director). There may be an occasion when it needs to be given to a person in another position. For example if the current Site Leader is on leave and someone is acting in their place or if a new Site Leader has been appointed to the site.
o Claims User – this gives the user access to ONLY the Claims Online module within HR Management Information. It does not allow the user to approve claims as this can only be done by the Site Manager or Claims Approver/Practicum Approver role. This role does not give the user access to any other module like Bona Fides or MLR etc. This role would normally be given to users who are only entering online claims at the site. It can be given to more than 1 person at the site.
o Claims Approver – this gives the user access to the Claims Online module within HR Management Information. This role gives the user access to perform all the functions (including approving all types of online claims) contained within the module excluding system administrator functions. This role would normally be given to a user who has been delegated to perform the approval of all types of claims for the site by the site leader.
o Practicum Approver – this gives the user access to the Claims Online module (only for Practicum Claims) within HR Management Information. This role gives the user access to perform all the functions (including approving practicum claims) contained within the module excluding system administrator functions. This role would normally be given to a user who has been delegated to perform the approval of practicum claims for the site by the site leader.
o Absence User – this gives the user access to ONLY the absence screens within the HR Management Information system. It does not give access to any online claim screens and does not give access to any other module like Bona Fides or MLR etc. This role would normally be given to users who are only recording staff absences at the site. It can be given to more than 1 person at the site.
Once you have determined which role is appropriate for the person, click on the Application Role to select it.
A blue ribbon should appear indicating you have selected the Application Role record. Click Save.
You should then see the word Edit appear under the Edit Role Permissions column. Click on the Edit link.
The User Data Permissions Window will then open. Choose Site from the Permission Type drop down box.
In the Permission Value field click on the Ellipsis button on the right hand side.
Enter the number of your site in the ID field. If you don’t know the number, enter your school or preschool name in the Desc field. Click Find.
Select your site from the grid by clicking on it.
The site will now be added to the Permission Value field. Click Save.
The site will now appear in the User Data Permissions grid.
If you need to add another site for this person, stay on this screen and click the Ellipsis button for the Permissions Value field. Repeat the process for the next site number.
Once you have added all relevant site permissions for this user click Close.
The User Data Permissions window will close and you will return to the Add/Modify User Application Privileges Screen.
If you have granted permissions for the person correctly you should now see the site
If permissions have not been assigned to application roles correctly, then the user will not be able to log on. They will see the following message and the application role that has not been configured properly will display on the message.
To remove a site permission –
You may need to remove a site from a person’s access because the person is no longer responsible for doing online claims for that site. To do this -
From the Application User Search screen find the person you wish to remove the site access for. Click on the person’s record.
From the Add/Modify User Application Privileges Screen click on the edit link for the Application Role you wish to modify.
When the User Data Permissions Screen opens click on the record for the site number you wish to delete. This will put the details of the selected record in the bottom half of the screen.
Click Delete.
Click Close to return to the Add/Modify User Application Privileges Screen.
If the site number you deleted was the only access the person had – then you should see the Application Role highlighted in blue but with no site number under the Permissions field. Note in this case the person will not have access to any sites for this particular Application Role.
If the person previously had multiple permissions and you have now deleted all the other permissions you should see this change from “Multiple Permissions” to a single site number. To remove an Application Role –
You may need to remove a person’s access to Claims Online because the person is no longer responsible for doing claims for the site.
To do this -
From the Application User Search screen find the person you wish to remove the application role for. Click on the persons record.
From the Add/Modify User Application Privileges Screen remove all the site/s access for the Application Role you wish to delete. Refer to instructions on previous pages.
Ensure the Application Role has no permissions and then click anywhere on the row to deselect the blue highlight and then click Save.
If the person has left the site or no longer needs to have access to any of the modules within HR Management Information system then -
From the Add/Modify User Application Privileges Screen change the Active field to No – Not able to logon to this application. Click Save.
