Insights Application - v3.0.0

New Features

Onboarding/Offboarding of HealthStream Learning Center Organizations and Users in Insights Application

HLC organization based Account management in Insights Application

All organizations in the HLC will be automatically created and managed in the Insights application as ‘Federated' account. These accounts in the Insights application will be mapped to the external org ID/AO Key of the HLC org, with the HLC org name and a default description through a backend sync process. This backend sync process happens at a set frequency every day. 

In addition, an Insights user with the HealthStream Support role and permission to create accounts can manually create an account in the Insights application as a ‘Manual’ account.

For a ‘Federated’ account, an Insights application user with the HealthStream Support role and permission to manage the account can update the subscription type, and modify report and dataset selections in Standard Reports and Custom Reports Datasets. Account name, Description and Data Source fields will be disabled for any user to edit in the Account form.

Account Type field to identify ‘Federated’ vs ‘Manual’ account

An Insights user with access to multiple accounts in the Insights application can see the ‘TYPE’ column in the Select Account modal window. For the manually created account, the ‘Type’ is ‘Manual.’ For a system created account based on the external org id/AO Key of a HLC organization, the ‘Type’ is ‘Federated’

The Accounts table has the ‘TYPE’ column included to inform the user if the account is ‘Federated’ or ‘Manual’

Users can see the 'Account Type' on the Profile Page under the Account section.

Insights User management of HLC Admins and Accessing Insights Application from HealthStream Learning Center (HLC) Admin Application

‘Federated’ User

Active HLC admins from an HLC org with the ‘Insights Administrator’ permission under their admin features in the HLC will be automatically created and managed in the Insights application as account-based ‘Federated' users. These ‘Federated’ users are onboarded with the Account Basic role with permission to access Insights Standard Reports and the capability to schedule the standard reports through a backend sync process between the HLC admin application and the Insights application. This backend sync process happens at a set frequency every day. 

An Insights application user with the HealthStream Support role and permission to manage the account and its users can update the account Role, add or remove a Data Access Policy (except the default Data Access Policy), App Permissions, Standard reports, and dataset selections in Custom Reports of a ‘Federated’ user. 

Additionally, a ‘Federated’ user with an hStream ID can directly access the Insights application through Insights URL.

If an existing ‘Federated’ user loses their HLC admin role or the admin permission for the ‘Insights’ application, then the user will NOT be able to access the Insights application through the Insights link available in the app drawer of the HLC admin application. A ‘Federated’ user CANNOT be deactivated in the Insights application. ‘Resend Invitation’ & ‘Cancel Invitation’ button are DISABLED in the Users table for ‘Federated’ users.

Note: ‘Federated’ user management is applicable to the HLC customer-based account only. HealthStream Internal users will NOT be managed as ‘Federated’ users.

‘Manual’ User

In addition, the Insights application will continue to support onboarding and offboarding of ‘Manual’ users to an account. These user will have to use the Insights application URL to access the Insights application. 

All HealthStream Internal users that require the HealthStream Support role will have to be onboarded and offboarded manually. 

User Type field to identify ‘Federated’ vs ‘Manual’ user

In the Profile page of the user, the 'User Type' has been added to identify if the user is a ‘Federated’ or ‘Manual’ user.

The Users table now has the ‘TYPE’ column included to identify if the user is ‘Federated’ or ‘Manual’.

NOTE: HealthStream Internal User will be onboarded into Insights with HealthStream Support Role. These users will be managed manually only.

Access Insights from HealthStream Learning Center (HLC) Admin Application

'Insights' link in the App Drawer of HLC Admin application

HLC admin users with the permission for the Insights application in the HLC Admin Feature permissions can access the Insights application from the HLC admin application. These HLC admin user must be onboarded into the Insights application as ‘Federated’ users through a backend sync process. Once the sync is complete, 'Federated' users can access the Insights application through the Insights link available in the app drawer of the HLC admin application. 

A ‘Federated’ user will NOT be asked to enter any Insights-specific credentials to access the Insights application in this workflow.

For ‘Federated’ users with access to multiple institutions in an HLC organization, the data displayed in the Insights application depends on the affiliation/institution selected during HLC login prior to clicking the Insights link in the app drawer. 

Enhancement in Settings (Accounts, Data Access Policies, Users)

Dynamic Scrolling in Accounts, Data Access Policies and Users tables

The tables found on the Settings pages for Accounts, Data Access Policies and Users are updated to dynamically load data upon scrolling. Data is loaded in increments of 100 records when the user scrolls down in the table, improving the accessibility of data in these tables. Users can search for a specific account, data access policy or user by typing the term in the search box. 

Accounts table with dynamic loading. Note the absence of pagination buttons at the bottom of the table.

Data Access Policies table with dynamic loading. Note the absence of pagination buttons at the bottom of the table.

Users table with dynamic loading. Note the absence of pagination buttons at the bottom of the table.

Fixed 'Actions' column in Accounts, Data Access Policies and Users tables

The ‘Actions’ column is fixed to the right of the tables on the Accounts, Data Access Policies and Users table. This allows the user to always have access to the Actions column (Edit, etc.) without having to scroll to the right. A User much click on the ellipses to access the Actions menu.

UI Fixes of Select Org Node Hierarchy Tree in Create/Update Data Access Policy form

Checkboxes and alignment of the org nodes in the hierarchy tree have been fixed to improve the usability of the hierarchy while creating or updating a data access policy.

Enhancement to Account & User Forms

'Select All' options in Standard Reports & Analytics Dropdown on the User & Account Form (Create & Update)

A user can now 'Select All' in the Standard Reports and Analytics dropdown of the Create/Update User and Create/Update Account form. This improves the usability and brings consistency to the standard options available in other dropdowns within the application. 

Create/Update Account form with the ‘Select All’ option in the Standard Report dropdown. Note: ‘Select All’ option will be available for ‘Analytics’ dropdown as well. 

Create/Update User form with the ‘Select All’ option in Standard Report dropdown. Note: ‘Select All’ option will be available for ‘Analytics’ dropdown as well. 

Update to App Permissions in Create & Update User Forms

App permissions are updated in Create & Update User forms to improve user policy management. ‘Create Data Access Policies’ has been re-labeled to ‘Create and Manage all Data Access Policies.’  A user can either have a data access policy selected in the Data Access Policy dropdown along with Manage Data Access Policies permission, or the user can have the ‘Create and Manage all Data Access Policies’ permission. When the user has the ‘Create and Manage all Data Access Policies’ permission, the Data Access Policy dropdown and the checkbox for ‘Manage Data Access Policies' will be disabled. 

SSH Key permission moved under 'App Permissions' in Create/Update User form

‘Create SSH Key (SFTP Access)’ has been moved from the ‘Standard Reports’ section to ‘App Permissions.’ This gives a better visual representation of the SSH Key permission that is applicable to both Standard Reports and Custom Reports. 

Updated Sign Out icon

The Sign Out icon is updated to an appropriate icon that represents the sign out action. 

Dynamically Load Data in Select Account and Select Data Access Policy Tables

Tables in the Select Account and Select Data Access Policy have been updated to dynamically load data upon scrolling. Data is loaded in increments of 100 records when the user scrolls down in the table. This update improves the accessibility of data in these tables. Users can search for a specific account or data access policy by typing the term in the search box of the respective modal windows. 

The Select Account table with dynamic loading. Note the absence of pagination buttons at the bottom of the table.