OKTA Registration and User Guide

November 2017

Content

What is OKTA?

Access and registration

Creating an NHS Improvement account

Logging In (as an existing user)

The NHS Improvement dashboard

• Your favourites

Accessing additional apps or online services (Tier 2 Approval & Access)

• Your apps

• Your analytical products

Discussions

Logging out

What is OKTA?

OKTA is a cloud based identity management service used to manage access to our many

business tools and products. Essentially this portal acts as a central entrance point to many

of our existing tools including ECIP, SITREP and Model Hospital to name but a few.

Access and registration

To access the OKTA Portal, open the following web address in your internet browser:

https://improvement.nhs.uk/my-nhsi/register/

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The Set-up/Registration screen entitled

‘Register for an account’ will now be

displayed.

Enter your NHS email address, as well as

first and last names in the relevant fields.

Please ensure that you use lower case

letters when registering your email address.

If you have an existing account, click the

Sign in here link.

Please note: if you use a non NHS email address

as part of your registration criteria, the account will

have to be verified and approved and so you will not

have automatic access to the Improvement Hub until

this approval is granted.

In the Organisation or provider field,

start typing the name of the desired

provider.

The search results will appear below

the box. Search results are refined as

more text is entered.

Click to select the desired organisation.

If the required trust is not listed, select

‘Other’.

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If you require access to additional

applications such as ECIP or Model

Hospital, click the tick box in the

Access to additional apps section.

Use of these additional apps requires

verification and approval from the relevant

product/app owners.

To facilitate this process complete the

questions requesting your profession and

seniority level using the drop-down menus to

make the relevant selection.

Select the areas of the report which are of most interest

to you.

Tick the box to agree with the terms and conditions, and then

complete the security exercise.

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Click Verify when you have selected your answers.

A notification will appear confirming that

your registration request has been

submitted and is awaiting approval.

Instructions on the next steps in the

registration process will also be

displayed.

When your registration request has been approved, you will receive a confirmation email.

To complete the registration process, click the link as instructed.

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Creating an NHS Improvement account

When you click the link, the Create your NHS

Improvement account screen will be displayed.

Create a password and confirm it is correct by repeating

the entry in the Repeat new password field.

Then select a suitable password question, to be used if

you forget your password or if problems with the

password occur in the future.

Click the drop-down menu to display a list of possible

questions. Select one and input your answer.

Alternatively, if you find that none of the available

questions are suitable, you can create your own

security question.

Type the question in the Custom question field

and the Answer in the Answer field.

You also need to select a default image to be displayed on

any security or log-in page you access.

Select your chosen image by clicking on it.

When all the required options have been selected, click

Create My Account.

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Quick Tip:

• Once you have selected Create My Account,

if any of the registration fields have not been

completed correctly, an error message will

appear at the top of the page outlining the

nature of the error and what fields need to be

amended.

Once you have successfully created your account, the My Applications page will be

displayed. Initially this acts as an introductory page for first-time users, giving hints and tips

to the functionality of this homepage.

Click Got it! to hide the hints.

From this page you can access the various reports and applications available via NHS

Improvement.

Select the desired

application from the

options available.

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Logging In (as an existing user)

To log into your OKTA account, open the following web address in your internet browser:

https://improvement.nhs.uk/my-nhsi

When the Registration screen

is displayed, as you already

have an OKTA account, click

Sign in here.

The Sign In screen will now be displayed.

Enter your account details including your user name (which

should end in …@nhs.net) and password.

Tick the Remember me box to bypass the re-entry of login

details in the future.

Click Sign In.

Quick Tip:

• If you have problems logging in or have

forgotten your password, click Need

help signing in? Here you can reset

your password, register (if not already

registered) and/or get extra help with

the tool itself.

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Once the Improvement Hub

Homepage is displayed, select My

account.

From the drop-

down menu select

Dashboard.

The NHS Improvement

dashboard will appear.

Click on to launch your account screen

The account screen displays all

your account details as well as

options to change password

and amend the Forgotten

Password Question.

Click on the Home icon in the

top right-hand corner.

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The My Applications

screen will now be

displayed.

Select the desired

application.

Quick Tip:

• Popup notifications may appear on your

‘My Applications’ screen if you have had

any changes to your account such as

being provided with permissions to access

a new tool. Notifications can also

be viewed by clicking the bell

icon at the top of the screen.

• You can also search for your desired application by entering

the name in the search box on the ribbon at the top of the

screen. As you type the dropdown menu wil auto-populate

with result. Select your chosen business tool

• Click the drop-down arrow at the top right of the page to

view or change your Setting or to Sign out.

The NHS Improvement dashboard

The NHS Improvement dashboard also provides a range of other options.

By clicking the pencil

icon at the end of the

personal information fields, you

can amend your personal

information.

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Your favourites

From the NHS Improvement dashboard or via the

drop-down menu on the Improvement Hub

homepage, select Your favourites.

As the name suggests, this screen

provides a list of your preferred

resources, improvement offers and

themes.

Click the relevant tab to view the

information therein.

Accessing additional apps or online services (Tier 2 Access & Approval)

The next two tabs – Your apps and Your anaytical products allow users to directly access

a variety of business tools and applications.

Upon initial registration, users are given Tier 1 status which ensures you have access and

general use of the Improvement hub.

To use additional apps, analytical products and online services you require Tier 2 status.

If you did not request access to any additional

applications as part of the initial registration

process, the Available screen in either the

Your apps or Your analytical products tabs

will display the request access option (as

shown on the registration screen).

Complete the questions requesting your

profession and seniority level using the

drop-down menus to make the relevant

selection.

Select Submit Request.

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A notification will appear

confirming that your request

for additional access has

been submitted and is

awaiting approval.

You will also receive

email confirmation that

your request and been

received and is being

reviewed.

Depending on your

permissions, the NHS

Improvement team will

approve your request.

You will then receive

email confirmation that

Tier 2 status has been

approved, granting you

the ability to request

access to specific high

level reporting tools.

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To then access specific apps such as Model Hospital or Tableau, contact the relevant

product owner for approval.

Once approved for use of a specific

app, you will be notified via the

notification drop-down on the My

Applications screen and the app

will appear in the relevant section.

Your apps

From the NHS Improvement dashboard or via

the drop-down menu on the Improvement Hub

homepage, select Your apps.

The Your apps page provides

easy one-click access to all the

applications and business tool

you are currently authorised to

use. This section is broken into

three main tabs: Your Apps,

Available and Pending

Approval.

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The Your Apps tab displays the applications currently available in the NHS Improvement

provider portal.

Select the application you require

from the list of those you have

access to and click Open this

Log in to move to the corresponding login screen for your chosen app.

Remember: If you did not request access to any additional applications as part of the initial

registration process, the Available screen will display the request access option.

The ‘Available’ tab shows which applications you can request access to while the ‘Pending

Approval’ tab displays the applications you are currently awaiting approval to use.

Your analytical products

From the NHS Improvement dashboard or via

the drop-down menu on the Improvement Hub

homepage, select Your analytical products.

The Your analytical products function, works in the same way as the Your Apps tab,

providing easy one-click access to analytical applications and business tool you are currently

authorised to use.

Again, like the ‘Your

apps’ function, this

section is broken into

three main tabs: Your

Analytical products,

Available and

Pending approval.

The tab displays the

applications currently

available in the NHS

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Improvement provider portal.

Select the product you require from the list of

those you have access to and click Open this

analytical product to open your chosen app.

The ‘Available’ tab shows which applications you can request access to while the ‘Pending

approval’ tab displays the applications you are currently awaiting approval to use.

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Discussions

From the NHS Improvement dashboard or via

the drop-down menu on the Improvement Hub

homepage, select Discussions.

With a view to being a truly interactive

organisation through the sharing of

knowledge and ideas, the Discussions page

allows you to view the topics that are

currently important to NHS Improvement and

the NHS as a whole.

Click the desired link to view the corresponding

topic in more detail.

You can also offer your views on the information

provided and/or access more information in the

related content.

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Logging out

From the NHS Improvement dashboard or via

the drop-down menu on the Improvement Hub

homepage, select Log out.

You will be taken back to the Improvement Hub homepage. Please note this option only

signs you out of the dashboard, not the applications you have accessed. If these apps

require their own log-in process, you must sign out of them separately.

Please email any questions to it.support@improvement.nhs.uk

0300 123 2257 enquiries@improvement.nhs.uk improvement.nhs.uk

© NHS Improvement July 2017