ALIS Self-Onboarding Guide Part 1: Logins and Staff

ALIS Login Basics

Logging into ALIS requires three details: the ALIS website address for your company, an ALIS staff profile's username, and password. With these three details, you can access ALIS from any device with an internet connection.

For added security, you can also restrict your community staff's logins to only access ALIS while they are using the community's Wi-Fi network. For more information, read this article: Login Lockdown by IP Address.

ALIS Website Address (URL)

Your company's ALIS website address is [your Company ID].alisonline.com

Example: renaissanceliving.alisonline.com

• There is no need for "www." at the beginning of this address. 
• Company IDs are typically the full name of your company, a shortened version of the company name, or an abbreviation.
• If you do not know your Company ID, you can contact us for help, and your administrator should have this information.

Your ALIS website address (also known as a URL) is meant to be easy to remember, but it is highly recommended to create desktop shortcuts to the website on all computers at your community to keep things simple. Click here to read an article by Google for steps to create a desktop shortcut for ALIS in the Google Chrome browser.

Once you have entered your ALIS website address in your browser's navigation, you've made it to the ALIS login screen!

ALIS Usernames

Usernames almost always present as [firstname].[lastname] and are not case sensitive.

Example: daniel.williams

• Usernames are automatically generated when staff are added to ALIS using the first and last name.
• Staff usernames are not often edited, but this can be done when requested.
• They can only include letters, numbers, periods (.), dashes (-), and underscores (_).
• It is not possible to edit your own username. If you have an administrator, they can update this for you. If you are an administrator, contact ALIS support to help you change your username.

To edit a staff member's username:

1. Go to a staff member's profile in ALIS and open the Login & Access section.
2. Click the pencil icon next to the person's username.
3. Edit the username in the pop-up, and click Save.

The next time the person logs in, they will need to use their new username.

ALIS Passwords

Passwords may be automatically generated or created manually by the person adding the staff profile to ALIS. For more information about adding staff and setting passwords, read this article: How to Add a New Staff Member.

To edit your own password:

1. You must already be logged into ALIS. Go to your My Account page, found at the top of any page in ALIS.
2. Click the section Login & Access.
3. Click the button Change Password, fill in your current password and new password in the pop-up, and click Save.

The next time you login, you will need to use your new password. For maximum security with your password, keep it memorable, unique, and private to only you!

To edit someone else's password:

1. Go to their staff profile and open the Login & Access section.
2. Click Change password, and use the Automatically option to send a randomly generated password to the person via email or text message, or use the Manually option to create a new password for them. The Automatically option is more secure!
3. Click submit. The next time they login, they will need to use their new password.

It is strongly encouraged for staff to update their password to something private to them after you have reset the password! For maximum security with passwords, they should be memorable, unique, and private to only to the individual.

Navigating the ALIS Dashboard Homepage

The first page you encounter when logging into ALIS is called the Dashboard. This includes icons grouped into moveable sections for the main part of the page, and a few icons in a panel on the right.

It is possible to change your Homepage to instead be one of the ALIS HQ Reports. Read this article for more information: How can I set my ALIS Dashboard to an ALIS HQ Report?

Icons and Icon Sections

The specific icons you have available depend on your security permissions in ALIS, and whether your organization has additional features turned on. Some of these additional features include the Drug Count, Inbound Documents, Resident Monitoring, and ALIS Connect.

All icons are available to you based on your Security Role, which contains specific permissions to the features of ALIS. If you are missing an icon or access to any parts of ALIS you need, contact your administrator or contact ALIS Support for help.

There are five possible sections of icons (in no specific order):

• People
• Meds
• Care
• Alerts
• Billing

These sections can be reordered according to your preferences by clicking near the section name and dragging them up and down your page. The order you set will be saved for each time you visit the Dashboard.

Menus and Search

The menus across the top of the page (Dashboard, Prospects, Residents, Medications, etc.) and the Search will be available on on any page in ALIS, not just on your Dashboard.

• In the menus you can navigate to most of the ALIS pages linked in the Dashboard icons, but also many additional reports and settings pages.
• The availability of the menus and items in the menus is governed by your Security Role, which contains specific permissions to the features of ALIS. If you are missing access to any parts of ALIS you need, contact your administrator or contact ALIS Support for help.

Use the search to quickly navigate to the profile of any resident, staff member, or contact you can access.

When you find the name of the person you are looking for, click their name to navigate to their profile. To open the profile in a new tab, you can right-click the name and select 'Open link in a new tab", or hold down the Ctrl key on your PC keyboard when you click it.

Your Search can work in two different ways:

Classic Search

When you start typing in the search bar on the upper right of your page, results will appear below it as soon as you enter one letter. This will include up to five applicants and current residents whose names match your entry and up to five hired staff profiles whose names match your entry.

Enhanced Search

As soon as you click into the search box, you will see the words "Please search for someone" and some checkbox filters at the bottom. These checkbox options allow you to search for different types of residents, contacts, and staff based on your selection. These filters are available based on your Security Role.

Similar to the classic search, as soon as you enter one letter, the names of up to five individuals of each type of record based on your selected checkbox filters will appear based on your entry.

Navigating to other communities

You will find a menu containing community names at the top right of many pages if you have access to multiple communities in ALIS. If your list of communities is large, you might find it helpful use the search within the menu.

You can be given access to other communities without adjusting your Security Role. For more information, read this article: How do I associate a staff member to multiple communities?

Contacting Support and accessing the Helpdesk

Lastly, know your resources! ALIS Support is easily reachable by phone and email using the information at the bottom of every page in ALIS, whether you are on the Dashboard or not. Call us or email us at your convenience!

Links to the ALIS Helpdesk (this very website) are available at the top and bottom of every page in ALIS.

How to Add a New Staff Member

Adding staff to ALIS is how you can enable them to login. This is meant to be a simple process that gives you control over the level of access each person has.

1. Access the All Staff page. You can click the All Staff the icon on your main ALIS page, or find All Staff in the Staff menu at the top of any page.
2. Confirm that the Communities menu at the top right is where you want to create access for your staff member. You can enable them to access other communities later if needed.
   • To learn more about associating staff to multiple communities, read this article: How do I associate a staff member to multiple communities?
3. Click +Add New Staff. You can also click the link at the top right under the communities menu to watch a video about how to add staff.
4. In the pane on the right side of your page, you are required to fill in the First Name, Last Name, Hire Date, Security Role, and Login Status.
   • Click to Set Password for staff in order to allow them to login. You can choose to Automatically send a randomly generated password for them, or you can Manually create them a password.
   • For more information about Security Roles, read this article: What is a Security Role?
   • The Job Role field is useful for adding a specific job title for the staff member. This title will display after the person's name on certain documents. There are some suggestions in a menu for job role, but you can type anything in this field.
     
5. At the bottom of the pane, click Add Staff and Go To to view their staff profile. When you click the Login & Access blue bar, you can see and edit their login username (this is automatically generated based on their name), and add any additional details as needed. They can now login to ALIS with their username and password!