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RIMS: Training and Support Materials

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The Rowan Identity Management System (RIMS) is a web-based application designed to collect hierarchical data from the top down and facilitates management by clarifying relationships, defining roles, levels of authority, and supervisory or reporting lines.

Supervisors (or their proxies) create an organization, job titles, positions and assign users to each position that they directly supervise. Before you begin, determine which employees report directly to you, and what their titles are. Note: You will need this information before you enter anything into RIMS. 

 

Table of Contents

 

Access RIMS 

Go to rims.rowan.edu from your web browser. Select your active position from the drop-down menu. Note: Your active position is the position you are entering information for during the current session. If you are acting on behalf of someone else, you will set your active position as the person's proxy.
 
Click Submit.
 
Note: If you do not have an active position, your supervisor has not yet added you to RIMS. You must contact your supervisor to enter you into RIMS. 
 
 
 


 
Definitions of Key Terms
 
 
Overview of Organizations, Job Titles, and Positions
 
If you select the Requests menu and click Submit Request.  Under the section create your organizational chart you are able to create a new organization, a new job title, or a new position.  All of these can be created during one session.  It is not until you assign a user to a position under the add people to your organizational chart option that all changes you have made will be submitted to your supervisor for review and approval. 
 
Your supervisor or their proxy will approve or deny the requests. If the supervisor denies a request they should provide feedback about why it was denied. If a request is denied, the request will need to be resubmitted based on the feedback.
 
Tip: Many of the tasks you will need to perform in RIMS are available at the top of the Submit Request page.  You can view the page by selecting Requests and then click on Submit Request.
 
 
 
 
 
Create a New RIMS Entry 
 
  1. To create a new RIMS Entry, click Requests on the menu bar at the top and then click Submit Request
  2. Choose the first option to Create a new organization, job title, and position/opening
  3. The form for Create a New RIMS Entry will open. 
  4. If the organization is listed in the drop-down menu, then select it. 
    1. If your Organization is not already listed, select Create New and fill out the information for a new organization. 
  5. If the Job Title is listed in the drop-down menu, then select it.
    1.  If the job title is not already listed select Create New and fill out the name of the new title. 
  6. Then select the type of Role.
  7. Select the number of openings you need to create. For example, if you have three trainers, then you need to create three openings for the position of "trainer."
  8. When you are done, click Submit.
  9. Go to the next step of Assigning a User to Position.
 
 
 
 



 
Assign User to Position 
 
  1. On the submit request screen choose the second option Add people to your organizational chart.
  2. Find the user by email, Banner ID or name. Select the correct person.
  3. Assign the user to an empty position from the menu and click Submit.
  4. When you assign the user to a position, this will trigger your supervisor to approve not only the user in the position, but also the new organization, job title, and the position.
  5. Wait for the approval from your supervisor. Your supervisor may deny the request and leave feedback. You must submit the information again with the changes suggested by your supervisor.
 
 
 


Assign a Proxy to Your Own Position 
 
  1. Select Requests from the home page.
  2. Click on Submit Request.
  3. At the bottom of your screen choose Assign a Proxy to your position.
  4. Find the user by email, Banner ID or name.
  5. Select and click Submit.
  6. Wait for approval from your supervisor. 
 
 
Please note, more than one proxy can be assigned to a given position. 
 
 
 
Maintain Your Organizational Chart 
 
If you do not need to make multiple entries and want to perform one task, you can use the maintain your organizational chart menu. The menu includes options such as updating the name of your organization, removing a person from a position and removing an unused job title. 
 
Options like update the name of your organization is useful if your organization has changed names. The update a job title option is used if your job title or a job title in your organization has changed. It is best practice to remove an unoccupied position if you have created a position that is now not needed. The same best practice applies to remove an unoccupied organization if one has been created and is no longer needed. 
 
 
If a person in your organization takes a new position within the organization, first use the option, remove a person from a position. That removal will need to be approved by a supervisor. After the removal is approved, the person will be assigned to another unoccupied position, or if they are beginning a new position that did not exist prior, you must choose the option to Create New Position, followed by the option to Assign User to Position to add them to their new job. All removals require a supervisor's approval. 
 
 
 
Set Active Position 
 
If you have more than one position in RIMS or you need to log in as a proxy for someone else you will need to set the active position. Go to the user menu on the top right and choose Set Active Position. You can change your active position from here using the drop down menu. Then select Submit
 
 
 
Approve or Deny a Request 
 
A supervisor or proxy for a supervisor may need to approve or deny a request. If you log into RIMS and see a red box to the right of the requests menu with a number it means there is a pending request that needs your attention. When you click on the requests menu you should see a red box next to the section requiring an action. 
 
 
If there is a pending request that can be approved, click the Approve option and select Submit. If any changes need to be made, deny the request and leave a comment with the reason it is being denied. This will provide the requester with information to make the needed changes. 
 
 
 
Set a Preferred Position 
 
If you have more than one position in RIMS you can change your preferred position and organization. Under User, select Set Preferences. Choose the new position - organization and click Submit. Please note that the job title is highlighted in color red and organization title in blue. An email would be sent to the user when the preferred position and organization is updated.
 
 
You can also direct to Set Preferences page by navigating through the identity info and selecting User Info. Click on Edit Icon, select the new position-organization and click Submit
 
 
 
 
 
 
Organizational Charts 
 
RIMS will allow you to create organizational charts. You are able to choose the number of levels to display. To view your organizational chart, select Identity Info and then select Org Chart.
 
 
 
 
The root position is your active position. To include your supervisor, select the check box next to include Root Position Supervisor, then select Reload Chart.
 
Note: All job titles will show as "pending" until they are approved by Human Resources. Unoccupied positions will show as "unoccupied". If you created multiple organizations, only one organization will show in the organizational chart, and everyone who reports to you will show in that organization. 
 
 
Tip: To view the organization of the level above you, select your supervisor's block and reload the chart again. Select Save Chart to download the organizational chart as a .png image file.
 
 
You can also search for a supervisor in the Root Position field by name or title and their organizational chart will reload on the page. You can download the organizational chart data to use in other applications by selecting the Export to CSV button. 
 
 
For more information about the organizational charts and customizing them see KB0013065
 
 
 
View Request Options
 
The requests menu has options to view pending requests from you or your supervisor. For example, if you are acting as your supervisor's proxy, and have denied or approved in the past. You can also view pending requests that require attention or action. Items requiring action will have a red number beside them. If you have submitted a request that requires approval, there will be a pending with section to see who must approve the request. 
 
 
 
 
 
Email Notifications 
 
Email notifications will be sent daily for all who have actionable RIMS item requests relevant to their positions. The information in the email only includes activities since the last email. Items include position assignments and assignments as a proxy. Occasionally an email will be sent if there has been no activity within your organization. This is a friendly reminder to periodically check your organization to ensure it is up to date and accurate. 
 
 
 
Enabling Active Directory Groups from RIMS Organizations
 
RIMS data can be used to populate Active Directory objects. These objects can then be used for application security, door access, email lists, and a variety of other IT-related uses. For more information on enabling Active Directory groups for your RIMS organizations, please see our RIMS: Set Active Directory Group article.
 


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