Confirm Delete

When you press the Delete button on the Administration|Users screen, a confirmation window will appear.

If the selected User is not in use and can be deleted, the window will simply ask you to confirm the delete. Press OK to confirm or Cancel to abort.

If it cannot be deleted because it is in use, the text will be "xxxx has relationships and cannot be deleted. Do you want to deactivate it instead?"(where xxx is the name of the item you are trying to delete). Pressing OK will unset its Active flag, Cancel will abort.

Create/Edit/View

This screen allows you to create, edit and view Users. See also Concepts|Users for background information.

The fields are as follows:
Login Name - the name with which the user logs in. Note that you can set this to have upper and lower case letters (eg Doris). The user will be able to login with doris, Doris, DORIS, or even doRis. The upper case version of the login name must be unique, ie you cannot have one user named Doris and another named DORIS.
Password and Confirm Password - the user's password
Name - the name that will be used within the system - ie that shown in the Clinician pull-downs, and the name used to send messages. As shown in the above, this need not be a full name, and it is faster to select the clinician if the name is short or has a unique first letter.
Description - if you use short names then this should be the person's full name, else if can be any useful text.
Active - uncheck this box to deactivate the user
Title - user title, used for reporting purposes.
First Name - user first name, used for reporting purposes.
Last Name - user surname, used for reporting purposes.
Qualifications - user qualifications, used for reporting purposes.
User Level - used to limit the reports a user can run
Edit Preferences - when selected, the user can edit preferences via the gear icon
Colour - used to set the colour used for the user when highlighting them on the Scheduling and Work Lists windows.  It is not necessary to set the colour for anyone who is not a clinician. You use the mouse to select the colour via the colour and luminosity/hue boxes. If you want to check the colours of the different users, the easiest way to do this is to view the user and then to use the Next and Previous buttons to run back and forth through the different user.
Note that you should avoid the 'light cream' colour f2f3b3 which displays as follows:
because this is used to highlight the selected item on the Workflow|Scheduling and Work Lists screens.

Contacts tab - this is used to display, add, delete and edit the Contacts for the user - see here. Note that adding an email contact for each staff member makes it easy to CC or BCC staff on any emails sent.

Roles tab - this is used to display, add, delete and edit the Roles for the user

Groups tab - this is used to display, add, delete and edit the User Groups the user belongs to

Category tab - this is used to display, add, delete and edit the User Types for the user. Set Administrator for all users who need to access the Administration menu and other administrative functions (Customer Accounts Check and Merge, Patient Merge, and Product maintenance [Edit, Delete, Copy, Export & Import]). Set Clinician for any user who needs to be selectable in the Clinician pull-downs. You can set multiple categories, ie both Clinician and Administrator.

Location tab - this is used to display, add, delete and edit the Practice Locations for the user. You specify Practice Locations in order to limit the Locations that the user can select at the top right of the screen.  If you do not specify any, then the user can select any Location. You should set the default flag on the user's default Location- this will then be the selected Location when the user logs in.

Follow-up Work Lists tab - this is used to configure the work lists that may be selected when:

• clicking the button in the patient summary, to add a follow-up task
• the Follow-Up At Check Out option is selected to create follow-up tasks at check-out

Select

This is the screen used to select a User. It works like a standard select screen.

Select Clinician

This is the screen used to select a User. It works like a standard select screen, but also includes a All Locations checkbox.

By default, the All Locations checkbox is unticked, and only those clinicians whose Administrations|Users record includes either the current practice location, or who have no practice location set will be displayed.

If the All Locations checkbox is ticked, then all clinicians will be displayed, for example as follows: