Difference between revisions of "Managing Users"
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Staff are different to users, users are members of staff that "use" IBID, these can be Admin, Nurse, Doctor or P.A.M.S, not all staff are users of IBID such as Consultants, but will still need a "Staff Record" creating, as a "Staff Member" will be shown in IBID to allow the "User" to input relevant data, such as the following. | Staff are different to users, users are members of staff that "use" IBID, these can be Admin, Nurse, Doctor or P.A.M.S, not all staff are users of IBID such as Consultants, but will still need a "Staff Record" creating, as a "Staff Member" will be shown in IBID to allow the "User" to input relevant data, such as the following. | ||
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To enter a new user click the "new" button on the tool bar in gold. | To enter a new user click the "new" button on the tool bar in gold. | ||
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To enter a staff record click on the blue "New Staff" button on your tool bar, a New Staff Form will appear. | To enter a staff record click on the blue "New Staff" button on your tool bar, a New Staff Form will appear. | ||
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===Staff Record=== | ===Staff Record=== | ||
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Click "OK" and your member of staff will be added to the staff data fields in the bottom list and will be added to the relevant fields in IBID. | Click "OK" and your member of staff will be added to the staff data fields in the bottom list and will be added to the relevant fields in IBID. | ||
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Revision as of 14:20, 24 July 2013
This topic is for AquilaCRS
Contents
Entering New Users and Staff
Log on to Aquila CRS system Administration, you should have your own user name and password ready to log on, if not, please contact your IT department for a user name and password before starting this process.
Double click on the Aquila CRS icon on your desktop, or choose from your list of programs, enter admin in the name field and your password in the password field.
Once you have entered the Aquila CRS System Administration you will be taken to the IBID Installation and Set Up Page by default.
Along the list of tabs you will see "IBID Installation & Setup", "User and Staff Records", DB Version Hx" and Local PC Settings".
Please click on the "User & Staff Records" Tab
If you enter a new or edit an existing staff member by clicking the blue "Enter" button, they will be listed as staff in the bottom field list but not be listed as a user in the top field list.
If you add a new or edit a user by clicking on a gold "Enter" button they will be included in both the top and bottom list of users.
Staff are different to users, users are members of staff that "use" IBID, these can be Admin, Nurse, Doctor or P.A.M.S, not all staff are users of IBID such as Consultants, but will still need a "Staff Record" creating, as a "Staff Member" will be shown in IBID to allow the "User" to input relevant data, such as the following.
To enter a new user click the "new" button on the tool bar in gold.
This is the set up page for your new user profile.
Fields
The Fields prefixed with a star are important and need to be filled in.
Personal Details Field
- Username - This is the name you want the system to remember you by, it will be displayed at the top half of the screen (Normally your first or given name). Please note once this has been saved it can't be changed.
- Full Name -Given Name and Family Name
- Email Address- This is important as we will need to respond to you if you need fill in a bug report or we need to update you with information.
- Mobile Phone - We will not use this data however your IT department may need to contact you.
- Telephone - Again this is optional from our perspective however again internally it may be useful.
- Last Login Details Box - this will be filled in by Aquila each time you use the system.
Last Login Details Fields
- This field will be filled in automatically once the user starts to use the system. Please note the date shown before the user has logged in to the system for the first time will be 30/12/1899, this is not a bug and your system will update the correct date accordingly
Role Fields
- Role - This is your user role within the service i.e. doctor for example.
- Grade - This normally only applies to members who have a given grade, Doctors Nurses Ect.
- GMC Code- General Medical Council Code, usually six digits, usually only needed for Doctors and Consultants.
Password Settings Fields
- Password Lifespan - this will force a change of password after the number of days indicated, if no number is present, no password change will be forced. Please note double characters can be not used within your chosen password e.g. Polly Lilly ect.
- Home Screen- this can be the default screen, the application main screen, or a telemedicine referral form.
- User - can be system administrator or normal user.
- Inactive & Disabled boxes - can be ticked if the user has left or is on secondment.
- Current Failed attempt count - this keeps count of the failed logins. Please note 6 failed logins will lock you out of the system, you will then need to contact your IT Department for access to change your password.
Profile Settings Fields
- Home Screen- this can be the default screen, the application main screen or a telemedicine referral form.
- User - can be system administrator or normal user.
- Inactive & Disabled boxes - can be ticked if the user has left or is on secondment
- Current Failed attempt count - this keeps count of the failed logins. Please note 6 failed logins will lock you out of the system, you will then need to contact your IT Department for access to change your password.
Once you have filled in the user profile form your name will be added to the users list and your new user can log in to the system.
Entering Staff Records
To enter a staff record click on the blue "New Staff" button on your tool bar, a New Staff Form will appear.
Staff Record
- Name Field - Fill in the Full name for your member of staff
- GMC Code- General Medical Council, usually for Doctors or Consultants it is made up of 6 digits.
- Role - Choose from the following, Admin Doctor, Nurse, or P.A.M.S.
- Grade - Select from Senior, Trainee, or student.
- Telephone - Useful for your IT Department.
- Mobile Phone - Optional however it may be useful in case of emergency.
- Email Address - This is important as we will need to respond to you if you need fill in a bug report or we need to update you with information.
- User name (Link) - Enter your user name here to link the user profile and staff profile if a member of staff is also using Aquila CRS.
Click "OK" and your member of staff will be added to the staff data fields in the bottom list and will be added to the relevant fields in IBID.
