Users & Reports

Help Centre - Users & Reports

Got questions? We’ve got answers.

Introduction

Users are defined as anybody using the system with a login. These are typically staff members but could also be contractors or other third parties you want to have access. As health information is confidential, the system has been designed to be able to set up different levels of access for our users. These different levels of access are called Roles and will be determined by your system administrator. Based on their role, a user may or may not be able to access areas of the application and see, edit or delete records.


Reports are available to assist in handling large amounts of information. This is typically to spot trends or identify actions that need to be taken.

Feature Details - Users

  • Creating a User

    To create a User click on 'All Features' on the left-hand side bar and select 'Users' under the heading 'Users and Roles'


    Creating a user is a simple form accessed by the 'Add User' button from the User table page. The required fields are:

    • Name - User's name (first and last)
    • Email - Should be the users work email address
    • Password – Administrators can set a temporary password for the new user
    • Password confirmation - provides a confirmation to account for typing errors
    • Roles - You will be able to select the role based on the user's department or job title, i.e. nurse-user. A user can be given more than one role
    • Job Title - The Users job title such as HCA or RN. 

    Administrator set passwords are designed to be temporary and the user should be advised to change their password once they receive access to the account.

  • Hints and Tips

    The roles that you can add are set by your system administrator you may need additional access if new roles have been created in your organisation.


    If a user has more than one role they will get all the access from each role. So you may need to apply more than one role to a user depending on what their job requires.

Users Demo

Feature Details - Reporting

  • Overview

    Reports are customised based on your facility but are usually used to assess things like upcoming/overdue care plans, audit results, incident reporting, health equity measures, etc.


    Within a report, there are cards similar to the resident profile, which display different pieces of information.


    Some reports may have filters available, which enable you to modify the information within the report. These filters will be located at the top of the report

  • Hints and Tips

    Hovering over graphs in the report may display additional information.


    Reports are restricted by your access level, so if you cannot find the report you are looking for, speak to your system administrator.


    Reporting calculations are based on UTC time zones; therefore, you may experience some delays for daily reports depending on the time zone

Users & Reporting FAQ's

  • How do I create a new user in the system?

    To create a new user in the system, you can follow these steps:

    1. Select 'All Features' or type 'Users' into the spotlight search.
    2. Click on 'Create User'.
    3. Input the required information for the new user such as their name, email address, and password.
    4. Choose a role for the user which will determine the level of access they will have in the system.
    5. Save the changes and the new user will be added to the system with the specified role and access.

  • How can I deactivate a user's account in the system?

    To deactivate a user's account in the system, you can follow these steps:

    1. Go to the 'All Features' section in the system.
    2. Select 'Users' from the list of options.
    3. Search for the user you would like to deactivate and click on their name (highlighted in blue) to open their profile page.
    4. On the user's profile page, select the 'Deactivate' option.

    Deactivating a user's account is a useful tool for managing access and permissions within the system. It can help ensure that only authorized users have access to sensitive resident information and system settings.

  • How can I change a user's password when they have forgotten it?

    To change a user's password in the system, you can follow these steps:

    1. Go to the 'All Features' section in the system.
    2. Select 'Users' from the list of options.
    3. Search for the user you would like to change and click on the ‘Edit’ button. 
    4. This will display the user's information. Complete the 'Password' and 'Password Confirmation' fields to update the user's password.
    5. Save the changes, and the user's password will be updated in the system. It's important to ensure that all users have secure passwords to help protect the system and resident information. By regularly updating passwords and ensuring strong password policies, you can help keep your system and data secure.
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