Download - Personal Preferences
Personal Preferences
Finding Personal Preferences
Tool Bar
And Options
Notifications
• Any items not mandatory can be turned on or off
• Parameter can be set to not allow users to delete alerts
• Click and unclick
Surrogates• Any user can be chosen• Must remove surrogate settings when returning• Recommend that user set a surrogate before leaving the facility or
going on vacation.
Order Checks
Check and Uncheck
Team Lists
• Autolinked teams are usually set up by CACs.
• If subscription allowed, users can join a team
• Devices (printers) can be team members (Did not work)
Notes
• Two options for notes
Notes personal preferences
• Students may need a co-signer• Some people like the subject line
– Subject line allows users to sort their notes by subject rather than by title or date.
Notes Personal Titles
Reports
• Can change date range for all reports
• Or, can do it individually
Reports – all dates
• Default is pretty short• Maximum is short for some items• CACs can change defaults through parameters
Reports - Individual
• Each report is listed• Some reports are not
used by all sites or not used by IHS in general
• Reports set here does not affect the system value set by the CAC. This only affects the user
Personal Setup from Notes Tab
Custom View
Can be saved
Notes Custom View
• Can choose status of notes
• Can choose author• Can change dates• Can group or sort by
different fields• Can change number of
notes• This is where the user
can set to sort by subject line
Orders- Custom View
• View by status• View by service• Change date range• Grouped by service
or date range• User can set a default
view.