Lab - Administration

Exercise 2

1. Select Lists > Employee List from the main menu .
2. Click the New button then add details for a new employee (John Smith, if you are lacking inspiration).
3. Click their Security Groups tab.
4. Select System Administrator to make John an administrator and click Add >>.
5. Click Save to save the new user account. This adds an new employee at the Employee List.
6. On the Employee tab click Set Password and set a password.

You should delete this new user by selecting it in the list and clicking the Delete button . As the user hasn't yet interacted with the database, you will be permitted to do this.

Exercise 3

1. Select Lists > Other Lists from the main menu and then select Activity from the List Type dropdown.
2. Select Ergonomics from the dropdown the list next to Category.
3. Click the New button . The new activity will automatically be linked to the Ergonomics category.
4. Select the Activity tab. Assign a suitable description for the new ergonomic activity.
5. Enter an hourly rate including tax (GST/VAT) suitable for your activity.
6. Click Save and close the window.

You may recall from Contacts and cases that case contacts are actually linked to the case and may well be linked to more than one case. They are stored in the Company List.

Now you are going to enter a new company to your system.

Exercise 4

1. Select Lists > Company List from the main menu .
2. Click the New button.
3. From the dropdown list select New Contact, Location and Company.
4. Enter the details for a new company and the new contact.
5. Click Save.
6. Click the Company Settings tab to view invoicing options. Apply a premium or discount for this company.
7. Click the Invoice Options tab. Tick the box next to Use the following company specific values. Select the terms Strictly 14 Days from the Terms dropdown list.
8. Click Save and close the Company List window.

This covers most of the process you would follow when adding companies to your database and customising their billing process. We have not covered customising their invoices here.

You will find detailed information about contacts and the Company List in the rest of this site.

Exercise 5

1. Select Lists > Other Lists from the main menu and then select Condition from the List Type dropdown
2. Click the New button .
3. Add the an appropriate condition for a patient's injury to the Description field.
4. Click Save. Close the window.

Now there is a new condition that can be selected from the Condition dropdown list at the Case Details tab.

You probably realise that this is the same general process that you follow to add any new entry to the fields describing cases in Case Manager.

Exercise 6

1. Select Lists > Other Lists from the main menu and then select Task Title from the List Type dropdown
2. Click the New button .
3. Add a new task title of your own, e.g. Worksite Assessment.
4. Click Save. Close the window

Now there is a new title that can be used when creating tasks, which you learned about at Tasks and reminders.

To test this you could create a new task for your training case and confirm that the new title is one of the options in the task title dropdown list.

Exercise 7

1. Select your training case from the Case List.
2. Click the Case Details tab.
3. Click the Other staff dropdown list.
4. Locate the other employee and select the level of access you will enable (view or modify).
5. Click OK.

You can also change who the case is assigned to using the Assign To dropdown list just above Other staff.