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.