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Updated on: 08-07-2022

Docman Advanced - Staffordshire and Stoke on Trent ICB

Topics covered

  • Setting up and amending users
  • Make User Inactive/Active
  • Link User to Clinical System
  • Change User roles
  • Create User Groups
  • Organisation settings
  • Change default search settings
  • Change default Document View
  • Adding Weblinks
  • Change default system Settings

  • Workflow/task templates/Quick steps
  • Creating Workflow Templates
  • Creating New Tasks
  • Creating New Quick Steps
  • Creating New Comments
  • Creating New Task Views

  • Filing
  • Templates
  • Intellisense
  • Lists
  • Document Folders
  • Pre Defined Filing Codes

  • Reporting
  • Creating New Active Task Charts
  • Viewing Reports
  • Shared Charts
  • Shared Reports
  • Workflows and Tasks
  • Viewing Document Reports
  • System Configuration Reports

    Privacy officer – allows more in-depth reporting

  • Apps
  • Making Apps active or inactive in Sections
  • Assigning apps to Home screen
  • Accessing Apps via Tile
  • Using Apps

At the end of the session all delegates will:

Have an in depth view of administrative activities in Docman, such as setting up and amending users, changing organisation settings, Filing and reporting, Workflow and working with Apps.

About the course

Course Code MLCSU-TR0132
Intended Audience Practice Administrators and Practice Managers
Delivery Method Online
Required Experience / Training Basic understanding of Docman
Duration of Training 60 minutes