Updated on: 08-07-2022
Docman Advanced - Staffordshire and Stoke on Trent ICB
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.
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
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 |
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