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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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