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PolicyManager™
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A step-by-step guide to adding, deleting, and assigning User Titles. |
What are User Titles?
User Titles indicate a user’s title within their hospital or healthcare facility. Within PolicyManager™, they appear under a user’s name when they add their digital signature to a document. A user can have only one User Title assigned to them.
This guide will cover the following topics:
Adding and Deleting User Titles
Adding a User Title
1. Log in on the home page with your username and password. In order to proceed, you must be a Registered User with Admin privileges.
2. Once logged in, hover your mouse over the Setup icon at the top of the window, and click Preference Settings.
3. The following screen will appear. Click “User Titles.”
4. All User Titles located within your PolicyManager™ system will be listed. In order to create a new title click “Add.”
5. The following box will appear. Type in the User Title that you would like to add, and click “Save user Title.”
6. The new User Title will now appear in the list, and will be available to assign to users.
Deleting a User Title
1. Follow steps 1-3 from Adding a User Title above.
2. The following screen will appear. Click the checkbox beside the existing user Title that you would like to delete. Click “Delete.”
NOTE: Please ensure no Users are associated with the Title before deleting.
Assigning User Titles to users
Assigning or changing titles as a System Administrator
1. Log in on the home page with your username and password. In order to proceed, you must be a Registered User with Admin privileges.
2. Once logged in, hover your mouse over the Setup icon at the top of the window, and click “User Management.”
3. A list of all registered users in your system will appear.
4. Click a user’s name, and the following screen will appear. In the dropdown field beside Title, a list of all User Titles in your PolicyManager™ system will appear. Scroll through, and select the appropriate title by clicking it. Click “Save User.”
Assigning a title to yourself as a Registered User
1. Log in on the home page with your username and password as a Registered User.
2. At the top of the screen, your first and last name will appear. Hover over the orange, downward arrow, and then click “Change My Information.”
3. The following box will appear. In the dropdown field beside Title, a list of all User Titles in your PolicyManager™ system will appear. Scroll through, and select the appropriate title by clicking it. Click “Save Info.”
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