Activities

Overview

Setup is found in the grey left-hand side bar. Hover over the sidebar with the cursor and the bar will expand. Select Setup to expand a drop-down list of setup pages within PTS. To choose a setup page, select its name from the list.

Activities are the tasks performed by users of the PTS 5 System. Most of the activities will relate to prescriptions, but it is possible to capture non-prescription related activities if desired. Clinical Check, Dispensing, Final Check and Break/Lunch are all examples of activities. Activities are typically recorded with barcode scanners but can be recorded on-screen too.

Adding new activities

To create a new activity access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Activity button.

Click OK when you're done. The process then continues in the activity popup.

Editing existing activities

To edit an existing activity, select the activity you wish to amend by clicking on its entry in the list to load the activity popup (note clicking the tickbox has another dedicated function).

Activity popup

Activity details tab

• Description
  A short but descriptive name for the activity, e.g. Clinical Check, Label Production, etc.
• Prescription related
  This defines whether the activity is expected to relate to a prescription. By its nature most activities in PTS are prescription related but there are exceptions, such as Break/Lunch, Administrative Tasks, End of Shift and so on.
• Colour
  Select a colour for the activity. The colour is used on certain reports and user views that have been set up to colour code prescriptions by the current activity (as opposed to the default Red/Amber/Green progress bars).
• Instant
  Instant activities are those activities that are deemed complete as soon as they are recorded, and no time will be allocated against this activity. This is useful where the recording of an activity is purely for statistical reasons. An everyday example is the booking in activity recorded via the booking-in screen, as soon as the screen is completed the status for the prescription is set to "waiting for..." the next activity in the dispensing process.
• Elapsed mins. target
  Here you can specify a target time for the activity. Certain activity reports can be configured to use this value to determine if an individual activity was within its target time or not. This is not used frequently; typically users are mostly concerned with the target times of the prescriptions as a whole.
• Receive text/email alerts
  Enables the user to receive text or email alerts from PTS 5 assuming their e-mail and mobile phone details have been added.
• Can be locked out?
  Determines if this user can be locked out if they have tried more than 5 times to access the system using an incorrect password. If you are using generic accounts such as for ward access, then you might want to ensure those users can’t be locked out.
• Lockout end-date/time
  If a user is locked out PTS 5 will display when the current lockout period will end. This can be amended and used to make users inactive semi-permanently by entering an indefinite lockout duration.