Roles

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.

Roles are used to define the default parameters for each user assigned to that role, such as the default user views and permissions, the activities they are permitted to record, and more. Some of these parameters can be adjusted on a per-user basis; it's not necessary nor recommended to create new roles for small individual changes. Roles, for the most part, are just templates to be tweaked.

Adding new roles

When creating a role you can select a pre-existing role to use as the template.

PTS is shipped with a number of popular roles pre-configured, such as Pharmacist, Porter, Ward Staff and more. If you need to create a new role 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 Role button.

To speed up the Role creation process you can create the role based upon an existing role. Select the closest Role to the one to be created by selecting it from the list; you can make changes to it next.

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

Editing existing roles

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

Role popup

The activity permissions tab. Many prefer to access this via the Activities setup page where the process is easier to follow.

Role details tab

• Description
  This is a free format field that is used to describe the Role.

Activities tab

Here it is possible to limit which roles are permitted to perform certain dispensing activities. Activities in red are disabled, activities in green are enabled, and activities in amber are inferred to be enabled. This is because they have not been specifically added to any other role, and are therefore by default considered to be available to any and all roles. Once an activity permission is added to at least one role, it is considered to be unavailable to other roles (n.b. it shows up in red) unless also specifically added to them.

If this process is hard to follow consider making your changes to activity permissions in the Activities setup page, where the flow is reversed and arguably makes more sense.

You can hover over the activity to read a explanation of its current status within the current role.

To add a new activity to the list of permitted activities, click on the Plus button, and then select the activity from the list. This will add the activity in green. Click the Save button to save your changes.