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.
• Order on charts
  This is the order this activity appears on the radar chart on the home page where displayed. Setting this to -1 will hide the Activity on the home page radar chart.
• Allow errors
  This allows the activity to be identified as a place an error was made. This ensures the activity appears on the error barcode sheet and on the editing screen to record errors.

The roles tab.

Roles tab

The roles tab allows you to limit who can perform each activity.

Click the Add button and then choose a role to add it to the list. To remove a role, click the Delete button next to the role you want to remove.

If you do not specify any roles at all in the roles tab then all roles will be permitted to record the activity. It's not necessary to add every individual role to the list in order to make the activity available to everybody.