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Clinical Work: Changing User or Dates

There are a few ways to do this:

User - Function Key (F4)
When F4 is used to change the user, you can just press RETURN without entering a user I.D. This will reset the login and the next user MUST enter a valid I.D.

The only way to get rid of the prompt is to enter a valid user I.D. (if an * is entered then you will be taken back to the operating System).

User - Ask
One of the [Customise] options can be set so that you are prompted before every transaction which user to allocate it too.

User and Date - 'V' option
The option on the Clinical Prompt line 'V' will allow you to change the defaults for that session. This is explained under Temporarily altering the defaults.

Date - Ask
One of the [Customise] options can be set so that you are prompted before every transaction which date to allocate it too.

User permissions 107 and 108 : Date and User Ref.

It may be the system is set up to ask for the User ID and/or the transaction date on every transaction (see above). In this case you may have users who only add work on the day it was done and always as themselves e.g. Small Animal vet in the consulting room. You can by setting user permission 107/108 tell the system to use today's date and/or their user ID.

This will reduce the number of prompts asked for, speed up the consultations and reduce the risk of errors.

These settings apply on a per user basis. Staff requiring access to the date and user ID will be unaffected.

Note: Some of these options can be set on a per user basis - see:

Force Date to Today

The option to change the system date allows for work to be back dated and to run the whole system on a different date. Sometimes staff may forget to switch the date back (or log the screen off overnight). The option:

Gen Apps -> Params -> Fields & Defaults -> Options -> More -> 12

has been added to circumvent this. If set will force the system to re-read the system date every time the main menu is accessed.


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