User Access and Password

This option, found on the Utilities menu, sets up the passwords, user i.d.'s and access levels for all the users on the system. Access to various parts of the software are controlled on a user by user basis.

The system administrator decides which parts of the system a particular user is allowed to access. Premvet 5 will control user access with reference to the User I.D. (not the user's password). Additionally, if a specific user is not allowed to run a menu option then the menu option will NOT be displayed.

Note: System administrators should make sure they have full access to the system; especially password maintenance.

Users can change their name and password at anytime via the user-info option (=) from the main menu.

Chapter contents

Remember:

1. There are 219 User I.D.s available.
2. You cannot have two users with the same ID. If this was previously the case then you will have to set-up one of the users again once the system has been upgraded.
3. If you use F4 to change user ID's and log on to a terminal, you will be prompted for a password. Therefore each User I.D. must be set an associated password.
4. Each User I.D. may be three characters long (i.e. initials).

Login Name

Up to eight characters as a login name - this is the name entered during the startup process.

If you have individual login accounts setup under unix then this Login Name should be the same as the Unix login name. You can use the Import /etc/passwd option to get the system to automatically add them for you.

Password

A password to ensure no-one else uses your account to enter work into the Vet System.

Full name

For reporting purposes the users Full Name.

User I.D.

All clinical work is 'tagged' with who did the work. The system will use whatever is in this ID to do this. Along with the Login Name this I.D. should be unique.

Access

What Access does the use have, this will be covered in more detail later.

Group

Premvet splits the users into 'groups', these could be Nurses, LayStaff, Reception, Surgeons, Administrators - the grouping is left up to the practice to decide on. Setting groups can be helpful as this enables setting access permissions and is used with the message handler.

A box will pop-up showing you the current details with a prompt line of:

When using individual login accounts you have to add the user to the Operating System first and then add them to the Premvet password file. The alternative is to add them to the OS as normal then run the 'Import' options. This option will scan the unix accounts setup and:

• Ignore System accounts
• Ignore existing users
• If it finds a new user you have the option to automatically add this user to Premvet. You will be asked to enter the group they belong to and the user id.

Access Permissions - What are they

There are many options which you can grant a user access to. Each option is described by a number, followed by a brief description of that option's function (i.e. what the user will be able to do if you grant access). For example:

12 Add surcharges - Access to 'Add surcharge' program.

If the user does not have permission for a specific menu option then that option will be hidden. Using this method you can customise the menu to only allow the appropriate staff access. This also has the side effect of reducing and making the menus less intimidating.

It is recommended that you set up the Groups first as this will make it easier to standardise on the settings.

When setting user access Premvet 5 will display the option number, option description, whether this option is available in your configuration ('Yes' or 'No' - this can only be altered by purchasing the module concerned), and whether the user you're viewing has access to this option ('Yes' or 'No').

Use the Arrow Keys to move up and down list list and pressing RETURN will alter the option from a Yes to No or No to Yes.

Practice Policy

Select the option Practice Policy and you will be shown the same options as users, however, you will be editing the global column. You switch options off/on in the same manner.

Groups and group Defaults

Set-up defaults

Retiring users

Master password

Press F4 (or CTRL G) and you will be asked for the user I.D.

• Enter a new user I.D., you will be asked for a password - this is the password for the user you are switching to. If that user has no password then you will be prompted for the Master Password.
• 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).

The first 9 options below give READ access to records, that is a user can look at what is on the card but cannot add or edit any information.

	NAME	DESCRIPTION
1	Read management record	Client management record cards.
2	Read clinical rec.	Clinical records for a client (Note: to read clinical records you must first be able to read management records).
3	Read lab-tests	Laboratory test (page 1).
4	Read cond. history	Condensed history (page 2).
5	Read repeat presc.	Repeat prescriptions (page 4).
6	Read user def.	User defined screen (page 3).
7	Read letter screen	Billing/recall history (page 5).
8	Read client sheets	Client sheets.
9	Read PDSA recs	PDSA records screen (page 3).
10	Add new client	The ability to add a new client.
11	Edit management rec.	Editing of client management record.
12	Add surcharges	Access to 'Add surcharge' program.
13	Address book	Access to 'Address book' program.
14	Aged debtor report	If the user can run it.
15	Archiving	Access to archiving options.
16	Automatic label	Generate a label with '*'
17	Cash drawer	Whether the user can open the cash drawer with F3.
18	Auto Pricing	Access to the Auto Pricing menu
19	Add/Edit A.P.	Ability to Add/Edit AP codes.
20	Bad debts program	Access to 'Bad debt' option.
21	Bill from MR/CR	If a bill can be printed from a client's management or clinical record.
22	Breed information	Use 'I' to display breed details.
23	Breed info. set-up	If a user can set up an information sheet.
24	Add to client sheet	If data can be entered on a sheet.
25	Edit letter screen	If a user can add or edit information held on page 5.
26	Cond. history	Add or edit data on the condensed history screen (page 2).
27	Alter status codes	Ability to change status code set up.
28	Clin. recs. (Add)	The ability to add clinical records.
29	Clin. recs (Edit)	The ability to edit clinical records.
30	Diary General	Access to the appointments diary.
31	Discount etc. edit	If the user can change the discount or surcharge structure, or edit the discounts/surcharges per client.
32	Dockets	Print a docket.
33	Device settings	Access to device/line settings.
34	Expand files	Run 'expand files'.
35	Export certificate	Print it or not.
36	File patcher	Access to Premvet 5 file patcher.
37	Clinical edit	Ability to edit current recs.
38	General apps.	Access to 'General Applications' sub-menu.
39	General macro setup	Setting up system macros.
40	Information sheets	If information sheets can be printed.
41	Invoice production	Access to the invoice production sub-menu.
42	Itemised bills	Itemised bill can be printed from MR/CR.
43	Labelling	Access to labelling program.
44	Lab. tests	Add and edit data on laboratory screen.
45	Ask for Fees	If set to No then user cannot manually priced text entries.
46	Listing program	Access to client list sub-menu.
47	Mail merge	Use of Merge printing option.
48	Monthly/yearly	Access to yearly financial figures.
49	M/Y summary	Being able to edit the yearly financial figures and reset end of year.
50	Op. forms etc.	Able to generate operation consent and recovery forms, general definition files etc.
51	Over the counter	Access to 'Over the counter sales'.
52	Overdue recalls	Overdue recalls can be printed.
53	Password maint.	User passwords and permissions.
54	Make payments	The ability to enter payments.
55	P.D.S.A. add work	Add/edit work on PDSA screen.
56	Global System Message	If Global System Message is active this stops it being displayed.
57	PDSA/History set up	Set-up PDSA and history parameters.
58	Phone directory	Add/Edit names within the phone book.
59	Print recalls	Access to recalling sub-menu.
60	Print receipt	Printing a payment receipt.
61	Reports (History)	Access to the history option.
62	Repeat presc.	Add/Edit data on the repeat prescription screen (page 4).
63	Reports	Access to the reports sub-menu.
64	Search program	Access to 'search for code' option.
65	Set billing address	Add/Edit billing addresses.
66	Set drug discount	Ability to run 'Set drug discount'.
67	Set up parameters	Access to 'Set-up parameters'.
68	Spool to disk	Use the spool to disk option.
69	Stock control	Able to READ stock reports.
70	Stock Add/Edit	Add & Edit stock items.
71	Unused
72	Terminal database	Make changes to the terminal set up.
73	Text editor	Access to the text editor.
74	Tree View payments	Make payments via the tree view screen.
75	Tree editing	Use the global set option.
76	User def. screen	Add/Edit data on the user defined screen pg 3
77	Utilities	Accesses to the utilities sub-menu.
78	Validation program	Access to validation options.
79	VAT book	Run the VAT book.
80	VAT book reset	Reset the VAT book.
81	F6 Operating system shell	Access to operating system shell
82	Spare
83	Purchase ledger	Access to the purchase ledger.
84	E-Mail	Access to E-mail.
85	Library	Access to the library utility.
86	Waiting room	Are waiting room options available.
87	Outstanding account	Access to outstanding accounts.
88	Historic VAT book	Able to run 'Historic VAT book'.
89	Client totals	Able to run 'Client totals'.
90	Report generator	Access to the report generator.
91	Clinical edit	Ability to edit all clinical recs.
92	Cash discount	If the user can offer cash discounts.
93	Delete clinical	Can the user delete clinical records.
94	Alter disc. amount	Ability to change cash disc. amount.
95	Change sys. message	Ability to change the system message.
101	SCO Shell	Access to the SCO Shell menu option.
102	VAT reset period	Ability to reset VAT period end.
103	POM drugs	Ability to dispense POM drugs (see note below).
105	Additional reports	Access to financial information under the 'additional reports' menu
106	Transfer records	Ability to merge duplicated clinical records.
106	Merge clin. records	Ability to merge duplicated clinical records.
107	Ignore UID setting	Do NOT ask this user 'Who Did The Work' when adding clinical records"
108	Ignore Date setting	Do NOT ask this user 'Transaction date' when adding clinical records"
109	Option Help Lines	Display/Don't display the one-line help messages.
110	Pop-Up 'Picture.gif'	If there is a picture of the animal then do you want it displayed when the card is 1st accessed.
111	Global Recall Update	Access to the 'Update Recalls' option for global scans
112	Full MR Edit	Can the user edit fees/drugs/vat on the management record.
113	Arrow-Key Edit	If set to 'Yes' then editing on the management record is via a highlite bar that is moved around the screen, otherwise it is via the old 2 letter field codes.
114	PDSA Reg Edit/Erase	PDSA Version, allow users to remove registration details.
115	Default to Clin on MR.	Sets the default to Clinical on the management prompt line.
116	Text Editor.	Does the user have access to the text Editors on the system.
117	Clinical Default.	If the clinical default has been set in params.txt does it apply to this user.
118	System Macros.	Do you want the system to check the test you enter for System Macros?
119	Priced Lines	can the user edit clinical lines that have a price?
120	Edit Date	Can the user edit the transaction date
121	Purchase Ledger	Access to the trasaction edit options withing the purchase ledger.
122	Purchase Ledger.	Can the user look at attachments within the Purchase ledger.
123	DataMajor.	Will the user have access to the reporting utility 'DataMajor'?
124	Operation List	Blocks access to the ability to wipe (erase) the operations list.
125	Automation Manager	Access to scheduale un-attended tasks.
126	Pet-Aid Wipe	Applies to PetAid version - ability to wisr the 1st issued date.
127	Variables	Access to to pop-up box on clinical screen to set user/date etc.
128	Admin Lock	Ability to clear/over-ride and Administrative Lock
129	Import Clients	Can the user run the import client option?

Items shown in bold can be changed by the user, via User-Info.

Tip: The six access permissions that relate to editing are shown as a flowchart to help see the relationship between them.