Admin Workspace
From TAPASWiki
The user administrator role will permit a user of the system to manage other user accounts, add PDAs, reset passwords, manage groups and roles and update other aspects of the TAPAS instance.
From the UI perspective, this role is manifest as a focus tab in TAPAS that will appear if the user has that role assigned.
The administrator does not have access to clinical functions.
In the Admin workspace there are six function tabs. They are described and illustrated below with screen mock ups.
Contents |
My Messages
The my messages screen allows the user to review his / her messages that have been received.
See the Doctor Workspace for details about this screen.
User Management
This screen is unique to the admin role and allows the administrator to CAVE Users of the system. That is, Create new, Archive, View and Edit a user's profile.
Like with the "New Patient" menu, there will be an "Admin" menu with "New User" (not shown). This will only be available to the admin role.
NOTE: Users will not be deleted, only deactivated.
In general, this screen will be important for resetting passwords and activating / deactivating user accounts for temporary staff such as locums.
The section list area shows all users in the system. This list can be sorted and filtered. Filtering can occur on any column in the list (user selectable).
A new user can be added by using the "Add New User" button. This will allow the administrator to populate details in the editor.
Clicking a user on the list will load their data into the action panel.
The administrator can view the details of the user in the action and edit as needed. The user, once they have been created, can edit their own information through the "My Settings" panel. The administrator, when creating a new user will need to specify a limited number of details, including:
- User Name
- First Names
- Last Name
- Status
- New temporary password
- It is recommended that the admin set at least one role
For the password, the administrator can reset the password only. They will not be able to view any users existing password. The administrator will be able to specify a temporary password for the user. At this time there is no notification system for alerting users of password changes.
The administrator will be able to add the selected user to an existing group and give them roles. This can be achieved by using the (+) and (-) keys above each table. New Groups will be added in the "Manage Groups" screen described below.
Saving will update the server information, cancel will erase any changes. If the user moves to another user, there will be a reminder to save / cancel the changes if changes are made (not shown).
NOTE: College ID / Billing and Payee numbers are only relevant to users who have a role of MD.
NOTE: PDA information needs to be confirmed with Brad Barclay. The space has been reserved in the screen design.
Group Management
The administrator role has the ability to create and manage groups on the system.
Users / Roles / Groups are described elsewhere.
On this screen, all groups will be listed. The user will be able to search the list of groups to shorten the list.
The administrator role has the ability to create a new group. To create a new group click "Add a New Group". In the editor, enter the new group name (each name must be unique), and populate the list with users by selecting them in the available users list (can multi select users) and pressing "Add". To remove users from the group, select them from the "Current Users" list and press "Remove". Click Save to save the group.
An error message will pop up if the group name is not unique. A warning will pop up if no users are in the group.
To delete an existing group, press delete group. A warning will pop up if the # of members >0. This will be an immediate deletion.
This complements changing of groups in the "Manage Users" screen which allows the administrator to change the settings of a single user.
Roles Management
The administrator role has the ability to manage roles on the system. At this time, the administrator does not have the ability to create new roles in the system.
On this screen, all roles will be listed. The user will be able to search the list of roles to shorten the list (not useful today, may be in the future).
Clicking on a role, shows the list of users in the Editor. In the editor, the list of current users can be edited. Users can be added by selecting them in the available users list (can multi select users) and pressing "Add". To remove users from the role, select them from the "Current Users" list and press "Remove". Click Save to save the group.
This complements changing of roles in the "Manage Users" screen which allows the administrator to change the settings of a single user.
My Settings
See the Doctor Workspace for details about this screen.
