Category: Configure

Residential: Configuring Services

Residential: Configuring Services

Once you have Security, Shifts and Sites configured, you’ll need to designate which services qualify for shift scheduling. Typically, these are daily services since the majority of services that you staff in 24/7 shifts are residential in nature. Go to Billing → Services Search for the service(s) you want to configure for shift scheduling and […]

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Residential: Configuring Shifts to Sites

Residential: Configuring Shifts to Sites

Once you have enabled access as needed let’s discuss how you will begin configuring your shifts and then assigning them to sites. First, let’s setup the shifts. You’ll go to Configure→List Configuration→Shifts. Click Add Shift. Designate a shift number (this is the sort order of shifts in search lists). Enter a description (this is how […]

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Configure Payroll Rules

Configure Payroll Rules

This section provides an overview of the Payroll Rules setup in OnTarget.   In order to configure payroll rules, go to Configure, List Configuration, Payroll, and select Rules.  This pulls up a configuration panel where the Payroll Rules can be set.         The “Hours before OT” field controls how many hours must […]

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Customization: How to Add Custom Labels

Customization: How to Add Custom Labels

Custom labels are useful for re-labeling a custom note template in order to meet the specific requirements of the note. The system provides default labels, meaning the titles given to the data fields, specific to the three standard note templates (Clinical, Grid and Medical Templates). These default labels can be renamed in order to satisfy […]

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List Configuration: How to Setup Client Menus

List Configuration: How to Setup Client Menus

The list configuration tool is found under the Configure Desktop.  Each of the menu items within the client section correspond to a tab or section within the client record.  This is where the selections within drop down boxes found in each of the corresponding desktop modules are managed.       Assessments:  This is where all […]

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How to Setup Security for the Dashboard

How to Setup Security for the Dashboard

Desktop Security for the Dashboard is managed per role by going to Configure–>Security–>Configure Roles–>Select Role–>Desktop Security–>Dashboard.   In the example below, all 8 dashlets of the Dashboard have been made available by the security administrator.  What follows is a review of what is behind each dashlet so that a determination can be made for which […]

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Security: How to Configure Roles

Security: How to Configure Roles

Roles define the level of access to the program.  Once a user is assigned to a role, then the proper permissions are granted.   Roles are created by going to Configure–>Security–>Configure Roles.     Click on Add a Role, and give the role a name.     The name should reflect the type of access […]

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