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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How to Configure Your Dashboard

How to Configure Your Dashboard

The Dashboard is configured by each individual user. This configuration controls how the dashboard is formatted and what dashlets are displayed upon each log-in.   Click the 'Configure Dashboard' button to manage the display of the dashlets.     After clicking on the Configure Dashboard button, users are presented with a pop up to choose […]

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Security: How to Configure Desktop Security for Timesheets

Security: How to Configure Desktop Security for Timesheets

This section provides an overview of the desktop security settings for timesheets in OnTarget Clinical.   Access to timesheets is controlled by system administrators per role under desktop security.  Go to Configure–>Security–>Configures Roles and select the role that needs access. From there, click on the Desktop Security tab.       The 'Allow Timesheet Super-user […]

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How to Setup Securities for the Client Record

How to Setup Securities for the Client Record

Security setup for access to clients can be found in the Configure Desktop under security in the Configure Security Roles menu.  Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with client information.   Start by […]

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A Guide for Security Setup: Examples of Common Role Names and the Corresponding Settings

A Guide for Security Setup: Examples of Common Role Names and the Corresponding Settings

This section includes common settings for desktop security when configuring roles in OnTarget Clinical.  Note:  these are commonly used settings, and should not be used as a definitive guide for desktop security configuration.  Each individual agency should consider the most appropriate settings for determining the level of access each agency-specific role has to the program.    […]

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