Category: Configure

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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How to Setup Scheduling Security Rules

How to Setup Scheduling Security Rules

This section covers the scheduling security workflow in OnTarget Clinical:   Depending on how the scheduling function is implemented throughout a particular organization,  security administrators  may need to control how calendars are created, viewed, and edited for some users.  Several options are available for securing the calendars.   Control points are configurable by role by […]

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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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