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Elevate Privileges provide the User with access to various functionality at the Hospital Unit level. The User can be granted the Elevated Privilege, or they can belong to a Security Role which is granted the Elevated Privilege.

Elevated Privileges work in conjunction with some of the Assigned Privileges (those that are assigned to a User or Role). Where Assigned Privileges provide control at the application level, Elevated Privileges add control at the Hospital Unit level.

  • Users that have the Security Role, will also have the Elevated Privilege for the Hospital Unit to which the Role has been assigned.

  • For each Inventory Area (Hospital Unit), the following Elevated Privileges are available to be assigned to each User (Employee); or, to each Security Role:

Elevated Privilege

Access

Inventory

  • On the ‘Inventory Count By Area’ screen, edit the following fields for Inventory Items:

    • Comments

    • Counted Quantity

    • Expiration Date

    • Lot Number

    • Manufacturer

    • NDC

    • Serial Number

  • On the ‘Inventory Pull’ screen:

    • Add Inventory Items

    • Edit Expiration Date

    • Edit Inventory Location

    • Edit Lot Number

    • Edit Manufacturer

    • Edit Critical, Minimum, and Reorder Quantities

    • Edit NDC

    • Edit Quantity on Hand

    • Edit Serial Number

  • On the

    • ‘Inventory Search’ screen → ‘Inventory on Hand’ tab

    • ‘Product Info’ screen → ‘Inventory’ tab → ‘Inventory on Hand’ subtab

    • ‘Inventory Management’ screen:

      • Add Inventory Adjustments

      • Add Inventory Items

      • Add/Edit:

        • Quantity on Hand

        • Expiration Date

        • Inventory Location

        • Lot Number

        • Manufacturer

        • Serial Number

      • Delete Inventory Items

      • Edit Critical, Minimum, and Reorder Quantities

      • Split Inventory Items

  • On the ‘Inventory Stocking’ screen:

    • Add Inventory Items

    • Edit Expiration Date

    • Edit Inventory Location

    • Edit Lot Number

    • Edit Manufacturer

    • Edit Critical, Minimum, and Reorder Quantities

    • Edit NDC

    • Edit Serial Number

  • On the ‘Inventory Transfer Request’ screen:

    • Add Inventory Adjustments

    • Add Inventory Items

    • Edit Comments

    • Edit Expiration Date

    • Edit Lot Number

    • Edit Manufacturer

    • Edit Critical, Minimum, and Reorder Quantities

    • Edit NDC

    • Edit Quantity on Hand

    • Edit Serial Number

    • Split Inventory Items

  • On the ‘Product Reorder’ screen:

    • Add Items

    • Add Items Below Minimum Quantity

    • Create Purchase Orders

    • Delete Items

  • On the ‘Product Reorder Search’ screen:

    • Start new Product Reorder Lists

Inventory Transfer

  • On the ‘Inventory Pull’ screen:

    • Edit Pulled Quantity for the Source Inventory Area

    • Cancel Inventory Transfer Request Items (Unreceived Amount)

  • On the ‘Inventory Stocking’ screen:

    • Edit Stocked Quantity

    • Modify Stocking

    • Modify Stocking Items

  • On the ‘Inventory Transfer Request’ screen:

    • Cancel, Delete, and Edit Inventory Transfer Requests for their Destination Inventory Area

    • Cancel Inventory Transfer Request Items (Unreceived Amount)

    • Cancel Remaining Unreceived Inventory Transfer Request Items

    • Delete Inventory Transfer Request Items

    • Start Inventory Pull for their Source Inventory Area

    • Start Inventory Stocking for their Destination Inventory Area

  • On the ‘Inventory Transfer Request Search’ screen:

    • Create new Inventory Transfer Requests for their Destination Inventory Area

Purchase Order

  • On the ‘Purchase Order Details’ screen:

    • Add Items Below Minimum Quantity

    • Add Products On-The-Fly (the User or Role must also have the ‘Add Vendor Product Link’ and ‘Create Product Through Purchase Order’ Assigned Privileges)

    • Add Purchase Order Items

    • Create new Purchase Orders (the User or Role must also have the ‘Purchase Orders’ Assigned Privilege to access the screen)

    • Create Alternate Vendor Products (the User or Role must also have the ‘Add Vendor Product Link’ Assigned Privilege)

    • Delete Purchase Orders

    • Delete Purchase Order Items

    • Edit Vendor Product Details

    • Send / Print Purchase Orders


To Configure the Inventory Elevated Privilege:

  1. Navigate to the 'Hospital Setup' screen → 'Unit Setup' tab.

    'Hospital Setup' screen - 'Unit Setup' tab - 'Unit Details' subtab - 'Use For' section
  2. Select a Hospital Unit (Inventory Area).

  3. In the 'Unit Details' subtab → 'Use For' section, insure that the 'Inventory Unit' option is selected.

  4. Navigate to the 'Assigned Users' subtab.

    'Hospital Setup' screen - 'Unit Setup' tab - 'Assigned Users' subtab - 'Assign User to Unit' dialog

    1. Click the ‘Add’ button; OR,

    2. Select the row that represents an existing ‘Employee’, and click the ‘Edit’ button.

    3. Select the 'Inventory' elevated privilege option.

    4. Click the ‘Save’ button to save and close the dialog; OR,

    5. Click the ‘Cancel’ button to close the dialog without saving.

  5. Alternatively, navigate to the 'Assigned Roles' subtab.

    'Hospital Setup' screen - 'Unit Setup' tab - 'Assigned Roles' subtab - 'Assign Role to Unit' dialog

    1. Click the ‘Add’ button; OR,

    2. Select the row that represents an existing ‘Role’, and click the ‘Edit’ button.

    3. Select the 'Inventory' elevated privilege option.

    4. Click the ‘Save’ button to save and close the dialog; OR,

    5. Click the ‘Cancel’ button to close the dialog without saving.

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