USERS

You will be prompted for a username – and password where applicable (this is optional) – each time that you open the application. Each person using the application should, therefore, be registered as a user in Assisi. When registering a new user, it is possible to decide which options within the application that user is allowed to access by creating user groups with the permissions specified for each group and then allocating that user to a user group.

User Groups

To Create a New User Group

Click Settings on the Assisi desktop.
Click Users and then User Groups.
Click New Group, type in the group name, click the Save button and click OK at the save prompt.
The new group name will then be displayed in the group display box. Click on this to display the all of the permissions on the right-hand side of the screen in the permissions display box.
Select the relevant permissions for that group by clicking on the selection box to the left of each permission. This will add a tick alongside the permissions that you have selected to activate and automatically save the selections.

To Edit Permissions on an Existing User Group

If a user permission is changed for a user group, then it is changed for all members of that group.

Click on a group and click on the box alongside a permission to toggle the tick between on and off. The changes will be automatically saved.

Using the Permissions Filter

To filter the list of permissions, type some text in the filter box and click the Display button.

Users

To Create a New User

Click Settings on the Assisi desktop.

Click Users and then Users again.
Click the New User link. This will activate the user fields on the right-hand side of the screen.
Fill in the relevant user details on the right hand side of the screen.
The User Name/Short Login should be the full name of the user – > the short login can be the user's initials. The user can log in > using either their full name or this short login.
Forename/Surname should be the forename and surname of the user.
The Password is optional. It can be viewed in full from this > screen so, if you are activating passwords for your users, make > sure that your general users don't have access to the permissions > Maintain Users and Maintain User Groups, otherwise they > will be able to look up other users' permissions and edit the > permissions in the user groups.
User Group should be the group to which the user is to be > assigned.
Branch Code – the branch code when adding work normally defaults > to system settings so this box should normally be left blank > unless you always want this user’s invoices to default to the > branch selected.
The Active User box will be ticked by default and should remain > so as long as the user is an active user of the application. When > users leave, the tick can be removed by clicking on it, leaving > the user details on the system but rendering that user inactive.

By default, inactive users will not be displayed in the Users box. Click the Show Hidden/Deactivated box to display inactive users, if required.

Force Password Entry (Work) If this box is ticked no-one will be > able to select this user on the work entry screen without the > correct password being entered.
Force Password Entry (Payment) If this box is ticked no-one will > be able to select this user on the payment entry screen without > the correct password being entered.
Session Timeout Tick this box to activate the auto logout of the > application following a period of inactivity.
Lexicon Prefix A table of veterinary terms (Lexicon) is > available, which can be used as a quick entry/spell check for > invoice notes and clinical text.

Each user can opt in or out of using it and specify how many characters need to be entered before a Lexicon option is recognised and offered (0 to opt out, 3 = activate when first 3 characters match).

If you have decided to link VetConnect Plus into Assisi, and you > wish a user to be notified by text when laboratory results are > received into the practice, enter the user's mobile number and > click on Notify VC+ Results to tick this option.
When the user details are complete, click Save.

User Level Viewing Preferences

User level preferences can be set to control what elements of an animal’s live history are displayed for that user. You can choose to omit specific content types when viewing the history. This allows the user to customise the initial history display and filter out items such as dog food, toys, consent forms or image links etc which are considered by some to clutter up the display.

If items are omitted then the user is prompted with a message that this is the case and the filter can be removed at that point to view the entire history, if desired, by clicking on the message.***

To set up User History Viewing Preferences:

Select History Preferences in the System Users Setup Menu.

Select the username and type in the password (where applicable).
Read last lines of history on initial display. 0 = System Default (which is 50 lines).

This option allows the user to display a customised number of lines, different to the default 50 lines. If this is left at zero, then the default 50 lines of history will be displayed.

There is an option on stock and fee Analysis Codes to Omit from History by default. If this option is selected for a specific analysis codes, then all stock and services with that analysis code will not be displayed for any user by default.

If you choose to display stock and service (fee lines), then these can be still be filtered to exclude specific Stock and Fee Analysis Codes.

Users can also choose to display consultation line divider in an animal’s history.

Note: You can also temporarily change these preferences at the point of viewing the history screen. To do so, right click on the bottom of the history display screen, to display the selection screen and tick/untick the relevant options. This will not change the default settings for that user.

Bookmarks

When viewing an animal’s history, users can add a bookmark to work displayed in the history – to committed, uncommitted and/or batched work.

Each user can choose a colour in which the bookmark symbol is displayed and a character (letter of the alphabet or numbers 0 - 9) to customise the bookmark for individual users.

To Set up Bookmarks for Individual Users

From the Assisi Desktop, click Settings>Users>History Preferences.

Display the Username.
Select the Bookmark Character and Colour for that user from the drop-down boxes.
If you wish the bookmarks to be automatically saved to the Animal Warning screen click Show bookmarks in Warnings Panel.
Click Save.
Make sure that the User History Bookmarks user permission is active for the relevant group/s of users.

Contents