Adding Staff - A Quick Reference Guide

Adding a new member of staff end to end, involves multiple aspects of Vision 3:

Steps to Creating a New User in Vision 3

Step	Module or Function	Brief Description
1	Login as a System Administrator.	At least one person in your practice should have administrator rights, if not, this can be set using the SYS role.
2	Staff Details Management Tools - Control Panel - File Maintenance - Add Staff	You need to create a staff profile for the new user. All staff must have their NHS email address setup within their staff details. See Staff Address and Email for details.
3	Security - Log in Management Tools - Control Panel - Security	Security is where you setup a log in and a temporary password. See Adding or Editing Users for details.
4	Staff Groups Management Tools - Control Panel - File Maintenance - Staff Groups	If you use staff groups in Mail Manager or send tasks using Daybook/Tasks you must ensure the new user is added to the appropriate group. See Adding Staff to a Group for details.
5	Mail Maintenance Management Tools - Control Panel - Mail Maintenance - Staff Access	You should check Mail Maintenance to make sure the new user has the correct staff access to mailboxes, for example, do they just need to view their mail, or can they need access to other mailboxes? See Staff Access for details.
6	User Profiles - Apps Controller Apps Controller - System Utilities - User Profile Manager	Apps Controller enables you to setup user profiles that incorporates most of the Consultation Manager user settings. You can also copy another user’s settings. See User Profile Manager for details.
7	Consultation Manager User Settings Consultation Manager - Options - Setup	Consultation Manager setup is used to check that you are using the correct view. All other setup is done in Apps Controller. See Consultation Manager Setup for details.
8	Mail Manager Setup Vision 3 front screen - Mail Manager at Start-up Mail Manager - Filter Mail Manager - Tools - Options	Mail Manager can be switched on so that it is launched at start-up. See Mail Manager Setup for details. The number of messages shown in Mail Manager is determined by a date filter and needs to be customised for the new user. You can also quickly move onto the next message by selecting an option in Mail Manager. See Mail Manager What do I need to do? for details.
9	If using Vision 3 Appointments: Create a Book Owner Create a Personal Plan Change the Views Extend the Books	If you are going to book appointments for the new user, you need to create a book owner. See Appointment Book Owners for details. Create a personal plan, see Personal Plan for details. Change the Reception of Book view to include the new owner, see Saving Views for details. Extend the Books, see Extend Books for details.
	If using Appointments and Appointments Setup: Create a Book Owner Create a Weekly Plan Owner Extensions Extend the Books	If you are going to book appointments for the new user, you need to create a book owner. See Adding a Book Owner - Staff for details. Create a weekly plan, see Add Weekly Plans for details. Owner Extensions, see Owner Extensions for details. Extend the Books, see Extending Books for details.
10	If using Daybook: Daybook - Tools - Options Daybook - Tasks - Maintain Frequent Task Lists	If using Daybook, you can personalise Daybook settings for dealing with tasks. See Daybook Settings for details.
	If using Tasks:	If using Tasks, you can personalise settings for dealing with tasks. See Tasks for details.
11	Vision+ - Configuration and Settings	Each user has Vision+ settings which need to be adapted for the new user. See Vision+ Configuration and Settings for details.
12	Control Panel - File Maintenance - Online	If the new user is a clinician, you need to ensure that they are setup for patient online services. See Online Services Configuration for details.
13	eLearning Register your new user with the Learning zone	Register for access to the Learning Zone. See The Learning Zone for details. Note - Internet Explorer 11 is not supported.

The following topics detail the process of adding the various types of staff in your practice:

• What Staff Should Be Added?

• Listing Existing Staff

• Adding Doctors

• Adding Nurses

• Adding Pharmacists

• Adding Other Clinical Staff

• Adding Non-Medical Prescribers - Scotland only

• Adding Non-Medical Staff Members

• Editing Staff Details

• Inactivating a User