Housekeeping

This checklist details the housekeeping tasks you should regularly perform within Management Tools.

Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.

Management Tools Checklist

Management Tools	Frequency
Check the staff file does not include staff who no longer work at the practice. See Inactivating a User for details.	Ad hoc
Ensure all staff groups are up to date. See Staff Groups for details.	Ad hoc
Check Patient Online configuration is still relevant. See Enabling Patient Online Services in the Patient Online Services Help Centre for details.	Ad hoc
Check Actions within Mail Maintenance are still relevant. See Actions for details.	Ad hoc

What else do I need to do?

To view what else you need to do across your clinical system:

See Vision 3 Housekeeping Checklist - England, Wales and Northern Ireland in the Vision 3 Front Screen Help Centre.
See Vision 3 Housekeeping Checklist - Scotland in the Vision 3 Front Screen Help Centre.

Note – To print this topic select Print

in the top right corner and follow the on-screen prompts.