Saving the details and Adding a new Nurse in Security

Once you have completed all the required aspects from Control Panel - File Maintenance - Staff and selected OK, the Add User screen displays,

1. Finally, select OK to save all the entries you have made.
2. The 'Do you want to set up a new User for this member of staff in the Security module?' message displays:

   

   If the new nurse is to use Vision 3, then they must be given a Login name and password, select Yes. Only answer No if the nurse is never likely to use Vision 3.

3. The User Details - Add screen displays:

   

   Complete as required:

   • Login Name - Enter a name for use as a user id of up to 20 characters.
   • User Level - This is not currently in use.
   • Inactive - Leave unchecked if the nurse is a current member of staff. Inactive should only be checked once a staff member is no longer active within the practice. They can no longer gain access to Vision 3.
   • Valid From and Valid Until - Enter a Valid From date, from when the user is valid to use the computer. You can leave Valid Until blank if open-ended.
   • Enable Browse config window - If this option is checked, then on Select Patient browse lists, such as Therapy lists and List-Contraception, you can double click on the small square to the left of the column headers to add or remove details to be included in the browse lists.
   • Select drugs from drug formulary - While using Therapy in Consultation Manager, and selecting drugs in Therapy - Add, either the full Drug Dictionary or the practice-defined Formulary displays first. You can switch between the two at the time of selection in Therapy. Many prefer a locum or GP Registrar to select from the Formulary by default.
   • Select Read from Read formulary - In Consultation Manager, when displaying the READ dictionary to select a READ term, either the full READ Dictionary or the practice-defined READ Formulary displays first. It is possible to switch between the two at the time of selection.
   • Drug selected by - Choose the ways you display the drugs dictionary or formulary - either by drug class, or alphabetically by Drug Name. This becomes the default display for the user when select therapy items in Therapy Add. It is possible to switch between the two at the time of selection.
   • Read term selected by - Choose either Read Hierarchy (by code) or Keyword as the default way this user selects items from the clinical term dictionary. You can switch between the two at the time of selection.
4. Select OK to save.
5. The Change Password screen displays. Enter a password, between 6 and 12 characters long and containing at least one number. This password must be reset the first time the new staff member logs on:

   

   Important - There is no warning if you enter more than 12 characters, but additional characters are not retained.
6. Reenter the password in Confirm New password.
   Note - When changing passwords, a password cannot be repeated until five other dissimilar passwords have been used.
7. Select OK and you are returned to the File Maintenance Staff list.

Further options with regards passwords are explained in Security Settings, including the expiry interval, minimum length, a global expiry date, and number of login retries.