Adding Staff in Vision 3

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. SeeAdding Doctors, Adding Non-medical Staff Members and for more 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 in Security for more details.
4	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 more details.
5	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 more details.

Note – Steps 1 to 3 should be done first. The remaining steps can be completed in any order and should comply with internal protocol.

Training Tip - A printable version of the above list, complete with a Complete column to tick off, is available from here.

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

See Adding Staff in the Management Tools Help Centre for further details.

Note – To print this topic select Print

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