Setting Up and Maintaining Business Activities

Business Activities are used to define what a user can, or cannot, access in the applications they use. Business Activities are set up and maintained from within Organisational Services.

To set up or update Business Activities:

1. Open your browser and access Vision360 using the URL provided by the Cegedim Healthcare Solutions implementation team.
2. Log in to Vision360 by entering your user name and password and select Sign In:

   

3. From Please select a Role at a Service, select Systems Support Access Role:

   

4. The Vision360 home screen displays, select Organisational Services and the Service Details screen displays.

5. In Search, enter the details of the staff member you require:

   

   Training Tip - A minimum of 2 characters are needed, you can also use ** for a wildcard search.
6. Select Roles.
7. Right click on the tick under the roles to update and select Edit business activities:

   

8. The Filter available business activities search displays:

   

9. From Available, double click on all the business activities required.
   Training Tip - System administrators must have 0100000000 Security Module selected to access the secure aspects of applications, for example, receiving and allocating cross-organisation tasks in Tasks.
10. Select OK to save.