General Settings
The
General Settings
screen lets administrators assign administrators and users to a department, and modify the name of the department. The
General Settings
screen is only available to administrators with a
PAT Access Level
of
Level 1
. When an administrator edits an existing department, or selects
General
from the
Edit Settings
menu, the
Edit Department
screen appears.
The
Edit Department
screen allows you to configure the following parameters:
-
Name
: This setting contains the name of the department, which will be used to prevent duplicate departments within the system.
-
Label
: This setting is an abbreviated name for the department and is limited to 25 characters in length. This is the name that users will see in any tables or when using the web interface.
-
Administrators
: This setting specifies which users have administrator privileges for the selected department. To modify the list of administrators, click on the
Edit
link and the
Department Administrators
form appears.
This form contains a list of all users with a
PAT Access Level
of
Level 2
or
Level 1
.
-
To add a user as an administrator, check the
Select
box next to their name.
-
To remove a user as an administrator, uncheck the
Select
box next to their name.
-
To save your changes, click
Save
in the
Quick Details
box.
-
To ignore your changes, click the
Cancel
button in the
Quick Details
box.
-
Users
: This setting specifies the list of all current handheld users for the selected department. Only current users can submit charges using the billing router for that department or use the stock filter, rounding lists, charge macros, profiles, snapshots, and other useful utilities available for that department. To modify the list of current users, click on the
Edit
link and the
Department Users
form appears.
-
To add a user to the list, use the
Search
button in the
Quick Details
box to locate the user and then check the
Select
box next to their name.
-
To remove a user from the list, uncheck the
Select
box next to their name.
Click the
Save
button in the
Quick Details
box to save your changes; otherwise, click the
Cancel
button to ignore your modifications.
