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When the user logs into the system they are interacting from the site level downwards. For this reason, it is important that users ensure the first interaction with the system is to select the correct site for the data they wish to view.
Select the correct Site Data
At the time of creating your account your access to specific organisation's data is set.
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Just select the organisation you wish to see the data for and this will determine the data you will then see within the system throughout the system.
Access a case record
Firstly, select the organisation relevant (see Select the correct Organisation). Once you have selected the relevant organisation the Dashboard on the Homepage will update to match the selected organisation.
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(the right hand side of the dashboard shows a summary of the review forms for the selected site and the current 6 month period).
Via Search Menu
You can search for a case record by various criteria including patientID or name via the Search option of the main toolbar.
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This will then return all case records matching your search criteria. Click open to view the case record of the relevant result.
Via a Dashboard link
The Home page shows various shortcuts to case records, you can choose to click on the button for cases from a particular site and month or all cases for all sites (as per your access permissions) for a particular month.
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This will then return all case records matching your search criteria. Click open to view the case record of the relevant result.
Via Search Results Page
After carrying out a search the results will be shown on the Search/Cases page
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For example, if you have clicked on the CLA01 January 2018 cases link on the Dashboard the search form will show the organisation field with CLA01 and Batch with January 2018.
Search Results Page
After carrying out a search the results will be shown on the Search/Cases page. Scroll through the search results to locate the relevant case record and click on the Open button to open the case record.
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