Setting the Sites Parameters
HOW TO SET THE SITE PARAMETERS
Locations
This area of the settings allows to set a location code for each and every site and/ or departments for which the user would like to have specific series of parameters assigned (eg. users, instruments, holidays, time zone, etc.)
The different Locations are defined during the implementation phase.
For Additional location/ department please contact customercare@optima.life
Shifts
This section of the site parameters settings defines all the
shifts that operate in each location, both for instruments and
technicians.
In every row, the Edit Icon can be used to modify the information.
Click on Create button to add new shifts options.
Location :
Pick the location to which the shift should be assigned
When the same shift applies to different locations, a row for each location has to be created.
Technician / Instruments:
Mark with a "T" the shifts that apply for technicians; with an "I" those that apply to instruments.
When a shift applies for both T & I, create two distinct rows, one for Technicians and one for Instruments.
Shift Start Time:
Use 24 h format (2 pm = 14)
Shift duration:
Indicate duration of the shift in hours. Use 0 = when the shift
goes up to the end of the day from start time
Every shift can be defined by 1, 2 or slots.
Holidays
This section allows to enter all those dates to be observed as non-operative days in the calendar year, for each Locations (bank holidays,
holidays, local and national festivities, etc)
Click on Create button to create new records.
1) Identify the date in the calendar view
2) Add Holiday Description
3) Select the Location i.e., to which laboratory site/department it applies
4) Save by clicking on Create Button
In every row, the Edit Icon can be used to make changes. Once changes have been made, click the Apply Changes button.
Each entry can also be deleted by clicking on the Delete button.
Time Off Types
In this section, the different types of Time off of the employees are defined.
Click on Create button to create new records.
Every row can be edited by clicking on the Edit Icon.
Each entry can also be deleted by clicking on the Delete button.
The system offers a wide range of actions that can be put in place by the user to generate interactive reports or specific views. To get to know more about the functionalities available and the reports and views that can be generated via the "Actions" menu items, go to "How to use the action menu" article.
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