Difference between revisions of "Obsolete Help For Care Managers"

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m (Eumhoefer moved page Help For Care Managers to Obsolete Help For Care Managers: Obsolete)
 
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{| style="width:45%; background:#F9F0FF; margin:1.2em 0 6px 0; border:1px solid #a3b0bf;"
{| style="width:45%; background:#F9F0FF; margin:1.2em 0 6px 0; border:1px solid #a3b0bf;"
| style="width:58%; color:#000;" |
| style="width:58%; color:#000;" |
<!--    TECHNICAL HELP    -->
<!--    HELP FOR PROFESSIONAL CARE MANAGERS   -->
{| style="border:none; background:none;" |
{| style="border:none; background:none;" |
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<!--    CONTENT     -->
<!--    LEFT COLUMN     -->
{| style="width: 45%; margin:4px 0 0 0; background:none; border-spacing: 0px;"
{| style="width: 75%; margin:4px 0 0 0; background:none; border-spacing: 0px;"
<!--    GROUPS     -->
<!--    DISTRIBUTORS     -->
| style="width:32%; border:1px solid #FFE28A; background:#F9F0FF; vertical-align:top; color:#000;" |
| style="width:32%; border:1px solid #a3b0bf; background:#f9f0ff; vertical-align:top; color:#000;" |
{| style="width:100%; vertical-align:top; background:#F9F0FF;"
{| style="width:100%; vertical-align:top; background:#f9f0ff;"
| style="padding:2px;" | <h2 style="margin:3px; background:#cedff2; font-size:120%; font-weight:bold; border:1px solid #a3b0bf; text-align:left; color:#000; padding:0.2em 0.4em;"><strong><big>[[Groups|Groups]]</big></strong></h2><br />Groups are a business unit of accounts that are managed by a common administrator. Group-level users can perform tasks on all the accounts in the Group.
| style="padding:2px;" | <h2 style="margin:3px; background:#cedff2; font-size:120%; font-weight:bold; border:1px solid #a3b0bf; text-align:left; color:#000; padding:0.2em 0.4em;"><strong><big>[[Distributors|Distributors]]</big></strong></h2><br />Distributors are organizations that manage multiple Groups of accounts. Distributor Admin-level users can perform tasks on all the Accounts and all the [[Groups|Groups]] under the Distributor.<br />
|-
|-
| style="color:#000;" | <div style="padding:2px 5px">[[File:CommunitiesIcon.png|right|Groups]]
 
:* [[Groups|Groups Overview]]
| style="color:#000; padding:2px 5px 5px;" | <div>[[File:CommunitiesIcon.png|right|Distributors]]
::* [[Group Info|Group Info]]
:* <span style="font-weight:bold;">[[Distributors|Distributors Overview]]</span> - Learn about the operations available for managing [[Distributors|Distributors]]
::* [[Group Accounts|Group Accounts]]
::* <span style="font-weight:bold;">[[Distributor Info|Distributor Info]]</span> - View general information about the [[Distributors|Distributor]], such as the contact information, and a log of Distributor activity
::* [[Group Systems|Group Systems]]
::* <span style="font-weight:bold;">[[Distributor Groups|Distributor Groups]]</span> - View and manage the list of [[Groups|Groups]] under the [[Distributors|Distributor]]
::* [[Group Users|Group Users]]
::* <span style="font-weight:bold;">[[Distributor Systems|Distributor Systems]]</span> - View and manage the list of Systems under the [[Distributors|Distributor]]
::* [[Group Actions|Group Actions]]
::* <span style="font-weight:bold;">[[Distributor Actions|Distributor Actions]]</span> - Access the controls for managing a [[Distributors|Distributor]]
</div>
</div>
|-
|-


<!--    DISTRIBUTORS     -->
<!--    GROUPS     -->
| style="padding:2px;" | <h2 style="margin:3px; background:#cedff2; font-size:120%; font-weight:bold; border:1px solid #a3b0bf; text-align:left; color:#000; padding:0.2em 0.4em;"><strong><big>[[Distributors|Distributors]]</big></strong></h2>
| style="padding:2px;" | <h2 style="margin:3px; background:#cedff2; font-size:120%; font-weight:bold; border:1px solid #a3b0bf; text-align:left; color:#000; padding:0.2em 0.4em;"><strong><big>[[Groups|Groups]]</big></strong></h2><br />Groups are a business unit of accounts that are managed by a common administrator. Group-level users can perform tasks on all the accounts in the Group.<br />
|-
|-
| style="color:#000; padding:2px 5px 5px;" | <div>[[File:CommunitiesIcon.png|right|Distributors]]
| style="color:#000;" | <div style="padding:2px 5px">[[File:CommunitiesIcon.png|right|Groups]]
:* [[Distributors|Distributors Overview]]
:* <span style="font-weight:bold;">[[Groups|Groups Overview]]</span> - Learn about the operations available for managing [[Groups|Groups]]
::* [[Distributor Info|Distributor Info]]
::* <span style="font-weight:bold;">[[Group Info|Group Info]]</span> - View general information about the [[Groups|Group]], such as contact information, and a log of Group activity
::* [[Distributor Groups|Distributor Groups]]
::* <span style="font-weight:bold;">[[Group Accounts|Group Accounts]]</span> - View and manage a list of Accounts in the [[Groups|Group]]
::* <span style="font-weight:bold;">[[Group Systems|Group Systems]]</span> - View and manage the list of Systems in the [[Groups|Group]]
::* <span style="font-weight:bold;">[[Group Users|Group Users]]</span> - View and manage the [[Users|Users]] related to this [[Groups|Group]]
::* <span style="font-weight:bold;">[[Group Actions|Group Actions]]</span> - Access the controls for managing a [[Groups|Group]]
</div>
</div>
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| style="width:32%; border:1px solid #a3b0bf; background:#f9f0ff; vertical-align:top;"|
{| style="width:100%; vertical-align:top; background:#f9f0ff;"


<!--    COMMUNITIES-->
<!--    COMMUNITIES-->
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|-
|-
| style="color:#000; padding:2px 5px;" | <div>[[File:CommunitiesIcon.png|right|Communities]]
| style="color:#000; padding:2px 5px;" | <div>[[File:CommunitiesIcon.png|right|Communities]]
:* [[Communities|Communities Overview]]
:* '''[[Communities|Communities Overview]]''' - Learn about the operations available for managing [[Communities|Communities]]
::* [[Community Calendar Events|Community Calendar Events]]
::* '''[[Community Calendar Events|Community Calendar Events]]''' - Add Calendar Events for all the Accounts in a Community
::* [[Community Flyers|Community Flyers]]
::* '''[[Community Flyers|Community Flyers]]''' - Add PDF-formatted Flyers for all the Accounts in a Community
::* [[Community Photos|Community Photos]]
::* '''[[Community Photos|Community Photos]]''' - Add Photos for all the Accounts in a Community
::* '''[[Community Messages|Community Messages]]''' - Send messages to the screen of some or all Residents in a Community
</div>
</div>
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<!--    USERS    -->
| style="padding:2px;" | <h2 style="margin:3px; background:#cedff2; font-size:120%; font-weight:bold; border:1px solid #a3b0bf; text-align:left; color:#000; padding:0.2em 0.4em;"><strong><big>[[Users|Users]]</big></strong></h2><br />Most family and professional caregivers must be set up with User accounts in order to [[Logging In|log in]] to the [[Online Care Portal]], and to use the remote [[Care Menu|Caregiver features]] of the Resident's system.
|-
| style="color:#000; padding:2px 5px;" | <div>[[File:PeopleIcon.png|right|Users]]
:* <span style="font-weight:bold;">[[Users|Users Overview]]</span> - Learn about the operations available for managing [[Users|Users]]
::* <span style="font-weight:bold;">[[User Info|User Info]]</span> - View general information about the [[Users|User]], such as contact information, and a log of the User's activity
::* <span style="font-weight:bold;">[[User Roles|User Roles]]</span> - View the [[Users|User's]] current role(s)
:::* [[User Roles and Privileges|User Roles defined]]
:::* [[Roles and Privileges Chart|User Roles and Privileges Chart]]
::* <span style="font-weight:bold;">[[User Actions|User Actions]]</span> - Access the controls for managing a [[Users|User]]<br /><br />
Users of different levels have different features available on the Dashboard when they log in. To see the Dashboard by user:
:* <span style="font-weight:bold;">[[Group-Level Users|Group-Level Users]]</span>
:* <span style="font-weight:bold;">[[Account-Level Users|Account-Level Users]]</span>
:* <span style="font-weight:bold;">[[Resident-Level Users|Resident-Level Users]]</span>
</div>
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|}
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<br />
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<div style="text-align: right;"><small>GC-01-OUM-0051 Rev A</small></div>
<div style="text-align: right;"><small>GC-01-OUM-0071 Rev A</small></div>

Latest revision as of 19:23, 12 July 2017

Help For Care Managers
This is the guide for administrators of multiple machines. It provides an overview of the different units of organization, and how to manage them.

Distributors


Distributors are organizations that manage multiple Groups of accounts. Distributor Admin-level users can perform tasks on all the Accounts and all the Groups under the Distributor.
Distributors

Groups


Groups are a business unit of accounts that are managed by a common administrator. Group-level users can perform tasks on all the accounts in the Group.
Groups

Communities


Communities are collections of accounts that can share social content. Group-level users can create and manage Communities, and add, schedule, and remove Community content.
Communities

Users


Most family and professional caregivers must be set up with User accounts in order to log in to the Online Care Portal, and to use the remote Caregiver features of the Resident's system.
Users
  • User Info - View general information about the User, such as contact information, and a log of the User's activity
  • User Roles - View the User's current role(s)

Users of different levels have different features available on the Dashboard when they log in. To see the Dashboard by user:


GC-01-OUM-0071 Rev A