Difference between revisions of "Dashboard Overview"

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[[File:AccountAdminDashboard.png|right|frame|Dashboard Screen - What an Account Admin-level User Sees]]
[[File:AccountAdminDashboard.png|right|frame|Dashboard Screen - What an Account Admin-level User Sees]]
__NOTOC__<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;"><br />Overview</h3>
__NOTOC__<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;"><br />Overview</h3>
The first screen you see after you log in is the Dashboard screen. On the left is a list of buttons for all the accounts for which you are a user. For most users, there will be only one account. For most users, the first thing you will do is to click that account button. On the right is a list of all the high-level features to which you have access. This list varies, depending on your user role.<br /><br />
The first screen you see after you log in is the Dashboard screen. On the left is a list of Account Buttons, one for every account for which you are a user. For most users, there is only one account. For most users, the first thing you will do is to click that Account Button. On the right is a list of all the high-level features to which you have access. This list varies, depending on your [[User Roles|user role]].<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">User Levels</h3>
[[File:AccountDetails-Admin.png|right|frame|Account's Dashboard Page]]
<table>
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Button</h3>
<tr><td>
The Account Button shows summary data about the account. (For more information, see the [[View Accounts|View Accounts help page]].) Click the Account Button to see the Account's Dashboard page. From the Account Dashboard you can:
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Admin</h4>
* Open the [[Care Menu|Care Menu]], which provides access to almost everything you can do with the Resident's system - Just click the Open Care Menu button.
An Account Admin user will have access to more features than the other two levels. An Account Admin:
* Show the Touchscreen, to see an emulation of what the Resident's screen looks like, and use it as if you were the Resident - Just click the Show Touchscreen button.
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account
* Manage the Account Settings (available to Admin-level users only).<br /><br />
* Can add and edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account
* Can [[Adding Users, Caregivers and Known Callers|add new users]] for the Account
* Can receive alerts and notifications.<br /><br />
:Typically there is one Account Admin for an account, who has the responsibility for setting up new users and caregivers, and determining which users have which roles on the system. (The Account Admin is equivalent to the "Primary Como User" in previous versions of the Online Care Portal.)<br />
:[[File:AccountAdminDashboard.png|left|frame|What an Account Admin sees after logging in]]
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[Open Care Menu|Open Care Menu]]<br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />


'''Notifications'''<br />
See the [[View Accounts|View Accounts help page]] for more details.
View Alerts<br />
View Care Coordination Notes<br /><br />


'''Management'''<br />
Manage My Info<br />
Manage Accounts<br />
Manage Users<br />
</td></tr>


<tr><td>
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Caregiver</h4>
An Account Caregiver can do everything an Account Admin can do, except for adding new users.  An Account Caregiver:
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account
* Can add and edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account
* Can receive alerts and notifications.<br /><br />
:This is the typical user level used for most of the adult children or home health care professionals. This level user can view motion and door sensors, view health readings and Care Coordination Notes, edit rules, and use all the social features of the system.
:[[File:AccountCaregiverDashboard.png|left|frame|What an Account Caregiver sees after logging in]]
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[Open Care Menu|Open Care Menu]]<br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />
'''Notifications'''<br />
View Alerts<br />
View Care Coordination Notes<br /><br />
'''Management'''<br />
Manage My Info<br />
</td></tr>
<tr><td>
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Communicator</h4>
An Account Communicator is the most limited user level. An Account Communicator:
* Has limited access to [[Care Menu|Care Menu]] features for all Residents assigned to the Account
* Can add [[Messages|messages]], [[Adding Pictures|pictures]], [[Letters|emails]], etc. for all the Residents assigned to the Account
* Can receive alerts and notifications
* Cannot access any health data, activity data, rules, or [[Care Coordination Notes|Care Coordination Notes]]
* Cannot add or edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account.<br /><br />
:This is the typical level for most grandchildren or acquaintances of the Account Residents.<br />
:[[File:AccountCommunicatorDashboard.png|left|frame|What an Account Communicator sees after logging in]]
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[Open Care Menu|Open Care Menu]]<br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />
'''Management'''<br />
Manage My Info<br />
</td></tr>
</table>
<br />
<small>pdf format ([[Media:Account-LevelUsers.pdf]])</small><br />
<small>pdf format ([[Media:Account-LevelUsers.pdf]])</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0039 Rev A</small></div>
<div style="text-align: right;"><small>GC-01-OUM-0039 Rev A</small></div>

Revision as of 16:41, 26 July 2013

Dashboard Screen - What an Account Admin-level User Sees


Overview

The first screen you see after you log in is the Dashboard screen. On the left is a list of Account Buttons, one for every account for which you are a user. For most users, there is only one account. For most users, the first thing you will do is to click that Account Button. On the right is a list of all the high-level features to which you have access. This list varies, depending on your user role.

Account's Dashboard Page

Account Button

The Account Button shows summary data about the account. (For more information, see the View Accounts help page.) Click the Account Button to see the Account's Dashboard page. From the Account Dashboard you can:

  • Open the Care Menu, which provides access to almost everything you can do with the Resident's system - Just click the Open Care Menu button.
  • Show the Touchscreen, to see an emulation of what the Resident's screen looks like, and use it as if you were the Resident - Just click the Show Touchscreen button.
  • Manage the Account Settings (available to Admin-level users only).

See the View Accounts help page for more details.


pdf format (Media:Account-LevelUsers.pdf)

GC-01-OUM-0039 Rev A
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