Facility
- Geula Rosenfeld
Analytics
Features to understand Facility
Go to Management> Facility
Under the facility tab, there is an option to add new facilities.
The following information below should be entered for facility detail. Only the facility name and code need to be entered in order to continue onto the facility address.
Once all the information has been entered the facility can be confirmed.
You can view pending facilities under the “Pending New” tab.
You may also add a new facility and edit a pending facility from this page
The search and manage page allows you to edit details about specific facilities
You may export all the information given below for all facilities in one excel file. Simply click on the blue “Export to CSV” button located at the top of the “Search and Manage screen”.
To view a specific facility click on the “eye” or view icon.
It will bring up the following page
here you can edit the facility accounting code, the budget type, and to whom a copy of the PO’s are being sent.
On the side menu of the above page, you have access and edit features to the
Address of the facility,
Vendors that sell to the facility,
Users who have access to on.care,
Here you can change the type of access each user has.
There are two types of access: “Executive Access” and “Regular Access”. Executive access allows the user edit rights. Regular access only allows the user to view the information in On.Care. Executive access can only be issued by an Executive user.
to enable or restrict access for a certain user drag the toggle button as shown below.
Also located on the side menu is an integration edit screen where you can edit the account number and the vendor accounting code for a facility. Make sure to click the red save button in order for the data to save.
Order guides
The side menu contains a screen of emails associated with the facility. This is so that On.care can contact you.
make sure before you leave any page to save everything you have changed.