How to Enable and Edit Apps

Gary Watkins Updated by Gary Watkins

This article will show how to enable and edit Apps within the system.

Apps are additional features in the system, usually outside of "standard" document management processes.

There are a number of apps available for use, for example:

  • Fridge Logs and Temperature Logs enables staff members to record regular temperature checks.
  • The Significant Events App allows you to log information about key events in your practice. You can also attach meeting minutes or additional documents to add detail.

The system has ten Apps by default, but you can create your own to suit your needs.

To access an App:

  1. Select Settings from the top right-hand corner of your screen.
  2. Select Sections, then Apps. You will see a list of Apps.

Some of the Apps are labelled Inactive; which are inaccessible by your staff. All Apps are Inactive by default.

To enable an App:

  1. Select the chevron to the right of the App's name.
  2. Select Edit.
  3. Uncheck the Status box that labels the App Inactive.
  4. Check the fields are relevant for your practice. The default fields will vary depending on which App you've chosen but are fully customisable.
  5. If you'd like to make changes, select the row in question.
A dialog box may vary based on the App and field you've chosen.
  1. Make any changes to the title, description or size of the fields. You can also change the type of information that can be entered, if a number, date or drop-down would be more appropriate.
  2. If you'd like to set access for this App, you can do so at the bottom of the App's page. For example, you could limit it to a specific user or group.
  3. When you’ve finished making changes, select Save to update your changes and return to the list of Apps.

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