More in For lab owners
Chapter 1 explains the Users screen box by box. This topic is the owner's plan. The short version: give every person their own login, untick Full Rights for staff, set the rows for the screens they use, and hide everything else with the menu tree.
On this screen
- User Name one login for each person
- Password not case-sensitive; use one kept for E-Lab only
- Contact No. the user's WhatsApp number
- Designation the person's role, such as Lab Incharge
- Full Rights untick for staff to set their rights
- Save saves the user and rights
- User list double-click a user to load it
- Search fills the user list
A starting plan
| Person | Suggested setup |
|---|---|
| Receptionist | Patient Entry: Add, View, Print. No Delete. Tick Lock Rates. Test Report: View, Print. Menu tree: hide Masters (except what they need), Financial Accounting, money reports, Users and Help. |
| Technician | Test Report: Add, Modify, View, Print. Tick Lock Basic Info so patient details stay as reception typed them. Patient Entry: View. Menu tree: hide money reports and Financial Accounting. |
| Pathologist | Test Report with Modify. Test Masters row with View and Modify, so ranges can be corrected. |
| Accountant | Financial Accounting and the Reports menu in the menu tree. Account Masters and Account Vouchers rows as the job needs. Hide Masters and Users. |
| Owner and one trusted person | Full Rights. Two people, so a forgotten password never locks the lab out. |
What the screen can stop
- Delete on bills and reports: untick Delete in the Patient Entry and Test Report rows.
- Changing prices: Lock Rates on the Patient Entry row.
- Changing tests, groups, doctors and agents: the Test Masters, Test Groups and Doctors rows.
- Accounts: the Account Masters and Account Vouchers rows, with Allow back-dated vouchers and Allow future-dated vouchers.
- The dashboard: the ticks for New Patient Entry, Open by Lab no., Collection today and Make Report.
- Opening a screen at all: untick it in the menu tree.
Be told when something changes
Each new, changed or deleted bill or report is logged with the user's name. With a Telegram bot in Help › Settings, each one posts to your chat. With the lab connected to the cloud, the same events reach the Lifora app's Activity Log, with alerts for deletions, reduced amounts and big discounts. See the delete-alerts topic in chapter 8.
Questions people ask
Can I see who changed a bill?
Yes. The bill stores the user who saved it, and Telegram or Lifora alerts name the user.
Can staff see the doctor-sharing reports?
Only if those items are ticked in their menu tree. Untick them.
Can I stop a technician changing the patient's name?
Yes. Tick Lock Basic Info in the Test Report row.
Is the password safe?
It is not case-sensitive and is stored as plain text in the company file. Use a password you use nowhere else.