Manage Tab Overview

Overview 

The Manage Tab's dashboard is comprised of three sections, Application Management, Hospital Settings, and Mappings. Each section is then divided further into a series of dashboards that allow users with a Manager role to perform high-level actions in ControlCheck. 

To learn more about each dashboard and its capabilities refer to the list below. 

Dashboards

1. Application Management Section
   
   1. Account Management - allows users to manage, create, and edit user accounts
   2. File Uploads - allows users to review source files that have been processed
   3. Security Roles - allows users to manage, create, and edit security roles for users
   4. Variance Categories (if applicable) - allows users to create and edit custom variance categories
2. Hospital Settings Section
   1. Case Portfolio - allows users to create, edit, and delete the case checklist tasks that are shown within a case portfolio
   2. Shift Scheduler (if applicable) - allows users to create custom work shifts / This will only appear if a facility utilizes version one of the Shift Analysis tool. 
3. Mappings Section
   1. Departments - allows users to manage procedural/non-procedural departments and locations
   2. Formulary - allows users to review mapped, unmapped, and ignored medications 
   3. Mapped Users - allows users to edit and merge mapped users
   4. Unmapped Locations - allows users to add/create new locations and departments
   5. Unmapped Medications - allows users to review and map unmapped medications
   6. Unmapped Users - allows users to review and map unmapped users

Manage Tab Alerts

When patient records are being held due to new identifiers seen in relation to users, medications, and/or locations, ControlCheck managers will see a red circle with the total number of items needing attention next to the Manage tab in the navigation bar.

Select the Manage tab to view red circles with counts next to each individual area that needs attention. After successfully mapping pending identifiers, both the individual counts next to each specific area, as well as the total count next to the Manage tab in the navigation bar will update to reflect the current count(s).