Configuring global viewers and deputies for GP2GP tasks in EMIS Web allows practitioners to effectively manage tasks and ensure continuity of care. This functionality is especially helpful for handling GP2GP records and tasks, making it seamless across users in the practice. Follow these steps to set up global viewers and deputies:
Configure Global Viewers
To grant access for multiple users to view and manage GP2GP tasks:
- Navigate to the Workflow Manager via the EMIS Web menu.
- Select GP2GP from the navigation pane, then click Config on the ribbon.
- Under Organisation Options, select Global Viewers.
- In the Global Viewers pane, select GP2GP, and click Add.
- Choose the required user from the User field drop-down and set the default view to either User or Global, based on requirement.
- Click OK to apply the settings.
Set Up Task Escalation
To ensure that tasks are completed timely, configure escalation settings:
- Within the GP2GP section, navigate to Task Escalation Settings.
- Edit the Routine and Urgent escalation intervals as needed using the respective fields for hours.
- Select users to become task owners if a task is not actioned within set timeframes.
- Save the changes to implement the escalation protocol.
Configure Out of Office and Deputy Settings
To manage tasks while a user is out of office:
- Access the Out of Office settings from the User Options section in the Workflow Manager Configuration.
- Select the relevant out-of-office status and, if necessary, enable deputies to act on your behalf.
- Add deputies by selecting users from the Find Users screen and assign them appropriate module permissions.
- Click OK to save your deputy settings.
"Configuring deputies and global viewers ensures continuity of care by allowing seamless task management, even when primary users are unavailable."
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