In EMIS Web's Workflow Manager, global viewers are users who can view tasks assigned to all individuals within specified modules. This feature is especially useful in scenarios where tasks need to be monitored or reassigned due to staff absence or workload balancing. Properly set up, global viewers can help ensure that critical tasks don't go overlooked, thereby maintaining smooth operations within your practice.
Setting Up Global Viewers in Workflow Manager
To configure global viewers within your organisation, follow these steps:
- Access the Configuration Screen: Navigate to the EMIS Web menu, point to Workflow, and select Workflow Manager. Click Config on the ribbon.
- Select Global Viewers: In the Organisation Options section, click Global Viewers.
- Choose the Required Module: Click the relevant module you wish to set global viewers for, such as Tasks or Documents.
- Add Users: Click Add at the top of the pane, then select the user who should have global view access by using the dropdown or the search icon to find them.
- Set the Default View: In the Inbox View field, choose "Global" to allow the user to see all tasks in the module.
- Click OK to save your settings.
By providing users with global viewer access, organisations can prevent delays and bottlenecks, ensuring all critical tasks are visible and can be actioned promptly.
Best Practice Tips
When using global viewers, establish clear procedures to prevent task duplication. It's crucial to communicate among your team, especially when multiple users have access to the same tasks.
