In EMIS Web's Workflow Manager, roles of global viewer and deputy play crucial roles in managing task visibility across different user accounts. Understanding the differences between these roles helps in optimising task management, particularly in busy primary care environments.
Global Viewer
A global viewer has the capability to view tasks assigned to all users in the specific Workflow Manager modules they are configured for. This feature is particularly beneficial for individuals responsible for overseeing wide-scale operations or ensuring task continuity during user absences.
Deputy
Conversely, a deputy is set up to view tasks for specific users only. This targeted access is advantageous for supporting individual users, as it maintains a degree of task privacy while enabling others to step in as necessary. Deputies can be designated through the Workflow Manager Configuration, ensuring that each module's needs are catered for by trusted colleagues.
Using a global viewer setup allows a practice manager to ensure all tasks are managed efficiently, even when multiple practitioners are unavailable.
To prevent issues like task duplication when using these roles, it is recommended that organisations implement dedicated local procedures. These guidelines ensure that tasks are assigned and completed efficiently, maintaining smooth operation within the Workflow Manager environment.
Did you know? Hero Health integrates seamlessly with EMIS Web, empowering practices with online booking systems and more to streamline workflows and improve access to patient care.
