Topics covered in this article include:

• Introduction
• Add or Modify a Site
• Modify a Machine
• Assign Users to a Machine

Introduction

Site management allows for the establishment and organization of the clinical sites that you use for treating patients. If you are a small clinic you may only have one site. However, larger establishments may have multiple sites and/or satellites that need to be managed. Once sites are created, the machines and users established at each site can be added.

To open the Manage Sites and Machines page click on the Manage link then click the Manage Sites and Machines in the middle pane:

Add or Modify a Site

Click the Add Site or Modify Site button of the site you wish to modify. 

The Edit Site page will appear. Edit the fields as desired. Site Name is required. Click the Update Site button when finished.

Add or Modify a Machine

Navigate to the Manage Sites and Machines page. Click the Add Machine or Edit button next to the machine you wish to modify: 

Edit the fields you wish to change. The Machine label is required. Click the Create or Update button to save any changes.

If more than 10 machines are required, please either deactivate an unused machine or contact support to add the additional machines.

Assign Users to a Machine

Once your sites are established you can determine which users are associated with each site and machine. Users may be associated with multiple sites and machines. Assigning users to sites and machines allows them to be assigned QA schedules associated with the machines.

Navigate to the Manage Sites and Machines page. Click the Users button of the site for which you are managing users: 

The Site Users page for the selected site will appear with a list of the machines and the users assigned to each machine:

• You can collapse and expand the list of users with each machine to make it easier to navigate the page.
• You can associate all users with a machine or clear all users for a machine by clicking the appropriate buttons under each machine heading.
• To associate a user with a site check the checkbox next to the user. To disassociate a user uncheck the checkbox.

When you have finished making your user selections click the Update user assignments button at the bottom of the page.

Note that you can also select machines for individual users in the user management page.