How To Manage A Cart In A Remote Management Software

Transcription

1 RMS Software Product Manual

2

3 Copyright and Distribution Notice November 2009 Copyright 2009 ARTROMICK International, Inc. ALL RIGHTS RESERVED. Published Printed in the United States of America WARNING: ANY UNAUTHORIZED DUPLICATION OF THIS DOCUMENTATION SHALL BE AN INFRINGEMENT OF COPYRIGHT. Trade Secret Notice This documentation, the software it describes, and the information and know-how they contain constitute the proprietary, confidential and valuable trade secret information of Artromick International, Inc., its affiliated companies or its or their licensors, and may not be used for any unauthorized purpose, or disclosed to others without the prior written permission of the applicable Artromick International entity. This documentation and the software which it describes are licensed either AS IS or with a limited warranty, as set forth in the applicable license agreement. Other than any limited warranties provided, NO OTHER WARRANTY IS EXPRESSED AND NONE SHALL BE IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR USE OR FOR A PARTICULAR PURPOSE. The applicable Artromick International entity reserves the right to revise this publication from time to time and to make changes in the content hereof without the obligation to notify any person or entity of such revisions or changes. Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. Artromick is a registered trademark of Artromick International, Inc. Artromick International 4800 Hilton Corporate Drive Columbus, Ohio Phone: (614) Customer Service: (800) Web site: Artromick Proprietary + Confidential -iii-

4

5 Contents 1 Overview... 9 About This Guide... 9 to Remote Management Software Cart Configurations How the Remote Management Software Works Navigating Remote Management Software Navigation Overview Logging Into the Remote Management Software Exiting Remote Management Software System Administration System Administration Changing Access Codes Changing Your Password Managing Roles and Permissions Viewing Permissions By Role Copying a Role and Associated Permissions Removing a Role and Associated Permissions Printing a Role and Associated Permissions Changing Role Permission Settings Unlocking Cart and User Records Removing Groups For Global Users Updating the Registry Managing Carts Managing Carts Adding Carts Assigning Users to a Cart Adding Groups Assigning a Cart to a Group Deleting a Group Managing Cart Settings Changing Cart Settings Updating All Carts in a Column Saving Cart Settings to the Database Artromick Proprietary + Confidential -v-

6 Contents Printing Edit Cart Settings Grid Exporting Cart Settings Sending Changes to the Carts Viewing Failed Cart Updates Printing Failed Cart Updates Grid Finding a Cart Using Filters Viewing Cart Settings by Group Name Removing a Cart From the Active Carts Grid Viewing Removed Carts Reinstating a Removed Cart Printing Removed Carts Grid Reading Cart Settings From Cart Managing Users Managing Users Managing Cart Users Adding Users Importing Users Changing User Settings Viewing Assigned Carts Finding Users by Roles Finding Users by Filtering Viewing Self in User Grid Removing a User From the Active User Grid Viewing Removed Users Reinstating a Removed User Printing Removed Users Grid Exporting Users Viewing Failed User Updates Printing Failed User Updates Managing Log Records About Log Records Reading Log Records From Cart Viewing Log Records Artromick Proprietary + Confidential -vi-

7 Contents Sorting Log Records by Column Refreshing the Log Record Grid Exporting Log Records Printing Log File Grid Troubleshooting General Tips Index Artromick Proprietary + Confidential -vii-

8

9 1 Overview About This Guide This guide describes how to use the Remote Management software to manage your users and carts. This guide is divided into the following chapters: Overview: This chapter contains information about the features of your Remote Management software and how the Remote Management software is configured and works. Navigating Remote Management Software: This chapter provides information about how to navigate the Remote Management software user interface and how to log into and exit the Remote Management software. System Administration: This chapter provides the procedures for administering your Remote Management software. Managing Carts: This chapter provides the procedures for managing your carts through the Remote Management software. Managing Users: This chapter provides procedures for managing your users through the Remote Management software. Managing Log Records: This chapter provides the procedures for managing the log files associated with the carts you manage. Troubleshooting: This chapter provides basic troubleshooting tips to follow when working with your carts Artromick Proprietary + Confidential -9-

10 Overview Documentation Conventions The different type styles used in this document to indicate elements of the Remote Management software are described below. Bold Type Indicates o A selection that you are instructed to complete by typing the word or phrase in the software text boxes o A selection that you are instructed to make or clear from either a drop-down list or radio button when you are working with the Remote Management software Italics Used for emphasis or to cross reference topics that contain additional information. Start > Programs > Artromick Used when you must make selections in order from a menu. For example, the Start > Programs > Artromick means click the Start menu and select Programs and then select Artromick. to Remote Management Software What Is the Remote Management Software? The Remote Management software enables you to manage multiple carts from one workstation through wireless technology, instead of requiring you to have direct access to each cart to manage each cart individually. The software is comprised of three components: RMS Proxy that resides on the carts you manage. Database that is on a server that is on the same network as the carts that you manage. Remote Management software that is the interface between the database and the carts enabling you to make changes to your database and send them to the carts. Benefits of Using Remote Management Software The Remote Management software enables you to read information from the cart and to wirelessly manage the cart settings and user settings from one location. The benefits of using the Remote Management software include: The ability to manage multiple carts by making changes only one time instead of on each cart individually. Increased speed in performing tasks, such as adding users and changing cart settings. Improved security by enabling faster updates to carts and user settings. Greater flexibility enabled by wireless technology to make updates. Use of groups to enable greater management over large numbers of carts Artromick Proprietary + Confidential -10-

11 Overview After the software is installed and set up, administrators can connect wirelessly to the carts to manage user and cart settings, and log records. Administrators can also use the software to change, add, or delete users and cart settings and then apply (write) any data changes to the cart. Log, User, and Cart Settings Records Terms and Definitions The Remote Management software uses three types of records to manage the cart's data. The types of records are: Event Log Record: An event log record is a read-only record that contains events that occurred on the cart. You can use the sorting feature in the View Log Records window to sort events by type or date, or print the log record, depending on your needs. For information, see Managing Log Records. User Record: A user record contains user profile and access information. You can manage user information from the cart to populate the database, make changes to the user profile, and send the changes that you make in the record to the cart. For information, see Managing Cart Users. Cart Settings Record: A cart settings record contains all of the settings on the cart. You can manage cart information from the cart to populate the database, make changes to the cart settings, and send the changes to the carts. For information, see Managing Cart Settings. This list describes general terms used in this document. Access Card An optional card-swipe feature that can be used as an additional security requirement or as the primary cart access method. Access Code A four-, five-, or six-digit personal identification number (PIN) that provides cart access. This code can be General (one access code per cart) or Specific (one access code per authorized user or group of users). The default value is four (4). Cart Configuration How the cart is set up to communicate with the Remote Management software. There are three (3) configurations: o All-In-One configuration o Laptop configuration o Wireless antenna configuration Cart Settings Record A record that is used with the Remote Management software. This record contains information about cart settings. Group of Carts An administrative category used to define a set of carts that have a common characteristic, such as a common setting or a common physical location that is used to manage large numbers of carts. Log Record A record that is used with the Remote Management software. This record contains information about events that occurred on the cart. This record can be saved and exported, but not modified Artromick Proprietary + Confidential -11-

12 Overview Roles and Responsibilities Master Code A four-digit numeric code that enables an authorized administrator to change cart settings or view cart logs. Narcotic Code A four-digit numeric code that must be entered before an authorized user can open any of the locked enarc narcotics drawers. Available settings are General (one enarc code per cart) or Specific (one enarc code per authorized user or group of users) and the following usage rules apply: o If the access code is set to General, the Narcotics Code must be set to General unless the cart is configured with the access card accessory. o If the access code is set to Specific, the Narcotics Code can be set to either General or Specific, depending on your needs. Override Code A four-digit code assigned to the cart that bypasses alarms, timers, and relocking mechanisms. Typically, this function is used while the cart is being restocked in the pharmacy. Permission Permissions are the access rights to a specific function in the Remote Management software. Permissions are used to further restrict user access to the functions in the Remote Management software. Roles Roles are the level of general access assigned to a user in the Remote Management software. For example: o Global role Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database. o Local role Users who have access to only a limited number of carts, but can make all changes related to the carts and users they manage. o User role Users who can only use the carts to complete cart tasks such as accessing and dispensing medications. Send Changes The Send Changes button enables an administrator to apply settings changes that were made using the Remote Management software to the cart. User ID A unique, four-digit number that identifies the person using the cart. Unlike an access code, a User ID cannot be modified after it is accepted. User Record A record that is used with the Remote Management software. This record contains user profile information and can be modified. Users in the Remote Management Software are assigned access privileges based on job function. User types include: Global This user (typically an IT manager or nursing director) can change all settings or view all log records on all carts and users in the Remote Management software database. This user can access all areas of the cart and user database and is responsible for adding new cart users, changing cart user profiles, and reading log records from the carts. Local This user (typically nursing manager) can access some or all areas of the cart and user settings for the carts and users they manage. These permissions are based on privileges the administrator assigns. A local user typically has a group of carts to manage such as all the carts on a floor. User This role is a user of the cart (typically a nurse) and cannot change any cart settings, but can use the cart to access and dispense medications Artromick Proprietary + Confidential -12-

13 Overview Override Rights Administrators can assign override rights to each user type. Override rights grant users the use of a special Override Code that is assigned to the cart. The Override Code bypasses the cart s alarms, timers, and relocking mechanisms. The override right is typically used while the cart is being restocked in the pharmacy. Read From Cart and Send Changes Functionality The Remote Management software Read from Cart functionality enables you to manage log records, user profiles, and settings from the cart to populate the Remote Management software database. If the cart was serviced, the cart and database settings are synchronized. The Send Changes functionality enables you to send your changes that you make to a user record or a cart settings record in the Remote Management software database to the cart. Cart Configurations Cart Configurations A cart configuration is how the cart is set up to communicate with the Remote Management software. There are three configurations: All-In-One configuration, where the cart, monitor, processor, wireless network card, and RMS Proxy are in one complete unit. Laptop configuration, where the RMS Proxy is installed on a laptop computer that has a wireless network connection and the laptop is connected by serial cable to the cart. Wireless antenna converter configuration, where the cart is connected to the wireless network by a wireless antenna. The Remote Management software works with all three configurations of carts. You can have different combinations of configuration as well, since the Remote Management software does not make distinctions between the different configurations. This enables you to leverage you previous investments in your medication carts, while using the latest technology to manage your carts. Each cart must have a unique IP address on a network that the Remote Management software has access to. If you attempt to use the same IP address on two carts, errors will occur Artromick Proprietary + Confidential -13-

14 Overview How the Remote Management Software Works The Remote Management software works using wireless technology to connect all of your carts to a database to manage the settings and users from one location. The following figure shows how the Remote Management software connects to two carts: The following happens when you update cart settings in the Remote Management software database and send the changes to the carts. 1. You make the cart setting changes using the Remote Management software, which updates the database. For more information, see Changing Cart Settings. 2. You send the changes from the database to the carts. For more information, see Sending Changes to the Carts. 3. The Remote Management software initiates wireless communications with the carts and sends the updates to the carts. 4. The events are logged in the cart log record, showing the event, user, time and date. For more information, see About Log Records. The carts and the database are now in sync and the users can use the carts under the new updates Artromick Proprietary + Confidential -14-

15 2 Navigating Remote Management Navigation Overview Window Navigation Software Navigating the Remote Management software follows all Microsoft Windows conventions. The following figure shows a typical window in the Remote Management software: Filtering Overview You can filter the different grids in the Remote Management software to locate carts and users from long lists. In all grids, the second row under the column names (the ALL row) is the filter row. Type or select the value to filter on in this row in the column you want to filter by, and click Find. The results are returned to the grid. If nothing matches your request, the Remote Management software tells you nothing matched your request Artromick Proprietary + Confidential -15-

16 Navigating Remote Management Software Sorting Overview The Remote Management software has interactive column headings that enable you to sort by column category. For example, to sort by date, click the Date column heading on the log record. The entries are arranged, so that the events that occurred on the cart are arranged by date blocks. The default sorting criteria in the Remote Management software is ascending to descending. When you sort by another column, the sort is ascending to descending by that column. Sorting is cumulative and does not revert to the default listing before completing a new sort action. For example, if you are in the Edit Cart Settings window and you complete your first sort using the CartName column, the carts are sorted ascending to descending based on the cart names. If you then sort on this list using the IPAddress column, the list sorted on cart names is sorted by IP address. The list is not recompiled by the system into the default configuration prior to the second sort being completed. Logging Into the Remote Management Software Complete this procedure to log into the Remote Management software. 1. On the computer that the Remote Management software is installed, select Start > Programs > Artromick > Artromick Remote Management. 2. On the RMS login screen, type your user name and password. 3. Click OK. The RMS main window displays. You are logged in and can now manage your carts and users wirelessly. Exiting Remote Management Software Complete the following procedure to exit the Remote Management software. 1. On the RMS login screen, from the File menu, select Exit Artromick Proprietary + Confidential -16-

17 System Administration 3 System Administration System administration in the Remote Management software involves all tasks related to keeping your Remote Management software operating and secure. Tasks include: Changing access codes. Changing passwords. Managing roles and permissions associated with each role. Updating the Windows registry, if required. Changing Access Codes You can change the access codes on the carts that you manage periodically to provide stronger security for your systems. By changing your access codes, you prevent access by unauthorized users and strengthen the security of your medication carts. Complete the following procedure to change the access code. 2. From the RMS login screen, under Users, click Change Access Code. The Change Access Code window displays. 3. In the Old Access Code field, type the current access code. 4. In the New Access Code field, type the new access code. 5. In the Verify New Access Code field, type the new access code again. 6. Click OK. The administrator access code is changed in the database and is updated on the carts when you send changes to the carts. For more information, see Sending Changes to the Carts Artromick Proprietary + Confidential -17-

18 System Administration Changing Your Password You can change your password periodically to keep your system secure. By changing your password, you prevent access to the carts and users you manage through the Remote Management software by unauthorized users. Complete the following procedure to change the administrator password. 2. From the RMS login screen, under Users, click Change Password. The Change Password window displays. 3. In the User Name field, type the user name. 4. In the Old Password field, type the current password for the user. 5. In the New Password field, type the new password for the user. 6. In the Verify New Password field, type the new password again. 7. Click OK. The administrator password is changed in the Remote Management software database. Managing Roles and Permissions You can determine if you want to only view, only edit, or view and edit a cart setting for the role. Roles are the level of general access assigned to a user in the Remote Management software. For example: Global role Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database. Local role Users who have access to only a limited number of carts, but can make all changes related to the carts and users they manage. User role Users who can only use the carts to complete cart tasks. Permissions are the access rights to a specific function in the Remote Management software. Permissions are used to further restrict access to user roles. For example, if a user s role is Local, you can limit the cart and user settings that the user can change, by not providing editing rights to the user for specific rights Artromick Proprietary + Confidential -18-

19 System Administration Cart Setting The following table lists the permissions: Permission Defaults Global Local User Edit View Edit View Edit View Enable Alarm Enables the alarm on the cart. Yes Yes No Yes No No Key Beep Narc 1 Alarm Narc 2 Alarm Alarm Beep Level Auto-Secure- Delay Min Auto-Secure- Delay Sec Auto-Secure- Motion Detector Enables a beep when key is used in the cart. Enables an alarm when the Narc drawer 1 is used. Enables an alarm when the Narc drawer 2 is used. Sets the volume level of the alarms. Sets the number of minutes of cart inactivity before the cart is automatically secured. Sets the number of seconds of cart inactivity before the cart is automatically secured. Sets the level of sensitivity of the motion detector. Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Cart Name Sets the name of the cart. Yes Yes No Yes No No IP Address Sets the IP address of the cart. Yes Yes No Yes No No Cart Master Sets the cart master code. Yes Yes No Yes No No Cart Override Sets the cart override code. Yes Yes No Yes No No Cart ID Sets the cart ID number. Yes Yes No Yes No No Com 1 Setup Com 2 Setup Com 3 Setup Sets the communication setup for Com 1. Sets the communication setup for Com 2. Sets the communication setup for Com 3, if used. Yes Yes No Yes No No Yes Yes No Yes No No Yes Yes No Yes No No Data Length Sets the length of data. Yes Yes No Yes No No Data Offset Sets the data offset. Yes Yes No Yes No No Light Timeout Narcotics - Code Type Sets the length of time before the light turns off automatically. Sets the Narc code type on the cart. Yes Yes No Yes No No Yes Yes No Yes No No 2009 Artromick Proprietary + Confidential -19-

20 System Administration Cart Setting Narcotics - General Code Narcotics - NumNarc Permission Sets the general Narc code on the cart. Defaults Global Local User Edit View Edit View Edit View Yes Yes No Yes No No Sets the drawer narcotic number. Yes Yes No Yes No No Start Character Sets the start character. Yes Yes No Yes No No Termination Character User Codes - General Code User Codes - Type Access Code Digits Cart Group Roles and Permissions Sets the termination character. Yes Yes No Yes No No Sets the general user code. Yes Yes No Yes No No Sets the user code type of either specific or general. Sets the number of digits for the access codes. Sets the group that the cart belongs to. Sets whether the role has access to the Roles and Permissions dialog box. Yes Yes No Yes No No Yes Yes No No No No Yes Yes No No No No Yes Yes No No No No User Group Sets the user group. Yes Yes No No No No User Role Sets the user role. Yes Yes No No No No Access Code Sets the user access code. Yes Yes Yes Yes No No Employee ID Extended ID Sets the employee ID number for the user. Sets the extended ID number for the user. Yes Yes Yes Yes No No Yes Yes Yes Yes No No User Name Sets the user name for the user. Yes Yes Yes Yes No No User Narc Access Sets whether the user has access to the Narc drawers. Yes Yes Yes Yes No No User Narc Code Sets the user Narc code. Yes Yes Yes Yes No No User Override Sets whether the user has access to override the cart settings. Yes Yes No Yes No No User ID Sets the user ID for the user. Yes Yes Yes Yes No No 2009 Artromick Proprietary + Confidential -20-

21 System Administration Viewing Permissions By Role You can view permissions by role to determine if a role matches your needs, so you can copy the role with the associated permissions instead of recreating a role and permissions that is similar to your needs. After you copy the role and permissions, you can save time by editing the permissions to meet your needs. For example, if you want to create a role for every local user, so you can provide separate permissions to each user, you can copy the local role and create the new role based on the default permissions. Complete the following procedure to view the permissions by role. 2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions dialog box displays showing the permissions associated with the role selected. 3. In the Roles grid, click a role to display the permissions associated with the role. The selected role name displays following the Permissions for role in the center-top of the window. The permissions associated with the role display in the permissions grid Artromick Proprietary + Confidential -21-

22 System Administration Copying a Role and Associated Permissions You can copy an existing role and associated permissions to save time in creating a new role and assigning permissions. After you copy the role, you can then edit the permissions for the new role. For example, if you want to create a role for every local user, so you can provide separate permissions to each user, you can copy the local role and create the new role based on the default permissions. Complete the following procedure to copy a role and associated permissions. 2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected. 3. In the Roles grid, click the role that you want to copy to display the permissions associated with the role. The role name selected displays following the Permissions for role in the center-top of the window The permissions associated with the role display in the grid. 4. Click Copy Role. The Enter new role name dialog box displays. 5. Type the name of the role you are creating in the text box and click OK. For example, if test is the new name for the role, type test in the text box Artromick Proprietary + Confidential -22-

23 System Administration 6. The name you typed is appended to the role name that you copied, and the new role displays in the Roles grid with the associated permissions in the permissions grid For example, if you copied the local role and the associated permissions, and typed test as the new role name, the new role is local - test. Removing a Role and Associated Permissions You can remove a role and the associated permissions that you create from the grid. Note: You cannot delete the Global, Local, or User roles from the Remote Management software. Caution: Completing this procedure permanently deletes the role from the Remote Management software database. Complete the following procedure to remove a role and associated permissions. 2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected Artromick Proprietary + Confidential -23-

24 System Administration 3. In the Roles grid, click the role that you want to remove to display the permissions associated with the role. The role name selected displays, following the Permissions for the role in the center-top of the window. The permissions associated with the role display in the permissions grid. 4. Click Remove Role. The Delete Role dialog box displays. 5. Click Yes. 6. The role is removed from the active Roles grid and the associated permissions are removed from the permissions grid. Printing a Role and Associated Permissions Complete the following procedure to print a role and associated permissions. 2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected. 3. In the Roles grid, click the role that you want to print to display the permissions associated with the role. The permissions associated with the role display in the grid. 4. Click Print Artromick Proprietary + Confidential -24-

25 System Administration Changing Role Permission Settings The permission settings are associated with the cart settings that the role is assigned to. Reasons you may need to change permission settings associated with a role include: Roles may change. You copy a role to create a new role and must change the permissions to enable different cart settings to be changed. This is useful when working with groups of carts that local users manage. You can change whether to allow the user to: View only a setting on the Edit Cart Settings or the Cart Settings window. Edit a setting on the Edit Cart Settings or the Cart Settings window. By default, this also includes the view permission although the view permission does not change to Yes when the Edit column is set to Yes. Complete the following procedure to change a role permission setting. 2. From the RMS login screen, from the System menu, select Roles and Permissions. The Roles and Permissions window displays showing the permissions associated with the role selected. 3. In the Roles grid, click the role that you want to edit to display the permissions associated with the role in the permissions grid. The role name selected displays, following the Permissions for the role in the center-top of the window. The permissions associated with the role display in the grid Artromick Proprietary + Confidential -25-

26 System Administration 4. Do you want to be able to edit the setting in the Edit Cart Settings or the Carts Settings window? If Yes, next to the permission in the Edit column, double-click the No value to change the value to Yes. If No, ensure that the value is No and go to step 5. Note: This also enables you to view the setting in the Carts Settings window by default, although the View column may be set to No. 5. Do you want to be able to view the setting in the Edit Cart Settings or the Cart Settings window? If Yes, next to the permission in the View column, double-click the No value to change the value to Yes. If No, ensure that the value is No and go to step Click Exit. The changes you made to the permissions are updated in the Remote Management software database. Unlocking Cart and User Records If the communication between the Remote Management software and the cart is broken when you are sending or retrieving data between the two computers, the cart setting and user setting records are locked to prevent further changes from being made before the changes you were trying to send were applied. This protects your files from becoming corrupted and out of sync. After communication is reestablished, you must unlock the cart and user records to be able to send your updates again. Complete the following procedure to unlock cart and user records. 2. From the RMS login screen, from the System menu, select System Settings. The System Settings dialog box displays showing the system settings including database and user information and passwords. 3. Click Unlock Cart and User Records. A Warning dialog box displays stating not to send updates when unlocking records. 4. Click Yes. The Finished Unlocking Records window displays. 5. Click OK. You can now send the changes to the carts again. For instructions, see Sending Changes to the Carts Artromick Proprietary + Confidential -26-

27 System Administration Removing Groups For Global Users In the Global role, you must have access to all carts and users in the Remote Management software database, so you can make any changes that are required. If you assign the Global role to a group of carts, you can remove the group and set the Global role to its default settings. This enables the Global user to view and change all carts and users in the Remote Management software database. If you configure your Global role to view only a single group, you can use the Removing Groups for Global Users to reset the ability of the Global role to view all carts in the database. Complete the following procedure to remove groups for global users. 2. From the RMS login screen, from the System menu, select System Settings. The System Settings window displays showing the system settings including database and user information and passwords. 3. Click Remove Groups for Global Users. A message stating that the cart group assignments have been removed for all global users displays. 4. Click OK. The Global role can now view and change all cart and user settings for all carts and users in the Remote Management software database. Updating the Registry If you make changes in the System Settings dialog box, you must update the Windows registry for the changes to take effect. Warning: Only update the Windows registry following this procedure and if you are very familiar with updating Windows registry entries. Updating the Windows registry in other manners may cause the loss of data and corrupt your Remote Management software installation. In addition, changing these entries without knowledge of Windows may cause errors to occur when you attempt to connect to your database Artromick Proprietary + Confidential -27-

28 System Administration System Settings Defined The following list describes the system settings that you can define or change. Application path Full path to the Remote Management software installation on your computer. o Default value is C:\Program Files\Artromick. o You cannot change this setting after you install the Remote Management software. Computer Name Name of the computer that the Remote Management software is installed on. o You cannot change this setting from the Remote Management software. Server Name Administrative server name that the Remote Management software is installed on. Database Name Name of the database that the Remote Management software is using to store the cart and user settings. o Default value is Artromick. o The database name must remain Artromick for the Remote Management software to work properly. Db Username Username of the user who is the administrator of the database that the Remote Management software interacts with. o Default value is SA, if you used the automatic database installation. If you completed the manual database installation, this is the username provided to you by your database administrator. Db Password Password of the user who is the administrator of the database that the Remote Management software interacts with. o Initial password if you used the Automatic installation procedure is 1m2Gx45. If you used the manual installation, the Db password is provided by your database administrator. Verify Password Same password as the Db password. Log Read Time Time of day that the Remote Management software queries the carts for the log records. In 24-hour clock format. For example, 23:00 is 11:00 p.m. Log Interval (in hours) Time interval that must pass before the Log Read Time is triggered. o For example, if the log time is 14:00 (2 p.m.) and the log interval is 48 hours, then every 48 hours at 14:00 (2 p.m.) the Remote Management software attempts to read the log records. Access Code Digits Number of digits that the access code must be. If you enter an access code shorter than the number of digits specified, the access code is prefixed by a series of zeros (0). For example, if the access code digits is set to 4, and you type an access code of 10, the access code in the database is o Default is Artromick Proprietary + Confidential -28-

29 System Administration Complete the following procedure to update the entries for the Remote Management software in the Windows registry. 2. From the RMS login screen, from the System menu, select System Settings. The System Settings dialog box displays showing the system settings including database, user information, and passwords. 3. Make any changes to the system settings. 4. Click Update Registry. A dialog box stating that you must exit the Remote Management software and restart the Remote Management software and reminding you to send changes to the carts displays. 5. Click OK. The changes are updated to the Windows registry. Note: You do not need to reboot your computer. 6. Exit the Remote Management software. 7. Log into the Remote Management software. For instructions, see Logging Into the Remote Management Software. The changes are applied to the Windows registry Artromick Proprietary + Confidential -29-

30

31 4 Managing Carts Managing Carts Adding Carts Managing carts in the Remote Management software involves tasks related to managing all carts that are in the Remote Management database. Tasks include: Adding carts Removing carts Assigning users to carts Changing cart settings Creating groups Assigning carts to groups Sending changes made in the database to the carts Reinstating removed carts Adding carts to the Remote Management software is required to manage the carts wirelessly. You can add one cart at a time or multiple carts in a range at one time. This provides you the greatest flexibility in managing your carts and users Artromick Proprietary + Confidential -31-

32 Managing Carts Adding One Cart Complete the following procedure to add one cart to the Remote Management software. 1. Log into the Remote Management Software. 2. From the RMS login screen, under Carts, click Add/Edit. 3. From the Add menu, select One Cart. A Continue to add cart dialog box displays. 4. Click OK. The Add Single Cart dialog box displays. 5. Type the IP address of the cart and cart name in the appropriate fields. 6. Click Save and Exit. The Remote Management software saves the cart to the database and the cart is added to the cart grid. For instructions, see Assigning Users to a Cart and Changing Cart Settings. You must send the changes to the carts to keep the cart settings in the Remote Management software database and on the carts in sync. For instructions, see Sending Changes to the Carts. After the first time that you send changes to the carts, you can assign users to the cart and change cart settings from the Remote Management software. If the added cart does not have a serial number in the Remote Management software database, when you send the changes to the carts, the carts send the serial number back to the database. Adding Multiple Carts Complete the following procedure to add multiple carts at one time to the Remote Management software. 1. Log into the Remote Management Software. 2. From the RMS login screen, under Carts, click Add/Edit. 3. From the Add menu, select Multiple Carts. A Continue to add carts dialog box displays. 4. Click OK. The Add Multiple Carts dialog box displays. 5. In the first text box, type the first IP address in the range of IP addresses of carts to add. 6. In the second text box, type the last IP address in the range of IP addresses of carts to add. 7. In the Cart prefix field, type the first part of the cart name. Note: The cart number is added to this prefix when you save the carts. For example, if you type MedCart as the Cart prefix, all carts in the range are named MedCart followed by the cart number (MedCart01, MedCart02, and MedCart03) Artromick Proprietary + Confidential -32-

33 Managing Carts 8. Click Save and Exit. The Remote Management software saves the carts to the database and the carts are added to the cart grid. For instructions, see Assigning Users to a Cart and Changing Cart Settings. You must send the changes to the carts to keep the cart settings in the Remote Management software database and on the carts in sync. For instructions, see Sending Changes to the Carts. After the first time that you send changes to the carts, you can assign users to the cart and change cart settings from the Remote Management software. If the added cart does not have a serial number in the Remote Management software database, when you send the changes to the carts, the carts send the serial number back to the database. Assigning Users to a Cart You must assign users to a cart for the users to be able to access and use the cart. Complete the following procedure to assign users to a cart. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the Edit Cart Settings window, locate the cart you want to assign a user to. 4. In the Users column, click the plus sign (+). The Assign User to Carts window displays Artromick Proprietary + Confidential -33-

34 Managing Carts 5. In the All Users column, complete one of the following actions: To add one user, select the user name in the column and click the right arrow (>) to move the user to the Assigned Users column. To add multiple users, select the user names in the column while holding down the ctrl key when you click the user names and click the left arrow (>) to move the users to the Assigned Users column. To add all users in the database to the Assigned Users column, click the double-right arrow (>>). Adding Groups 6. Click Close. The users are assigned to the cart. You can add groups to the Remote Management software to help manage a large number of carts. For example, if you have four floors that have carts that you manage, you can add a group for each floor to make administration easier. Group A includes all carts on the first floor; Group B, second floor; Group C, third floor; and Group D, fourth floor carts. Complete the following procedure to add a group to the Remote Management software. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings dialog box displays. 3. Click Add Group. The Create Group dialog box displays Artromick Proprietary + Confidential -34-

35 Managing Carts 4. In the Group Name field, type the name of the group. 5. Click OK. The group is added to the Group list in the Edit Cart Settings window. You can now assign carts to the group and assign a local administrator (local role) to manage the group. For instructions, see Assigning a Cart to a Group and Assigning Users to a Cart. Assigning a Cart to a Group A group is an administrative category that is used to define a set of carts that has a common characteristic, such as a common group of users or a common physical location. You can use groups to manage large numbers of carts more easily. The benefits of using groups to manage carts include: Enables you to find carts faster if you have a large number of carts. You can find carts by group instead of searching for a specific cart name in a long list. Enables you to make mass changes to all carts in the group at one time, instead of making individual changes to each cart. After you add a group in the Remote Management software, you can add carts to the group. For more information, see Adding Groups. Complete the following procedure to assign a cart to a group. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. Locate the grid row of the cart you want to add to the group Artromick Proprietary + Confidential -35-

36 Managing Carts 4. In the Group column, click the current value. Note: If the cart is not assigned to a group, the value is unassigned. If the cart is assigned to a group, the value is the assigned group name. 5. Select the group to assign the cart to from the drop-down list. The group name displays in the Group column of the cart. 6. Click Save. Deleting a Group The group assignments are saved in the Remote Management software database. You may need to delete groups from your Remote Management software for various reasons. For example: Groups become obsolete because of organizational changes. Groups with only a few carts assigned are combined with other larger groups to promote better management of carts. Note: When you delete a group, all carts in the group revert to unassigned as the group. Complete the following procedure to delete a group. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the group list, click the name of the group you want to delete. A dialog box asking if you want to save changes displays Artromick Proprietary + Confidential -36-

37 Managing Carts 4. Click Yes. 5. With the group carts displaying in the cart grid, click Delete Group. The group name is removed from the Group list and the cart grid displays blank. The group assignments are deleted in the Remote Management software database. Managing Cart Settings Your cart s settings are configured based on your organization s requirements and the preconfigured setup of your cart. You can change these settings as the needs of your organization change or to better fit your working environment. For example, if you work in an environment of high activity in which the cart is frequently bumped or moved, you may choose to decrease the level of sensitivity on the cart s motion detector. If you work in an area that requires high security, you may want to adjust the cart s alarm to a higher auditory level, and so forth. Managing User Code Types The User Code Type setting on your cart is configured as General or Specific. A General configuration means that your cart is configured for use with one access code. Therefore, if more than one user is accessing the cart, you cannot track individual activity. A Specific configuration means that your cart is configured to have multiple users or a group. Each user must be assigned a unique access profile so that you can track individual user activity using the logging functionality. If you have the optional enarc accessory, your User Code Type configuration affects which Narcotics Code Type settings can be used: If your User Code Type is set to General, your Narcotics Code Type setting must also be General. If your user Code Type is set to Specific, your Narcotics Code Type setting can be set to either General or Specific depending on your needs. Note: As your needs change, you can switch between Specific and General configurations without having to enter new user profiles Artromick Proprietary + Confidential -37-

38 Managing Carts Changing Cart Settings After you add a cart to the Remote Management software, you can change the cart settings to fit your needs. Cart settings include: Cart administrative information Cart master and override codes User codes Cart Settings Defined Alarm and beeper levels Security settings Narcotic settings Communications port settings Light Timeout setting There are two ways to change the cart settings in the Remote Management software: Individual settings in the cart grid in the Edit Cart Settings window. Multiple settings in the Cart Settings window. The following list describes the user access settings that you can define or change. Cart Section o Serial No. Serial number assigned to the cart. Note: You cannot change this field. o HW/FW Rev Hardware/firmware version or revision. Note: You cannot change this field. o User count Number of users currently in the cart. Note: You cannot change this field. o Name Name of the cart. o Number Number assigned to the cart. Note: You cannot change this field. Auto Secure Section o Delay Controls the cart s auto secure delay setting, which is the number of minutes of inactivity that can elapse before the cart secures itself. This setting can be from 1 minute to 99 minutes and 1 to 59 seconds. You can set this field to seconds only by typing zero (0) in the minutes field. o Mtn Detector Controls the cart s auto-relock motion detector sensitivity. The default setting is 5 (level 5). Available settings are Off and the range of 1 to 10. Level 10 is the most sensitive Artromick Proprietary + Confidential -38-

39 Managing Carts Cart Codes Section o Cart Master Master code assigned to the cart. This code must be a four-digit number. o Cart Override This field displays the Override Code. The Override Code is a four-digit code assigned to the cart. The code bypasses alarms, timers, and relocking mechanisms. Typically, this function is used while the cart is being restocked in the pharmacy. Light Timeout Section Note: This setting only applies to the optional night light accessory. o Minutes Number of minutes the cart s optional night light stays on after the cart secures. The default number of minutes is 1. Available settings are 1 to 99 minutes. Alarm/Beeper Section o Level Controls the tone of your cart s beeper. The default beeper level is Med (medium). Available levels are: Off, Low, Med, and High. o Alarm Enable Controls the alarm on the cart. A selected check box indicates that the alarm is on. o Narc 1 Alarm Controls the cart s enarc alarm setting on narcotics drawer 1. A selected check box indicates that the alarm is on. Note: This setting only applies to users who have the enarc optional accessory. o Narc 2 Alarm Controls the cart s enarc alarm setting on narcotics drawer 2. A selected check box indicates that the alarm is on. Note: This setting only applies to users who have the enarc optional accessory with two drawers. o Key Beep Indicates whether the cart emits beeps when a user presses keys on the keypad. A selected check box indicates that the key beep is on. User Code Section o Type Controls the type of user access code that the cart requires. Available settings are General or Specific. General means that the cart is configured for only one code. Therefore, if more than one user is accessing the cart using a single code, individual activity cannot be tracked. Specific means that the cart is configured for use by multiple users or groups. When Specific is selected, you must add users and assign each a unique four-digit access code. If you have the optional enarc accessory, the Type setting affects which options display in the Code Type drop-down list in the Narcotics section. o General Code Controls the general access code required to access the cart. If Specific is selected from the Type drop-down list, this field is not available Artromick Proprietary + Confidential -39-