RMS Software Product Manual
Copyright and Distribution Notice November 2009 Copyright 2009 ARTROMICK International, Inc. ALL RIGHTS RESERVED. Published 2009. 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 43232 Phone: (614) 864-9966 Customer Service: (800) 848-6462 Web site: www.artromick.com 2009 Artromick Proprietary + Confidential -iii-
Contents 1 Overview... 9 About This Guide... 9 to Remote Management Software... 10 Cart Configurations... 13 How the Remote Management Software Works... 14 2 Navigating Remote Management Software... 15 Navigation Overview... 15 Logging Into the Remote Management Software... 16 Exiting Remote Management Software... 16 3 System Administration... 17 System Administration... 17 Changing Access Codes... 17 Changing Your Password... 18 Managing Roles and Permissions... 18 Viewing Permissions By Role... 21 Copying a Role and Associated Permissions... 22 Removing a Role and Associated Permissions... 23 Printing a Role and Associated Permissions... 24 Changing Role Permission Settings... 25 Unlocking Cart and User Records... 26 Removing Groups For Global Users... 27 Updating the Registry... 27 4 Managing Carts... 31 Managing Carts... 31 Adding Carts... 31 Assigning Users to a Cart... 33 Adding Groups... 34 Assigning a Cart to a Group... 35 Deleting a Group... 36 Managing Cart Settings... 37 Changing Cart Settings... 38 Updating All Carts in a Column... 43 Saving Cart Settings to the Database... 45 2009 Artromick Proprietary + Confidential -v-
Contents Printing Edit Cart Settings Grid... 46 Exporting Cart Settings... 46 Sending Changes to the Carts... 47 Viewing Failed Cart Updates... 48 Printing Failed Cart Updates Grid... 49 Finding a Cart Using Filters... 49 Viewing Cart Settings by Group Name... 51 Removing a Cart From the Active Carts Grid... 52 Viewing Removed Carts... 53 Reinstating a Removed Cart... 53 Printing Removed Carts Grid... 54 Reading Cart Settings From Cart... 54 5 Managing Users... 55 Managing Users... 55 Managing Cart Users... 55 Adding Users... 56 Importing Users... 60 Changing User Settings... 61 Viewing Assigned Carts... 64 Finding Users by Roles... 65 Finding Users by Filtering... 65 Viewing Self in User Grid... 66 Removing a User From the Active User Grid... 67 Viewing Removed Users... 68 Reinstating a Removed User... 68 Printing Removed Users Grid... 70 Exporting Users... 70 Viewing Failed User Updates... 71 Printing Failed User Updates... 71 6 Managing Log Records... 73 About Log Records... 73 Reading Log Records From Cart... 75 Viewing Log Records... 75 2009 Artromick Proprietary + Confidential -vi-
Contents Sorting Log Records by Column... 76 Refreshing the Log Record Grid... 77 Exporting Log Records... 77 Printing Log File Grid... 78 7 Troubleshooting... 79 General Tips... 79 Index... 81 2009 Artromick Proprietary + Confidential -vii-
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. 2009 Artromick Proprietary + Confidential -9-
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. 2009 Artromick Proprietary + Confidential -10-
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. 2009 Artromick Proprietary + Confidential -11-
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. 2009 Artromick Proprietary + Confidential -12-
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. 2009 Artromick Proprietary + Confidential -13-
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. 2009 Artromick Proprietary + Confidential -14-
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. 2009 Artromick Proprietary + Confidential -15-
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. 2009 Artromick Proprietary + Confidential -16-
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. 2009 Artromick Proprietary + Confidential -17-
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. 2009 Artromick Proprietary + Confidential -18-
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-
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-
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. 2009 Artromick Proprietary + Confidential -21-
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. 2009 Artromick Proprietary + Confidential -22-
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. 2009 Artromick Proprietary + Confidential -23-
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. 2009 Artromick Proprietary + Confidential -24-
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. 2009 Artromick Proprietary + Confidential -25-
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 6. 6. 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. 2009 Artromick Proprietary + Confidential -26-
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. 2009 Artromick Proprietary + Confidential -27-
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 0010. o Default is 4. 2009 Artromick Proprietary + Confidential -28-
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. 2009 Artromick Proprietary + Confidential -29-
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. 2009 Artromick Proprietary + Confidential -31-
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). 2009 Artromick Proprietary + Confidential -32-
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. 2009 Artromick Proprietary + Confidential -33-
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. 2009 Artromick Proprietary + Confidential -34-
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. 2009 Artromick Proprietary + Confidential -35-
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. 2009 Artromick Proprietary + Confidential -36-
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. 2009 Artromick Proprietary + Confidential -37-
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. 2009 Artromick Proprietary + Confidential -38-
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. 2009 Artromick Proprietary + Confidential -39-
Managing Carts Narcotics Section Note: These settings only apply to users who have the enarc optional accessory. o Num Drawers Controls which enarc drawers users can access. o Code Type Controls the type of narcotics code that a user must enter to access enarc drawers. Available options depend on the Type setting that you selected in the User Code section. If you selected General, you must use a General code type, unless the cart is equipped with the access card accessory. If you selected Specific, you can specify a code type that is General or Specific (each user is assigned a unique Narc Code). o General Code Controls the general code required to access the enarc. If Specific is selected from the Code Type drop-down list, this field is not available. Com Port Setup Section Warning: Adjusting these settings could negatively impact your ability to access the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support. o Com 1 Communications settings for the primary communications port for the cart. Warning: Adjusting this setting could negatively impact your ability to access the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support. o Com 2 Communications settings for the secondary communications port for the cart. Warning: Adjusting this setting could negatively impact your ability to access the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support. o Com 3 Communications settings for the optional third communications port for the cart. Warning: Adjusting this setting could negatively impact your ability to access the RMS Proxy and/or the cart. Do not adjust this setting without first consulting Artromick Technical Support. o Card Access Only Enables access to the card using the access card only. Buttons o Read Cart Settings to Database Instructs the software to read data from the cart and then populate the Remote Management software database with the cart settings records with the cart data. Note: You must be connected to the cart to use this functionality. For more information, see Reading Cart Settings From Cart. o Remove Removes the cart from the active carts grid. For instructions, see Reading Cart Settings From Cart. 2009 Artromick Proprietary + Confidential -40-
Managing Carts Individual Settings o Cancel Cancels the Edit Cart Settings window. o OK Completes the changes to the cart settings and saves the changes to the Remote Management software database. o Print Prints the cart settings for the selected cart. Complete the following procedure to change individual cart settings. 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 that you want to change the settings on. 4. In the column of the setting you want to change, click the value. The cell becomes editable. 5. Make the change by either typing a new value or selecting a new value from the list. Note: Depending on the setting, the Cart Settings window may display, where you can change the setting. You can double-click any cell in the row to open this Cart Settings window. You must have editing permission to change a setting. 6. Click outside of the cell of the setting you changed. The new value displays in the cell. 7. After you finish making changes, click Save. All of the changes are saved to the database. You must send the changes to the carts to apply the changes to the carts. For instructions, see Sending Changes to the Carts. 2009 Artromick Proprietary + Confidential -41-
Managing Carts Multiple Settings Complete the following procedure to change multiple cart settings. 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 change the settings on. 4. In the CartName column, double-click the cart name. The Cart Settings window displays. 5. Make the setting changes by either typing a new value or selecting a new value from a list. For complete descriptions of each setting, see Cart Settings Defined. 6. After you finish making changes, click OK. All of the changes are saved to the database. You must send the changes to the carts to apply the changes to the carts. For instructions, see Sending Changes to the Carts. 2009 Artromick Proprietary + Confidential -42-
Managing Carts Updating All Carts in a Column You can update all carts in a column, if you want all of the carts to have the same entry for a specific setting. This enables you to make changes to multiple carts at one time making administration of your carts easier and faster. Complete the following procedure to update all carts in a column. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. Complete one of the following actions: In the Find By Group area, click the name of the group that you want to view. Click Find All to list all carts in the database 2009 Artromick Proprietary + Confidential -43-
Managing Carts 4. In the cart grid, in the second row under the column names, select the cell in the column that you want to update. The cell becomes active enabling you to enter text or make a selection from a dropdown list. 5. In the cell, complete one of the following actions: Make a selection from the drop-down list. Type text in the format of the cell. For example, in the MasterCode column, the format is a four-digit number. 6. Click Update All in Column. All values in the column are changed to the new value you typed or selected. 7. In the Edit Cart Settings window, click Save. 8. Click Exit. 2009 Artromick Proprietary + Confidential -44-
Managing Carts Saving Cart Settings to the Database Saving cart settings to your Remote Management software database is different than sending cart settings to your carts. You can change the cart settings in the Remote Management software database, but these changes do not take effect on the carts until they are sent to the carts. This capability of making changes to your cart settings in the Remote Management software database and not publishing the changes to the carts offers you flexibility in your working environment. For example, you can make all of your changes to the carts and users and publish them at a specified interval, such as the first of every month. In this case, you can make changes to all of the override codes for security purposes and publish them at one time. Everyone who has override capability knows that the override codes will change on the first of every month. Complete the following procedure to save the changes to database for the changes that you made to the carts. 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 that you want to change the settings on. 4. In the column of the setting you want to change, click the value. The grid cell becomes editable. 2009 Artromick Proprietary + Confidential -45-
Managing Carts 5. Make the setting changes by either typing a new value or selecting a new value from a list. 6. After you finish making changes, click Save. The changes are saved to the database. You can continue working in the Remote Management software making changes to users and changing access codes or passwords, before sending changes to the carts. You must send changes to the carts after you make the changes to the Remote Management software database for the changes to take effect on the carts. For instructions, see Sending Changes to the Carts. Printing Edit Cart Settings Grid Complete the following procedure to print the Edit Cart Settings grid. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. Click Print. Exporting Cart Settings You can export cart settings from the Remote Management software database to a file that you can import into another Remote Management software database. For example, if you have a test Remote Management software system, you can export the cart settings from the test system to import the cart settings into the production Remote Management software system. Exporting cart settings does not remove them from the Remote Management software database that they are being exported from. The export process creates a copy of the cart settings and creates the carts.dat file. Note: You cannot choose which carts to export from the Remote Management software database. All carts in the database are exported and included in the carts.dat file. After you import the carts to the new system, you can remove the carts you do not need. 2009 Artromick Proprietary + Confidential -46-
Managing Carts Complete the following procedure to export cart settings from your Remote Management software database. 2. From the RMS login screen, click File > Export Carts. The cart settings records have been saved dialog box displays. 3. Click OK. The carts settings records are saved to the install_dir\artromick\carts.dat file. For example, C:\Program Files\Artromick\carts.dat. You can now move this file to another location on your network to import it into another Remote Management software database. Sending Changes to the Carts After you make changes in the Remote Management software database, you must send the changes to the carts to update the information on the carts. This keeps the information in the Remote Management software database and on the carts in sync. If you make changes to the cart settings in the Remote Management software database and do not update the carts, the carts may become out of sync with the database, where some changes may be lost because they are overwritten accidentally. In addition, the carts work from the last locally updated information and users who had access under previous changes may still have access if you did not send the changes to the cart. Cart security may be compromised. Complete the following procedure to send the Remote Management software database changes to the carts you are managing to update the cart information. 2. From the RMS login screen, under Update, click Send Changes. The Processing window displays showing the cart names and numbers as they are being updated. 3. Did you receive a message that one or more carts failed to update? If yes, navigate to the View Failed Carts screen to see which specific carts failed to update. If No, go to step 4. 4. Click OK in the Finished Updating window. 2009 Artromick Proprietary + Confidential -47-
Managing Carts Troubleshooting You may receive an End Cart Communications message stating that the cart cannot be connected to. This may indicate the following issues: Issue Cart is not operational Wireless connection to the network is not working properly If the cart is operational and the network connection is working and you still receive the End Cart Communications error, further assistance is required Action Verify the cart is powered up. If it is not, power up the cart and verify that it is connected to the network. Verify that the cart is on the network and being read. If it is not, verify that the wireless network card is working properly. Call Artromick Technical Support for assistance. Viewing Failed Cart Updates You can view the failed cart updates after you send changes to the carts to locate the carts that did not update. You can edit the cart settings from this list and then resend the changes to the carts. Complete the following procedure to view failed cart updates. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. From the View menu, select Failed Cart Updates. The Failed Cart Updates window displays You can now change the cart settings before resending the changes to the carts. For instructions, see Changing Cart Settings and Sending Changes to the Carts. 2009 Artromick Proprietary + Confidential -48-
Managing Carts Printing Failed Cart Updates Grid Complete the following procedure to print the failed cart updates grid. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. From the View menu, select Failed Cart Updates. The Failed Cart Updates window displays. 4. Click Print. Finding a Cart Using Filters Filters enable you to find a cart from a long list based on a column entry. For example, if you have a long list of carts and you know the master code of the cart, you can filter the list based on the MasterCode column. All carts with the master code you provide are listed in the carts grid. Complete the following procedure to find a cart using the filters. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the Find By Group Name area, complete one of the following actions: In the Find By Group area, click the name of the group that you want to view. Click Find All to list all carts in the database. 2009 Artromick Proprietary + Confidential -49-
Managing Carts 4. In the cart grid, in the second row under the column names, select the cell in the column that you want to filter the list by. The cell becomes active enabling you to enter text or make a selection from a drop-down list. For example, in the preceding figure, the UserCodeType column is used to filter the list. 5. In the cell, complete one of the following actions: Make a selection from the drop-down list. For example, in the UserCodeType column, you can select either Specific or General from the list. Type text in the format of the cell. For example, in the MasterCode column, the format is a four-digit number. 6. Click Find. The cart list is filtered and all carts matching your filter criteria display in the cart grid. You can now edit the cart or take other actions on the cart. For instructions, see Changing Cart Settings. 7. In the Edit Cart Settings window, click Exit. 2009 Artromick Proprietary + Confidential -50-
Managing Carts Viewing Cart Settings by Group Name You can find a cart if you only know the group name that the cart is assigned to. Complete the following procedure to find carts by group name. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the Find By Group area, click the name of the group that you want to view. A dialog box asking if you want to save changes displays. 4. Click Yes. 5. The carts assigned to the group populate the Edit Cart Settings grid. Note: If several carts are assigned to the group, you may need to filter the list. For more instructions, see Finding a Cart Using Filters. You can now: Change the cart settings. For instructions, see Changing Cart Settings. Change the group that a cart is assigned to. For instructions, see Assigning a Cart to a Group. 2009 Artromick Proprietary + Confidential -51-
Managing Carts Removing a Cart From the Active Carts Grid If a specific cart in the database requires maintenance or is taken off line for a period of time, you can remove a cart from the active carts grid and move it to the Removed Carts grid. Removing a cart from the active carts grid allows you to send changes from the Remote Management software database to the carts without receiving failure to update cart errors. Note: You cannot completely delete a cart from the database using the Remote Management software. To completely delete a cart from the Remote Management software database, you must use your database administration tools. If you must have a cart completely deleted from your Remote Management software database, contact your database administrator to complete this action. Complete the following procedure to remove a cart from the Remote Management software active carts grid. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the CartName column, double-click the cart name. The Cart Settings window displays. 4. Click Remove. The cart is removed from the Edit Cart Settings cart grid and is moved to the Removed Carts grid. 2009 Artromick Proprietary + Confidential -52-
Managing Carts Viewing Removed Carts You can view the carts that you remove from the database for the following reasons: To verify that a cart is not accessible by cart users. To determine if a cart can be reinstated, instead of being added as a new cart. This saves you time in managing your carts. Complete the following procedure to view the carts you removed from the Remote Management software database. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the Edit Cart Settings window, from the View menu, select Removed Carts. The Removed Carts window displays showing the cart settings for the carts that you removed from the Remote Management software database. You can reinstate carts you have removed. For more information, see Reinstating a Removed Cart. Reinstating a Removed Cart You can reinstate carts that you remove to the Remote Management software database. Reinstating a removed cart saves you time instead of adding the cart as a new cart, and this reduces errors in your database resulting from manual entry. Complete the following procedure to reinstate carts that you remove from the active cart grid in the Remote Management software database and moved to the Removed Carts grid. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. In the Edit Cart Settings window, from the View menu, select Removed Carts. The Removed Carts window displays showing the cart settings for the carts that you removed from the Remote Management software active database. 4. In the cart grid, in the CartName column, double-click the name of the cart that you want to reinstate. The Cart Settings window displays. 2009 Artromick Proprietary + Confidential -53-
Managing Carts 5. Click Reinstate. The cart is removed from the Removed Carts grid and is reinstated to the active carts grid. 6. Click Exit. 7. In the Save changes dialog box, click Yes. The changes you made are saved to the Remote Management software database. Printing Removed Carts Grid Complete the following procedure to print the removed carts grid. 2. From the RMS login screen, under Carts, select Add/Edit. The Edit Cart Settings window displays. 3. From the View menu, select Removed Carts. The Removed Carts window displays. 4. Click Print. Reading Cart Settings From Cart You must read cart settings from the carts to your Remote Management software database after the cart is serviced and changes were made. This synchronizes the Remote Management software database with the cart. The Read Cart Settings feature reads individual cart settings from the cart to the Remote Management database. Complete the following procedure to read cart settings from the cart to your Remote Management software database. 2. From the RMS login screen, under Carts, click Add/Edit. The Edit Cart Settings window displays. 3. Locate the cart that you want to read the settings from in the cart grid using either the Find By Group or filter options. 4. In the CartName column, double-click the name of the cart. The Cart Settings window displays. 5. Click Read Cart Settings to Database. The Remote Management software initiates communications with the cart and the cart settings are read from the cart to the Remote Management software database. 2009 Artromick Proprietary + Confidential -54-
5 Managing Users Managing Users Managing users in the Remote Management software involves all tasks related to keeping your user settings up to date and managing all users in your Remote Management software database. Tasks include: Adding users Removing users Importing and exporting users Changing user settings Reinstating removed users Managing Cart Users With regard to user access settings, your cart is configured in one of two ways based on your organization s requirements and the preconfigured setup of your cart. 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. Your cart is preconfigured to include default General user type settings that you can change as needed. A Specific configuration means that your cart is configured to have multiple user profiles. In this case, you must add user profiles to the cart and assign each user a unique user access profile. This enables you to track individual user activity using the log functionality. The type of configuration that your cart uses is specified in the User Code Type section of your cart settings. For information, see Changing Cart Settings. 2009 Artromick Proprietary + Confidential -55-
Managing Users Managing General User Access To manage General access, you can change the settings associated with your default user role profile, which is the role that a nurse using the cart is given. The user role cannot change user or cart settings under the default permissions. For information, see Changing Role Permission Settings. Managing Specific User Access Adding Users To manage Specific users, you must: Add user profiles as necessary. For instructions, see Adding Users. Change users as necessary. For instructions, see Changing User Settings. Delete users as necessary. For instructions, see Removing a User From the Active User Grid. Adding users to the Remote Management software is required to wirelessly manage the user profiles. You can add one user at a time or multiple users in a range at one time. This provides you the greatest flexibility in managing your user profiles. Note: When you add multiple users at one time, they all must be the same user type. You can change the user type after the user is added to the Remote Management software. If your cart is configured for Specific access, you must add a profile for each user. When you add a user, you define: ID Name Cart Override Access Code Narc Access DWR (This setting only applies to carts which have the enarc optional accessory) Narc Code (This setting only applies to carts which have the enarc optional accessory) Optional user settings include: Employee ID Extended ID (This setting only applies to carts which have the access card optional accessory) Creating this profile enables you to track individual activity using the logging functionality. Note: The type of configuration (General or Specific) that your cart uses is specified in the User Code Type section of your cart settings. For more information, see Changing Cart Settings. 2009 Artromick Proprietary + Confidential -56-
Managing Users Add User Settings Defined The following list describes the fields in the Add User dialog box. ID (Read-only field in the user grid) A unique, four-digit ID that identifies the cart user. By default, the Remote Management software automatically populates this field, which you can change an ID that is not in use. After you click OK on the dialog box, you cannot change the ID. o If you need to use the ID again, you must delete the user. Typical IDs include the last four digits of the user s Social Security Number or the user s employee number. Name Name of the user. o Typically, this is the initial of the user s first name and his or her last name. o This field can contain a maximum of 16 characters. Override Indicates whether the user has override rights. The Override Code is a four-digit code that is 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. o A selected check box grants users the right to use the Override Code. o A cleared check box means the user does not have override rights. User Type (Read-only field in the user grid) Defines basic levels of user access. This is the roles that a user can be assigned. User Types include: o User This User Type enables a user to access specific areas of the cart. This person cannot change settings or logging functions. This is the default setting. This is typically a floor nurse. o Global This User Type enables a user to change settings and use the log feature and to access all areas of the all carts in the database. This is typically a nursing director or IT manager. o Local This User Type enables a user to change settings and use the log feature and to access only their carts they manage. This is typically a nursing manager. Access Code A unique, four-, five-, or six-digit Personalized Identification Number (PIN) that enables a user to access the cart. By default, the Remote Management software automatically populates this field, which you can change to meet your needs. 2009 Artromick Proprietary + Confidential -57-
Managing Users Narc Access Note: This setting only applies to users who have the enarc optional accessory. Controls enarc drawer access options that you can grant to a user. Settings include: o NONE o DRW 1 o DRW 2 (if applicable to the cart s configuration) o DRW 1& 2 (if applicable to the cart s configuration) Note: The location of the enarc drawers depends on the configuration of your cart. Narc Code A four-digit PIN that enables a user to access the enarc drawers. By default, the RMS Proxy automatically populates this field, which you can change to meet your needs. Note: The Narc Access setting only applies if the cart is configured with the enarc optional accessory. Extended ID Note: This setting only applies to users who have the access card optional accessory. OK Saves the information that you typed and closes the Add User dialog box. Cancel Cancels the operation. Adding One User Complete the following procedure to add one user to the Remote Management software. 1. Log into the Remote Management Software. 2. From the RMS login screen, under Users, click Add/Edit. 3. From the Add menu, select One User. A Continue to add user dialog box displays. 4. Click OK. The Add User window displays. 5. In the Name field, type the name of the user. 6. Do you want to give override rights to the user? If yes, select the Override check box to enable override. If no, ensure the Override check box is clear. 7. In the Access Code field, type the access code for the user. 8. From the Narc Access drop-down list, select the drawer access for the user. Note: This option only displays if you have the enarc option on your carts. 2009 Artromick Proprietary + Confidential -58-
Managing Users 9. In the Narc Code field, type the Narc code for the user. This code allows access to the Narc drawers when the user provides this code. 10. In the Extended ID field, type the extended ID for user. Note: This option only displays if you have the access card optional accessory on your carts. 11. Click OK. The user is added to the database and the user displays in the user grid. You can assign users to a cart and edit user settings from the Remote Management software. To enable access to the carts, you must send the changes to the carts. For instructions, see Sending Changes to the Carts. Adding Multiple Users Complete the following procedure to add multiple users at one time to the Remote Management software. 1. Log into the Remote Management Software. 2. From the RMS login screen, under Users, click Add/Edit. 3. From the Add menu, select Multiple Users. A Continue to add user dialog box displays. 4. Click OK. The Add Multiple Users window displays. 5. In the # of Users field, type the number of users you are adding. 6. In the User Type field, select the type of user from the drop-down list. User Can only use the carts and not change cart or user settings. Global Can access all users and carts in the database and make changes to all cart and user settings. Local Can access only those users and carts they manage. 7. In the Narc Access field, select the type of access to the Narc drawers. None Dwr1 Dwr2 Dwr1 & 2 Note: This option is only available if you are using the enarc option on your carts. 2009 Artromick Proprietary + Confidential -59-
Managing Users Importing Users The users are added to the user grid in the Edit User Settings window. The following actions occurred: The name is generated using the format User000001. The access code and the narc codes are automatically generated. By default, override rights are not granted to the users added using the multiple users option. You can assign users to a cart and edit the user settings or assign users to the carts from the Remote Management software. To enable access to the carts, you must send the changes to the carts. For instructions, see Sending Changes to the Carts. Instead of manually adding every user from your carts to your Remote Management software database, you can import users to populate your Remote Management software database. You can import users if you have a test system set up and you are moving your users to the production Remote Management software database. Importing users has the following benefits: Saves time in adding users. Reduces inaccuracies from being introduced in your database by eliminating manual entry. Note: You cannot choose which users to import. You import all users that are in the users.dat files you are importing. Complete the following procedure to import users into the Remote Management Software database. 2. From the RMS login screen, click File > Import Users. The User File Import dialog box displays. 3. Does the import file contain a Narc Access value or an invalid Narc Access value? If Yes, go to step 4. If No, select the Narc Access value from the list. Note: Use this dialog box only if you are using the enarc option. 4. Click Browse. The Open window displays. 5. Navigate to the file you want to import and click Open. 2009 Artromick Proprietary + Confidential -60-
Managing Users 6. In the User File Import window, click Import. 7. Did the file import into the database without error? If Yes, click Exit. If No, in the Import User Record Failed, Skipping Import Line dialog box, click Yes to skip each import record that fails to import to move to the next record and click Exit. Note: You receive the Import User Record Failed error for each record in the file that does not import. Click Yes to skip each line, or No to continue trying to import the record. Changing User Settings After you add a user to the Remote Management software, you can change the user settings. User settings include: Name of the user Access code Override capability Extended ID Narcotic code (if using the optional enarc feature) Narcotic access (if using the optional enarc feature) Role Employee ID Local Group For local administrators only For complete descriptions of each user setting, see Adding Users. There are two ways to change the user settings in the Remote Management software: Individual settings in the user grid in the Edit User Settings window. Multiple settings in the User Settings window. 2009 Artromick Proprietary + Confidential -61-
Managing Users Individual Settings Complete the following procedure to change individual user settings in the Edit Users window. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. In the Edit User Settings window, locate the user that you want to change the settings on. 4. In the column of the setting you want to change, click the value. The grid cell becomes active. 5. Make the change by either typing a new value or selecting a new value from the list. 6. Click outside of the cell of the setting you changed. The new value displays in the cell. 7. After you finish making changes, click Save. All of the changes are saved to the database. 8. From the RMS login screen, click Send Changes. The changes are sent to the carts. Multiple Settings Complete the following procedure to change multiple user settings. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. In the Edit User Settings window, locate the user you want to change the settings for. 2009 Artromick Proprietary + Confidential -62-
Managing Users 4. In the UserID column, double-click the user name. The User Settings window displays. 5. Make the setting changes by either typing a new value or selecting a new value from a list. 6. After you finish making changes, click OK. All of the changes are saved to the database. 7. Click Save. 8. From the RMS login screen, click Send Changes. The changes are sent to the carts. 2009 Artromick Proprietary + Confidential -63-
Managing Users Viewing Assigned Carts You can view all carts that are assigned to users in an expandable tree format. This provides you a quick look at carts and assigned users for faster administration of the carts with the Remote Management software. Complete the following procedure to view the user assigned carts. 2. From the RMS login screen, from the System menu, select See Assigned Carts. The Users Assigned to Carts window displays showing the cart names preceded by a plus (+) sign indicating that additional entries are listed below the cart, or by a minus (-) sign when expanded indicating that the cart is fully expanded. 3. Click the plus (+) sign next to the cart on which you want to view the users to expand the list. The users assigned to the cart display beneath the cart name. 4. Click the minus (-) sign next to the cart name to collapse the user list. 5. Click the X in the upper-right corner of the window to close the window. 2009 Artromick Proprietary + Confidential -64-
Managing Users Finding Users by Roles You can find users by the roles they are assigned. This saves time in managing all users at once, or all local users at one time. Complete the following procedure to find a user by role. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. In the Find By Role area, complete one of the following actions: In the Find By Role area, click the name of the role that you want to view. Click Find All to list all users in the database. The user grid populates with the users assigned the role that you searched on. Finding Users by Filtering Filters enable you to find a user from a long list based on a column entry. For example, if you have a long list of users and you know the employee ID of the user, you can filter the list based on the EmployeeID column. Complete the following procedure to find a user using the filters. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 2009 Artromick Proprietary + Confidential -65-
Managing Users 3. In the Find By Role Name area, complete one of the following actions: In the Find By Role area, click the name of the role that you want to view. Click Find All to list all user in the database. 4. In the user grid, in the second row under the column names, select the cell in the column that you want to filter the list by. The cell becomes active enabling you to enter text or make a selection from a drop-down list. 5. In the cell, complete one of the following actions: Make a selection from the drop-down list. For example, in the Override column, you can select either Yes to grant override access, or No to deny override access. Type text in the cell in the proper format. 6. Click Find. The user list is filtered and all users matching your filter criteria display in the user grid. You can now change the user settings. For instructions, see Changing User Settings. 7. In the Edit User Settings window, click Exit. Viewing Self in User Grid Complete the following procedure to find your user settings in the user grid of the Edit User Settings window. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. From the View menu, select Self in Grid. Your user settings display in the Edit User Setting user grid. You can now change your user profile just as you change other user settings. For instructions, see Changing User Settings. 2009 Artromick Proprietary + Confidential -66-
Managing Users Removing a User From the Active User Grid If a specific user in the database takes an extended leave or is temporarily transferred to another department for a period of time, you can remove a user from the active user grid and move the user to the Removed Users grid. Removing a user from the active user grid allows you to send changes from the Remote Management software database to the carts without receiving failure to update user errors. Note: You cannot permanently delete a user from the Remote Management software database. You can only remove the user from the active user grid to an inactive user grid. To completely delete a user from your Remote Management software database, you must use your database administration tools. Contact your database administrator to complete this action for you. Complete the following procedure to remove a user from the active user grid to the removed users grid in the Remote Management software database: 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. Locate the user that you want to remove using either the Find or Sort feature. 4. Double-click the user ID in the UserID column in the user grid. The User Settings window displays. 5. Click Remove. The user is removed from the active user grid and moved to the Removed Users grid. After you remove a user, you can always reinstate the user. For instructions, see Reinstating a Removed User. You must send the changes to the carts to remove the user from the assigned cart. For instructions, see Sending Changes to the Carts. 2009 Artromick Proprietary + Confidential -67-
Managing Users Viewing Removed Users You can view the user that you remove from the database to: Verify that a user is not able to access carts. Review the list of users to determine if a user can be reinstated, instead of being added as a new user. This saves you time in managing your user profiles. Complete the following procedure to view the users you removed from the Remote Management software active user grid. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. From the View menu, select Removed Users. The Removed Users window displays showing the user settings for the users that you removed from the Remote Management software database. You can reinstate users you have removed. For more information, see Reinstating a Removed User. Reinstating a Removed User You can reinstate users that you remove from the active user grid in the Remote Management software database. Reinstating a removed user saves you time instead of adding the user as a new user, and reduces errors in your database resulting from manual entry. Complete the following procedure to reinstate a user that you remove from the active user grid to the removed user grid in the Remote Management software database. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Setting window displays. 3. From the View menu, select Removed Users. The Removed Users window displays showing the user settings for the users that you removed from the Remote Management software active user grid. 2009 Artromick Proprietary + Confidential -68-
Managing Users 4. In the users grid, in the UserID column, double-click the user ID of the user that you want to reinstate. The User Settings window displays. 5. Click Reinstate User. The user is removed from the Removed Users window and is reinstated to the active user grid. 6. Click Exit. The Save changes dialog box displays. 7. Click Yes. The changes you made are saved to the Remote Management software database. 2009 Artromick Proprietary + Confidential -69-
Managing Users Printing Removed Users Grid Complete the following procedure to print the removed users grid. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. From the View menu, select Removed Users. The Removed Users window displays. 4. Click Print. Exporting Users You can export users from the Remote Management software database to a file that you can import into another Remote Management software database. For example, if you have a test or training Remote Management software system, you can export the users from the test system to import the users in the production Remote Management software system. Exporting users does not remove them from the Remote Management software database that they are being exported from. The export process creates a copy of the users and creates the users.dat file. Note: You cannot choose which users to export from the Remote Management software database. All users in the database are exported and included in the users.dat file. After you import the users into the new system, you can remove users who are no longer needed. Complete the following procedure to export user records from the Remote Management software database. 2. From the RMS login screen, click File > Export Users. The User records have been saved dialog box displays. 3. Click OK. The user records are saved to the install_dir\artromick\users.dat file. For example, C:\Program Files\Artromick\users.dat. You can now move this file to another location on your network to import it into another Remote Management software database. 2009 Artromick Proprietary + Confidential -70-
Managing Users Viewing Failed User Updates You can view the failed user updates after you send changes to the carts to locate the users that did not update. You can edit the user settings from this list and then resend the changes to the carts. Complete the following procedure to view failed user updates. 2. From the RMS login screen, under Users, click Add/Edit. The Edit Users Settings window displays. 3. From the View menu, select Failed Users Updates. The Failed Users Updates window displays. You can make changes to the user settings and then retry updating the user profile by sending the updates to the carts. For instructions, see Changing User Settings and Sending Changes to the Carts. Printing Failed User Updates Complete the following procedure to print the failed user updates grid. 2. From the RMS login screen, under Users, click Add/Edit. The Edit User Settings window displays. 3. From the View menu, select Failed User Updates. The Failed User Updates window displays. 4. Click Print. 2009 Artromick Proprietary + Confidential -71-
6 Managing Log Records About Log Records Event Descriptions You may have a compliance requirement to keep records of all actions that occur on a cart and which user completed the action. These actions are called events and the log files in the Remote Management software enable you to track the events that occur on each cart and to track which user completed the action. Log records strengthen your security measures, as general users cannot access the log records and edit them to remove information regarding events. The following are events that are tracked in the Remote Management software log records. Event Type Description 001 Invalid access code entered 002 Cart opened by access code 003 Cart opened with key 004 Cart closed manually 005 Cart closed with keypad secure 006 Cart closed after auto-secure timeout 007 Narcotics drawers all closed 008 Power restored to the cart 009 Narcotics drawer access allowed 010 Override access allowed 011 Three bad access codes were entered 012 Narcotic drawer open when access not allowed 013 Lock mechanism in wrong position after securing cart 2009 Artromick Proprietary + Confidential -73-
Managing Log Records Event Type Description 014 Master programming mode was entered 015 Master event recall mode was entered 016 Personal edit mode was entered 017 Master access code was changed 018 A users access code was changed 019 A users access level was changed (admin/normal) 020 A users narcotics access level was changed (none, 1, 2 or both) 021 A users narcotics access code was changed 022 A user was added 023 A user was deleted 024 The auto-secure time was changed 025 Personal editing was enabled or disabled 026 The time was changed 027 The date was changed 028 Alarm was enabled or disabled 029 The alarm level was changed 030 Narcotics code was changed to Specific or General 031 The override code as changed 032 The general narcotics code was changed 033 The general access code was changed 034 Super master access was allowed 035 Access was allowed to narcotics drawer 1 036 Access was allowed to narcotics drawer 2 037 Narcotics drawer 1 alarm was enabled or disabled 038 Narcotics drawer 2 alarm was enabled or disabled 039 Access code was changed to General or Specific 040 Key beep was enabled or disabled 041 Port used for custom input was changed 042 Motion detect level was changed 2009 Artromick Proprietary + Confidential -74-
Managing Log Records Reading Log Records From Cart To populate the Log Files window in the Remote Management software, you must read the log files from the carts periodically. You can set this to be completed automatically using the Log Read Time and Log Interval fields in the System Settings window. For instructions, see Updating the Registry. Complete the following procedure to read the log file from a cart. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log files are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. In the Carts grid, select the name of the cart you want to read log records from. 4. Click Refresh. 5. Under File, select Read Log from Cart. The Remote Management software initiates communications with the cart and reads the log file from the cart and the event grid populates with the log information. You can now export the log file for archival. For instructions, see Exporting Log Records. Viewing Log Records Complete the following procedure to view log records for a cart. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log records are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. In the Carts grid, click the name of the cart of the log record that you want to view. 4. In the first date text box, type the first date in the date range and in the second date text box, type the last date in the date range. 5. Click Refresh. The events that occurred during the supplied date range populate the events grid. 2009 Artromick Proprietary + Confidential -75-
Managing Log Records Sorting Log Records by Column Sorting in Remote Management Software The Remote Management software log records have interactive column headings that enable you to sort by 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 View Log Files window and you complete your first sort using the Event Type column, the carts are sorted ascending to descending based on the events. If you then sort on this list using the User ID column, the list sorted on Event Type is sorted by User ID. The list is not recompiled by the system into the default configuration prior to the second sort being completed. Sorting Log Records Complete this procedure to sort log records by column. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log records are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. In the Carts grid, click the name of the cart of the log record that you want to view. 4. In the first date text box, type the first date in the date range and in the second date text box, type the last date in the date range. 5. Click Refresh. The events that occurred during the supplied date range populate the events grid. 6. Click the column name of the column that you want to sort the event grid by. The events are sorted by the column heading selected. 2009 Artromick Proprietary + Confidential -76-
Managing Log Records Refreshing the Log Record Grid After you select a cart to view the log records, click Refresh to populate the events grid. If you change the date range of the log record, you must click Refresh to populate the events grid with the events information. Complete this procedure to refresh the Remote Management software log record grid. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log records are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. In the Carts grid, click the name of the cart of the log record that you want to view. 4. In the first date text box, type the first date in the date range and in the second date text box, type the last date in the date range. 5. Click Refresh. The events that occurred during the supplied date range populate the events grid. Exporting Log Records You can export log records to archive them for auditing purposes, so you have a record of events that occurred on each cart. A copy of the records is created and exported from the database. The actual records remain in the Remote Management software database. When you export the log record, the file is sent to install_dir\artromick directory. The file name format is #_mmddyyyy.dat. Log File Name Component Description # Number of the exported log file for that specific day. If you export multiple log records each day, this number increases by increments of one (1) when each export is completed. This number starts at one (1) each day. For example, if you export three log files in a single day, the following files are created: 1_mmddyyyy.dat 2_mmddyyyy.dat 3_mmddyyyy.dat mm dd Month of the date the log file was exported. For example, 04 is April. Day of the month of the date the log file was exported. For example, 10 is the tenth day. yyyy Year of the date the log file was exported. For example, 2005. 2009 Artromick Proprietary + Confidential -77-
Managing Log Records Complete this procedure to export the log records from the Remote Management software. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log records are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. Under File, select Export Log. The Selected log records have been saved to install_dir\artromick\#_mmddyyyy.dat dialog box displays. 4. In the Carts grid, select the cart that you want to view the log records from. 5. Click OK. Exporting only saves the entries in the grid for the specific cart you select. Printing Log File Grid You may have an internal or external audit compliance requirement to keep a printed copy of the log files your carts showing the events that occurred. You can print the log file grid from the Remote Management software to satisfy this requirement. Complete the following procedure to print the log file grid. 2. From the RMS login screen, under Carts, click View Log Files. The View Log Files window displays. Note: If no log files are available for the first cart in the Cart grid, the No log entries for selected cart and date range dialog box displays. Click OK. 3. In the Carts grid, select the name of the cart you want to read log records from. 4. Click Refresh. 5. Click Print. 2009 Artromick Proprietary + Confidential -78-
7 Troubleshooting General Tips If the cart does not function properly try the following: Use the red Reset button on the back of the cart to restart the cart. Make sure the charger is connected at the cart and at the wall. If the battery was completely discharged it may take several minutes to recharge enough to operate cart. Use the main key to unlock the cart and call your supervisor for further assistance. You can also use the enarc override located in the rear service panel. To access this override you must open the back panel by pushing the black release button until it extends, then turn clockwise. The override uses a tubular key and the lock is located in the back divider panel in one of the four holes. Insert the key, turn and hold while opening the enarc drawer. If none of these tips remedy the problem, please contact your supervisor or Artromick Technical Support 24/7 at 800-848-6462. 2009 Artromick Proprietary + Confidential -79-
Index A access card, 11 access code, 11 changing, 17 digits, 20, 28 field, 57 general, 39 adding groups, 34 multiple carts, 32 multiple users, 59 one cart, 32 one user, 58 user, 56 alarm beep level, 19 setting, 39 alarm enable check box, 39 all carts in column, updating, 43 All-In-One configuration, 11 application path, 28 assigned carts, viewing, 64 assigning cart to group, 35 users to a cart, 33 auto-secure-delay min, 19 auto-secure-delay sec, 19 auto-secure-motion detector, 19 B beeper level setting, 39 benefits, Remote Management software, 10 C card access only, 40 cart adding one, 32 assigning to group, 35 assigning users, 33 configurations, 13 filtering, 49 managing settings, 37 reading logs from, 75 removing, 52 troubleshooting, 48 viewing assigned, 64 cart and user records, unlocking, 26 cart group, 20 cart ID, 19 cart master, 39 cart name, 19 cart override, 19, 39 cart settings changing, 38, 41 changing, individual, 41 changing, multiple, 42 exporting, 46 file, 46 reading from cart, 54 record, 11 saving, 45 viewing by group, 51 carts, sending changes to, 47 changing access code, 17 cart settings, 38 cart settings, individual, 41 multiple cart settings, 42 password, 18 roles and permissions, 25 user settings, 61 code type drop-down list, 40 com 1, 19, 40 com 2, 19, 40 com 3, 19, 40 com port setup, 40 computer name, 28 configuration All-In-One, 11, 13 laptop, 13 wireless antenna, 13 copying a role and permissions, 22 copyright, iii D data length, 19 data offset, 19 database name, 28 Db Password, 28 Db Username, 28 definitions, 11 cart settings, 11, 38 general, 11 delay field, 38 deleting, group, 36 documentation conventions, 10 2009 Artromick Proprietary + Confidential -81-
Index E employee ID, 20 enable alarm, 19 enarc, 39 event log record, 11 events, logs, 73 exiting, Remote Management software, 16 exporting cart settings, 46 logs, 77 user, 70 extended ID, 20, 58 F failed cart update printing, 49 viewing, 48 failed user update printing, 71 viewing, 71 filtering, 15 carts, 49 user, 65 finding carts, filtering, 49 user by filter, 65 user by role, 65 G general access, 39 general code field, 39, 40 general user code type, 37 global role, 12, 18 group of carts, 11 group, deleting, 36 groups for global users, removing, 27 groups, adding, 34 H HW/FW Rev field, 38 I ID field, 57 importing user, 60 individual cart settings, changing, 41 introduction, managing carts, 31 IP address, 19 K key beep, 39 L laptop configuration, 11, 13 level drop-down list, 39 light timeout, 19, 39 local administrator, 35 local role, 12, 18 log file, 11 log interval, 28 log read time, 28 log record, 11 logging in, 16 logs about, 73 events, 73 exporting, 77 printing, 78 refreshing, 77 sorting, 76 viewing, 75 M managing cart settings, 37 carts introduction, 31 roles and permissions, 18 user code types, 37 users, 55 users introduction, 55 master code, 12 minutes field, 39 MTN DETECTOR setting, 38 multiple carts, adding, 32 N name field, 38, 57 narc 1 alarm, 19, 39 narc 2 alarm, 19, 39 NARC ACCESS DWR user access setting, 58 narc code field, 58 narcotics code, 12 code type, 19 general code, 20 numnarc, 20 navigation overview, 15 num drawers drop-down list, 40 number field, 38 2009 Artromick Proprietary + Confidential -82-
Index O OK button, 58 one cart, adding, 32 override check box, 57 override code, 12 override rights, 13 P password, changing, 18 permissions general, 12 viewing, 21 permissions and role, 18 changing, 25 managing, 18 printing, 24 removing, 23 personal identification number (PIN), 11 PIN, 11 user access code, 57 printing edit cart settings grid, 46 failed cart updates, 49 failed user update, 71 logs, 78 removed cart, 54 removed user grid, 70 roles and permissions, 24 R read cart, 13, 40 reading cart settings, 54 reading logs from cart, 75 refreshing logs, 77 registry, updating, 27 reinstating removed cart, 53 removed user, 68 Remote Management software benefits, 10 defined, 11 how works, 14 removed cart printing, 54 reinstating, 53 removed user printing grid, 70 removing cart from active grid, 52 roles and permissions, 23 user from active grid, 67 removing groups for global users, 27 responsibilities, 12 role finding user by, 65 global, 12, 18 local, 12, 18 user, 12, 18 roles and permissions changing, 25 copying, 22 managing, 18 printing, 24 removing, 23 S saving cart settings, 45 self in grid, viewing, 66 sending changes to carts, 47 Serial No. field, 38 server name, 28 settings cart, changing, 38 cart, changing multiple, 42 cart, defined, 38 cart, managing, 37 sorting logs, 76 overview, 16 specific access, 56 specific user code type, 37 start character, 20 system administration, introduction, 17 system settings, 28 T termination character, 20 terms, general, 11 troubleshooting, 48, 79 type drop-down list, 39 type styles in this guide, 10 2009 Artromick Proprietary + Confidential -83-
Index U unlocking cart and user records, 26 updating all carts in column, 43 registry, 27 user adding, 56 adding multiple, 59 adding one, 58 assigning to a cart, 33 changing settings, 61 exporting, 70 find by filter, 65 finding by role, 65 importing, 60 managing, 55 printing removed grid, 70 reinstating, 68 removing, 67 settings defined, 57 viewing removed, 68 user code types, managing, 37 user codes - general code, 20 user codes - type, 20 user file, 12 user group, 20 user ID, 12, 20 user name, 20 user narc access, 20 user narc code, 20 user override, 20 user record, 12 user role, 12, 20 user settings, 61 User Type field, 57 Users/Events field, 38 V verify password, 28 viewing assigned carts, 64 cart settings by group, 51 failed cart updates, 48 failed user updates, 71 logs, 75 permissions by role, 21 removed carts, 53 removed user, 68 self in grid, 66 2009 Artromick Proprietary + Confidential -84-
www.artromick.com 4800 Hilton Corporate Drive Columbus, Ohio 43232 800 848 6462 Artromick, 2009 Part #6870 Rev. 00