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These instructions will assist you with the administrative processes for setting up an Imprest and managing user permissions for accessing the Imprest. Information about using the Imprest day to day to manage stock and orders is found here.
On this screen you can set the basic Imprest details such as Name, Description, Who orders are sent to and whether members of the organisation are allowed Write Access (to add information) to the Imprest
Complete these details for each imprest you wish to set up. You may have one at each clinic location or perhaps multiple imprests at one clinic, depending on what will be included in the imprest.
The Default Order Recipient is the person to whom orders are to be sent for confirmation. Allowed Order Recipients are those who may receive the order and confirm it - perhaps in the absence of the default recipient due to delegation or leave.
Click on the Edit Button.
To manage this access, you need to consider the purpose of the Imprest and who might Add or Remove items from it during the course of their work, then adjust the write permissions accordingly.
You may also assign access permissions individually.
To edit permissions, for the individual user you wish to modify, click on the Edit link in the line containing their name. Check the box Can Administrate if you want to assign Administration Privileges to the person. It is a good idea to have more than one Administrator.
You should then ensure that each user has the appropriate permission for the Imprest by selecting from the Permission drop-down list:
In the list, changing the Permission status of a generic user profile, such as a clinic location or Parent Organisation, will change all users who are attached to that group.
Select a user using the search box (searches MMEx user database), assign the relevant permission and check the box to indicate that the user Can Administrate if appropriate. Click Add to save.
Click on Add New Item Category to set up the required item groups for the Imprest.
Type the Category name in the box and click Add to save.
Person responsible for setting up and maintaining the Imprest content requires:
Staff who dispense items from the Imprest require:
Staff responsible for Generating Orders:
Staff responsible for Approving Orders:
Staff responsible for Checking Orders:
Staff responsible for Stocktake:
For information on the day to day management of the Imprest, please click here.
For information on reviewing the log of all interactions with the Imprest, please click here.