Difference between revisions of "Adding a New Folder to the Scan Chart Structure"
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| + | ==Add the scan document type to TouchWorks== | ||
# Login to Touchworks as TWAdmin | # Login to Touchworks as TWAdmin | ||
# Navigate to Dictionaries >> Document Type and click the Add button on the bottom | # Navigate to Dictionaries >> Document Type and click the Add button on the bottom | ||
#: [[Image:Document_dictionary.JPG]] | #: [[Image:Document_dictionary.JPG]] | ||
# Provide desired naming and security levels, but ensure that Manifestation is selected to Tif. | # Provide desired naming and security levels, but ensure that Manifestation is selected to Tif. | ||
| + | ==Add the Chart Folder to the Scan Chart Structure== | ||
# Login to TouchChart (scan) | # Login to TouchChart (scan) | ||
# Navigate to Configure >> System Setup >> Chart Setup | # Navigate to Configure >> System Setup >> Chart Setup | ||
| Line 8: | Line 10: | ||
# Provide the Folder Description as the name of the document type that you previously created. Select the Document Type from the select box, and save (or OK). Close out of Chart Setup. | # Provide the Folder Description as the name of the document type that you previously created. Select the Document Type from the select box, and save (or OK). Close out of Chart Setup. | ||
#: [[Image:Scan_add_folder_2.JPG]] | #: [[Image:Scan_add_folder_2.JPG]] | ||
| + | ==Make the new folder availbale to scan users== | ||
# Navigate to Configure >> System Security >> User Groups. Adjust security to your new folder as necessary. | # Navigate to Configure >> System Security >> User Groups. Adjust security to your new folder as necessary. | ||
#: [[Image:System_Security.JPG]] | #: [[Image:System_Security.JPG]] | ||
| + | # Highlight the Group you want to access the newly created folder | ||
| + | # Select "Rights" to launch the security rights for that group | ||
| + | # Select the ChartGroups tab and select the folder you added for the chart structure you edited. | ||
Revision as of 15:28, 28 February 2008
Add the scan document type to TouchWorks
- Login to Touchworks as TWAdmin
- Navigate to Dictionaries >> Document Type and click the Add button on the bottom
- Provide desired naming and security levels, but ensure that Manifestation is selected to Tif.
Add the Chart Folder to the Scan Chart Structure
- Login to TouchChart (scan)
- Navigate to Configure >> System Setup >> Chart Setup
- Select your parent folder and click the Add button (on the top of the page)
- Provide the Folder Description as the name of the document type that you previously created. Select the Document Type from the select box, and save (or OK). Close out of Chart Setup.
Make the new folder availbale to scan users
- Navigate to Configure >> System Security >> User Groups. Adjust security to your new folder as necessary.
- Highlight the Group you want to access the newly created folder
- Select "Rights" to launch the security rights for that group
- Select the ChartGroups tab and select the folder you added for the chart structure you edited.
