Tips & Tricks: Customising Your Workspace

overview customising your workplace in profile can help with productivity, ease of use, and ultimately save valuable time this article will cover a number of helpful tips and tricks that can be used to customise your workspace it will focus primarily on the defaults window, the workspace view, and how to modify the toolbars workspace customisations defaults preset the spacing of 'segmented windows' re sizing segmented windows, each time they are opened, can waste time use the edit / defaults section in profile to pre set the spacing of a particular segmented window, each time they are used open a window in profile and resize it appropriately click on edit / defaults from the defaults tab in the set defaults for this window window, tick the position for first window and size and layout of elements checkboxes now, whenever this window is opened, it will fit to the appropriate size this can be done for multiple windows change background colours customise the background colours of profile windows in order to better differentiate them open a window in profile click on edit / defaults from the defaults tab in the set defaults for this window window, tick the background colour checkbox choose a colour, in the colour window, and select ok now, each time this particular window opens, it will open with the chosen colour as the background this can be done for multiple windows, each having their own colour pre populated base parameters setting pre populated base parameters can help save time when typical details needs to be re entered, on a regular basis this feature works well in the new patient window open the new patient window fill out any fields with typical information, that are commonly re entered on a regular basis for example, a city name click on edit / defaults from the defaults tab in the set defaults for this window window, tick the base parameters checkbox read the message on the profile window that appears, and this is ok for your organisation, click on yes now, every time the new patient window is opened, any of the information, or checkboxes that have been ticked in the previous steps, will appear note that the pre populated data can be edited note all settings can be reversed by selecting the reset defaults button below reset defaults button any of the above changes can be restored to their original settings open the window that needs to be restored to it's original setting go to edit / defaults click on the reset defaults button the original settings should now be restored workspace the workspace view indicates which cases will be configured at an individual, role, or global preference any items in black wording are configured at an individual or role based preference whereas blue writing refer to global preferences that affect all users open on logon field either the work centre, control centre, appointments, attendances, or workflow window can be set to open automictically when profile opens this can help to save time go to preferences / general / the workspace view select the appropriate window from the open on logon drop down menu some options will cause another drop down list of options choose an appropriate secondary option select apply and ok this window/view will now automatically open whenever profile is opened modify mandatory fields colour profile can be configured to highlight any mandatory fields to help remind users which fields are necessary to fill in go to organisation / preferences / general the workspace view tick highlight fields , and select an appropriate colour from the list highlight colour drop down list select apply and ok next time the window is opened, the mandatory fields will be shown in the chosen colour full screen mode configure the windows to automatically open in full screen mode versus in segmented windows go to organisation / preferences / general the workspace view tick the full screen modes checkbox select apply and ok now the windows should appear in full screen mode toolbars icons sizing switch to large icons for improved visibility right click on the tool bar and select toolbar settings the customise shortcuts and macro icons window opens in the shortcuts tab, tick the large icons check box select apply and ok all of the icons should be bigger to revert back to the normal sizing of icons, simply untick the large icons checkbox shortcuts shortcuts can be used to access windows and views faster they can be viewed and altered in the shortcuts tab in the customise shortcuts and macro icons window it may not be preferable to personalise shortcuts, in order to maintain consistency view the shortcuts right click on the tool bar and select toolbar settings the customise shortcuts and macro icons window will open in the shortcuts tab , each of the shortcuts for various windows/views are visible in the extra shortcut column alter the shortcuts continue from step 3 above and click on the appropriate window or view in the name column and then select the shortcut button the shortcut editor will open press a key combination to be associated with the action and follow the additional instructions select ok the shortcut will now automatically appear when you enter in the appropriate shortcut customise the toolbar adding or removing icons to the toolbar can provide an ease of access to an array of functionality add icons to a toolbar click on the more buttons downward facing arrow on the toolbar select add or remove buttons icon select customize from the commands tab, highlight the appropriate item from the categories column click on the chosen icon from the commands column and drag and drop it onto the toolbar the icon should now be added to the toolbar there is no limit to the amount of icons that can be placed on a toolbar remove icons from a toolbar either drag and drop the icon off of the toolbar or right click and select delete create and delete multiple toolbars create new toolbars click on the more buttons downward facing arrow on the toolbar select add or remove buttons icon select customize from the toolbars tab select the new button type in the name of the new toolbar find the toolbar and move it from the original toolbar by dragging and dropping it start adding icons as done in the customise the toolbar section of this article toolbars can be moved around and placed wherever needed delete toolbars follow steps 1 4 in the create new toolbars section of this article tick the checkbox next to the toolbar that is to be deleted, and push delete confirm your choice by selecting yes the toolbar should now be gone create/delete toolbar groups when using a lot of the toolbar icons, it is quite helpful to keep them categorised based on functionality an example of this would be to categorise icons together to create groupings like administration, clinical, and communication create toolbar groups right click on a toolbar in a chosen location on the toolbar and click on begin a group a separator will appear in the chosen location delete toolbar groups right click near the separator in the toolbar and select delete the separator should be gone