Optility™ Nuclear Medicine Management Software Manual

72 Optility™ User Guide
The list then displays the data as a list of rows, with each row corresponding to an entry in the
selected column.

Figure 72 List view

Using Optility™ 73

2. To view records within a group, click the plus sign (+) to the left of the group name. The list expands,
displaying all records within that group.

Figure 73 Single-column expanded list view

74 Optility™ User Guide

Figure 74 Multi-column expanded list view

User Options

The User Options dialog box allows you to set up the language, color scheme and styles, printers, and
default dose calibrator. The User Options dialog box also allows you to manage databases.

Setting the Language

Optility’s Language function enables you to change the interface display language. For example, you
can display fields and caption in English, French, Spanish, or other languages.

Using Optility™ 75

To set the interface Language:
1. Click Tools > Options. The User Options - General dialog box displays.

Figure 75 User Options - General dialog box

2. Select the language you want the interface text to display from the Language drop-down list.
3. Click OK.
4. Restart the application.

Saving and Clearing Windows Layout Settings

You can configure and save Windows layouts, saving you the time from having to reconfigure them
each time you use the application. Clearing saved layouts only clears the layouts for the user that is
currently logged on.

To save layout changes to the interface (buttons, windows, toolbars):

1. Click Tools > Options. The User Options - General dialog box displays.
2. Select the Remember Each Windows Layout Settings check box (default).
3. Click OK.

76 Optility™ User Guide

To restore the Windows layouts to the system defaults:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Click Clear Saved Layouts.

Backing Up Layouts

You can backup user layouts to a user-defined location. All layouts for all users that use Optility™ on
that PC are backed up when you exit Optility™.
NOTE: Capintec recommends that you backup your layouts before you perform a database restore.
To backup layouts:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Select the Backup Layout Settings Folder on Exit check box (default).
3. Click the browse icon . The Browse For Folder dialog box displays.

Figure 76 Browse For Folder dialog box
NOTE: Capintec, Inc recommends that you backup your layouts to a network drive or an external
backup media. If you have your layouts backed up on your PC’s hard drive and you experience a hard
drive failure, you will lose your saved layouts.
4. Browse to the desired location.

Using Optility™ 77

NOTE: Click Make New Folder If you want to create a new folder.

5. Click OK. The User Options - General dialog box displays.
6. Click OK.
7. Exit the Optility™ application. The layouts for all users on that PC are backed up.

Restoring Backed Up Layouts

You can restore your backed up layouts after a database restore, hard drive failure, or when migrating
to another PC.

To restore your backed up layouts:

1. Exit the Optility™ application.
2. Go to the location where you backed up your layouts.
3. Copy your layouts to the following location:

C:\Program Files\Capintec\Optility™\Layouts
4. Restart Optility™ and your layouts are available.

Managing Available Databases

You can add, edit, and delete databases available to your Optility application. You can then select the
database(s) during login. You cannot edit the database that you are connected to.

Adding an Available Database

To add an available database:

1. Click Tools > Options. The User Options - General dialog box displays.
2. Enter a new database name in the blank row at the bottom of the Available Databases list.
3. Enter a server name.
4. Click OK. The new database is listed in the Database list on the User Credentials dialog box.

Editing an Available Database

To edit an available database name and/or server:

1. Click Tools > Options. The User Options - General dialog box displays.
2. In the Available Databases list, overwrite the database and/or server names you want to edit.
3. Click OK.

Deleting an Available Database

To delete an available database name and/or server:

1. Click Tools > Options. The User Options - General dialog box displays.

78 Optility™ User Guide
2. In the Available Databases list, click the button in the row that contains the database you want
to delete. The Delete Rows confirmation box displays.

Figure 77 Delete Rows confirmation box
3. Click Yes.

Editing the Form Style

To edit the Form style:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Click the Edit Form Style tab. The User Options - Edit Form Style dialog box displays.

Figure 78 User Options - Edit Form Style dialog box

Using Optility™ 79

3. Select the desired background color, focus color, font color, font name, disabled color, and disabled
font color.

4. Click OK.

80 Optility™ User Guide

Editing the List Row Styles

To edit the list row styles:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Click the List Row Styles tab. The User Options - List Row Styles dialog box displays.

Figure 79 User Options - List Row Styles dialog box
3. Select a Background Color 1, Background Color 2, and Font Color for the Mouse Hover,

Selected Rows, and Alternate Rows.
4. Choose a Row Border Color, Cell Editable Color, and Cell Focus Color.

The Cell Editable Color is the color that displays in rows where boxes are editable.
5. Click OK.

Using Optility™ 81

Selecting Default Printers

You can select default printers for your lab’s label, invoice, inventory, and report printers.
To select default printers:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Click the Printers tab. The User Options - Printers dialog box displays.

Figure 80 User Options - Printers dialog box

82 Optility™ User Guide

3. Click the button to the right of the printer you want select. The Print dialog box displays.

Figure 81 Print dialog box
4. Select a printer from the Name drop-down list.
5. Click OK.
6. If you need to adjust the print margins, enter the number of pixels in the Left, Right, Top, and

Bottom boxes. The default is 100 pixels.
7. Repeat step 3 and step 6 for each printer you want to set up.
8. Click OK.

Using Optility™ 83

Selecting Default Dose Calibrator

To select the default dose calibrator:

1. Click Tools > Options. The User Options - General dialog box displays.
2. Click the Dose Calibrators tab. The User Options - Dose Calibrators dialog box displays.

Figure 82 User Options - Dose Calibrators dialog box

3. Select the default dose calibrator from the Dose Calibrator drop-down list.
4. If you want to set up the dose calibrator to poll, enter the number of seconds to poll in the Poll

every...(seconds) box.

5. If required, update the COM Port, Baud, Parity, Data Bit, Stop Bit, and/or Query String
parameters.

6. If you updated any parameters in step 5, click Update.
7. For Pharmacy versions of Optility™, click Test Connection to test the connection of the dose

calibrator.

8. Click OK.

84 Optility™ User Guide

Restoring Defaults

You can restore the system defaults on all of the option tabs except Printers and Dose Calibrators.
To restore all of the defaults on an option tab:
1. Click Tools > Options. The User Options - General dialog box displays.
2. Click the tab that contains the defaults you want to restore.
3. Click Restore Defaults.
4. Click OK.

NOTE: The Restore Defaults command only restores the defaults for the tab on which it is located.

Customizing Toolbars

From the toolbars tab on the Customize dialog box, you can:
• Add or remove a toolbar
• Create a toolbar
• Rename a custom toolbar
• Delete a custom toolbar
• Reset a toolbar
• Create and delete shortcut key combinations for commands.

Adding or Removing Toolbars

To add or remove a toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.

Using Optility™ 85

2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays. The
toolbars that are actively displayed have a check mark to the left of their corresponding windows or

menus.

Figure 83 Customize - Toolbars dialog box

3. Add or remove one or more toolbars.
• To add a toolbar, select the check box next to the appropriate menu name(s).
• To remove a toolbar, clear the check box next to the appropriate menu name(s).

4. Click Close.

Creating a New Toolbar

To create a new toolbar:

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.

86 Optility™ User Guide
3. Click New. The New toolbar dialog box displays.

Figure 84 New Toolbar dialog box
4. Enter a toolbar name in the Toolbar name box.
5. Select the toolbar location from the Location drop-down list.
6. Click OK. The new toolbar now appears in the Toolbars list.
7. If desired, add the new toolbar to a window. (See ”Adding or Removing Toolbars” on page 84.)
8. Add buttons to the new toolbar (see ”Customizing Commands” on page 88).

Renaming a Toolbar

To rename a custom toolbar:

NOTE: You cannot rename or delete a system default toolbar.

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Highlight the toolbar you want to rename.
4. Click Rename. The Rename toolbar dialog box displays.

Figure 85 Rename Toolbar dialog box
5. Enter a new name in the Toolbar name box.
6. Click OK.

Using Optility™ 87

Deleting a Custom Toolbar

To delete a custom toolbar:

NOTE: You cannot rename or delete a system default toolbar.

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays. The

toolbars that are actively displayed have a check mark to the left of their corresponding windows or
menus.
3. Highlight the toolbar you want to delete.
4. Click Delete. The Confirm Toolbar Delete confirmation box displays.

Figure 86 Confirm Toolbar Delete confirmation box
5. Click OK.

Resetting Back to the Default Settings

To reset back to the default settings:

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click Reset. The Confirm Toolbar Reset confirmation box displays.

Figure 87 Confirm Toolbar Reset confirmation box
4. Click OK.

88 Optility™ User Guide

Customizing Commands

You can add and remove command buttons to and from the toolbars. You can also create and delete
shortcut key combinations for commands.

Adding a Command to a Toolbar

To add a command to a toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Commands tab. The Customize - Commands dialog box displays.

Figure 88 Customize - Commands dialog box
4. Select a category in the Categories list that contains the command you want to select in the

Commands list.
Or
Select All Commands to display all commands.
5. Highlight the command you want to select from the Commands list, and drag it to where you want to
place it in the toolbar on the Optility™ main window. When positioned properly, a vertical black line
appears.

Using Optility™ 89

Removing a Command From a Toolbar

To remove a command from a toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Highlight the button in the toolbar on the Optility™ main window, and drag it away from the toolbar.

Dragging and Dropping Commands on a Toolbar

To drag and drop commands on a toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.

NOTE: You cannot drag and drop commands on toolbars unless you open the Customize - Toolbars
dialog box.

3. Highlight the button in the toolbar on the Optility™ main window, and drag it to where you want to
place it in the toolbar.

Rearranging Commands

The Rearrange Commands dialog box allows you to add, update, or remove commands on a toolbar
or menu.

Adding Commands on a Menu or Toolbar

To add commands on a menu or toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Commands tab. The Customize - Commands dialog box displays.

90 Optility™ User Guide
4. Click Rearrange Commands. The Rearrange Commands dialog box displays.

Figure 89 Rearrange Commands dialog box
5. Click the Menu Bar option and select the menu you want to rearrange from the drop-down list.

Or
Click the Toolbar option and select the menu you want to rearrange from the drop-down list.

Using Optility™ 91
6. Click Add. The Add Command dialog box displays.

Figure 90 Add Command dialog box
7. Click OK. The command is added to the menu.
8. Click Close.

Removing Commands From a Menu or Toolbar

To remove commands from a menu or toolbar:

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Commands tab. The Customize - Commands dialog box displays.
4. Click Rearrange Commands. The Rearrange Commands dialog box displays.
5. Click the Menu Bar option and select the menu you want to rearrange from the drop-down list.

Or
Click the Toolbar option and select the menu you want to rearrange from the drop-down list.
6. Highlight the command that you want to delete.
7. Click Delete.

NOTE: The command is removed from the menu or toolbar and NOT deleted from the system. If you
want to reset the menu or toolbar, see ”Resetting the Commands on a Menu or Toolbar” on page 92.

8. Click Close.

Moving Commands in Menus or Toolbars

To move commands in menus or toolbars:

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.

92 Optility™ User Guide

3. Click the Commands tab. The Customize - Commands dialog box displays.
4. Click Rearrange Commands. The Rearrange Commands dialog box displays.
5. Click the Menu Bar option and select the menu you want to rearrange from the drop-down list.

Or
Click the Toolbar option and select the menu you want to rearrange from the drop-down list.
6. Highlight the command that you want to move.
7. Click Move Up or Move Down to move the command to the desired location within the menu or
toolbar.
8. Click Close.

Resetting the Commands on a Menu or Toolbar

To reset the commands on a menu or toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Commands tab. The Customize - Commands dialog box displays.
4. Click Rearrange Commands. The Rearrange Commands dialog box displays.
5. Click the Menu Bar option and select the menu you want to reset from the drop-down list.

Or
Click the Toolbar option and select the menu you want to reset from the drop-down list.
6. Click Reset. The Reset Menu or Toolbar confirmation box displays.

Figure 91 Reset Menu confirmation box
7. Click Yes. The menu or toolbar is reset to defaults.
8. Click Close.

Modifying Commands on a Menu or Toolbar

You can further customize toolbars and menus by using the Modify Selection options.
To modify a command on a menu or toolbar:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Commands tab. The Customize - Commands dialog box displays.
4. Click Rearrange Commands. The Rearrange Commands dialog box displays.

Using Optility™ 93

5. Click the Menu Bar option and select the menu you want to rearrange from the drop-down list.
Or
Click the Toolbar option and select the menu you want to rearrange from the drop-down list.

6. Highlight the command that you want to move.

7. Click Modify Selection. The following menu displays.

Figure 92 Modify Selection menu

The menu displays the following options:
• Reset – Restore default settings for the selected menu or toolbar.
• Delete – Deletes the selected item.
• Name – The name of the selected item.
• Copy Button Image – Copies the button image into memory.
• Paste Button Image – Pastes the button image currently in memory.
• Reset Button Image – Restores default image for selected button.
• Edit Button Image – Launches the Image Editor which allows you to edit the selected button.
• Default Style – Sets the buttons and menus to the default style.
• Text Only (Always) – Sets the style for buttons and menus to text only.
• Text Only (In Menus) – Sets the style for text only in menus.
• Image and Text – Sets the style for buttons and menus to image and text.
• Begin a Group – Inserts a horizontal line in the menu to divide the commands.
• Recently Used – Displays the recently used options.

94 Optility™ User Guide

Customizing Options

You can change various parts and functions of the interface.

Setting the Display Options

To set the display options:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click the Options tab. The Customize - Options dialog box displays.

Figure 93 Customize - Options dialog box
The tab displays the following options:
• Select the Always show full menus check box to display all the menu choices.
• Select the Show full menus after short delay check box if you want the menus to display after
a short delay.
• Click Reset my usage data to restore the system defaults.
• Select the Large Icons on Menus check box to display large buttons on the menus.
• Select the Large Icons on Toolbars check box to display large buttons.
• Select the List font names in their font check box to display buttons using their font.
• Select the Show ScreenTips on toolbars check box to display descriptions of the buttons.

Using Optility™ 95

• Select the Show shortcut keys in ScreenTips check box to display the command shortcut keys
(if the command has default shortcut key).

• Select a menu animation (the way in which the menu displays after being selected).
• Enter the time (in milliseconds) a floating toolbar displays.
• Click Keyboard to assign keyboard shortcuts to commands in the Customize Keyboard dialog

box.

Customizing the Keyboard

You can create and delete shortcut key combinations for commands.

Assigning a Keyboard Shortcut

To assign a keyboard shortcut:

1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click Keyboard. The Customize Keyboard dialog box displays.

Figure 94 Customize Keyboard dialog box

96 Optility™ User Guide

4. Select a command from the Commands list.
5. Select a keyboard shortcut in the Specify a Shortcut list.
6. Click Assign.
7. Repeat step 4 through step 6 to assign more shortcuts.
8. Click Close.

Using Optility™ 97

Removing a Keyboard Shortcut

To remove a keyboard shortcut:
1. Click on the small down arrow located on the right end of any toolbar. A menu displays.
2. Select Add or Remove Buttons > Customize. The Customize - Toolbars dialog box displays.
3. Click Keyboard. The Customize Keyboard dialog box displays.
4. Select the command for which you want to remove the keyboard shortcut.
5. Click Remove.

NOTE: To reset all keyboard shortcuts back to system defaults, click Reset All.

6. Click Close.

Hot Keys

Optility™ functions can be accessed by using the following shortcut key combinations:

Table 6 Date and time hot keys

Hot key Action

N Now - Current system date and time.

T Tomorrow - Adds 24 hours to the current system date
and time.

Y Yesterday - Subtracts 24 hours from the current
system date and time.

J Jump - Adds 72 hours to the current system date and
time. Used to go from Friday to Monday, skipping the
weekend.

Up Arrow Increments the highlighted field

Down Arrow Decrements the highlighted field

Left Arrow Previous field

Right Arrow Next field

Up and Down Arrow Changes AM and PM

98 Optility™ User Guide

Table 7 Hot keys

Menus Shortcut

File Alt+F

Studies Alt+S

Pharmacy Alt+P

Inventory Alt+I

HealthPhysics Alt+Y

Masters Alt+M

Reports Alt+R

Tools Alt+T

Window Alt+W

Help Alt+H

Commands

Administrative Time (Study) Select study in list, and then click Ctrl+A

Copy Record Select record in list, and then click Ctrl+C

Delete Delete key

Document Interface Style – Ctrl+Shift+M
Multiple

Document Interface Style – Ctrl+Shift+T
Multi-Tabbed

Document Interface Style – Ctrl+Shift+S
Single

Edit Record Select record in list, and then click Ctrl+E

Enter activity from dose calibrator Ctrl+Enter

Exit Optility™ Ctrl+Q

Field Chooser Ctrl+F

Fill Select record in list, and then click Ctrl+F

Help – Contents F1 key

Inventory Management Ctrl+Shift+I

Using Optility™ 99

Table 7 Hot keys (continued) Shortcut (continued)
Menus Select study in list, and then click Ctrl+K
Link (Study) Ctrl+E
Manually enter information Ctrl+N
New Record Ctrl+Shift+R
Prescriptions Management Ctrl+P
Print Ctrl+R
Print Preview Select an inventory record in list, and then click Ctrl+R
Receive (Inventory) F5 key
Refresh Select an inventory record in list, and then click Ctrl+T
Return (Inventory) Select a prescription record in list, and then click Ctrl+R
Return (Prescription) Select a prescription record in list, and then click Ctrl+S
Shipping (Prescription) Ctrl+Shift+P
Studies Management Select study in list, and then click Ctrl+Q
QA (Study) Ctrl+L
To Excel Ctrl+X
To XML Select study in list, and then click Ctrl+T
Tracking (Study) Select record in list, and then click Ctrl+U
Un-Fill Select record in list, and then click Ctrl+V
Void Select record in list, and then click Ctrl+W
Waste

129 Optility™ User Guide

2 System Administration

This chapter describes Optility’s system administration features. The features are:
• Security
• Administration
• Data backup and restore
• Audit trail
• Configuration
There are several ways to enter or select information in the system configuration windows. The options
are:
• Enter text directly into the text box.
• Select a record from a drop-down list.
• Select a check box to enable or disable a field.
• Click a button which displays a list, menu, or dialog box.
Procedures are written only for the instances where a list, menu, or dialog box is used.

Security

The Admin window is used to set the security level, manage users, and set access rights.

Security Level

Use this function to select a security level. Choices are:
• Initials based – Select this option to make all fields and drop-down lists that use initials required

throughout the system.
• Role based – Select this option to ensure that the user has a valid Optility™ user account with

access only to the roles defined for that user.
• User based – Select this option to ensure that the user has a valid Optility™ user account with

access to all Optility™ functions.
• None – Select this option to disable user security.

System Administration 130

Setting the Security Level

To set the security level of the system:
1. Click Tools > System Configuration. The System Configuration window displays.

Figure 95 System Configuration window

131 Optility™ User Guide

2. Select Admin in the left pane. The System Configuration - Admin window displays.

Figure 96 System Configuration - Admin window
3. Select one of the following security levels from the Security Level drop-down list.

• Initials Based
• User Based
• Role Based
• None
4. Click OK.

Users

Application users are managed in the Users function. From here, you can add, edit, and delete user
profiles. Each record includes:
• Name
• Date of birth
• Social Security number
• User name, initials, and password
• Title
• Security level and roles
• Type (Professional) and status (Active) of user

System Administration 132

Adding a New User

To add a new user to the system

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.
3. Click the Click to edit Users button. The Application User - Master list displays.

Figure 97 Application User - Master list

133 Optility™ User Guide

4. Click . The Application User - New dialog box displays.

Figure 98 Application User - New dialog box

5. Enter the first name, middle initial, and last name of the user in the First Name, MI, and Last Name boxes.
6. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

7. Select the Professional check box if the user is designated as a professional user.
8. Enter the user name and password in the User Name and Password boxes.
9. Enter the social security number in the SSN box.
10.Enter the date of birth in the Date of Birth drop-down list.
11.Enter the job title in the Title box.
12.Enter the initials in the Initials box.
13.Select the Role check boxes for the user.

These are the roles that this user has access to when the security level is set to Role-Based. For
more information on defining roles, see ”Editing the Access Rights for a Role” on page 136.

14.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

15.Click OK.
If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

System Administration 134

Editing a User

To edit an existing user:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

3. Click the Click to edit Users button. The Application User - Master list displays.

4. Expand the record that you want to edit by clicking on the (+) sign.

5. Click . The Application User - Edit dialog box displays.

Figure 99 Application User - Edit dialog box

6. Edit the information that you need to update.
7. Click OK.

Deleting a User

To delete an existing user:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

3. Click the Click to edit Users button. The Application User - Master list displays.

4. Expand the record that you want to delete by clicking on the (+) sign.

5. Click . The Delete Master List Items confirmation box displays.

6. Click Yes.

135 Optility™ User Guide

Access Rights

Access rights are defined in the user’s roles. For example, a nuclear technician only requires access to
the study management or prescription management features depending on the version of Optility™.
The following is an example of a role-based security setup for a nuclear technician.

Figure 100 Access Rights example
This user is a nuclear technician for a pharmacy and only has access to Prescription Management,
Prescription Bulk Insert, Auto Fill, and Trace features. This user has the role NucTech selected in the
user master record. For more information on assigning roles to a user, see ”Adding a New User” on
page 132.

System Administration 136

Editing the Access Rights for a Role

To edit the access rights for a role:

1. Click Tools > System Configuration. The System Configuration dialog box displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.
3. Click the Click to edit Access Rights button. The Access Rights - Master list displays.

Figure 101 Access Rights - Master list

137 Optility™ User Guide

4. Click . The Access Rights - Edit dialog box displays.

Figure 102 Access Rights - Edit dialog box

5. Select the entities for this role.
6. Click OK to close the Access Rights - Edit dialog box.
7. Close the Access Rights - Master list.
8. Click OK to close the System Configuration - Admin window.

System Administration 138

Administration

The Admin window is also used to manage lookups, lookup type, details tabs, meta data, report meta
data, and unique keys.

Lookup

Lookups are basic values used by the application. For example, the lookup values for gender are
usually “male” and “female”, but you could change them to “boy” and “girl.” Other examples of Lookups
include:

• Camera QC source types – Sealed and liquid
• Inventory type – In-House Prep and Purchased
• Pocket Dosimeter Distance – cm and In
• Barcode Format – High Density and Low Density
• Procedure Duration - Day(s), Hour(s), and FTE

Adding a New Lookup

To add a lookup:

1. Click Tools > System Configuration. The System Configuration window displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.
3. Click the Click to edit Lookup button. The Lookup - Master list displays.

Figure 103 Lookup - Master list

139 Optility™ User Guide

4. Click . The Lookup - New dialog box displays.

Figure 104 Lookup - New dialog box

5. Enter the name of the type in the Type box.
6. Enter the display order in the Display Order drop-down list.

NOTE: If more than one lookup has the same order number, the lookups with the duplicate Display
Order are displayed alphabetically.

7. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

8. Enter the language label in the (Language) Label box.
9. Enter the value in the Value box.
10.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.
11.Click OK.

If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Lookup

To edit a Lookup record:

1. Click Tools > System Configuration. The System Configuration window displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.
3. Click the Click to edit Lookup button. The Lookup - Master list displays.

System Administration 140

4. Select the box of the record you want to edit, and then click . The Lookup - Edit dialog box
displays.

Figure 105 Lookup - Edit dialog box
5. Edit the display order in the Display Order drop-down list.

NOTE: If more than one lookup has the same order number, the lookups with the duplicate Display
Order are displayed alphabetically.

6. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

7. Edit the language label in the (Language) Label box.
8. Click OK

Adding a New Lookup Type

NOTE: You can only add a lookup type when adding a lookup. For more information, see ”Adding a
New Lookup” on page 138.

To add a lookup type:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

3. Click the Click to edit Lookup button. The Lookup - Master list displays.

4. Click . The Lookup - New dialog box displays.

141 Optility™ User Guide

5. Click next to the Type box. The Lookup Type - New dialog box displays.

Figure 106 Lookup Type - New dialog box

6. Enter the name of the type in the Lookup Type box.
7. Enter the description in the Description box.
8. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
9. Click OK

Deleting a Lookup

To delete an existing lookup:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

3. Click the Click to edit Lookup button. The Lookup - Master list displays.

4. Expand the record that you want to delete by clicking on the (+) sign.

5. Click . The Delete Master List Items confirmation box displays.

6. Click Yes.

Detail Tabs

Detail tabs appear at the bottom of some record dialog boxes. They enable you to access related
information. You can specify:

• Which lists can be accessed by tabs

• The order in which the specified tabs display. If more than one tab has the same order ID, the
system determines the order of the tabs with the same ID based on alphabetical order.

Editing a Detail Tab

To edit a Detail tab:

1. Click Tools > System Configuration. The System Configuration window displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.

System Administration 142

The factory-installed settings are listed in the Optility™Default column and the user-defined
settings are listed in the MySiteDefault column. If there are multiple settings that are defined, then
the Optility™Default column is blank.

3. Click the Click to edit Detail Tabs button. The Detail Tabs - Master list displays.

Figure 107 Detail Tabs - Master list

• The TableName column displays the names of the records containing the tabs. For example, a
customer record can contain 15 tabs. So customer is listed 15 times, once for each tab.

• The DetailTableName column lists the tabs for each dialog box.

• The TabOrder column lists the order in which the tab is displayed in the record.

• The UIStatus column lists whether the column is visible in the record.

4. Select the tab you want to edit, and then click . The Detail Tabs - Edit dialog box
displays(Figure 108).

Figure 108 Detail Tabs - Edit dialog box
5. Enter the name of the record in which the tab resides in the Entity box.

143 Optility™ User Guide

6. Enter the tab label in the Tabbed Entity box.
7. Select Visible to display the tab or Hidden to hide the tab from the UI Status drop-down list.
8. Enter the order number in which you want this tab to display in the Tab Order box.

NOTE: If more than one tab has the same order number, the tabs with the duplicate Tab Order are
displayed alphabetically.

9. Click OK

Meta Data

The Meta Data function allows you to configure how information is displayed in records and lists.
• For dialog boxes:

• You can change a caption, “Doctor” to “Dr.”
• You can define a default value for a drop-down list that displays when the record is first opened.

You must use the internal ID of the record when defining the default. For more information, see
”Determining the Internal ID of a Record Example” on page 144.
• You can choose to display a field, not display the field, or make it read only.
• You can choose whether to make a field required. A value must then be entered in a required
field before the user can save and close the record.
• You can choose the format in which information must be entered. For example, (___)-___-____
for phone or ___-__-____ for Social Security number.
• You can choose the default date and/or time that displays.
• TODAY(0) – Current system date and/or time displays.
• TODAY(-1) – Current system date and/or time minus 24 hours displays.
• TODAY(1) – Current system date and/or time plus 24 hours displays.
• You can enter any number of days in the TODAY syntax.
• For lists:
• You can choose the label text that appears at the top of each column.
• You can choose the width of each column.
• You can choose whether a column is visible or hidden.
• You can choose the order in which columns appear. If more than one column has the same order
number, the columns with the duplicate List Column Order are displayed alphabetically.
Additionally, each record comes with four customizable fields. You can use the custom fields to create
fields specific to your organization’s needs. For example, you could create new fields called “Insurance
Agent” or “End Vacation Date.”

NOTE: Meta Data changes made to records in opened lists do not appear until the list is closed and
opened again or you click Refresh.

System Administration 144

Determining the Internal ID of a Record Example

You need to determine the internal ID of the record that you want to be the default when a drop-down
list displays.

To determine the internal ID:

1. Click Studies > Study Management. The Studies Management list displays.

2. Highlight the record within the list.

3. Click or double-click on the record. The dialog box for the selected record displays.

The Study Number is the internal ID. The internal ID is the number that you use in the Default Value

box in step 7. Entering the internal ID (Study Number) allows this study to display as the default

study.

Editing Meta Data

To edit a Meta Data record:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

The factory-installed settings are listed in the Optility™Default column and the user-defined
settings are listed in the MySiteDefault column. If there are multiple settings that are defined, then
the Optility™Default column is blank.

3. Click the Click to edit Meta Data button. The Meta Data - Master list displays.

Figure 109 Meta Data - Master list
4. Expand the meta data item you want to edit by clicking on the (+) sign.

145 Optility™ User Guide

5. Select the box of the record you want to edit, and then click . The Meta Data - Edit dialog
box displays.

Figure 110 Meta Data - Edit dialog box

6. Enter the caption text in the Caption Attributes - (Language) box.
7. Enter the value that displays when the dialog box first opens in the Caption Attributes - Default

Value box.
8. Select one of the following from the UI Status drop-down list:

• Hidden – The field does not appear on the record.
• Visible – The field is visible and editable.
• Read only – The field is visible and non-editable.
9. Select whether the data is required text from the Value Required drop-down list.
If Yes is selected, the user must enter a value in the field in order for the dialog box to be saved and
closed.
10.Enter the label text that displays at the top of each column in the Header Attributes - (Language)
box.
11.Enter the width of the field in the List Column Width box.
12.Select one of the following from the List Column UI Status drop-down list:
• Visible – The field is visible and editable.
• Hidden – The field does not appear on the record.
• Hidden (Field Chooser) – The default that is set up in the Field Chooser dialog box is used.
13.Select the order the column displays in the list from the List Column Order drop-down list.

System Administration 146

NOTE: If more than one column has the same order number, the columns with the duplicate List
Column Order are displayed alphabetically.

14.Click OK.

Report Meta Data

The Report Meta Data function allows you to configure how information is displayed in reports.

You can choose:

• The label text that displays at the top of each column.
• Whether a field is visible or hidden.

Adding Report Meta Data

To add a Report Meta Data record:

1. Click Tools > System Configuration. The System Configuration window displays.
2. Select Admin in the left pane. The System Configuration - Admin window displays.

The factory-installed settings are listed in the Optility™Default column and the user-defined
settings are listed in the MySiteDefault column. If there are multiple settings that are defined, then
the Optility™Default column is blank.
3. Click the Click to edit Report Meta Data button. The Report Meta Data - Master list displays.

Figure 111 Report Meta Data - Master list

147 Optility™ User Guide

4. Click . The Report Meta Data - New dialog box displays.

Figure 112 Report Meta Data - New dialog box

5. Enter the language label in the (Language) Label box.
6. Select one of the following from the UI Status drop-down list:

• Hidden – The field does not appear on the record.
• Visible – The field is visible and editable.
• Read only – The field is visible and non-editable.
7. Click OK.

Editing Report Meta Data

To edit a Report Meta Data record:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

The factory-installed settings are listed in the Optility™Default column and the user-defined
settings are listed in the MySiteDefault column. If there are multiple settings that are defined, then
the Optility™Default column is blank.

3. Click the Click to edit Report Meta Data button. The Report Meta Data - Master list displays.

4. Expand the report meta data item you want to edit by clicking on the (+) sign.

5. Select the field of the record you want to edit.

6. Click . The Report Meta Data - Edit dialog box displays.

Figure 113 Report Meta Data - Edit dialog box

System Administration 148

7. Enter the language label in the (Language) Label box.
8. Select one of the following from the UI Status drop-down list:

• Hidden – The field does not appear on the record.
• Visible – The field is visible and editable.
• Read only – The field is visible and non-editable.
9. Click OK.

Deleting Report Meta Data

To delete report meta data:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

3. Click the Click to edit Report Meta Data button. The Report Meta Data - Master list displays.

4. Expand the record that you want to delete by clicking on the (+) sign.

5. Click . The Delete Master List Items confirmation box displays.

6. Click Yes.

Unique Keys

The Unique Keys function allows you to define which details within a record must have a unique
identifier or value. All of the details associated to a record can be defined as an unique key.

Defining Unique Keys

To define unique keys:

1. Click Tools > System Configuration. The System Configuration window displays.

2. Select Admin in the left pane. The System Configuration - Admin window displays.

The factory-installed settings are listed in the Optility™Default column and the user-defined
settings are listed in the MySiteDefault column. If there are multiple settings that are defined, then
the Optility™Default column is blank.

149 Optility™ User Guide
3. Click the Click to edit Unique Keys button. The Key Management - Master list displays.

Figure 114 Key Management dialog box

System Administration 150

4. Select the record you want to edit. The Key Management - Details dialog box displays.

Figure 115 Key Management - Details dialog box

5. Select the check box for each detail that you want the system to use a unique value.
6. Click OK.

Data Backup and Restore

This chapter contains information about Optility data backup and restore utility, which enables you to:

• Perform instant backups
• Schedule backups
• Restore backups
• Import and export data in XML format