Add and Edit Top Up Lists
- Lucy Sonner |
- 25 steps |
- 2 minutes
If you would prefer to watch a video covering this process please click here: [https://youtu.be/5nD82zwaoTA](https://youtu.be/5nD82zwaoTA)
1
Navigate to Synbiotix
2
Enter your username and password and click "Login"
3
Select menuPick
4
Click "Administration"
5
Click "Top Up Lists"
Add a Top Up List
6
Click "Add List"
7
Enter the top up list name
8
Select the hospitals. The top up list will only be available at the selected hospitals
9
Change the "Charge Accounts" toggle to "YES" if you want to include charge account details before placing an order
Click here for instructions on how to add and amend charge accounts: <https://scribehow.com/shared/Add_and_Amend_Charge_Accounts_Top_Ups__leoBcevzTce7ybwsFHDkGA>
10
If you have enabled charge accounts, choose the hospitals required to enter charge account information
11
Change the "Ad Hoc" toggle to "YES" to allow ad hoc orders
The Ad Hoc toggle should be changed to "YES" for the following order types: Order, StockTake and Functions.
The Ad Hoc toggle should be left as "NO" for StandardOrder top up lists.
Order types are covered in Step 15 and the following tip
12
Select the roles for taking orders. Users with the selected roles will be able to order from the top up list
We recommend the following roles are selected:
- menuPick_Administrators
- menuPick_Dashboard Drill Down
- menuPick_Data View and Entry
- NCIS_Top Up Order
13
Select the roles for creating orders after cut off. Users without this role will not be able to order from the top up list after the cut off time (if you use a cut off time)
We recommend the following roles are selected:
- menuPick_Administrators
- menuPick_Dashboard Drill Down
14
Once a top-up order is submitted, the system can automatically send emails. Use the drop-down menu to select the roles that will receive these emails
