Set Ward Top Up Limits | Scribe

Set Ward Top Up Limits

  • Lucy Sonner |
  • 16 steps |
  • 58 seconds
    information ordinal icon
    Top Up Limits allow you to set a top up spend limit for each ward. This is done on a monthly basis based off a daily spend limit. If a ward exceeds this limit, their top up order will need to be approved before it can be fulfilled
    1
    Navigate to Synbiotix
    2
    Enter your username and password and click "Login"
    3
    Select menuPick
    4
    Click "Administration"

    via Site Config

    5
    Click "Site Config"
    6
    Select the required hospital
    7
    Click "TopUp Limits"
    8
    Click "edit"
    9
    Enter the daily limit
    information ordinal icon
    This value is used to calculate the ward's monthly limit. \ \ In this example, Ward 1 has a £5 daily budget, which calculates to a monthly budget of £150 (in 30 days months) or £155 (in 31 day months)
    10
    Click "✅"
    11
    Repeat for all required wards

    via Manage Locations

    12
    Click "Manage Locations"
    13
    Click down through the levels of your organisation's structure until you reach ward level
    14
    Click "menuPick Configuration"
    15
    Enter the daily limit
    information ordinal icon
    This value is used to calculate the ward's monthly limit. \ \ In this example, Ward 1 has a £5 daily budget, which calculates to a monthly budget of £150 (in 30 days months) or £155 (in 31 day months)