Configure Work Unit Hyperfind Profiles

How to configure and assign Work Unit Hyperfind Profiles for Healthcare Productivity.

Group work unit hyperfinds into work unit hyperfind profiles and assign those profiles to people.

  1. Before you start: Configure Work Unit Hyperfinds.
  2. Select Main Menu > Administration > Application Setup > KPI Builder > Healthcare Productivity > Work Unit Hyperfind Profiles.
  3. Create, edit, or delete profiles:
    • Create:

      Click Tap Add .

      Enter a unique and descriptive Name.

      Caution: You cannot change the name of a profile once you save it.
    • Edit:

      Select a work unit hyperfind profile and click tap Edit .

      In Save Changes to, select one of the following:

      • Save changes everywhere that the named entity is used— Save the changes to all current work units.
      • Save as a new named entity— Save the changes as a new work unit.
    • Delete
      Caution: You cannot delete a work unit hyperfind profile if hyperfinds in the profile are used by a report or dataview.

      Select a work unit hyperfind profile and click tap Delete .

      Click Tap Yes to confirm.

  4. (Optional) Enter a Description.
  5. Click Tap Select Work Unit Hyperfinds.
    1. Select the work unit hyperfinds.
      Note: To select multiple, neighboring work unit hyperfinds, press Shift while you select the items.
    2. Click Tap Assign .
  6. (Optional) To remove work unit hyperfinds:
    1. Select the work unit hyperfind.
    2. Click Tap Un-Assign .
  7. Click Tap Save.
  8. Repeat for another work unit hyperfind profile.
  9. Add the work unit hyperfind profile to a display profile:
    1. Select Main Menu > Administration > Application Setup > Display Preferences > Display Profiles.
    2. For instructions, see Display Profiles.
  10. Assign the display profile to people as follows:
    1. Select Main Menu > Maintenance > People Information. Select a person.
    2. In Employee, select Access Profiles.
    3. Select the Display Profile that includes the Work Unit Hyperfind Profile.
    4. Click Tap Save .