1. Personal Preferences

2. Finding Personal Preferences
Tool Bar
And Options

3. Notifications Any items not mandatory can be turned on or off
Parameter can be set to not allow users to delete alerts
Click and unclick

4. Surrogates Any user can be chosen
Must remove surrogate settings when returning
Recommend that user set a surrogate before leaving the facility or going on vacation.

5. Order Checks
Check and Uncheck

6. Team Lists Autolinked teams are usually set up by CACs.
If subscription allowed, users can join a team
Devices (printers) can be team members (Did not work)

7. Notes
Two options for notes

8. Notes personal preferences
Students may need a co-signer
Some people like the subject line
Subject line allows users to sort their notes by subject rather than by title or date.

9. Notes Personal Titles

10. Reports Can change date range for all reports
Or, can do it individually

11. Reports – all dates Default is pretty short
Maximum is short for some items
CACs can change defaults through parameters

12. Reports - Individual Each report is listed
Some reports are not used by all sites or not used by IHS in general
Reports set here does not affect the system value set by the CAC. This only affects the user

13. Personal Setup from Notes Tab
Custom View
Can be saved

14. Notes Custom View Can choose status of notes Can choose author
Can change dates
Can group or sort by different fields
Can change number of notes
This is where the user can set to sort by subject line

15. Orders- Custom View View by status View by service Change date range
Grouped by service or date range
User can set a default view.