May 27, 2007

MediiGate Key Functionalities — Company Search

Writing about web page http://www.mediigate.com/Medigate/DesktopDefault.aspx?tabindex=1&tabid=15

COMPANY SEARCH

Overview

allows the searching and updating of company accounts included in the system; it also provides links to the User Search module which allows the searching, updating and creation of user accounts. Each separate Company is displayed in a pagable grid with sortable columns.

View Company

This option allows the MediGate user to view existing companies on the MediGate system. Being logged in is not a requirement in this stage as this is public information and should not be restricted.

To access the required company account, the user has to go through a searching process. By entering search criteria in the Processes, Skills, Keywords or Location fields the scope of the search is defined, and clicking on the Search link will return all companies matching that scope. Alternatively, the user can also click on the alphabetical list at the top of the module and then click the Search link to find all the companies with certain initial letter in their names. Clicking on the company name will open the company details screen and will demonstrate the particular company¡¯s details. However, unless the user is viewing the information of the company he/she is associated with, these details cannot be changed.

By clicking on the Print link the company information will be printed through the current default printer specified by the workstation currently being used to access the MediGate website.

By clicking on the Close link the company details screen is closed.

Edit Company

This option allows the MediGate user to view existing company accounts on the MediGate system and edit the details.

To access the required accounts, the company search should be completed (as described in the View Company help) and the relevant company account selected for viewing. Clicking on the company name will open the company details screen. The details of the company are displayed, and if the user is accessing a company he/she is associated with, then the details can be changed. By clicking on the Edit link the user is presented with a form similar to the Add New Company screen. This form contains several sections relevant to the company and these sections can be expanded and collapsed by clicking on the ¡®+¡¯ or ¡®-¡® sign next to the section title. The functions of these sections are introduced as follows:

Contact Details contains the information previously entered and the information is edited in the same way as on the Add New Company screen, with the same mandatory fields. The MediGate rated field may be checked or unchecked to demonstrate whether this company has been competency profiled by the MediGate. This box can only be edited by MediGate admin.

Profile contains the information previously entered and the information is edited in the same way as on the Add New Company screen.

Company Details contains further information regarding the company such as basic line of business and products and services. These fields are text boxes and can be populated with any relevant text.

The following are fields that would normally be seen on competency profiled company records.

Key Processes contains more detailed information of the services the company can provide and to what level their expertise is recognised. Clicking the New link will display the process information fields. The description of the process is a mandatory field. Categories can be expanded and collapsed by clicking the  ¡®+¡¯ or ¡®-¡®   sign to the left of the category title. The categories are selected by clicking the checkbox to the left of each category title. Clicking the Add link will add this process to the key processes field.
Once a key process has been added, highlighting this process in the field will allow the process to be edited or deleted. Clicking on the Edit link displays the information previously entered and allows the user to edit all relevant fields. Clicking on the Update link will save changes the user has made to the key process. Clicking on the Cancel link will undo any changes and these will not be saved. Highlighting the process on the key processes field and clicking on the Delete link will remove the process from the field permanently.

Key Skills contains more detailed information of the skills the company is proficient in and how long they have been providing service in this area. Clicking the New link will display the skills information fields. The description of the skill is a mandatory field. The skills are selected by clicking the checkbox to the left of each skill title. Clicking the Add link will add this skill to the key skills field.
Once a key skill has been added, highlighting it in the key skills field will allow the process to be edited or deleted. Clicking on the Edit link displays the information previously entered and allows the user to edit all relevant fields. Clicking on the Update link will save changes the user has made to the key skill. Clicking on the Cancel field will undo any changes and these will not be saved. Highlighting the skill in the key skills field and clicking on the Delete link will remove the skill from the field permanently.

Locations contains information about the geographical proximity of the company. Locations can be expanded and collapsed by clicking the ¡®+¡¯ or ¡®-¡® sign to the left of the location title. The locations are selected by clicking the checkbox to the left of each location title. Multiple locations can be selected.

Markets contains information about which markets the company is active in. The markets are selected by clicking the checkbox to the left of the market title. Multiple markets can be selected.

Standards contains information about what industry standards the company has achieved and complies to. The standards are selected by clicking the checkbox to the left of the standard title. Multiple standards can be selected.

Users contains information about which MediGate users are associated with the company. By selecting a user from the drop down combo and clicking the Add link, the user can be added and therefore associated with the company being edited. Once a user has been added it can be deleted by highlighting it on the grid and clicking on the Remove link in the last column of the user information grid.

By clicking the Update link any information edited will be updated and the user will be returned to the company search screen.

By clicking the Cancel link any information changed will be lost and the user will be returned to the view company screen.


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