Locations of Care Filter - Integration for GE Centricity - English - Foundation 22.1 - OnBase - external

Integration for GE Centricity

Platform
OnBase
Product
Integration for GE Centricity
Release
Foundation 22.1
License

With the locations of care filter, you can create a default list of allowed locations of care and, if desired, separate filters for individual indexing workstations.

Note:

Individual users can add an additional layer of filtering to the allowed locations of care for the current user account on the current workstation. For more information, see Filtering Indexing Options by Workstation.

To filter which locations of care are allowed by default and/or by workstation:

  1. From the Centricity Indexing tab of the Assign Process Options for <scan queue> dialog box, click the Locations of Care Filter button. The Centricity Index Locations of Care dialog box is displayed.
  2. To set up the default list of allowed locations of care, from the Workstation drop-down list, select All.
  3. In the Locations of Care list, do the following:
    1. Select all locations that each workstation should have access to by default.
    2. Deselect all locations that each workstation should not have access to by default.
  4. To set up the allowed locations of care for an individual workstation, from the Workstation drop-down list, select the name of the desired workstation.
  5. In the Locations of Care list, do the following:
    1. Select all locations that this individual workstation should have access to.
    2. Deselect all locations that this individual workstation should not have access to.
      Note:

      Selections made in this step override the default selections made in step 3.

  6. Repeat steps 4 to 5 for each individual workstation you wish to create custom filters for.
  7. When finished creating locations of care filters, click Save.