General Settings for Group System Settings in D4W

General Settings for Group System Settings in D4W

QuoteFind the General Settings via Location Setup > General tab > Group: System Settings

General Settings

Activate Prior Period Lock

The Prior Period Lock feature must be activated, then security permissions set. 
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. System Financial Prior Period Lock: On    

Activate the Internet Upgrade Feature

Prerequisites
  1. Centaur must have a record of the customers Computer Identification Number (CIN) found in Help menu > Database Registration
  2. Auto Client Upgrade (ACU) functionality must be setup
  3. The server must have an internet connection

Setup Internet Upgrade

When setup, the system can remind the user to check for internet upgrades automatically.

  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Internet Upgrade Is Used: Yes
  4. Internet Upgrade Check for Updates Every
To prevent every PC checking for internet upgrades, ensure the icon next to Internet Upgrade Enable Checking is set to a monitor and then set to No on PCs to skip the check. 

To change from a house icon to a monitor, double left click on the image and click Yes.

Add a Reason for Deleting or Modifying Secure Records

The Reason for Delete/Modify a Secure Record is an optional module which adds an additional layer to Security, forcing the user to select why, with the ability to add notes which show on Audit Trails. 

Secure Records

  1. Receipts
  1. Claims
  1. Invoices
  1. Appointments
  1. Patients
  1. Bank Slips

Whenever a secure record is deleted or modified all users will be required to enter their username, password, and select a reason. Additionally, the user can add additional information in the notes. 

Ensure all users who should be able to delete/modify secure records are able to.
InfoSetup Security Features in D4W
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Security: Make the "Reason: for delete/modify mandatory: Yes

Info
Next, setup the Reasons to be used, see Add Common Security Reasons section (link coming soon)

D4W Shutdown time (24hr Format)

If the user forgets to close the program, a time is designated to automatically close the interface. 
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. D4W Shutdown time (24hr Format): Enter the time to close the program (21:00 default)
Alert
This setting should be later in the day. If set for an early time (e.g. 09:00) the interface will close shortly after launching the program.

Multi-Location Time Zone Set Up

Clients with a multi-location environment need to adjust the Time Zone between the Server and Client computers so that the time-related features in D4W/PSS aren’t affected by the difference in Time Zones between states.
Prerequisites
  1. The Network Administrator will need to enable Time Zone Redirection on the terminal servers.
  2. D4W/PSS must be on Build 4006 or higher
    1. To check, go to Help menu > About
    2. See the Build  
Automated Set Up

InfoOnce the Network Administrator has enabled Time Zone Redirection, per above instructions, e-mail support@centaursoftware.com.au / contact Centaur Support to arrange the remaining set up. 

Personal Access Security Session Expiry

When using the Personal Access Security feature (see below section), it is recommended to set a session expiry time to limit the issue of a person leaving their computer logged in, and others completing actions under their name. If the computer is left unused for the set period, the session will expire. 
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Session Expire (in minutes): Enter the number of minutes to end the session 

Remember last windowed configuration

When the interface is closed, the system can remember the last window being viewed on that computer. 
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Remember last windowed configuration:
    1. Yes: When opening the program the last window will be displayed (Default setting)
    2. No: The interface will open on the main Control Panel

Security: Make the ‘REASON” for delete/modify mandatory

A reason can be required when deleting/modifying records (eg Invoices, Receipts, Treatment Items). 
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Security: Make the ‘REASON” for delete/modify mandatory:
    1. No: No reason is required (Default setting)
    2. Yes: A reason is required when deleting a record. A Username and Password is also required

Setup Personal Access Security

Personal Access Security allows a user to login one time, and all actions performed during that time will be logged as that person, not asking to enter a username and password for individual actions. 

This feature is designed to use the initial credentials given when D4W/PSS is opened to determine what that user can and can’t do within the program. The system security level is setup per computer and is generally setup on the computer that one person constantly uses.

D4W/PSS must be closed whenever the person moves away to prevent others from performing actions under their name. 

  1. On the PC to enable this setting
  2. Go to Location Setup > General tab
  3. Group: System Settings
  4. System Security Level: Personal Access
  5. Close and reopen D4W/PSS to enable

Show Image on the Splash Screen and Main Menu

When launching D4W, a splash screen/logo is displayed. This can be disabled. 

  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Show Image on the Splash Screen and Main Menu:
    1. Yes: The logo is displayed in the Splash Screen and Main Menu (Default setting)
    2. No: The logo is not displayed

Show Splash Screen on Startup

When launching D4W, a splash screen/logo is displayed. This can be disabled. 

  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Show Splash Screen on Startup:
    1. Yes: The logo is displayed when D4W is launched (Default setting)
    2. No: The logo is not displayed

Tab Size

The size of the Tabs can be changed.
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Tab Size:
    1. Medium: (Default setting)
    2. Small:

Toolbar Size

The size of the Toolbar Icons can be changed.
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Toolbar Size:
    1. Small:
    2. Medium: (Default setting)
    3. Large:

Toolbar Tooltips

When hovering the mouse over the Toolbar, Tooltips can be disabled.
  1. Go to Location Setup > General tab
  2. Group: System Settings
  3. Toolbar Tooltips:
    1. ON: The Tooltips appear when hovering the mouse over the Toolbar Icons (Default setting)

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