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CartWatch™ - Capsa Solutions

1. if D e tania Dap pei e DU CartWatch Remote Management Syste CAPSASOLUTIONS z Home View Carts View Users Help Logged In global Log Out 2 Home View Users Deactivated Users Search User Name Narc Access Select v User Group All LJ andy group Employee ID Extended ID TDX20 User Group User Type Select e 7 Search x Clear Result Employee Access Narc Narc gt S e C UserName iD Code Access Code Extended ID UserType Deactivated By Deactivated On Override User Group m a Gi 1 25 2011 User Michael 100 1953 None 10 RMSGlobal global 4 34 35 PM Normal 34 35 PM n eg D 4 25 2011 LJ User Smith 2639 None RMSGlobal global 1 34 35 PM Normal Gs 4 25 2011 LI Users 7983 None RMSGlobal global 4 34 35 PM Normal Activate Users Print Deactivated Users Copyright 2010 All Rights Reserved Figure 50 Deactivated Users iy CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary i 87 Manual Confidential CAPSASOLUTIONS AU Activate Users CAPSASOLUTIONS 4 You can arrange the users in ascending or descending order by clicking on the User Name link If you want to select all the users select the check box against the User Name UserName In this case all the users that have been deleted get selected Click on Activate Users button You can even select a particular user which you want to activate The applicati
2. Figure 14 Cart to User User Group Mapping You can drag the User Groups and Active Users to the required carts to which you want to assign 5 Ifyou want to assign all the Active Users select the L Select at check box and drag them to the required cart Note If a user user group is already assigned to a cart and you try to assign it again the application displays an alert message User User Group already exists 6 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Assigning a Cart to a Group Introduction A group is a category that is used to define a set of carts that has a common characteristic such as acommon group of users or a common physical location You can use groups to manage large numbers of carts more easily th CartWatch Software Product i 2011 Capsa Solutions LLC Proprietary A4 Manual i Confidential i CAPSASOLUTIONS Managing Carts CAPSASOLUTIONS Procedure Complete the following procedure to assign a cart to a cart group 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart 3 The Cart Settings page displays Select the cart that you want to assign to the cart groups 4 The Cart To Cart Group Mapping screen displays Cart To Cart Group Mapping Carts Can Groups Select all Bi CartGroup rg artromick cart 1 o To delete assigned cart from t
3. Figure 12 Add multiple carts Enter following information in Add multiple carts screen e IP Address Range This is the starting IP address of the cart e To This is the last IP address of the cart IP s to all the carts will be assigned between the start and the last range e Cart Prefix All new Carts will have cart name as prefix and the number For example TDX1 TDX2 TDX3 e Cart Group You can select the Cart Group from the list to which you want to assign the cart Note The cart number is added to this prefix when you save the carts For example if you type Medication as the Cart prefixes all carts in the range are named Medication followed by the cart number Medication01 MedicationO2 and Medication03 Click on the Next button after entering the details The CartWatch saves the cart to the database and you are taken to the next screen Assign Cart to Cart Group Mapping For instructions see Assign Cart to Cart Group Mapping You can also click on Close button to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 28 ID CapsaSOLuTIONS Manual i Confidential i AU Managing Carts CAPSASOLUTIONS Editing a Cart Introduction This functionality is used to modify current cart settings and also t
4. Next Close Figure 32 Add multiple users 6 Enter the following information in Add multiple carts screen e No of Users This is the number of users which you want to add e User Type Select the type of user from the list e Narc Access You can select this option if you need Narcotics access for a particular drawer e Date of joining You can select the date of joining by clicking the calendar icon e Expire Date You can select the date of expiry by clicking the calendar icon e Never Expire If this option is selected users will not expire e User Groups Select the user group or multiple user groups from the list User will be assigned to these groups 7 Click on the Next button after entering the details The CartWatch saves the users to the database and you are taken to the next screen Assign User to User Group For instructions see Assign User to User Group 8 You can also click on Close button to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the User Settings page Managing Users CAPSASOLUTIONS Editing a User Introduction This functionality allows you to modify the details of the user You can modify the details like username employee id User Group Narc Access Password User Type Override Extended ID Date of joining Expire Date Termination Date and the descripti
5. Deactivating Cart Introduction This functionality allows you to deactivate a single cart or multiple carts Procedure Complete the following procedure to deactivate carts 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart 3 The Cart Settings page displays Select the carts that you want to deactivate and click Deactivate Cart button at the bottom of the page 4 It will ask for confirmation Are you sure you want to delete the cart s If you click Yes the selected carts would be deactivated and you get a confirmation message Deactivated Successfully Assigning Users User Groups to a Cart Introduction You must assign users to a cart for the users to be able to access and use the cart Users can be directly assigned to a cart or can be assigned through User Group Procedure Complete the following procedure to assign users to a cart 1 Log into the CartWatch 2 Onthe Home page under Manage Carts tab click Cart 3 The Cart Settings page displays Select the cart that you want to assign to the users or user groups 4 The Cart To User User Group Mapping screen displays It is divided into three vertical sections o User Groups o Active Users o Carts UI Managing Carts CAPSASOLUTIONS Cart To User User Group Mapping User Groups Active Users Carts T 88 kurt User Group O Select all AC Cart global FT kur Keen21K re User35 ed Useriuser group
6. Managing User Groups CAPSASOLUTIONS Edit Multiple User Groups Simultaneously Complete the following procedure to change multiple users details 1 Log into the CartWatch 2 On the Home page under Manage Users tab click User Group 3 The Manage User Group page gets displayed Select the user groups that you want to change the details on and click Edit User Group button at the bottom of the page 4 The Add Edit User Group s page displays Click on the Next button after making the changes The CartWatch saves the changes and you are taken to the next page Assign User to User Group For instructions see Assign User to User Group 6 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Manage User Group page Remove User Group Introduction This functionality allows you to delete a single user group or multiple user groups Procedure Complete the following procedure to remove users Log into the CartWatch On the Home page under Manage Users tab click User Group Manage User Group page displays pe b zi Select the users groups that you want to remove and click Remove User Group button at the bottom of the page 5 It will ask for confirmation Are you sure you want to delete user groups If you click OK the selected user groups would be deleted and you will get a
7. Procedure Complete the following procedure to export the users into the system 1 Log into the CartWatch 2 On the View menu click Export Users 3 The application displays the Export Users screen a CR d ID Cart Watch Remote Management System CAPSASOLUTIONS S Home View Carts View Users Help Logged In global Log Out Home View Users gt Export Users Role Select ze User Group Al Andy group File Name sarika SC TDX20 User Group Export Close Copyright 2010 All Rights Reserved Figure 49 Export User 4 You can export the users on the basis of roles selected from the list or the Group Names You have to give a proper name to the file which you want to export 5 The application will provide you the option whether you want to open or save the file You can open or save the file depending upon your requirement ry CartWatch Software Product 2011 Capsa Solutions LLC Proprietary op Manual i Confidential i CAPSASOLUTIONS 13 Activate Users Introduction This functionality is used to activate deactivated users into the system This option is available to you when you search for deactivated users in the application Procedure Complete the following procedure to activate the users into the system 1 Log into the CartWatch 2 On the View Users menu click Deactivated Users 3 The Deactivated Users screen displays
8. Home User Settings Search User Name Narc Access User Group Cla f E UserGroup Employee ID Cart Name User Type Extended ID Result CI UserID UserName Carts Employee D AccessCode NarcAccess NarcCode ExtendedID Override Role 00001 global 1 7310 Drawer1 amp 2 1436 1 Administrator RMSGlobal UserGroup 00010 User10 0784 None 1478 Normal test UserGroup 00011 User 6254 None 3309 Normal RMSGlobal UserGroup 00012 User 1887 None Normal RMSGlobal UserGroup 00013 User13 5475 None Normal RMSGlobal UserGroup 00014 User14 9062 None Normal RMSGlobal UserGroup User15 7426 None Normal RMSGlobal UserGroup D EEN D I D I S ed D I Aad User EdtUser Deactivate User Assign User Group Assign CartsiCart Groups Print Figure 30 User Settings 4 Click on the Add User button at the bottom of the page 5 The Add Edit User window displays By default radio button against Add User is selected Add Edit User Assign Users To User Groups Assign Useris to CartsiCart Groups gt gt Send changes to Cen Add User O Add Multiple Users User Name User Michael _ User Type RMSGlobal User Group TE an i O userGroup Employee ID 100 Narc Access None _ j Date Of Joining Iso E Expire Date Extended ID 10 Never Expire
9. 0 el O E UserGroup UserGroup 20 Add User Group Edit User Group Remove User Group Assign Users Assign Carts Cart Groups Close Copyright 2010 All Rights Reserved Figure 36 Manage User Group 4 Click on the Add User Group button at the bottom of the page 5 The Add Edit User Group window displays Add Edit User Group s d ia Addfedit User Group gt Assign Users To User Groups gt Assign Usertiser Gioups G CarstCad Groups Send ChangesTocat Group Name 70x20 User Group Group Description This is TOX20 User Group Next Close Figure 37 Add Edit User Group tay Managing User Groups CAPSASOLUTIONS 6 Enter following details for adding a user group Note Fields marked with an asterisk sign are mandatory e Group Name e Group Description 7 Click on the Next button after entering the details The CartWatch saves the user group to the database and you are taken to the next screen Assign User to User Group For instructions see Assign User to User Group 8 You can also click on Close button to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Manage User Group page Editing a User Group Introduction This functionality allows you to edit the existing details of the user groups You can edit a single user group or multiple user groups depending upon
10. El Override Normal F ei Description This is UserMichaeli Next Close Figure 31 Add User 6 Enter following details to add a single user AU Managing Users CAPSASOLUTIONS Note Fields marked with an asterisk sign are mandatory e User Name This is the name of the user It should be a valid User Name Maximum 25 characters e Employee ID This is the ID of the employee It should be alphanumeric Maximum 10 digits For example Sarika1234 e Date of Joining You can select the date of joining by clicking the calendar icon e Extended ID This is the user id of the access card It should be numeric Maximum 16 digits e User Type This list contains the type of users For example global local etc e Narc Access This contains list of secure drawers You can select if Narcotics access is required and the particular drawer for which you need access e Expire Date You can select the date of expiry by clicking the calendar icon e Never Expire If you select this field user will never expire e Description you can enter the user profile or any other detail in this area Maximum 500 characters e User Group you can select the user group from the list User will be assigned to this group e Override If you need override permission then this option can be selected 7 Click on the Next button after entering the details The CartWatch saves the user to the database and you are ta
11. Next To install to a different web location enter it below Site Defaut Web Site F Virtual directory Cartwatch Physical Location Ic Cartwatch Browse Figure 5 Select Installation Address 9 Now all the setup instructions are over amp system is ready to install the application You have to confirm the installation by clicking on Next button or you may move to previous screen if needed by clicking the Back button inh CartWatch Installation Process CAPSASOLUTIONS i CartWatch nr CAPSASOLUTIONS HD CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 20 Manual Confidential CAPSASOLUTIONS HD CartWatch Installation Process CAPSASOLUTIONS 10 After clicking the Next button the system will start the installation of CartWatch application During the installation All the database credentials will be validated if found invalid it will show an error amp you have to start the setup again Validate the migration database name if found wrong it will show an error amp you have to start the setup again GG CartWatch HD CAPSASOLUTIONS CartWatch is being installed Please wait Cancel Figure 7 Installing CartWatch 11 If everything is right CartWatch application will be installed successfully on your machine and the URL will be launched to run the CartWatch application HD CartWa
12. Removed Successfully Assigning Carts Introduction This functionality allows you to assign carts to cart groups You can assign a single cart or multiple carts to the Cart Groups Procedure Complete the following procedure to assign a cart to a group 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart Group 3 The Cart Settings page displays Select the cart groups that you need to assign to the carts and click Assign Carts button at the bottom of the page 4 Assign Carts to Cart Group screen displays Managing Cart Groups CAPSASOLUTIONS Cart To Cart Group Mapping Carts Cart Groups CI Select all a CartGroup rg artromick cart 1 To delete assigned cart from the cart group right click on cart Close Figure 18 Assign Cart to a Cart Group 5 Itis divided into two vertical sections e Carts e Cart Groups You can drag the Carts and assign them to the required Cart Groups If you want to select all the Carts select the C Select ai check box and drag them to the required Cart Groups Note If a cart is already assigned to a Cart Group you cannot assign it again it displays a message Cart already exists 6 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Assigning Users User Groups to a Cart Group Introduction This functionality allows you to assign users and
13. This record contains information about cart settings Group of Carts An administrative category used to define a set of carts that have a common characteristic such as a common setting or a common physical location that is used to manage large numbers of carts tay Overview CAPSASOLUTIONS e Log Record A record that is used with the CartWatch This record contains information about events that occurred on the cart This record can be saved and exported but not modified e Master Code A four digit numeric code that enables an authorized administrator to change cart settings or view cart logs e Narcotic Code A four digit numeric code that must be entered before an authorized user can open any of the locked eNarc narcotics drawers Available settings are General one eNarc code per cart or Specific one eNarc code per authorized user or group of users and the following usage rules apply o If the access code is set to General the Narcotics Code must be set to General unless the cart is configured with the access card accessory o If the access code is set to Specific the Narcotics Code can be set to either General or Specific depending on your needs e Override Code A four digit code assigned to the cart that bypasses alarms timers and relocking mechanisms Typically this function is used while the cart is being restocked in the pharmacy e Permission Permissions are the acc
14. ac Medication Cart a ee Event Type C an User Name G 1 3 loos us access code entered 4 El 002 Cart opened by access code F Cl 003 Cart opened with key Ia NNA Cart clacad mea mi F Date From _ Date To Time From Time To Save Custom Report Search Delete Custom Report Clear x Log From Cart Result Cart Name User Name Event Date Event time Event Description ARTROMICK CART 00 Andy 12 15 2010 12 44 05 PM 001 Invalid access code entered ARTROMICK CART 00 Andy 12 15 2010 12 43 05 PM 003 Cart opened with key Print Close Copyright 2010 All Rights Reserved Figure 23 Log from Cart Result You will be able to view the following information e Cart Name e User Name e Event Date e Event Time e Event Description Examples Event performed by the User Andy on 12 15 2010 at 12 44 PM was 001 Invalid Access Code entered Event performed by the User Andy on 12 15 2010 at 12 43 pm was 003 Cart opened with key on the selected carts raf CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 48 Manual i Confidential CAPSASOLUTIONS Managing Log Files CAPSASOLUTIONS Print Log Reports Introduction This functionality allows you to print the log reports by Event type User type and the Cart type Procedure to print the report By Event type Complete the following procedure to print the reports By Event type 1 Log into the CartWatch
15. Cart Group you cannot assign it again it displays a message Cart already exists 7 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving 6 Managing Log Files Managing Log Files Introduction This functionality allows you to view the cart logs based on the filter criteria You can view the log files on the basis of carts event types Date from Date to User Name Time From and Time To Tasks include e Save Custom Report e Delete Custom Report e Read Logs From Cart e Print Log Reports Save Custom Report Introduction This functionality allows you to save any report for future reference It saves the criteria on the basis of which you have searched the report For example if you have searched the report on the basis of event type and saved that report with the name Event Macro report Next time when you view the Event Macro report the parameters on which you had searched the report would be selected on their own Procedure Complete the following procedure to save custom report 1 Log into the CartWatch 2 Onthe Home page under Manage Carts tab click View Log Files 3 Provide your filter criteria in search section 4 Click on the Save Custom Report button 5 Save as Custom Report screen displays mt CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 44 Manual Confidential CAPSASOLUTIONS Mana
16. Figure 16 Add Cart Group Note Fields marked with an asterisk are mandatory You have to enter the following details for adding cart group e Group Name This is the name of the cart group which you will create Maximum 50 characters e Group Description This is the description about the cart group Maximum 100 characters 6 Click on the Next button after entering the details The CartWatch saves the cart group details to the database and you are taken to the next screen Assign Carts to Cart Groups For instructions see Assign Carts to Cart Groups 7 You can also click on Close button to close the window It will ask you Do you want to save the changes Press OK to Save or Cancel to exit without saving If you click OK It will take you to the Cart Settings page Editing Cart Group Introduction This functionality allows you to edit the existing details of the cart groups You can edit a single cart group or multiple cart groups depending upon your requirement Procedure Complete the following procedure to assign a cart to a group 1 2 3 Log into the CartWatch On the Home page under Manage Carts tab click Cart Group The Cart Settings page displays Select multiple cart groups that you need to modify and click Edit Cart Group button at the bottom of the page The Add Edit Cart Groups window displays Add Edit Cart Group s Add Edit Cart Groups gt gt Assign Carts To Cart Groups A
17. LLC Proprietary 87 Manual Confidential i CAPSASOLUTIONS 5 Managing Cart Groups Managing Cart Groups Introduction Introduction Cart Group sets the group that the cart belongs to This functionality is used for the management of cart groups It lists all available cart groups in the system and provides options to sort filter add edit or delete the cart groups Tasks include e Add cart group e Edit cart group e Deactivating cart group e Assigning cart group e Assigning cart to user and groups e Print Adding a Cart Group Introduction This functionality is used for adding cart groups You have to enter the group name and group description for adding a new cart group Procedure Complete the following procedure to assign a cart to a group 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart Group 3 The Cart Settings page displays 4 Click on the Add Cart Group button at the bottom of the page 5 The Add Edit Cart Groups window displays rh CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 38 Manual Confidential CAPSASOLUTIONS Managing Cart Groups CAPSASOLUTIONS Add Edit Cart Group s Add Edit Cart Groups gt Assign Carts To Cart Groups Assign Users User Groups to Carts Cart Groups gt gt Send changes to Cart Group Name FOX Cant Group Group description ns is TDX Cart Group Next Close
18. RMSGlobal Global Role O RMSLocal Local Role test test Add Role Edit Role Remove Role Result Description Cart Assign User to Cart Cart Manage Cart Group Cart Print Carts Cart Cart Model Cart Cart Number Cart HWIFW Rev 3 Cart Narcotics Code Type Cart Narcotics General Code Cart Narcotics Num Narc Cart User Codes General Code E ERRA RARRARER A EGER CRCRGEGE MCR CMB cs Cart User Codes Type Copyright 2010 AN Rights Reserved Figure 43 Manage User Roles and Permissions 4 Click on the Add Role button ADD Edit Roles screen displays _ Add Edit Roles Role Name Technical Role wl Description This is a Technical Role Copy Role None Figure 44 ADD Edit Role Roles and Permissions CAPSASOLUTIONS 5 You have to enter the following fields e Role Name This is the name of the role Role name must be unique for each role Maximum 100 characters e Description This is the description about the role Maximum 1000 characters e Copy Role This field contains the list of roles If you select any role it would copy the permissions of that role and on creation of new role all copied permissions are assigned to that new role If you do not want to copy the role select None form the list 6 Click on the Next button after entering the details The information is saved and you are taken to the Manage Pe
19. bottom of the page 5 The application displays the list of the user details dh Ka Click on the Print icon men that appears at the top of the page Click Close to close the window 8 Managing User Groups Introduction This functionality is used for the management of users groups It lists all the available users groups in the system and provides options to sort filter add edit or delete the users Tasks include e Adding a user group e Editing user group e Removing user group e Assigning users e Assigning carts cart groups to users Adding User Groups Introduction This functionality allows you to add User Groups You have to enter the details like Group Name and Description for adding a User Group Procedure Complete the following procedure to add the user group 1 Log into the CartWatch 2 On the Home page under Manage User tab click on User Group 3 Manage User Group screen gets displayed th CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary 64 Manual Confidential i CAPSASOLUTIONS HD Managing User Groups CAPSASOLUTIONS HD Cam CAPSASOLUTIONS Ser Home View Carts View Users Help Logged In global Log Ou Home Manage User Group m Search Group Name Group Description Search 4 Clear Result C View User Group Name v Description No of Users Assigned O E TDX20User Group This is TDX20 User Group
20. change by not providing the editing rights to the user for specific actions If you have the permissions to view all the menu items of the home page then only you would be able to view the items For example if you do not have the View permissions of Manage User and Manage Cart group you will not be able to view those links on the home page You can assign permissions to the newly created role or at the time of editing the role Tasks include o Adding a Role o Editing a Role o Removing a Role o Managing Permissions Adding a Role Introduction This functionality allows you to add a new role When you create a new role you can copy the roles and permissions of any existing role or you can add a new role and assign the permissions that are required for that role If any user or group needs special permissions other than defined in default roles administrator can create new roles and assign users to that new role mt Cart atchTM Software Product 7 2011 Capsa Solutions LLC Proprietary 76 _ Manual Confidential i CAPSASOLUTIONS HD Roles and Permissions CAPSASOLUTIONS Procedure 1 Log into the CartWatch 2 Onthe Home menu click on Manage Roles 3 Manage User Roles Permissions screen gets displayed HD Cara fe a BONY ste ene N A mi rak ins jai tAatch Remote Management lt CAPSASOLUTIONS g Home View Carts View Users Home Manage User Roles Permissions Role Description CG
21. changes Procedure Complete the following procedure to change the system settings 1 Log into the CartWatch 2 Onthe Home menu click System Settings The application displays the System Settings page HD E G N CartWatch Remote Management Sys CAPSASOLUTIONS e GS gement oy Home View Carts View users Help Logged In global Log Out Home System Settings Application Path Database Server Name Database Name DB UserName DB Password Verify Password Log Read Time Log Interval in hours Log Archive Interval in hours No Of Users Login Mode Language Access Code digit 10 131 10 191 HRMS sa eevee 12 00 999 999 6 Application 4 v Dont Archive Save Close Copyright 2010 All Rights Reserved Figure 54 System Settings rn CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 95 Manual Confidential i CAPSASOLUTIONS AU System Settings CAPSASOLUTIONS Note Fields marked with an asterisk sign are mandatory e Application Path Path where application is stored on the system It is not editable e Database Server Name Name of the server where database is hosted You can edit its value e Database Name Name of the database You can edit its value e Db Username Name of database user which will be used for db connection Maximum 50 characters You can edit its value e Db Password Password
22. remote connections for SQL Server 2005 Express or SQL Server 2005 Developer Edition e You must enable remote connections for each instance of SQL Server 2005 that you want to connect to from a remote computer Follow the steps given below for performing the given task e Click Start gt gt Programs gt gt Microsoft SQL Server 2005 gt gt Configuration Tools gt gt click SQL Server Surface Area Configuration e On the SQL Server 2005 Surface Area Configuration page click Surface Area Configuration for Services and Connections e On the Surface Area Configuration for Services and Connections page expand Database Engine gt gt click Remote Connections gt gt click Local and remote connections gt gt click the appropriate protocol to enable for your environment gt gt click Apply Note Click OK when you receive the following message mp CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 97 Manual Confidential CAPSASOLUTIONS Troubleshooting CAPSASOLUTIONS Changes to Connection Settings will not take effect until you restart the Database Engine service e On the Surface Area Configuration for Services and Connections page expand Database Engine gt gt click Service gt gt click Stop wait until the MSSQLSERVER service stops and then click Start to restart the MSSQLSERVER service 2 During Installation the following Error can occur when you provide wrong username and Password
23. the user that you want to assign to the user group and click on Assign User Group button at the bottom of the page 5 Assign Users to User Group screen displays It is divided into two vertical sections o Active Users o User Groups Assign Users To User Groups Active Users User Groups Select all E UserGroup TS User10 To delete assigned user from the user group right click on user Close Figure 34 User to User Group Mapping You can drag the Users to the User Groups to which you want to assign Managing Users CAPSASOLUTIONS 6 If you want to assign all the Active Users select the C Select a check box and drag them to the required users Note If a user is already assigned to a user group you cannot assign it again 7 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Assigning Carts Cart Groups Introduction This functionality allows you to assign users to carts or carts groups Procedure Complete the following procedure to assign a cart to a cart group 1 Log into the CartWatch 2 Onthe Home page under Manage User tab click User 3 The User Settings page displays 4 Select the user that you want to assign to the cart or cart group and click on Assign Carts Cart Groups button at the bottom of the page 5 Assign Users to Carts Cart Groups screen displays
24. to connect to SqlServer Troubleshoot e Check whether the username and password that you have provided are genuine if CartWatch Error 1001 Login failed for user Smith Figure 55 Login Error e By logging into Sql Server 2005 by using the same username and password e If you can login into Sql Server 2005 but not able to run RMS Setup by using the same username and password then contact your system administrator 3 During Installation of RMS If you choose the option migrate your old data into new database and provide wrong Database name which is not existing the following error occurs Setup failed during migrating your old data into new database Troubleshoot e Check whether the Database name you provided is right database that exists in your Same Sq Server 2005 where your new database created ES CartWatch Error 1001 Setup failed During Migrating the old data into new database the error occured CartWatch Software Product 2011 Capsa Solutions LLC Proprietary i 98 rn Manual i Confidential CAPSASOLUTIONS Troubleshooting CAPSASOLUTIONS e Ifthe Database name you provide exists then check it s the old database that is used by earlier Artromick Application e If all the information provided by you is correct but still error occurs contact your System Administrator 4 If the following error occurs during Installation of RMS Setup is not able to locate the IIS Internet Informati
25. to print the report By Cart type Complete the following procedure to print the reports By User type 1 Select By Cart from the Select Report Group list Figure 28 Select Report Group By Event 2 Click Next The report is generated in a tabular format id 4 ofi bi ED CAPSASOLUTIONS View Log Report Cart N A Event ID N A User Name N A Date From N A Date To N A User Name Event Date Event Time Event Description ARTROMICK CART 00 Andy 12 15 2010 12 44 05 PM 001 Invalid access code entered Andy 12 15 2010 12 43 05 PM 003 Cart opened with key Total Events 2 artromick cart 1 global 12 15 2010 12 51 05 PM 002 Cart opened by access code global 12 15 2010 12 40 05 PM 001 Invalid access code entered Total Events 2 Grand Total 4 Export CSV Close Figure 29 Report on the basis of Cart Type Managing Log Files CAPSASOLUTIONS You will find the following columns in it e User Name It shows the names of the users e Cart Name It shows the names of the carts on which the events occurred e Event Date It shows the date on which event took place e Event Time It shows the time when event took place e Event Description It provides the information about the type of events For example User Andy was assigned the cart ARTROMICK 00 and the event performed by him was Invalid Access Code entered on 2 15 2010 at 12 44pm 8 Click on the Export CSV button if you want to op
26. update 1 Log into the CartWatch 2 On the View Users menu click Failed Users Updates 3 The Failed Users Updates page displays j ATM d Watch Rem CAPSASOLUTIONS Home View Carts View Users Help Logged In global Log Out Home View Users Failed Users Updates O User User Name Failed User Details Sync Date amp Time Cart Update Failed IDEID EEN 00001 global ZE 4 25 2011 12 28 31 PM 00022 Andy a tle 4 27 2011 3 22 03 PM Sync Now Print Failed Users Copyright 2010 All Rights Reserved Figure 52 Failed User Update ry CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary i o Manual i Confidential CAPSASOLUTIONS UI Failed User Update CAPSASOLUTIONS 4 You can view the details of the users like User Id User Name Failed User Details Sync Date and Time in the tabular format In case no user is present the application displays the message No Record Found 5 Click on Sync Now button the application tries to overwrite the changes in the actual cart and if it gets updated on the actual cart the details would be removed from the Failed User Updates screen 6 Click on the Print button if you want to print the displayed failed user details ID CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 92 Manual Confidential CAPSASOLUTIONS 16 Failed Cart Update Introduction This functional
27. user groups to cart group You can assign a single cart or multiple carts to the Cart Groups mt CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 42 Manual i Confidential i CAPSASOLUTIONS Managing Cart Groups CAPSASOLUTIONS Procedure Complete the following procedure to assign users to a cart 1 Log into the CartWatch 2 Onthe Home page under Manage Carts tab click Cart Group 3 The Cart Settings page displays Select the cart group that you need to assign to the users or user groups 4 Assign Users User Group to Carts Cart Groups screen displays It is divided into three vertical sections o User Groups o Active Users o Cart Groups Assign Users User Groups To Carts Cart Groups User Groups Active Users A Cart Groups EI ra UserGroup Select all fi Tx Cart Group rD global TAS User10 TM usert1 TS User12 TQ user TA Usert4 r User15 Da User16 To delete assigned user user group from the cart group right click on user user group Close Figure 19 Assign Users User Group to Carts Cart Groups You can assign a single user multiple users or you can select all the users for assigning it to the cart group depending upon the requirement You can select the cart groups that you want to assign and drag them to the required cart groups If you want to select all the users select the L Select at check box Note If a cart is already assigned to a
28. user with which you have logged in You can edit its value If the User Name is global you cannot modify its value Maximum 25 characters rn CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 72 Manual Confidential CAPSASOLUTIONS My Profile tay CAPSASOLUTIONS e Password You can edit its value Maximum 25 characters e Confirm Password Re enter your password Maximum 25 characters e Access Code It is the code to access the cart You cannot change its value e Narc Access This is the permission to access the Narcotics drawer This option will be disabled if you do not have permissions to change Narc settings e Narc Code This is the code to access the Narcotics drawer This will be disabled for all the users You cannot change its value e Cart Access There are two types of cart access General and Specific You cannot change the value of Cart Access e Extended Id Youcanenter your physical card access ID in this field You can change its value Maximum 16 digits e Description This is the description about the user You can change its value Maximum 500 characters For example you can change the description of the logged in user You can click on the User Group icon o view all the User Groups which are assigned to this user Click Assign Cart icon to view all the assigned carts to this user e Click Reset Access Code button If you want to reset the access code the
29. your requirement Procedure Complete the following procedure to edit a user group 1 Log into the CartWatch 2 On the Home page under Manage Users tab click User Group 3 Manage User Group page gets displayed 4 Select the user group that you want to change the details on and click Edit User Group button at the bottom of the page 5 The Add Edit User Group page displays CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 66 vi S Manual Confidential CAPSASOLUTIONS Managing User Groups CAPSASOLUTIONS Add Edit User Group s Add Edit User Group Assign Users To User Groups Assign Users User Groups to Carts Cart Groups gt Send Changes To Cart Group Name TDX20 User Group Group Description ns is TDX20 User Group and Mr Smith is incharge of this User Group Next Close Figure 38 Edit User Group You can edit the following fields e Group Name e Group Name Note Fields marked with an asterisk sign are mandatory 6 Click on the Next button after you finish making changes The CartWatch saves the changes and you are taken to the next page Assign Users to User Group For instructions see Assign Users to User Group 7 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Manage User Group page AU
30. ASOLUTIONS This feature is very useful as it enables to create users in bulk and you do not have to add users one by one You have to create one CSV file where details of the users are given as per the format When this CSV file is imported into the system all the users that are given in the CSV file are created in the system If the details given of the user are not as per the format the application displays an alert message User import failed and would specify the reasons why it failed If narcotics access information does not exist in import file then the Default Narcotics access that you have selected is used as default for those records Narcotics access in import file always takes precedence and overrides default access Complete the following procedure to import the users into the system 1 Log into the CartWatch 2 On the View menu click Import Users 3 The application displays the Import Users screen CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 83 Manual i Confidential i Import and Export Users CAPSASOLUTIONS HD CAPSASOLUTIONS TM CartWatch Remote Management System Logged In global Log Out Home View Carts View Users Home View Users gt Import Users Default Narc Access None gt User Name Used only if import file contains no Narc Access value or an Invalid Narc Access Value Access Code Select File an tae sarika ttt Nar
31. Assign User to User Group 12 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page Deactivating User Introduction This functionality allows you to deactivate a single user or multiple users Procedure Complete the following procedure to deactivate users 1 Log into the CartWatch 2 On the Home page under Manage Users tab click User 3 The User Settings page displays 4 Select the users that you want to deactivate and click Deactivate User button at the bottom of the page 5 It will ask for confirmation Are you sure you want to de activate the user s If you Click Yes the selected users would be de activated and you will get a confirmation message Deactivated Successfully mt CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 60 _ Manual Confidential i CAPSASOLUTIONS Managing Users CAPSASOLUTIONS Assigning User Groups Introduction This functionality allows you to assign users to User Groups You can assign a single user to the User Groups or you can select all the users and assign it to the respective User Groups Procedure Complete the following procedure to assign user groups Log into the CartWatch On the Home page under Manage Users tab click User The User Settings page displays Poe Mc Select
32. Assign Users To Carts Cart Groups Active Users Cart Groups Carts Select all 2 E CartGroup AC Medication Cart TS User10 fail Medication Cart Group ARTROMICK CART 00 C 70x Cart Group artromick cart First Floor carts 70x15 Txs 70x17 8 To delete ass gned user from the cart cart group right click on user e Figure 35 Assign Users to Carts Cart Groups CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 62 ID Manual Confidential CAPSASOLUTIONS AU Managing Users CAPSASOLUTIONS The screen is divided into three vertical sections e Active Users e Cart Groups e Carts You can select the entire Active Users Group for assigning it to the Cart Group or you can select a particular user and drag it to the Cart Group or the Carts to which you need to assign Note If a user is already assigned to a Cart Group or Carts you cannot assign it again 6 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Introduction This functionality is used to print the user list details like User ID User Name Employee ID Access Code Narc Access Narc Code User Type etc Procedure Complete the following procedure to print the cart details 1 Log into the CartWatch 2 On the Home page under Manage Users tab click User 3 The User Settings page displays 4 Click on the Print button at the
33. Group or the carts or you can select multiple user groups and then drag them to the Cart Group or the Carts to which you need to assign Note If you try to assign a user group that is already assigned to a cart group or cart you get an alert message User Group already exists 5 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving 9 My Profile My Profile Introduction This functionality allows the logged in user to view the details like User Name Access Code Cart Access User Groups Narc Access Extended ID Assigned Cart Narc Code Employee ID etc Procedure Complete the following procedure to view the details of the logged in user 1 Log into the CartWatch 2 Onthe Home page under Manage User tab click on My Profile 3 My Profile screen gets displayed ee CartVWVatch Remote Management System Home view Carts view Users Logged in global Log Out Home User gt My Profile User Name glob a lt Password _ weweeeee Confirm Password eeeeeee P Access Code Narc Access S S Narc Code E Cart Access a gf Extended ID 1 Employee ID 8 User Groups Assigned Cart Override Description __ Reset Access Code ge Reset Narc Code p Save Close Copyright 2010 All Rights Reserved Figure 41 My Profile e User Name This is the name of the
34. On the Home page under Manage Carts tab click View Log Files Click on Print button PF YN The Report Group screen displays Select By Event from the Select Report Group list Figure 24 Select Report Group By Event 5 Click Next The report is generated in a tabular format Automatic grouping would be done on the basis of Cart Names ia H of i J LEE D CAPSASOCLUTIONS View Log Report Cart 2 Event ID N A User Name N A Date From N A Date To N A User Name Cart Name Event Date Event Time 001 Invalid access code entered Andy ARTROMICK CART 12 15 2010 12 44 05 PM 00 Total Users 1 003 Cart opened with key Andy ARTROMICK CART 12 15 2010 12 43 05 PM o0 Total Users 1 Grand Total 2 Export CSV Close Figure 25 Report Managing Log Files CAPSASOLUTIONS You will find the following columns in it e User Name It shows the names of the users and the event type which took place e Cart Name It shows the names of the carts on which the events occurred e Event Date It shows the date on which event took place e Event Time It shows the time when event took place 6 Click on Export CSV button if you want to open or save the report OR click close to close the window Procedure to print the report By User type Complete the following procedure to print the reports By User type 1 Select By User from the Select Report Group list Report Group Select Report Group B
35. Password of database server for the above login name Note Database Name must be unique otherwise if the given database name already exists it will overwrite the existing database amp data will be lost i CartWatch tm CAPSASOLUTIONS Please enter the information to connect to the database Fields are mandatory Database Server Name Name of the Database Sql Server ie SOL2K5 SQLEXPRESS Database Name Name of the Database to be Created Username User Name of the Database Server used to get connected with Database Server Password enue mut J Cancel lt Back Figure 2 Database Configuration 5 You may move to previous screen by clicking on Back button or close or discard the Setup using Cancel button amp Next button to proceed to next step Next button will be enabled only after you provide the Database Name User Name and Password 6 After clicking the Next button you will move on to language selection screen of the installing CartWatch application You may choose any one language from the listing English Spanish French by selecting the respective language radio button as shown in the below screen shot raf CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 16 Manual i Confidential CAPSASOLUTIONS a D y U a e CartWatch Installation Process CAPSASOLUTIONS i CartWatch HD CAPSA
36. Print Deactiv ated Carts Copyright 2010 All Rights Reserved Figure 51 Deactivated Carts cry CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary i 89 Manual Confidential CAPSASOLUTIONS tay Activate Carts CAPSASOLUTIONS 4 You can arrange the Cart Names in ascending or descending order by clicking on the Cart Name link If you want to select all the carts select the check box C Cart Name against Cart Name All the carts which have been deleted get selected Click on Activate Carts button You can even select a particular cart that you want to activate The application asks for confirmation Are you sure to activate If you click OK all the deleted carts will become active and will no longer appear in the Deactivated Carts list and the message Carts Activated Successfully will appear on the screen th CartWatch Software Product 2011 Capsa Solutions LLC Proprietary o Manual Confidential CAPSASOLUTIONS 15 Failed User Update Introduction This functionality allows you to view the details of the failed users For example if you have made some changes in the Users like changing the User Name User Code or the password These changes need to be updated in the actual carts but in case for any reason these changes fail to take place on the actual carts they get displayed in Failed User Updates Procedure Complete the following procedure to view the failed user
37. SOLUTIONS Please select the Site Language English Spanish French Figure 3 Project Configuration You may move to previous screen by clicking the Back button or close or discard the Setup using Cancel button amp Next button to proceed to next step 7 After clicking the Next you will move on to the Data Migration Screen This screen is aimed to migrate your old RMS Application data data used by the existing old application if you are already using RMS 2 0 to the CartWatch application If you want to migrate your old RMS application data into the new installing CartWatch application you need to check the Check box showing with the caption Do you want to migrate your old data into new database amp also need to provide the name of existing RMS application s database from which data has to be migrated into new database If you would not check the migration check box the installing CartWatch application will have a fresh database amp will not incorporate old RMS application data CartWatch Installation Process CAPSASOLUTIONS ie CartWatch HD CAPSASOLUTIONS Copy pour old data into new database which you have created Do you want to migrate your old data into new database Enter Migration Database Name Old Databsse Name C Figure 4 Database Migration You may move to previous screen by clicking the Back button or close or discard the Setup usi
38. U local comput CC Web Sites E d Default Web Site E B UsHelp E Printers E 1Sseconds a CartWatch a UC aspnet_client E Ze Default SMTP Virtual Server Computer Local Version Status RSI DEV SUMITGU local computer Yes 115 5 1 Figure 57 Search Virtual Directory e Under Default Website find the virtual directory i e CartWatch e Right click on virtual directory i e Cartwatch and click on properties tab e Under the Virtual Directory tab you will find Local path text box and browse button e Use the Browse button and locate the physical path where your Application is installed 2 Computer Management By Fie Action View window Help all x ETB m E Computer Management Local Name E E System Tools Baton Tools e E Event viewer Storage E Shared Folders Services and Applications Local Users and Groups CartWatch Properties Sedan Aare T A Be HTTP Headers Custom Eros ASP NET Device Manager N ien Documents Directory Security _ Storage When connecting to this resource the content should come from E EI Removable Storage A directory located on this computer ct ranea O A share located on another computer isk Managemen ee Bp Services and Applications O Aredirection to a URL Services J Se anc Local Path DACartwWatch a SQL Server Configuration M Script source access sl Log visits USF SQL Server Con
39. aster IP Address 1921 1681 Cart Override r Auto Secure r Com Port Setup Delay 0 Mins Sec Com 1 Setup M etec Off Mtn Detector ff v m Se Light Timeout in Minutes be Com 3 Setup r Narcotics r User Code No Of Drawers None v Type Gener v Code Type General Code 1234 F General Code Previous Next Close Figure 13 Edit Cart e Serial No This is the serial number of the cart This is a read only field and its value cannot be changed es HW FW Rev HW FW Rev also displays current Hardware and Firmware version This is a read only field and its value cannot be changed e User Count Number of users currently assigned to this cart This is a read only field and its value cannot be changed e Name This is the name of the cart You can modify the name of the cart It has to be unique and it cannot be left blank Maximum 25 characters e IP Address You can change the IP address of the cart Maximum 16 characters Alarm Beeper e Level This list contains the following options o Off o Low o Medium o High You can select any level depending upon the requirement UD j CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 30 Manual Confidential CAPSASOLUTIONS tay Managing Carts CAPSASOLUTIONS e Narc 1 Alarm This option is to enable or disable alarm for Narcotics drawer 1 This option would be disabled if cart does not have any narcotics drawers in it
40. c Access Narc Code Extended ID Employee ID User Type Active Override Password Date Of Joining Expiry Date Records In File import Close Copyright S 2010 All Rights Reserved Figure 47 Import Users On right side of the screen you will see the following fields For understanding the terms please refer ADD User section e User Name Maximum 25 characters For example Sarika123 e Access Code 4 5 or 6 digits Must be the same length for all users For example 653432 e Narc Access It has the following options None Drawer1 Drawer2 and Drawer 1 amp 2 e Narc Code 4 digits access code For example 4455 e Extended Id Maximum 16 digits For example 895623 e Employee Id Maximum 16 characters For example Michael 123 e User Type You can have either a local global or a user defined user types e Active It has two options 1 and 0 1 stands for yes and 0 for No e Override It has two options 1 and 0 1 stands for yes and 0 for No e Password Maximum 30 characters e Records in File it shows the total number of records in the file it CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 84 Manual Confidential CAPSASOLUTIONS H s t i Ia Ki Import and Export Users CAPSASOLUTIONS 4 Click on the Browse button It is used to import the CSV file You can select the file to import that contains the new user details On File se
41. ccess code gets refreshed and you get a message Access Code reset successfully Click on the Reset Narc Code button if you want to reset the Narc code Narc code gets refreshed and you get a message Narc Code reset successfully Make the change by either typing a new value or selecting a new value from the list Click on the Next button after you finish making changes The CartWatch saves the cart to the database and you are taken to the next page Assign User to User Group For instructions see Assign User to User Group You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page AU Managing Users CAPSASOLUTIONS Edit Multiple Users Simultaneously Complete the following procedure to change multiple users details Log into the CartWatch On the Home page under Manage Users tab click User The User Settings page displays BP uN Ss Select multiple users through checkbox provided in front of each row and click Edit User button at the bottom of the page an The Add Edit user page displays Make the setting changes by either typing a new value or selecting a new value from a list 11 Click on the Next button after making the changes The CartWatch saves the changes and you are taken to the next page Assign User to User Group For instructions see
42. ccess to user roles in the CartWatch e Import and Export Users This chapter provides procedures for importing and exporting users into the application through the CartWatch e Activate Users This chapter provides procedures for activating the deleted users into the application through the CartWatch rh CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietay 9 Manual Confidential CAPSASOLUTIONS Overview UI CAPSASOLUTIONS e Activate Carts This chapter provides procedures for activating the deleted carts into the application through the CartWatch e Failed User Update This chapter provides procedure for viewing the details of the failed users through the CartWatch e Failed Cart Update This chapter provides procedure for viewing the details of the failed carts through the CartWatch e System Settings This chapter provides procedure to change the system settings through the CartWatch e Trouble Shooting This chapter provides basic troubleshooting tips to follow when working with your carts Documentation Conventions e Highlighted Bold Text indicates field names column names Command names screen names image captions and the messages e gt Denotes navigational path to the menu and submenu e The term alphanumeric means a combination of letters and numbers e The term special character describes characters as follows amp _ Introduction to CartWatch Remote Managem
43. confirmation message Removed Successfully th CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 68 Manual Confidential CAPSASOLUTIONS Managing User Groups CAPSASOLUTIONS Assigning User Groups Introduction This functionality is used to assign users to the user groups You can assign a single user or multiple users to the user groups depending upon your requirement Procedure Complete the following procedure to assign user groups 1 Log into the CartWatch On the Home page under Manage Users tab click User Group Manage User Group page displays Select the user group that you want to assign to the users and click on Assign Users button at the bottom of the page 4 Assign Users to User Group screen displays It is divided into two vertical sections o Active Users o User Groups Assign Users To User Groups Active Users User Groups Select all rey UserGroup TS User10 o To delete assigned user from the user group right click on user Figure 39 User To User Group Mapping You can drag the Users to the User Groups to which you want to assign Note If you do not select a user and click Assign User button you get an alert message Please select any group Managing User Groups CAPSASOLUTIONS 5 Ifyou want to assign all the Active Users select the C Select a check box and drag them to the required users Note One user can be ass
44. describes how to use the CartWatch for managing your users and carts This user manual is divided into the following chapters e Overview This chapter contains information about the features of your CartWatch benefits of using CartWatch and the terms used in the document e Installing CartWatch Remote management Software This chapter provides the steps to install CartWatch Remote management software e Logging into CartWatch This chapter provides the procedures to login and exit the CartWatch e Managing Carts This chapter provides the procedures for managing your carts through the CartWatch e Managing Cart Groups This chapter provides the procedures for managing your cart groups through the CartWatch e Managing Log Records This chapter provides the procedures for managing the log files associated with the carts you manage e Managing Users This chapter provides procedures for managing your users through the CartWatch e Managing User Groups This chapter provides procedures for managing your user groups through the CartWatch e My Profile This chapter allows the logged in user to view details and to edit or update existing details through the CartWatch e Send Changes This chapter provides procedures for managing user and cart details in the actual cart through the CartWatch e Roles and Permissions This chapter provides procedures for granting the general access privileges to any user and for further restricting a
45. e Narc 2 Alarm This option is to enable or disable alarm for Narcotics drawer 2 This option would be disabled if cart does not have any narcotics drawers in it e Alarm Enable This option is to enable or disable alarm e Key Beep This option is to enable or disable beep on key press Auto Secure e Delay Mins This option is to specify number of minutes after that cart will be auto secured Maximum 3 digits e Delay Secs The cart will be auto secured after given seconds Maximum 2 digits You can provide either delay minutes or delay seconds e MTN detector This is level of motion detection on cart Valid values are either Off or 1 to 10 1 is the highest sensitivity and 10 is the lowest e Light Timeout This is time in minutes after which cart lights will be turned off if no activity is detected for given period of time Maximum 3 digits Cart Code e Cart Master This is the master code for the cart Four digits e Cart Override This is the override code for the cart Four digits User Code Type This list contains the following two options of User Code e General General means a common access code will be used by all users of the cart four digits If you select General then you can enter your General Code in the given field e Specific Specific specifies that each user will have his her own access code to login If you select Specific then the General Code field becomes disabled Narcotics e No of Drawe
46. e screen contains the information about the role and its description The lower part of the screen shows the permissions that you can assign to this role You can assign the permission to the user for either editing or viewing OR both For example if you want that user should have the cart access permission for both editing and viewing Select the Edit and View check box against the given permission 7 Click Close to close the window It will ask you Do you want to save changes Press OK to Save and Cancel to exit without saving If you click OK it will take you to the Manage User Roles Permissions page This Page Intentionally left blank ry CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 82 Manual Confidential i CAPSASOLUTIONS 12 Import and Export Users Introduction This functionality is used to import users into the application using comma separated CSV file CSV file structure is fixed and fields must be in same order Once you browse the CSV file first record from the file will be displayed in the fields of right hand side so that sequence of the fields can be checked While importing users if any user import fails because of constraints or any other reason information about user is logged into log file and at the end of import summary is displayed with imported users and failed users Tasks include e Import Users e Export Users Import Users Introduction Procedure igh CAPS
47. e users and cart settings and then apply write any data changes to the cart Log User and Cart Settings Records The CartWatch uses three types of records to manage the cart s data The types of records are Event Log Record An event log record is a read only record that contains events that occurred on the cart You can use the sorting feature in the View Log Records window to sort events by type or date or print the log record depending on your requirement User Record A user record contains user profile and access information to access the cart You can manage user information on the cart make changes to the user profile and send all the changes to the cart Cart Settings Record A cart settings record contains all of the settings on the cart You can read settings from the cart manage cart information in the database can make changes to the cart settings and send the changes to the carts Terms and Definitions This list describes general terms used in this document Access Card An optional card swipe feature that can be used as an additional security requirement or as the primary cart access method Access Code A four five or six digit personal identification number PIN that provides cart access This code can be General one access code per cart or Specific one access code per authorized user or group of users The default value is four 4 Cart Settings Record A record that is used with the CartWatch
48. eeeeeeeeeeeeecneeeeeescaeeeeeeeaaeeeeeeeneeeeeeeaaas 27 Eding a el 29 Deactivating Cart 33 Assigning Users User Groups toatCant nn 33 Assigning a Cart to a Group si ccicesieedidccneeecsddcacenbactanenesidicensesusddessnadaddeeseadilicecenenilees 34 Phiticesteheee iiaeie ee ieee ee a a E E E R E E 36 5 Managing Cart Groups iicccziececccsiesccccccaiscccecchesescceczaes secteczes scteceexessacceeuasenctecenpeseceexs 38 Managing Cart Groups Introduction cccccceeeseeeeeeeeeeeneeeeeetncaeeeeeeeneeeeeeenieeeeereaa 38 Adding a Cart Group EE 38 Editing Cart Group ET 40 Removing Can Group csciieicazia sanccea feted Seu NEEN ENEE SEENEN ere 41 Assigning Carts cccececeeeceeeneeeeeeeeeceeeeeeeaeeeeeeeaaeeeeeeeaaaeeeeeeeaaeeeeeeeaaeeeseeesaeeeeseeaaas 41 Assigning Users User Groups to a Cart Group 42 6 ManagtngLogkl g aareungssesgesgeeutsesgegeeg gteeeraeseuteetegergebatgsskla de eebehoterAg 44 Managing Log Files insien ene DEES 44 SAVE CUSTOM Report sek edre rae er ee dean a ae e aare ro ae ledavaceuandlainces Aaaa 44 Delete Custom Report 45 Sedek LOG Flossie EE EAA EAEE EE EAE EAA EA 46 Log tom CalthieccetiveccsedecvessacaceieestiasdivedediiivlenatiaedsaddtavessHiareieesieel edbadt Wetenalaaedeay 47 Print Log REPONS cs ada a a e A aad 49 T Managing USers i iiccis sss cocccedscvvicataeiciecsindccrcecavedesveciusiestectissecavedharsicneccinienrveczerssenees 54 Managing Users Introduchon eect erect teen enna eee eeeeeeeeeetee
49. en or save the report OR click Close to close the window th CartWatch Software Product 2011 Capsa Solutions LLC Proprietary ei Manual Confidential CAPSASOLUTIONS This Page Intentionally left blank th CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary 53 Manual Confidential i CAPSASOLUTIONS l Managing Users Managing Users Introduction Introduction This functionality is used for the management of users It lists all the available users in the system and provides options to sort filter add edit or delete the users Tasks include e Add single user e Add multiple users e Edit users e Deactivating users e Assigning user group e Assigning carts and cart groups to users e Print Add a Single User Introduction This functionality allows you to add a new user You can add single user or multiple users in a range at one time This provides you the greatest flexibility in managing your users and carts How to Add Single User Complete the following procedure to add single user to the CartWatch 1 Log into the CartWatch 2 On the Home page under Manage User tab click on User 3 The User Settings page gets displayed th CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 54 Manual Confidential CAPSASOLUTIONS Managing Users CAPSASOLUTIONS HD CAPSASOLUTIONS View Carts View Users Logged In global Log Out
50. ent Software What Is the CartWatch Remote Management Software The CartWatch enables you to manage multiple carts from one workstation through remote technology instead of requiring you to have direct access to each cart individually The software is comprised of three components 1 Manage Carts e Manage Cart e Manage Cart Group e View Log Files 2 Manage Users e Manage User e My Profile e Manage User Group 3 Update e Send Changes mt CartWatch Software Product 2011 Capsa Solutions LLC Proprietary _ Manual Confidential CAPSASOLUTIONS Overview AU CAPSASOLUTIONS Benefits of Using CartWatch The CartWatch enables you to read information from the cart and remotely manage the cart settings and user settings from one location The benefits of using the CartWatch include The ability to manage multiple carts by making changes to all simultaneously instead of to each cart individually Increased speed in performing tasks such as adding users and changing cart settings Improved security by enabling faster updates to carts and user settings Greater flexibility enabled by wireless technology to make updates Use of groups to enable greater management over large numbers of carts users After the software is installed and set up administrator can connect remotely to the carts to manage user and cart settings and to read log records Administrators can also use the software to change add or delet
51. er Result Z User CO Cart Name Users SerialNumber IP Address EE UserGenerat Code Code Type ET artromick cart 10 131 60 18 I 4321 6666 Specific O ac Cat KI 192 1 168 15 4321 1234 General CT TDX MedServer 3 192 1 168 18 Add Cart Edit Cart Deactivate Cart Assign Users User Groups Assign Cart Group Copyright 2010 All Rights Reserved Figure 10 Cart Settings Click on the Add Cart button at the bottom of the page The Add Edit Cart window displays By default radio button against Add single cart is selected Add Edit Cart Assign Carts Te Cart Groups Assign UsersiUser Groups to Carts Send Changes To Cat Lem Add Cart Add Multiple Carts IP Address e g 192 1 168 1 Cart Group Dan E Si Cart Name CI TOX Cart Group Next Close S Figure 11 Add Cart mn CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 26 Manual Confidential CAPSASOLUTIONS AU Managing Carts CAPSASOLUTIONS 6 Enter following details for adding a single cart e IP Address This is the IP address of the new cart It should be a valid IP address Maximum 16 characters For example 190 1 166 2 Note Fields marked with an asterisk sign are mandatory e Cart Name This is the name of the new cart It should be alphanumeric alphabetic letters mixed with numbers Maximum 25 charact
52. ers For example TX10 Medserver e Cart Group This list contains cart groups This is an optional field If you select any cart group new cart will belong to this group 7 Click on the Next button after entering the details The CartWatch saves the cart to the database and you are taken to the next screen Assign Cart to Cart Group Mapping For instructions seeAssign Cart to Cart Group Mapping 8 You can also click on Close button to close the window It will ask you Do you want to save changes Press OKT to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page Adding Multiple Carts Procedure pO NS Complete the following procedure to add multiple carts at one time to the CartWatch Log into the CartWatch On the Home page under Manage Carts tab click on Cart The Cart Settings page gets displayed Click on the Add Cart button at the bottom of the page From the Add Edit screen select the radio button against Multiple Carts The Add Multiple window displays Managing Carts CAPSASOLUTIONS Add Cart J Add Edit Cart Assign Carts To Cart Groups Assign Users User Groups to Carts Send Changes To Cart O Add Cart Add Multiple Carts IP Address Range 192 4 168 11 e g 192 1 168 1 To 192 1 168 11 e g 192 1 168 1 Cart Prefix Medication Cart Group Dan be added in prefix for each cart TDX Cart Group Next Close
53. ess rights to a specific function in the CartWatch Permissions are used to further restrict user access to the functions in the CartWatch e Roles Roles are the level of general access assigned to a user in the CartWatch For example o Global role Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database o Local role Users who have access to only a limited number of carts but can make all changes related to the carts and users they manage e Send Changes The Send Changes button enables an administrator to apply settings changes that were made using the CartWatch to the cart e User ID A unique five digit number that identifies the person using the cart Unlike an access code a User ID cannot be modified after it is accepted e User Record A record that is used with the CartWatch This record contains user profile information and can be modified Roles and Responsibilities Users in the CartWatch are assigned access privileges based on job function User types include e Global his user typically an IT manager or nursing director can change all settings or view all log records on all carts and users in the CartWatch database This user can access all areas of the cart and user database and is responsible for adding new cart users changing cart user profiles and reading log records from the carts e Local This user typically nursing
54. eu een CartWVatch Remote Management System Product Manual This Page Intentionally left blank rn CartWatch Software Product 2041 Capsa Solutions LLC Proprietary 2 Manual Confidential CAPSASOLUTIONS Copyright and Distribution Notice February 2011 Copyright 2011 Capsa Solutions LLC ALL RIGHTS RESERVED Published 2011 Printed in the United States of America WARNING ANY UNAUTHORIZED DUPLICATION OF THIS DOCUMENTATION SHALL BE AN INFRINGEMENT OF COPYRIGHT Trade Secret Notice This documentation the software it describes and the information and know how they contain constitute the proprietary confidential and valuable trade secret information of Capsa Solutions LLC its affiliated companies or its or their licensors and may not be used for any unauthorized purpose or disclosed to others without the prior written permission of the applicable Capsa Solutions LLC International entity This documentation and the software which it describes are licensed either AS IS or with a limited warranty as set forth in the applicable license agreement Other than any limited warranties provided NO OTHER WARRANTY IS EXPRESSED AND NONE SHALL BE IMPLIED INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR USE OR FOR A PARTICULAR PURPOSE The applicable Capsa Solutions LLC entity reserves the right to revise this publication from time to time and to make changes in the content hereof without
55. figuration M V Read F Index this resource E Indexing Service Write W I Internet Information Service Directory browsing G Web Sites Application Settings E e Default Web Site H ustelp Application name Flemiva E L i Printers s d EE Starting point lt Defauit CartwWatch a 3 coni x Configuration e cartwatch Execute Permissions Scripts only w 9 aspnet_client K e Gs o Ze Default SMTP Virtual Ser Application Protection Low IIS Process E S Message Queuing Figure 58 CartWatch Properties e Click Apply button after choosing the physical path where your Application installed ey CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 100 Manual Confidential CAPSASOLUTIONS AU Troubleshooting CAPSASOLUTIONS Troubleshooting Database Errors While login If you receive error Unknown error occurred please contact your Administrator Check if you are connected to correct database Verify the Database Server Name Database name amp credentials in connection string of web config file Web config file is inside the CartWatch installation directory Following is the key to connect the database in configuration file lt add key ConnectionString value Database RMS_LIVE Server RSI NOD SQL2K5 GENACIS Integrated Security False User Id CAPSA Password CAPSA timeout 240 MultipleActiveResultSets true gt Where Database is the database name server i
56. ging Log Files CAPSASOLUTIONS Save as custom report Report Macro Name Save Close Figure 20 Save as Custom Report 6 You have to enter the name of the Report For example enter the name as MacroReport Click Save to save the report The report would be saved and the application will display the message Report saved successfully and it would be added in the Custom Macro List Next time when you want to view the report select the Macro Report from the Custom Macro list parameters cart and the corresponding event type that you had selected for this particular custom report would be selected on their own Delete Custom Report Introduction This functionality allows you This functionality allow you to delete any custom report Procedure Complete the following procedure to save custom report 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click View Log Files 3 Select the report from the Custom Macro list which you need to delete Custom Macro Kurt s usage 4 Click on the Delete Custom Report button 5 The application will display an alert message Are you sure you want to delete Custom Report If you press OK the selected report would be deleted and you will get a message Report deleted successfully else press Cancel if you do not want to delete the report Managing Log Files Search Log Files a i d y U a e CAPSASOLUTIONS Introduction This functionalit
57. h CAPSASOLUTIONS Exiting CartWatch Procedure On the Top right of menu header section click Log Out You will be successfully logged out of the system tl CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 24 Manual Confidential i CAPSASOLUTIONS 4 Managing Carts Managing Carts Introduction This functionality is used for the management of carts It lists all available carts in the system and provides options to sort filter add edit or delete the carts Tasks include e Adding single carts e Adding multiple carts e Editing cart Deactivating cart M Assigning cart group Assigning cart to user and groups Print Adding Carts Introduction This functionality allows you to add carts You can add single cart or multiple carts in a range at one time This provides you the greatest flexibility in managing your carts and users How to Add Single Cart Complete the following procedure to add single cart to the CartWatch 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click on Cart 3 The Cart Settings page gets displayed rh CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietay 25 Manual Confidential CAPSASOLUTIONS HD Managing Carts CAPSASOLUTIONS HD CAPSASOLUTIONS Home Cart Settings Search Cart Group Oa Cart Name User Name Cl Tox Cart Group IP Address Serial Numb
58. he CartWatch saves the cart to the database and you are taken to the next page Assign Cart to Cart Group Mapping For instructions see Assign Cart to Cart Group Mapping 7 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK It will take you to the Cart Settings page Edit Multiple Carts Simultaneously Complete the following procedure to change multiple cart settings 1 Log into the CartWatch 2 Onthe Home page under Manage Carts tab click Cart 3 The Cart Settings page displays Select multiple carts for which you want to change the settings and click Edit Cart button at the bottom of the page 4 The Add Edit cart page displays Make the setting changes by either typing a new value or selecting a new value from a list Click on Next button after making the changes The CartWatch saves the changes and you are taken to the next page Assign Cart to Cart Group Mapping For instructions see Assign Cart to Cart Group Mapping 9 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page tl CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 32 Manual Confidential CAPSASOLUTIONS AU Managing Carts CAPSASOLUTIONS
59. he cart group right click on cart on Figure 15 Assign Cart to a Cart Group 5 Itis divided into two vertical sections e Carts e Cart Groups 6 You can drag the Carts and assign them to the required Cart Groups If you want to select all the Carts select the C Select ai check box and drag them to the required Cart Groups Note If a cart is already assigned to a cart group and you try to assign it again the application displays an alert message Cart already exists 7 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Managing Carts CAPSASOLUTIONS Introduction This functionality is used to print the cart list details like Cart Name IP address Serial Number Master Code Override code etc Procedure Complete the following procedure to print the cart details 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart 3 The Cart Settings page displays 4 Click on the Print button at the bottom of the page 5 The application displays the list of the cart details SA ra Click on the Print icon en that appears at the top of the page Click Close to close the window rh CartWatch Software Product 2041 Capsa Solutions LLC Proprietay 36 Manual Confidential CAPSASOLUTIONS This Page Intentionally left blank th CartWatchTM Software Product i 2011 Capsa Solutions
60. iaeiei en aa aieia AA i aan 80 12 Import and Export USGI cists ss sesccdctcvccsiieeavetenancancueenancervecneeseannanncensceeesnesesteckanconstens 83 at get Ted 83 Import Users 0 0 0 ce eee eececce cece eee eeeeeee tees eee aes aeaeaeaaaaaaaaeaeeeaeseseseeeeeeeeeeeeeeeeeeeesaeeeeesaeaeaea 83 leid 86 13 Activate CT 87 at geed 87 gel ele 87 14 Activate Carts ET 89 INtFOCUCTION wien iiiea eee Re ee ed RMR eee Ee 89 PRO CC TEE 89 15 Failed User Update icciacciccccccisseccscccctteccesccecedecesedactcneceeiecececcduceseuesesseeedeesteseeanseecenscese 91 att get Led 91 Srel 91 mer tn a Software Product 2011 Capsa SE Proprietary 6 CAPSASOLUTIONS Contents 16 17 18 tay CAPSASOLUTIONS Failed ele f lr E 93 at get Ted 93 gel ele 93 System Settings si cccccsceccecssseececcesessceccadessceecarssveeescuesseessecesntecesderesteeceaseveceerivaasees es 95 at geie Ted 95 aire EE 95 Troubleshooting EE 97 Troubleshooting Install Errors cece eee eee e eee eennaeaaeaeeeeeeeeeeesensenaaaaeees 97 Troubleshooting Database Errors eee ce eeeeenecee eter trees eee aeaeeaeeeeeeeseeseesnenaeaaeees 101 Troubleshooting Network ISSUES eee ee cece cette ee ee eee teeeaaeeaeeeeeeeeeeteesneaaaaees 101 This Page Intentionally left blank rn CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietay 8 Manual Confidential CAPSASOLUTIONS 1 Overview Introduction This user manual
61. igned to multiple groups 6 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Assigning Carts Cart Groups Introduction This functionality is used to assign user groups to the Carts or Cart Groups Procedure Complete the following procedure to assign a cart to a cart group 1 Log into the CartWatch 2 On the Home page under Manage User tab click User Group Manage User Group page displays Select the user that you want to assign to the cart or cart group and click on Assign Cart Group button at the bottom of the page 4 Assign Users to Carts Cart Groups screen displays Assign Users User Groups To Carts Cart Groups User Groups Cart Groups Carts T amp 10x20 User Group EI E CartGroup AC Medication Cart EI A Medication Cart Group il ARTROMICK CART 00 fia Tox Cart Group 3 J artromick cart1 First Floor carts CM af TOX16 70x17 To delete assigned user user group from the cart cart group right click on user user group Close Figure 40 Assign Users User Groups To Carts Cart Groups rh CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 70 CapsaSOLwTIONS Manual i Confidential i AU Managing User Groups CAPSASOLUTIONS The screen is divided into three vertical sections e User Group e Cart Groups e Carts You can select a single User Group for assigning it to the Cart
62. int Close Copyright 2010 All Rights Reserved Figure 21 View Log Files raf CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 46 Manual CAPSASOLUTIONS Confidential Managing Log Files CAPSASOLUTIONS Log from Cart Introduction This functionality allows you to view the logs for the selected carts Procedure Complete the following procedure to search the log files based on the carts 1 2 3 Log into the CartWatch On the Home page under Manage Carts tab click View Log Files Select the cart from the cart list for which you want to view the logs or you can select allthe carts by selecting the All check box Cart Can Lagere cart 1 4 ef E AC Medication Cart Cie Clanr corte Ki Figure 22 Select Cart For example you can select ARTROMICK CART 00 for viewing the logs 4 Click on the Log from Cart button The application will read all the information from the selected carts and will display the result in the result section The cart must be online for the communication to be successful EEN Managing Log Files CAPSASOLUTIONS EJN Et RTE ELE E Wa ee te CartVVatch Remote Management System CAPSASOLUTIONS ICT y l Home View Carts View Users Help Logged In global Log Out Home View Log Files Search Cart O ay ge Custom Macro 8 e oO artromick cart 1 a Mlartromick cart 00
63. ithout saving Removing a Role Introduction This functionality allows you to delete the roles Procedure Complete the following procedure to remove users 1 Log into the CartWatch 2 Onthe Home menu click on Manage Roles 3 Manage User Roles Permissions screen gets displayed 4 Select the role which you want to delete and click Remove Role button 5 It will ask for confirmation Are you sure you want to remove If you click OK the selected role would be deleted and you will get a confirmation message Role removed successfully If the role is attached to any user that user will be moved to Local Role and the role will be removed 6 You cannot remove RMSGlobal amp RMSLocal roles AU Roles and Permissions CAPSASOLUTIONS Managing Permissions Introduction Permissions are used to further restrict access to user roles For example if a user s role is RMSLocal you can limit the cart and user settings that the user can change by not providing the editing rights to the user for specific actions When the CartWatch is installed on your system RMSGlobal and RMSLocal roles are created with predefined set of permissions If you are having the permissions to view all the menu items of the home page then only you would be able to view the items For example if you do not have the View permissions of Manage User and Manage Cart group you will not be able to view those links on the home page You can assign
64. ity allows you to view the details of the failed carts For example if you have made some changes in the Carts like changing the Cart Name or other settings These changes need to be updated in the actual Carts but in case for any reason these changes fail to take place on the actual Carts they get displayed in Failed Carts Updates Procedure Complete the following procedure to view the failed cart update 1 Log into the CartWatch 2 On the View Carts menu click Failed Carts Updates 3 The Failed Carts Updates page displays I P e e HI CartWatch Remote Management System CAPSASOLUTIONS Y Home View Carts View Users Help Logged In global Log Out Home View Carts Failed Carts Updates Cartid Cart Name Failed Cart Details Sync Date amp Time Fi 2 ARTROMICK CART 00 Cart Update Failed 1 25 2011 12 28 43 PM 3 AC Medication Cart New Cart Update Failed 1 25 2011 12 28 49 PM Fl A AC Medication Cart Cart Update Failed 1 25 2011 12 28 49 PM 5 First Floor carts Cart Update Failed 1 25 2011 12 28 49 PM 6 TDX18 Cart Update Failed 1 25 2011 12 28 49 PM 7 TDX15 Cart Update Failed 1 25 2011 12 28 49 PM 8 TDX16 Cart Update Failed 1 25 2011 12 28 54 PM 9 TDX17 Cart Update Failed 1 25 2011 12 28 54 PM Sync Now Print Failed Carts Copyright 2010 All Rights Reserved Figure 53 Failed Carts Updates rn i CartWatchTM Softwa
65. ken to the next screen Assign User to User Group For instructions see Assign User to User Group 8 You can also click on Close button to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the User Settings page Adding Multiple Users Introduction This functionality allows you to add Multiple Users Users are created with the User prefix and default password is set for each user How to Add Multiple Users Complete the following procedure to add multiple users at one time to the CartWatch 1 Log into the CartWatch 2 Onthe Home page under Manage Users tab click on User 3 The User Settings page gets displayed 4 Click on the Add User button at the bottom of the page th CartWatch Software Product i 2011 Capsa Solutions LLC Proprietary 56 _ Manual i Confidential i CAPSASOLUTIONS UI Managing Users CAPSASOLUTIONS 5 From the Add Edit screen select the radio button against Add Multiple Users Add Multiple Users window displays Add User Add Edit User Assign Users To User Groups gt gt Assign User s to Carts Cart Groups gt Send changes to Cart Add User Add Multiple Users No of Users 13 User Groups All Use oup User Type RMSGloba v Narc Access None v Date Of Joining 01 03 2011 E Expire Date E Never Expire V
66. lection application populates the fields from the first row of the file on Right hand side fields You can verify the sequence of the fields in the file 5 Click on the Import button after selecting the Import file The application displays the Import Summary HI CartVVatch Remote Management System CAPSASOLUTIONS 2 d Home View Carts View Users Help Logged In global Log Out Home View Users Import Users Default Narc Access None sl User Name Used only if import file contains no Narc Access value or an Invalid Narc Access Value Access Code Select ile Narc Access Import Summary Narc Code arj Total Users In File Imported Users Not Imported Users Extended ID 2 2 0 Employee ID e User Import Failed For User Type Active 7 Override Password Date Of Joining Expiry Date Records In File import Close Copyright 2010 All Rights Reserved Figure 48 Import Summary Users are imported into the system and if the information of any user is not correct that user is not imported and the reason of failure is displayed in the lower half Import and Export Users CAPSASOLUTIONS Export Users Introduction This option is to export users of the system including defaults in a comma delimited text file Format or the field sequence of the text file should match with import users so that same file can also be used to re import users into the system
67. manager can access some or all areas of the cart and user settings for the carts and users they manage These permissions are based on privileges the administrator assigns A local user typically has a group of carts to manage such as all the carts on a floor Other than predefined roles you can define new roles and define permissions for them and then these roles can be assigned to different users tl CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 12 Manual Confidential CAPSASOLUTIONS Overview CAPSASOLUTIONS Override Rights Administrators can assign override rights to each user type Override rights grant users the use of a special Override Code that is assigned to the cart The Override Code bypasses the cart s alarms timers and relocking mechanisms The override right is typically used while the cart is being restocked in the pharmacy Read From Cart and Send Changes Functionality The CartWatch Read from Cart functionality enables you to manage log records and settings from the cart to populate the CartWatch database If the cart was serviced the cart and database settings are synchronized The Send Changes functionality enables you to send your changes that you make to a user record or a cart settings record in the CartWatch database to the cart This Page Intentionally left blank igh CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 14 Manual Co
68. mber of Carts Updated Number of Users Updated 1 Failed Carts Count Failed Users Count 1 Carts Failed to Update Users Failed to Update Andy Copyright 2010 All Rights Reserved Figure 42 Send Changes If you click on Send Changes button through the wizard For example Edit a cart gt Click on Next button gt Assign Carts to Cart Groups gt Click on Next button gt Assign Users User Groups to Carts gt Click on Next button gt Send Changes In this scenario changes of only that cart will be updated in the actual cart that you have selected for editing Otherwise if you are not going through the wizard and directly click on Send Changes button on the Home page all the cart and the user details across the application will be updated in the actual cart 11 Roles and Permissions Introduction Roles are the level of general access assigned to any user in the CartWatch application Roles can be filtered on the basis of user type For example RMSGlobal role Users who have rights to all functions and can make all changes to the carts and user settings for all of the carts and users in the database _RMSLocal role Users who have access to only a limited number of carts but can make all changes related to the carts and users they manage Permissions are used to further restrict access to user roles For example if a user s role is Local you can limit the cart and user settings that the user can
69. nfidential CAPSASOLUTIONS e d CartWatch Installation Process Installation Process Steps 1 Click on the Windows Installer Package the CartWatch Setup Wizard displays i CartWatch GU CAPSASOLUTIONS The installer will guide you through the steps required to install Cart atch on pour computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Figure 1 CartWatch Wizard 2 Click on Next button to proceed on next step or Cancel to close or discard the setup 3 After clicking on Next button you have to provide the Database Server Configuration Credential used by the CartWatch application Database Server configuration details are mandatory to move on to next step 4 Enter the following information Database Server Name Name of the SQL server where database has to be created mm CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 15 Manual Confidential CAPSASOLUTIONS a D H U a e CartWatch Installation Process CAPSASOLUTIONS Database Name Name of the database to be created where all the tables and procedures will be stored User Name Login name of Database Server used to get connected with Database Server Pasword
70. ng Cancel button and Next button to proceed to next step 8 After clicking the Next button next step will allow you enter the name amp location on hard drive of the CartWatch application to be installed The details of fields to be entered are as follows e Site It is a read only name used for some internal operation to create a virtual directory e Disk Cost button allows you to check the available amp required disk space for all drives on your system e Virtual Directory Virtual directory will be the name of installing CartWatch application e Physical Location It is the path of application where all the related files are stored on your hard drive You can browse amp choose any location where you have to install the CartWatch application If the given folder name does not exists it will be created automatically amp if it already exists all the existing contents will be overwrite by the new installation files You may move to previous screen by clicking the Back button or close or discard the Setup using Cancel button amp Next button to proceed to next step mn CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 18 Manual Confidential CAPSASOLUTIONS HD CartWatch Installation Process CAPSASOLUTIONS ie CartWatch CAPSASOLUTIONS The installer will install Cart atch to the following web location To install to this web location click
71. nnaaaeaeeeeeeeeeneeenee 54 e Eine UE 54 Adding Nu e EE EE 56 Editing WG 58 Ra 1 CarWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 5 Manual Confidential CAPSASOLUTIONS tay Contents CAPSASOLUTIONS Deactivating USEF EE 60 Assigning User Group sisccencisieiitestesieltina dicen etayeiaebeneacencisdeiieai estates needs 61 Assigning Carts Cart Groups 62 RIDE sete ccedecddene shall se leaahe dadetsanesthe enee be eege edd eege A 63 8 Managing User Group icisisccccitcesssccccceessececcvesssacecevessececevessecteseesssneecseessstierevaastoeees 64 IMTCOAUCTIO Meh ccexsshcegsceecstcutess ingcialdet sin dees aesinsda ted A A E 64 Adding User Group cccccceseecceceeenneeeeeeeeaeeeeeeeaeeeeeeeaaeeeeeeeaeeeeseeaeeeeeeeseeeeseeaes 64 Editing a Usar Group EE 66 Remove User Group TEE 68 ASSIGNING User Groups osse tiksin iser na Hailes 69 Assigning Carts Cart Groups 70 Q My Profile sicccccccsscsscccccssescccccseessccecsessscccccessscctecssessececcsesseccecsesssccecsessnsccacseessscaceeessecce 72 IO dd UE 72 10 Send Changes eeseeEEeeEEEEEEEEEEEEEEEEREEEEEEEEEREE ENEE EES EREEEEEEEEEEEEEEKEEEEEEEEEEESEREEEEE E EEEEN 74 et geleed EE 74 Send Change AAR ENEE ENEE EEN 74 11 Roles and Permissions lt 5 c0ccce0csccnccneccaesecteecacsectaeetaseneces saseaacertcasnscecscannaaete cas 76 att geed 76 ACGING ERC Ne EE 76 Seille EC e EE 78 REMOVING NEE 79 Managing Permissions 0000 0 eee eeeeeneee eter
72. o retrieve default or current settings from the cart You can modify the settings of a single cart or multiple carts After you add a cart to the CartWatch you can change the cart settings to fit your requirements Cart settings may include e Cart administrative information Cart master and override codes User codes e Alarm and beeper levels e Security settings e Narcotic settings M Communication ports settings Light Timeout setting There are two ways to change the cart settings in the CartWatch e Individual settings in the Cart Settings window e Multiple settings in the Cart Settings window Individual Settings Complete the following procedure to change individual cart settings 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart 3 The Cart Settings page gets displayed Select the cart that you want to change the settings on and click Edit Cart button at the bottom of the page 4 The Add Edit Cart page displays S DH Managing Carts CAPSASOLUTIONS Add Edit Cart Add Edit Cart Assign Carts To Cart Groups Assign Users User Groups to Carts Send Changes To Cart Medication Cart Fill in the information below or click here to read settings from cart r Cart r Alarm Beeper Serial No Level off b HWIFW Rev J Alarm Enable User Count Key Beep Name Medication Cart A r Cart Code Number Cart M
73. of db user Maximum 50 characters You can edit its value e Verify Password Password that you enter in this field should exactly match the password that you have entered in Db Password field e If the password that you have entered does not match with the DB Password field you will get a message Password and Confirm Password should match e Log Read Time This setting is for automatic log file retrieval from carts Log files will be retrieved at specified time Format HH MM HH for hours and MM for minutes For example 5 40 e Log Interval in hours This is the interval for log file retrieval For example if the log time is 5 40 and the log interval is 48 hours then every 48 hours at 5 40 the CartWatch attempts to read the log records Maximum 3 digits For example 124 e Log Archive Interval In hours This is the interval for logs to be archived which are to be sent to a different database table and same could be deleted from the existing event log table depending upon the user s choice Maximum 3 digits For example 128 e Login Mode You can select the Login mode from the list e Language You can select any language at the time of installation from the given options English French and Spanish For example if you have selected English language at the time of installation you cannot change it to French or Spanish afterwards e Access Code Digits This setting specifies access code length in the system You have
74. on asks for confirmation Are you sure you want to activate users If you click OK all the selected users will become active and will no longer appear in the Deactivated Users list and the message Users Activated Successfully will appear on the screen tl CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 7 88 Manual Confidential CAPSASOLUTIONS 14 Activate Carts Introduction This functionality is used to activate deactivated carts into the system This option is available to you when you search for deactivated carts in the application Procedure Complete the following procedure to activate the carts into the system 1 Log into the CartWatch 2 On the View Carts menu click Deactivated Carts 3 The Deactivated Carts screen displays HD Ca Q CartVWatch Remote Management System CAPSASOLUTIONS d g Home View Carts View Users Help Logged In global Log Out Home View Carts Deactivated Carts Search Cart Name Serial Number Cart Group Flak r CartGroup IP Address TDX Cart Group Medication Cart Group s Search Clear Result O Cart Name SerialNumber P Address Cart Model Cart Number Deactivated By DeactivatedOn CartGroup 50 225 1 28 2011 de 3 225 artromick cart 1 10 131 60 22 0 global 5 00 07 PM F P K 4 28 2011 ARTROMICK CART 00 10 131 60 18 global 5 00 07 PM Activ ate Carts
75. on Server installed on the machine Please install IIS before continue to setup Troubleshoot e Install IIS before continue to Install RMS Setup e Check whether the IIS is installed on your machine by clicking the C drive and then checking in C drive whether the Inetpub directory exists or not and in Inetpub directory the wwwroot sub directory exists or not e If the wwwroot directory does not exist then install IIS before Install RMS Setup 5 After Successful Installation of RMS Setup the following error can occur when you type the URL of RMS Application in the address bar http localhost CartWatch Webforms login aspx Server Error in CartWatch Application The resource cannot be found Description HTTP 404 The resource you are looking for or one of its dependencies could have been removed had its name changed or is temporarily unavailable Please review the following URL and make sure that it is spelled correctly Requested URL CartWatch Webforms login aspx Troubleshoot Cause The main Cause of this Error is due to the physical path of application as it is not attached to the Virtual Directory in IIS Steps to attach physical path to Virtual Directory e Open IIS manager by entering inetmgr in windows Run command e Drill down to Default Website HD Troubleshooting CAPSASOLUTIONS Internet Information Services EI Fie Action View Help m B Gm g bmi t Inform ices RSI DEY SUMITG
76. on and if required you can even reset the access code and Narc code Procedure Complete the following procedure to change individual user details Log into the CartWatch On the Home page under Manage Users tab click User The User Settings page gets displayed pe NS Select the user that you want to change the details on and click Edit User button at the bottom of the page 5 The Add Edit User page displays Edit User Add Edit User Assign User To User Group Assign User s to Carts Cart Groups gt Send changes to Cart User Michael User Name User Michael Employee ID 100 User Group mr All cess None Narc Code UserGroup 3867 Access Code User Type RMSGlobal v Override Normal v Extended ID 10 Date Of Joining 1 5 2011 E Description Expire Date lE Termination Date Never Expire v __ Reset Access Code E Reset Narc Code ext Close Figure 33 Edit User CartWatch Software Product 2011 Capsa Solutions LLC Proprietary i 58 In Manual Confidential CAPSASOLUTIONS Managing Users 10 You can edit the following fields User Name Employee ID Date of Joining Extended ID User Type Password Access Code Expire Date Never Expire Termination Date Description User Group Override AU CAPSASOLUTIONS Click on the Reset Access Code button if you want to reset the Access Code A
77. permissions to the newly created role or at the time of editing the role You can assign permissions at the time of adding a new role or editing an existing role For example edit a role and then assign permissions to it Procedure Complete the following procedure for managing permissions Log into the CartWatch On the Home menu click on Manage Roles Manage User Roles Permissions page gets displayed Select the role that you want to edit and click Edit Role button The Add Edit User Group page displays oa fF ON Click on the Next button after you finish making changes Manage Permissions page displays tl CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 80 Manual Confidential CAPSASOLUTIONS Roles and Permissions CAPSASOLUTIONS Manage Permissions Role Name Technical Role Description This is a Technical Role and Mr Kurt will be responsible for it Description LJ Edit Clview Cart Assign User to Cart Cart Manage Cart Group Cart Print Carts Cart Cart Model Cart Cart Number Cart HWIFW Rev Cart Narcotics Code Type Cart Narcotics General Code Cart Narcotics Num Narc Cart User Codes General Code Cart UserCodes Type EH x Figure 46 Manage Permissions The upper part of th
78. re Product 2011 Capsa Solutions LLC Proprietary 93 Manual i Confidential CAPSASOLUTIONS tay Failed Cart Update CAPSASOLUTIONS 4 You can view the details of the carts like Cart Id Cart Name and Failed cart details Sync Date and Time in the tabular format You can arrange the Cart Id s in the ascending or descending order by clicking on Cart Id link You can arrange the Cart Name s in the ascending or descending order by clicking on Cart Name To nk In case no cart is present the application displays the message No Record Found 5 Click on Sync Now button the application tries to overwrite the changes in the actual machine and if it gets updated on the actual machine the details would be removed from the Failed Carts Updates screen 6 Click on the Print button if you want to print the displayed Failed Cart details CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 94 tn Manual Confidential CAPSASOLUTIONS 17 System Settings Introduction This functionality covers all major system settings required to function and run CartWatch application smoothly Settings will be done by administrator at the time of installation Settings can also be changed if some changes occur at the application level or at the server level For example if your server name database name or the password gets changed you can make the changes in the System Setting screen to update the
79. reset code gets refreshed and you get a message Code updated successfully e Click Reset Narc Code button If you want to reset the Narc code the reset code gets refreshed and you get a message Code updated successfully 4 Click on Save button after making the changes The information is saved and you get a confirmation message User is updated Successfully 5 Click Close to close the window without saving the information 10 Send Changes Introduction On selection of the Send Changes button the following tasks are performed by the application e Cart details will be updated in the actual cart e User details will be updated in the actual cart e lf new users are added they will be added to the actual cart and if any users are removed they will be removed from the actual cart e H any modification has been done in the details of the user it will be updated in the actual cart Send Changes Procedure 1 Log into the CartWatch 2 Onthe Home page under Update tab click on Send Changes 3 Send Changes screen gets displayed th CartWatchTM Software Product i 2011 Capsa Solutions LLC Proprietary 4 7 Manual Confidential i CAPSASOLUTIONS e 5 VI a Send Changes CAPSASOLUTIONS Ca H S LM D es NR C A Al CanVVatch Remote Management System CAPSASOLUTIONS z Home View Carts View Users Logged In global Log Out Cart Update Summary User Update Summary Nu
80. rmissions page For instructions see Managing Permissions page 6 Click Close to close the window It will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving Editing a Role Introduction This functionality allows you to modify the details of a role You can modify the details like name description and the permissions assigned to a role Procedure Complete the following procedure to edit a role 1 Log into the CartWatch On the Home menu click on Manage Roles 2 3 Manage User Roles Permissions screen gets displayed 4 Select the role that you want to modify and click Edit Role button 5 The Add Edit Roles page displays Add Edit Roles Role Name Technical Role Description This is a Technical Role and Mr responsible for it CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 78 tn Manual Confidential CAPSASOLUTIONS AU Roles and Permissions CAPSASOLUTIONS Note Fields marked with an asterisk sign are mandatory 6 You can modify the following fields e Role Name e Description 8 Click on the Next button after you finish making changes The CartWatch saves the changes and you are taken to the next page Managing Permissions For instructions see Managing Permissions 9 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit w
81. rs This list contains the number of drawers available in the selected cart Currently it contains the following options e None If you select None there will not be any narcotics drawer in the cart In this scenario all the alarm fields will be disabled e One If you select One there will be one narcotics drawer in the cart e Two If you select Two there will be two narcotics drawer in the cart Com Port Setup e Baud Rate This is the baud rate for the Com Port This list contains the following options i 200 AU Managing Carts CAPSASOLUTIONS ii 2400 iii 4800 iv 9600 v 38400 Default Parity This list contains the following options e None Default e Even e Odd Data Port It contains Data Port information Stop Bits It contains information of stop bits setting Card Access Only If you select this option it specifies that user can access cart through access card only User Access code and type will be disabled in this scenario If you click on the link click here to read settings from the cart which appears above the Alarm Beeper section the CartWatch application connects to the IP of the given cart and displays all the information of that particular cart If it is unable to connect to the cart you will get a message Unable to connect please try later Make the change by either typing a new value or selecting a new value from the list Click on the Next button after you finish making changes T
82. s the IP or machine name of the machine where database is resided UserID and Passwords are the credentials to access the database While making changes please make sure you dont change the format of the connection string Troubleshooting Network Issues If you are unable to connect to the CartWatch application Check if you are able to access the IP of machine of CartWatch application You can check the same by pinging the machine IP or name using Start gt gt Run Type ping lt machinelP gt t or ping lt machinename gt t for example if the URL of CartWatch application is http 10 131 60 221 CartWatch webforms login aspx or http MachineName CartWatch webforms login aspx You can check by command Ping 10 131 60 221 t or Ping MachineName t It will open a command prompt window and will show the response If the response is Request Timed out please check with your administrator to access the machine HD CAPSASOLUTIONS www capsasolutions com 4800 Hilton Corporate Drive Columbus Ohio 43232 800 437 6633 Capsa Solutions 2011 Part 6902 Rev 00
83. ssign Users User Groups to Carts Cart Groups gt Send changes to Cart Group Name TDX Cart Group Group description This is TDX Cart Group Figure 17 Edit Cart Group You can modify the following fields rn CAPSASOLUTIONS e Group Name e Group Description Click on the Next button after making the changes The CartWatch saves the changes and you are taken to the next page Assign Carts to Cart Group Mapping For instructions see Assign Carts to Cart Group Mapping CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 40 Manual i Confidential i tay Managing Cart Groups CAPSASOLUTIONS 3 You can also click on Close button to close the window it will ask you Do you want to save changes Press OK to Save or Cancel to exit without saving If you click OK it will take you to the Cart Settings page Removing Cart Group Introduction This functionality allows you to delete cart groups Procedure Complete the following procedure to remove cart groups 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Cart Group 3 The Cart Settings page displays Select the carts that you want to delete and click Remove Cart Group button at the bottom of the page 4 It will ask for confirmation Are you sure you want to delete the Cart Group s If you click Yes the selected cart groups would be deleted and you get a confirmation message
84. tch Installation Process CAPSASOLUTIONS i CartWatch om CAPSASOLUTIONS ati Site CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 22 Manual Confidential CAPSASOLUTIONS CartWatch Logging into the CartWatch Procedure 1 Connect to the CartWatch application by typing the URL in the address bar For example http 10 131 10 191 servername CartWatch WebForms Login aspx 2 The User Login screen displays Enter your User Name and Password provided by the administrator Figure 9 Login Screen Note e User Name is case insensitive Special characters 4 amp are not allowed in the User Name e Password is case sensitive Special characters 2 4 amp are allowed in the Password If you do not enter the UserName and Password and click Login button the application displays an alert message UserName and Password cannot be left blank In case you enter a wrong UserName or a Password you will get a message Invalid UserName or Password If there is some technical fault or network issue you will get a message Unknown Error Occurred You need to contact administrator to resolve issue After entering the correct UserName and Password you are re directed to the Home page rh CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietary 23 Manual Confidential CAPSASOLUTIONS tay CartWatc
85. the obligation to notify any person or entity of such revisions or changes Product names mentioned herein may be trademarks and or registered trademarks of their respective companies Capsa Solutions LLC is a registered trademark of Capsa Solutions LLC Capsa Solutions LLC 4800 Hilton Corporate Drive Columbus Ohio 43232 Phone 614 864 9966 Customer Service 800 848 6462 Web site www capsasolutions com mn CartWatchTM Software Product 2011 Capsa Solutions LLC Proprietay 3 Manual Confidential CAPSASOLUTIONS This Page Intentionally left blank rn CartWatch Software Product 2011 Capsa Solutions LLC Proprietay 4 Manual Confidential CAPSASOLUTIONS Contents e ET 9 Introduction to CartWatch Remote Management Software 10 CartWatch Installation Process EE 15 Cart Wath wecccccccsccccecessccccsiccsscctecccesceccincsseceneceascecnaecacseonteecasanneeceacasieccacssudancacsestinses 23 Logging into the CartWateh ici iviceseis et ekesd eet eege se uettievedeletsstavdderssteddvetdeideenevidaes 23 Exiting CartWatch 2 ccceciescccceiveecieitaaeivececdivenesiesivieadcanidaaueia cteedibiiantveaaieieneecsaactnee 24 A Managing Carts vc esoe 25 Managing Carts Introduction cccceeceeeeeenee cece eeceeeeeeeeeeeeeetaeeeeeeeneeeeeesneeeeeee 25 AGING CANS erener rns EEEE tulianatenpiinthcesvanitascdoeitna tachi en aatle 25 Adding Multiple Carts Procedure c cccccccce
86. three options in the list 4 5 and 6 For example if you have selected 4 then you cannot enter 5 or 6 digits access code while adding user or cart If you change Access Code digit to any value greater than 4 you cannot change it to less than the selected value although it can be reset to value greater than the selected value 3 Click on the Save button after making the changes Your data will be saved and you will get a message of Data updated successfully 4 Click on the Close button if you do not want to save the changes You are directed to the Home page mt CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 96 Manual Confidential i CAPSASOLUTIONS 18 Troubleshooting It is a logical search for the cause of a problem so that it can be solved and so the application can be made operational again Troubleshooting is needed as the problem can have many possible causes Tasks include e Troubleshooting Install Errors e Troubleshooting Network Errors e Troubleshooting Database Errors Given below are the steps for troubleshooting the Install Network and Database errors Troubleshooting Install Errors 1 During Installation the following Error Can Occur An error has occurred while establishing a connection to the server When connecting to SQL Server 2005 this failure may be caused by the fact that under the default settings SQL Server does not allow remote connections Troubleshoot e Enable
87. y User Figure 26 Select Report Group By User 2 Click Next The report is generated in a tabular format Automatic grouping would be done on the basis of Cart Name ld Ai oft b pi KEJI CAPSASOLUTIONS View Log Report Cart N A Event ID N A User Name N A Date From N A Date To N A User Name Cart Name Event Date Event Time Event Description Andy ARTROMICK CART 12 15 2010 12 44 05 PM 001 Invalid access code entered 00 ARTROMICK CART 12 15 2010 12 43 05 PM 003 Cart opened with key 00 Total Events 2 global artromick cart 1 12 15 2010 12 51 05 PM 002 Cart opened by access code artromick cart 1 12 15 2010 12 40 05 PM 001 Invalid access code entered Total Events 2 Grand Total 4 Export CSV Close Figure 27 Report on the basis of User type ry CartWatch Software Product 2011 Capsa Solutions LLC Proprietary 50 Manual i Confidential CAPSASOLUTIONS Managing Log Files CAPSASOLUTIONS You will find the following columns in it e User Name It shows the names of the users and the event type that took place e Cart Name It shows the names of the carts on which the events occurred e Event Date It shows the date on which event took place e Event Time It shows the time when event took place e Event Description It provides the information about the type of events 7 Click on Export CSV button if you want to open or save the report OR click close to close the window Procedure
88. y allows you to search the log files on the basis of Carts Event Types User name Date From Date to Time from and Time To Procedure Complete the following procedure to search the log files based on the user name 1 Log into the CartWatch 2 On the Home page under Manage Carts tab click Log Files 3 View Log Files screen displays 4 Select filter criteria from search section 5 Click on search button to get results in Result section EJ P tT Me PA 2 SS SE CartVWatch Remote Management System CAPSASOLUTIONS J H Home View Carts View Users Help Logged In global Log Out Home View Log Files Search Cart O ay Custom Macro EI artromick cart 1 Sr E ARTROMICK CART 00 EI AC Medication Cart cd a ee sl Event Type C an UserName Cloo1 tnvalid access code entered a El no2 Cart opened by mccess rade o 003 Cart opened vith key PET ia eegen PY SW Date From Date To jE Time From Time To Save Custom F Report d Search d Delete Custom Report 4 _Clear Log From Cart Result Cart Name User Name Event Date Event time Event Description ARTROMICK CART 00 Andy 12 15 2010 12 44 05 PM 001 nvalid access code entered ARTROMICK CART 00 Andy 12 15 2010 12 43 05 PM 003 Cart opened with key artromick cart 1 global 12 15 2010 12 51 05 PM 002 Cart opened by access code artromick cart 1 global 42 15 2010 12 40 05 PM 001 Invalid access code entered i Pr

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