What is covered in this guide
This ezFMD Admin (Administrator) Guide is intended for the use of the key person in an organisation to administer other users and roles, location keys, etc. and is intended for use by persons familiar with ezFMD and (at least) medium IT skills.
A PDF copy (8 pages) of this Admin Guide is available from the Downloads section of this website. This PDF document includes scenarios for the use of Users and Roles.
A User Guide, describing the normal use of ezFMD, is separately also available from the Download section.
Opening the ezFMD Admin Tool
From the Windows / Start icon on the left, select ezFMD Admin Tool from the ezFMD group:
On the initial screen when first run, enter the User ID as ADMIN and the default password and press Okay:
On the main screen, the principle options are:
Edit Organisation
The options are
Organisation > Edit lets you edit the name and address of the Organisation:
(Note – the organisation Type cannot be edited by the Admin – this can only be edited by contacting support@ezFMD.com)
Organisation > Locations lets you edit the locations or PCs in use in the Organisation:
On the screen above, you can rename location / PC names, add with the Client ID and Client Secret obtained from the NVO and set the default for an organisation (used during a fresh install).
Organisation > National Aggregation is reserved for those organisations subscribing to aggregation. It allows you to edit the fields below. These should only be changed in consultation with support@ezFMD.com, or aggregation files will no longer be retrievable within your organisation!
Edit Rights (including users and roles)
This is likely the section most often used.
TIP: It may be useful to create Roles before adding / editing Users, as each User must have a Role assigned to them.
The options are:
Edit Rights > Users
The screen shows the users set up for this organisation:
If you click on certain fields, you can edit these fields – ID is set when the user is initially added. You can edit the Nickname, the password, the Role (from a drop-down list of roles – see next section on Roles) and tick on or off for Revert, Admin, and Enabled.
In this example, the user ID VO has been assigned the role Verify Only and is not an Admin.
Revert: On the main screen of ezFMD, revert to the default action of this user after every scan.
Admin: indicates this user is an Admin with associated rights, including the ability to download the History for the entire Organisation.
Enabled: Indicates this user is currently enabled – you may wish to disable a user for longer leave periods or any other reason applicable in your organisation.
Use of the Add or Delete buttons add or delete users, and the Save button saves changes made.
Edit Rights > Roles
The screen shows the roles set up for this organisation:
First select a role by clicking on it (“Full” has been selected above) at Area 1.
The settings for that role are shown and can be change in Area 2.
The individual FMD Rights can be toggled for the selected role. (The full list is available to wholesalers as shown above – pharmacies will see all but the first 4 options greyed out as the remaining Rights are provided for in the FMD legislation for use in wholesalers only.)
Example: If a wholesaler who does NOT hold a licence to export medicines from the EU is setting up roles, they may wish to disable (untick) Exported as an option, in order to minimise the risk of selecting this action in error during use of ezFMD.
Default indicates the default action for this role when ezFMD starts. For users in wholesalers Verify is a popular default; for users in pharmacies Dispense / Supply is most popular. Any of the enable FMD Rights for the current role will be shown in the drop down list.
Permanent Action if enabled requires a password before a non-reversable action is to be performed (Such as mark a pack Destined for Destruction.) This is not applicable in pharmacies, as all actions may be reversed using the Reactivate option. Valid for (mins) indicates for what period the action may be performed after the password has been entered.
Download History if enabled allows this role to download the history of scans performed.
Download Type offers two options
Current Location limits the downloads to this location / PC ID (See Organisation > Locations)
All Locations extends the downloads to all locations / PC IDs in the Organisation.
Use of the Add or Delete buttons add or delete roles, and the Save button saves changes made (Area 3).
System
System is primarily designed for use following a request to do so from support@ezFMD.com.
The options are:
View OpCode Responses will display the overrides for the “Traffic Lights” of green, amber and red for each reply (“OpCode”) available from the IMVO (or your local NVO).
Import OpCode Responses will import a fresh file containing overrides for the “Traffic Lights” of green, amber and red for each reply (“OpCode”) available from the IMVO (or your local NVO) .
Error Classes provides for editing the error classes (Okay, Caution, Stop – Green, Amber, Red)
NVO Endpoints provides for the editing of the address(es) of where the NVO database is to be queried.
Scan Counts provides a quick summary of activity for the entire organisation:
A PDF copy of this Admin Guide is available from the Downloads section of this website. This PDF document includes scenarios for the use of Users and Roles.