MCIR USER REFERENCE GUIDE: MY SITE
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1 MCIR USER REFERENCE GUIDE: MY SITE
2 Table of Contents: Site Preferences... 3 Add Person to Roster... 3 Enabling/Disabling the Add Person to Roster Default... 3 User Preferences... 5 Default History Format View... 6 Default Official State of Michigan Immunization Record View... 7 Default Demographics... 8 Edit My Site... 9 Site Name Change (to Site) and Contact Information Updates... 9 Add/Update Site Contacts and Update Business Hours View My Site List and Go to New Site Options Some of the system functions documented in this reference guide are available only to those individuals granted Site Administrator access. For questions or support related to Site Administrator rights, please contact your Regional MCIR Office. Information and instructions included in this reference guide periodically change with system updates and are subject to annual review. Please be advised: Images and directions may no longer replicate current system function. MCIR User Reference Guide: My Site, ver , Page 2 of 12
3 SITE PREFERENCES Add Person to Roster The Add Person to Roster default can only be enabled/disabled by a Site Administrator. When enabled, any record retrieved in the system will automatically be added to the site s Roster. If the default is set, persons who should not be included on the Roster will need to be manually removed. For additional information and instructions on the Roster, please reference the MCIR User Reference Guide: Person Module. Enabling/Disabling the Add Person to Roster Default Step One: From the system s landing page ( home screen ), click on the Site Preferences link under My Site section. MCIR User Reference Guide: My Site, ver , Page 3 of 12
4 Step Two: To enable the Add Person to Roster default, check the Default Input Behavior box. To disable default function, uncheck the default. Be sure to Submit any changes. MCIR User Reference Guide: My Site, ver , Page 4 of 12
5 USER PREFERENCES User Preferences apply to the individual user. Each user can set their own User Preferences for: Default History Format View Default Official State of Michigan Immunization Record View Default Demographics User Preferences are accessible from the system s landing page ( home screen ), by clicking on the User Preferences link under the My Site section. Always be sure to Submit changes when updating preferences. MCIR User Reference Guide: My Site, ver , Page 5 of 12
6 Default History Format View The Default History Format View indicates how a user s history screen will display. There are 3 viewable history formats for a person s record: Default History Format View: by Vaccine Series Default History Format View: by Date Administered Default History Format View: as Vaccine/Date Summary MCIR User Reference Guide: My Site, ver , Page 6 of 12
7 The individual site user can select a different immunization history view from the top of the person s History screen; however, this will not overwrite the Default History Format View setting selected on the User Preference screen. Default Official State of Michigan Immunization Record View The Default Official State of Michigan Immunization Record View indicates the user s preferential view/print format for a person s official immunization record. It is possible to change the default view from a person s record by clicking on the View link in the upper right hand corner of the screen. Select the desired format from the dropdown menu and then click Submit. Note: Changing the Default Official State of Michigan Immunization Record View from a person s record will not overwrite the setting selected on the User Preference screen. MCIR User Reference Guide: My Site, ver , Page 7 of 12
8 Default Demographics To use the Default Demographics, the Site Administrator sets the default City, Zipcode and County to be auto-filled when adding a new person s record to the system. It is possible for the individual user to change the demographics on the Add New Person screen. Note: Manually changing the demographics will not overwrite the default settings the Site Administrator has selected for the site. MCIR User Reference Guide: My Site, ver , Page 8 of 12
9 EDIT MY SITE The following Edit My Site functions are only available to the Site Administrator: Name Change Contact Information /Phones Business Hours Add/Update Site Contacts Site Name Change (to Site) and Contact Information Updates To edit/update the site Name, Contact Information and/or /Phones: Step One: From the system s landing page ( home screen ), click on the Edit My Site link of the My Site section. The system will navigate to the Site Information screen. MCIR User Reference Guide: My Site, ver , Page 9 of 12
10 Step Two: Update the site s Name and/or Contact Information. Be sure to click Submit to save your changes. Add/Update Site Contacts and Update Business Hours Step One: From the system s landing page ( home screen ), click on the Edit My Site link of the My Site section. The system will navigate to the Site Information screen. MCIR User Reference Guide: My Site, ver , Page 10 of 12
11 Step Two: from the Site Information screen: Click on the Site Contacts tabs to view and update the appropriate information. Click on the Business Hours tabs to view and update the appropriate information. Step Three: Be sure to click Submit to save changes made to the Site Contacts and/or Business Hours tabs. MCIR User Reference Guide: My Site, ver , Page 11 of 12
12 VIEW MY SITE LIST AND GO TO NEW SITE OPTIONS If you have been granted access rights to more than one site, you will be able to access the following links from the system s landing page ( home screen ): View My Site List allows you to view all sites attached to your User ID. Go To New Site allows you to switch between site access rights without needing to log out and back into the system. MCIR User Reference Guide: My Site, ver , Page 12 of 12
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