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Version: 1.0.70

Managing Users & Resources

The Manage Users and Manage Resources pages under HR are where employees and doctors are created, edited and organised. This page covers the recent additions to the user form and the bulk-upload views.

At a glance​

fa-users | Manage Users / Resources | Here is what happens at this step.
fa-plus | Create individually or bulk? | Here is what happens at this step.
fa-user | Open tabbed user form | Here is what happens at this step.
fa-check | Set Reg. No. and Designation | Here is what happens at this step.
fa-file-text-o | Assign authority and reporting line | We pick a helper for the job.
fa-download | Download existing list | Here is what happens at this step.
fa-tv | Edit spreadsheet | Here is what happens at this step.
fa-upload | Upload to add or update | Here is what happens at this step.
fa-user | User or resource saved | Here is what happens at this step.

The User Form​

Creating or editing a user opens a tabbed form. Two fields worth calling out:

  • Reg. No. (field registrationNumber) — the professional registration number for the user. This is captured on the form and printed on bill invoices beside the name of the person who raised the bill, shown as Reg. No.: <number>.
  • Designation (field designation) — the employee's job title, captured on the Organization tab under Employment Details.
Registration number on invoices

The registration number flows from the user who created a bill item onto the printed invoice automatically. Make sure clinical staff who raise bills have their Reg. No. filled in so it appears on patient-facing documents.

Username vs. full name​

Across the HR module, name columns show both the login username and the person's full name (first + middle + last). The Manage Users table, the Attendance Details list and other people pickers display both so administrators are never confused by two employees with the same display name.

Designation & Authority​

Each user can be assigned a designation (their title) and one or more assigning authorities (the sites they belong to). Riders and online-only users are mapped to the configured online authority automatically. Reporting lines are independent of department: any user or doctor can report to any other user or doctor.

Bulk Upload (Excel/CSV Views)​

Several HR areas accept spreadsheet uploads instead of entering rows one at a time:

  • Manage Resources lets you download the current doctor list (CSV) and upload a file to add or update resources in bulk.
  • Rota provides an Upload Rota Sheet action so an entire roster can be imported from a spreadsheet rather than built shift-by-shift.
tip

When using a bulk upload, download the existing list first and edit that file — it already has the correct column headings, which keeps the import clean.