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Administration
Administration
Joe Caffrey avatar
Written by Joe Caffrey
Updated over 2 weeks ago

Administrators use the Capacity Management Administration page to manage and customize settings across Capacity IQ® applications. Administrators can configure users, parameters, data, structures, and other settings on the Capacity Management Administration page depending on their assigned permissions. The Capacity Management Administration page is used during setup, updates, or maintenance of Capacity IQ® configurations.

The Capacity Management Administration page can be accessed from: Admin > Settings > Capacity Management.

How the Capacity Management Administration Page Works

Functionality

  • The Capacity Management Administration page provides groups of links to various settings, enabling administrators to easily manage functionality across all Capacity IQ® applications.

    • The links on the page are grouped into the following sections: Enterprise Management, Logical Structures, User Management, Milestone Setup, Care Progression Groups, Alert Management, RTLS, and Miscellaneous.

  • Administrators with the appropriate permissions can perform the following tasks on the Capacity Management Administration page

    • Enterprise Settings

      • Edit enterprise details, including name, logo, abbreviation, and website address.

      • Add a campus.

    • Badging

      • Patient Badging

      • Staff Badging

    • Units and Locations

      • Add/Edit Units

        • Associate Units with Rooms

        • Configure Unit Capacity IQ® PreAdmit application settings

        • Set Capacity IQ® PreAdmit application unit attributes

      • Add/Edit Clusters

        • Add Units to Clusters

      • Add/Edit/Copy Locations

        • Add Cost Centers

        • Associate Bed Attributes with Locations

        • Configure Bed Settings for Locations

        • Configure Transport Settings for Locations

      • Associate Room with Unit

      • Associate Room with Location

      • Add Location to Zone

    • Buildings, Floors, Rooms

      • Add/Edit Buildings

      • Add/Edit Floors

      • Add/Edit Rooms

        • Add Room Types (must be selected when rooms are added)

        • Add Room Accommodations (optional when adding or editing rooms

    • Sections and Zones

      • Add/Edit Sections

      • Add/Edit Zones

        • Associate Sections with Zones

    • User, Groups, Roles

      • Enter user information and grant permissions

      • Configure Login, IVR PIN, Password, and Time Settings:

        • Configure Login Settings

        • Configure IVR PIN Settings

        • Configure Password Settings

        • Configure Enterprise Password Filtering Settings

        • Configure Date and Time Settings

      • Add/Edit Groups

        • Add Categories (optional when adding a group)

      • Add/Edit/Copy Roles

      • Add Users

        • Add Users in Bulk

        • Set Membership

        • Set Section and Zone Assignments for Transporters, Bed Cleaners, and Supervisors

        • Reset User Password or PIN

        • Activate or Deactivate Users

        • Log Out Users

      • Add Staff Types (must be selected for each user)

      • Add Titles (optional for each user)

      • Add Employee Categories

      • Configure User Notification Settings

      • Configure Administrative Permissions

      • Enable Application Permissions

    • Dictionary Management

      • Configure Custom Attribute Categories

      • Configure Bed Attributes

      • Configure Patient Attributes

      • Configure Custom Columns (e.g., for Patient Tracking Portal®)

      • Configure Diets

      • Configure Hospital Services

      • Configure Levels of Care

      • Configure Isolation Types

      • Add/Edit Item Types

      • Configure Patient Orders

      • Configure Reason Codes

      • Configure Staff Types

      • Set up Titles, Room Types, Isolation Types, Categories, Item Types, Cost Centers, Batches, Admit Source, Admit Type, Bed Sizes, Patient Types, Consultants, View Groups, Notification Groups, Employee Categories, Spill Types

    • Global Settings

      • Configure Global Settings for:

        • Capacity IQ® EVS

        • Capacity IQ® PreAdmit

        • Capacity IQ® Transport

        • Patient Tracking Portal

      • (Enterprise) Current Location in Bed Column

      • (Enterprise) PIN Required

      • Minimum and Maximum Clean Time for Bed Cleaning Jobs

      • Prevent Methods for Bed Cleaning Jobs

      • Automatic Patient Status Transitions

      • Data Sent in Placement-Based Notifications

      • Patient Tracking Portal Message Board Scroll Interval

      • Scorecard Report Settings

    • Integration Settings

      • Job Status ADT Mappings

      • IVR Settings

      • Workflow Settings

      • Automatic Transport Job Creation

    • Location IQ®

      • Configure Floor Plan Settings

      • Upload Icons for Patient Attributes and Floor Plan Settings

      • Scanners

      • Alarms

      • Current Location Source

    • Milestones

      • Configure Discharge and Transfer Milestones

    • Care Progression

      • Set Default Care Type Icons

      • Configure Care Progression Groups

    • Archiving

      • Configure Archive and ETL Settings

      • Archive or Run ETL Procedure Manually

      • View Archive or ETL Procedure History

    • Floor Plans

      • Configure Floor Plan Settings

    • Alert and Paging Settings

      • Configure Alert Settings

      • Configure Paging Services and Devices

    • Transport Jobs

      • Configure Dispatch Settings

      • Combine Items for Single Transport Trip (Batching)

Related Articles
Exam/Treatment Location - Capacity IQ®
About the Patient Tracking Portal Application - Capacity IQ®
How to Add a Location to a Room or Edit Existing Location Information - Capacity IQ®
Applications Overview
Locations - Current Location
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