FAQs - Admin

Users FAQ

How do I add a new User?
How do I set up the system for a user who needs to have their enquiries authorised?
Can I set up the MiDatabank for a technician so that they can authorise some of their own enquiries but not others?
What do I need to do when someone leaves MI?
How can clinical pharmacists access the system?

How do I add a new User?
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Select Administration>MI Centres Resources>Users>Add User.

Set up their user name, password, permissions etc as appropriate.


How do I set up the system for a user who needs to have their enquiries authorised?
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You can do this in the Administration module. For example for pre-regs and basic grades.

Select Administration>MI Centres Resources>Users.

Select appropriate permissions for each user according to the table below:

Edit Allows input of data & enquiry processing only.  If this is the only permission set, when the user (eg. MI technician/ pre-reg) checks the “Research & Answer Complete” box, the enquiry moves into the “Awaiting Authorisation” tray.
Allocate: Enables users to allocate enquiries to others or themselves.
Reply: Allows users to reply to their own enquiries without them having to be authorised by someone else.
Can Authorise Reply: The user (eg. senior MI pharmacist) is able to authorise enquiries in the “Awaiting Authorisation” tray. Enquiries then move into the “Reply Authorised” tray.
Can Create Keywords: The user (eg. MI Manager/ system administrator) is able to add Keywords if they are not in the Pharm-Line thesaurus.
Administrator Enables users to administer the system using the Administration Application

Examples of Permissions

Member of Staff Edit Allocate Reply Can Authorise Reply Can Add Keywords Administrator
Basic Grade        
Pre-reg          
MI Manager
MI Pharmacist    
MI Technician • (optional) • (optional)  

Can I set up the MiDatabank for a technician so that they can authorise some of their own enquiries but not others?
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No, currently when you set permissions they cannot be linked to different enquiry types.

Ideally you should set up their permissions so that they can only Edit/Allocate enquiries. This means that when the MI technician checks the “Research & Answer Complete” box, all their enquiries will move into the “Awaiting Authorisation” tray.

However, if you set up their permissions so that they can also Authorise Reply, they will then be able to authorise some of their own enquiries in “Awaiting Authorisation” tray as appropriate. They can then leave the others to be checked and authorised by an appropriately trained MI pharmacist.


What do I need to do when someone leaves MI?
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If they are leaving MI permanently, check that they have completed all their active enquiries or allocate them to someone else,

then select Administration>MI Centres Resources>Users>Remove User.

If they are moving to another department within pharmacy eg. pre-reg/basic grade and will be coming back to MI, check that they have completed all their active enquiries or allocate them to someone else,

then select Administration>MI Centres Resources>Users>Edit User

Uncheck the Active box (top right).

Click OK

NB data relating to reallocated/archived enquiries will not be altered.


How can clinical pharmacists access the system?
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To enable them to search and view enquiries only you will need to give them generic access as Users in the Administration module and give them read only permission i.e. don’t check any of the boxes (Administration>MI Centres Resources>Users>Add User).
See below for example.

However, if they will be entering enquiries would need to set them up as individual users with appropriate permissions

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