Staff Security Templates

 

A Staff Template can be applied to a group of staff members for specific security settings. Updating the Staff Template will change the security options/access for all the members of this group, without the need to change the settings of each individual staff member.

There are four Toniq Staff Templates with pre-set security profiles, TQ No Access, TQ Full Access, TQ Retail Access Only, TQ Dispensary Access Only, however these cannot be edited:

Creating a New Staff Template

Creating Staff Templates is a universal setting; it only needs to be done once, in either application, and the Staff Template will be in both systems.

Dispensary

• From the Main Menu, go to 7. Administration, 5. Maintain staff/workgroups, 5. Maintain staff templates, then select F3 Add.

Retail

• From the Main Menu, go to 7. Administration, 4. Maintain staff/workgroups, 4. Maintain staff templates, then select F3 Add.

Both programs then display the same screen:

• Type in an appropriate Staff template name, e.g. Locum Pharmacists, Store Supervisors, or Stock Control.
  
  
• Use F5 Expand/Collapse to toggle between displaying the full list of settings and the higher-level list of security options.
  
  
• Double-click, or highlight the option and use the space bar, to adjust each setting to Yes or No as required.
  
  
• Use F7 Add Group (or F8 Remove Group) to add (or remove) a workgroup to the Staff Template.
  • For example, on a Staff Template for pharmacists, add the Pharmacists workgroup to allow pharmacist-only medicines to be sold using a Restricted Medicines Club in Retail.
  • To create a workgroup, go 2. Maintain workgroups (in the same menu as Maintain staff templates), press F3 Add, type a name (e.g. Pharmacists) for the workgroup, then press F5 Add Staff.
    
    
• Press F12 Accept Details to save the security options of the new Staff Template.
  

Applying Staff Templates

Dispensary

• From the Main Menu, go to 7. Administration, 5. Maintain staff/workgroups, 1. Maintain staff, then select F3 Add.

Retail

• From the Main Menu, go to 7. Administration, 4. Maintain staff/workgroups, 1. Maintain staff, then select F3 Add.

 Then:

• Type in a (partial) surname then [Enter] to search for and select a staff member.
  
  
• The template applied to this staff member is displayed below the Security Details heading on the right:
  
  
  
• Press F6 Use Tmplate, select the staff template you wish to apply to this staff member, then press O Overwrite all:
  
  
  
  
  
• Press F12 Accept Details to save the new security settings.

Reviewed: 24/01/2025