Deleting views (any user, any clinic)

You can delete a view for any user in any clinic.

Note: Deleting views that are not yours requires the "Manage Appt Views, Delete Views" security right.

To delete a view

In Appointment Book, click View on the menu bar.

The Select View dialog box appears.

Click Manage Views.

The Manage Appointment Views dialog box appears.

Under Provider/Staff User, to select the user who has views that you want to delete, do the following:

Click Select.

The Provider/Staff Selection with Appointment Views dialog box appears.

Do one of the following:

To search for users by all or part of a provider ID, first name, last name, and/or title, enter your search criteria in the ProviderID, FirstName, LastName, and/or Title box, respectively.

Note: To clear any text that you have entered, click Clear Search.

To get a list of all users, do not enter any search criteria.

Click Show Results to view a list of matching users.

Note: To clear the list so you can search again, click Search.

Select a user.

Click OK.

You are returned to the Manage Appointment Views dialog box. Under Provider/Staff User, the selected user's ID and a list of the clinics in which the selected user has views set up appear.

Select the clinics that you want to delete views from.

In the Available Views list box, the views for the selected clinics appear.

Do one of the following:

To move specific views from the Available Views list box to the Selected Views list box, select the views that you want to move, and then click the Move to Right button .

To move all views from the Available Views list box to the Selected Views list box, click the Move All to Right button .

Note: To move the selected or all views from the Selected Views list box back to the Available Views list box, click the Move to Left button or the Move All to Left button , respectively.

Click Delete Views.

If applicable, do one of the following:

If the Password - Manage Appt Views, Delete Views dialog box appears, user verification has been assigned to the "Manage Appt Views, Delete Views" task. Do one of the following:

If your user account has been granted the "Manage Appt Views, Delete Views" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Manage Appt Views, Delete Views" security right, have a user with permission temporarily override this restriction so you can delete the views. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Manage Appt Views, Delete Views" security right. To have a user with permission temporarily override this restriction so you can delete the views, do the following:

On the message, click Yes.

In the Password - Manage Appt Views, Delete Views dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

A confirmation message appears.

Click Yes.