Administrative Defaults

This Help topic refers to the following versions;

þ Enterprise þ Professional

 

Set Administrative  Defaults from the desktop menu bar item Tools/Options/Administrative item on the Application Defaults tree.

 

Setting application defaults on this screen is an Administrator function and can only be changed by users with Administrator permissions.

 

This item is a global default and need only be set on one workstation.

 

Administrative Access Application Options Screen

 

Log Document Events

This feature allows you to create an audit trail on each document. Check the box to Log Document Events.

Tip:

Logging Document Events needs to be checked as On when used by a health care facility to comply with HIPAA requirements.

 

Require User Description when Printing, Email or Exporting

Allows administrators to require users to enter a description as to why a document is being printed e-mailed or exported from DocuXplorer.

Tip:

When e-mailing a document from DocuXplorer it is recommended that a user be required to enter the name of the e-mail recipient.

 

Library Event History

The following Library Event History properties “Limit number of days to view”, “Limit Event History via Custom System Query Language File” and “Optimize Load Time by Size” are tools to help with performance issues when viewing large amounts of Library Event History.

 

Limit number of days to view to

This property allows administrators to limit the event history by date. Enter the number of days from the current date to be shown. Setting the number to 0 allows the Library Event Log to display all records.

 

Limit Event History via Custom System Query Language File

This property allows administrators to assign an SQL file to be executed when viewing Library Event History. This enables an administrator ultimate control over the amount data viewed by defining date and event type criteria to be viewed.  Within the Library Event History dialog administrators can select File->Save SQL Criteria to create an SQL file as an example in which to build from. DocuXplorer provides consulting support for clients that need assistance in creating customize SQL files.

Tip:

As a consulting service DocuXplorer Technical Support can help build the SQL file to create your custom display.

 

Optimize Load Time by Size

This feature allows administrators to optimize load time. The default number of records to display is 10,000. If more than 10,000 records are displayed grouping and filtering functionality will be disabled. You may increase or decrease the default number of records to be displayed before grouping and filtering is disabled.

Tip:

If you have a very large number of records to display and need to filter the data it is recommended that Limit Event History via a Custom System Query Language File as described above.

 

Enter the computer name that should check for updates at startup

From the drop-down list select the name of the computer to automatically check for program updates at startup when an Internet connection is available.

Tip:

On Enterprise systems select only one workstation name to check for updates. The update will prompt to have all other DocuXplorer users close the program on their workstations. Once all other workstations have shut down run the download and update just once and automatically update all users connected to the server when they reopen DocuXplorer on their desktop.

DocuXplorer Enterprise users who are not running the executable from the server will have to download and install the update to each workstation using the Product Update item in the Help drop-down menu of the Menu Bar.

 

Disable Print Screen Key

This features provides the ability to disable the Print Screen Key to prevent users from using Print Screen to copy a document to the clipboard and pasted into another program.

Tip: