Configure Work Unit Hyperfind Profiles

Group work unit hyperfinds into work unit hyperfind profiles and assign those profiles to people.

1. Before you start: Configure Work Unit Hyperfinds.
2. Select Main Menu  > Administration > Application Setup > KPI Builder > Healthcare Productivity > Work Unit Hyperfind Profiles.
3. Create, edit, or delete profiles:
   • Create:

     Click Tap Add .

     Enter a unique and descriptive Name.

     Caution: You cannot change the name of a profile once you save it.

   • Edit:

     Select a work unit hyperfind profile and click tap Edit .

     In Save Changes to, select one of the following:

     • Save changes everywhere that the named entity is used — Save the changes to all current work units.
     • Save as a new named entity — Save the changes as a new work unit.
   • Delete

     Caution: You cannot delete a work unit hyperfind profile if hyperfinds in the profile are used by a report or dataview.

     Select a work unit hyperfind profile and click tap Delete .

     Click Tap Yes to confirm.

4. (Optional) Enter a Description.
5. Click Tap Select Work Unit Hyperfinds.

   1. Select the work unit hyperfinds.

      Note: To select multiple, neighboring work unit hyperfinds, press Shift while you select the items.

   2. Click Tap Assign .
6. (Optional) To remove work unit hyperfinds:
   1. Select the work unit hyperfind.
   2. Click Tap Un-Assign .
7. Click Tap Save.
8. Repeat for another work unit hyperfind profile.
9. Add the work unit hyperfind profile to a display profile:
   1. Select Main Menu  > Administration > Application Setup > Display Preferences > Display Profiles.
   2. For instructions, see Display Profiles.
10. Assign the display profile to people as follows:
    1. Select Main Menu  > Maintenance > People Information. Select a person.
    2. In Employee, select Access Profiles.
    3. Select the Display Profile that includes the Work Unit Hyperfind Profile.
    4. Click Tap Save .