Sentinel 5.17.2 User Guide|
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| Sentinel 5.17.2 User Guide |
Users with the Manage Facilities administrative permission can add and edit facilities from the Facility List page. To open the page, click the General Configuration > Facility Management menu link.
The Facility List page lists the current facilities. Under the list of current facilities, the number of facilities displayed on the page is listed (for example, Showing 1 to 10 of 16 entries) and on the right side of that line are previous and forward arrows; click the arrows as needed to display additional facilities.
To search for specific facilities, click the Search Facilities button. See the Search Facilities section below for more information.
To create a new facility, click the Create New Facility button. See the Create a New Facility section below for more information.
To export the list of current facilities, click the CSV link in the Export options line at the bottom of the list. This list of current facilities is exported as a CSV file.
The columns and options on the Facility List page are as follows:
| Column/Option | Description |
| Show ___ entries | Select from the drop-down list the number of entries to display on the page: 10, 20, 50 or 100. |
| Search | Enter an ID number, or a few characters of the facility name, type, or location in the search field to narrow the list of facilities. |
| Facility ID | The facility's system ID number. |
| Name | The name of the facility. |
| Type | The type of facility. |
| Location | The facility's city, state, and zip code. |
| Status | The active/inactive status for the facility. |
| View Users | Click this button to view a list of users related to this facility. See View and Add Users for a Facility. |
| Edit | Click this button to edit the facility information. See Edit a Facility. |
| Merge | Click this button to merge this facility with another one. See Merge Two Facilities. |
There are two ways to search facilities. The first is to enter part of a facility ID number or a few characters of the facility's name, type, or location in the Search field. The second is to click the Search Facilities button above the displayed list of facilities. This opens the Facility Search Criteria page and offers additional search fields.
On the Facility Search Criteria page, enter information in one or more fields and click Search. The list of facilities meeting the search criteria displays on the Facility Results List page. To reset the search criteria and start over, click Reset on the Facility Results List page.
The search fields available on the Facility Search Criteria page are as follows:
| Search Field | Description |
| Facility ID (CLIA) | To search for a facility using its ID or CLIA number, enter it here. |
| CDC ILI Number | To search for a facility using its CDC ILI number, enter it here. |
| Facility Name | To search for a facility by its name, enter it here. |
| Facility Type | To search by facility type, select it from the drop-down list. |
| County | To search for facilities within a specific county, select it from the drop-down list. |
| Public Health District | To search for facilities within a specific public health district, select it from the drop-down list. |
| State | To search for facilities within a specific state, select it from the drop-down list. |
To create a new facility, click the General Configuration > Facility Management menu link. On the Facility List page that opens, click the Create New Facility button. The Create Facility page opens. Enter the facility information and click Create Facility. Click Reset to reset the fields and start over; click Cancel to return to the Facility List page without saving any changes.
The available fields and options on the Create Facility page are as follows. Required fields are red and have an asterisk after them.
| Field | Description |
| Facility ID (CLIA) * | Enter the facility's ID or CLIA number. This field is required. |
| CDC ILI Number | If the facility has a CDC ILI number, enter it here. |
| LOINC-SNOMED Mapping Name (ELR) | If the facility has a LOINC-SNOMED mapping name for electronic lab reports, enter it here. |
| LOINC-SNOMED Mapping Name (Manual Lab Reports) | If the facility has a LOINC-SNOMED mapping name for manual lab reports, enter it here. |
| Facility Name * | Enter the facility name here. This field is required. |
| Facility Type * | Select the facility type from the drop-down list. This field is required. |
| Laboratory Category | Select the laboratory category from the drop-down list. Examples: Public Health Laboratory, Commercial Laboratory, Other. |
| Street | Enter the facility's street address. |
| State | Select the facility's state from the drop-down list, if it isn't pre-populated. |
| City | Enter the facility's city. |
| Zip | Enter the facility's zip code. |
| County | After selecting the facility's state, select the county from the drop-down list. |
| Public Health District | After selecting the facility's state, select the public health district from the drop-down list. |
| Facility Status * | Select the facility's status (Active, Inactive, Re-Active) from the drop-down list. This field is required. Active is the default status. |
To edit a facility, first click the General Configuration > Facility Management menu link, then search for the facility and/or locate the facility in the search results list. Click the Edit button for the facility in the list. The Edit Facility page opens with that facility's details pre-populated in the fields. Make any necessary modifications and click Submit Changes when finished. To reset the information to the facility's original details, click Reset. To cancel without saving any changes, click Cancel.
The available fields on the Edit Facility page are as follows. Required fields are red and have an asterisk after them.
| Field | Description |
| Facility ID (CLIA) * | The facility's ID or CLIA number. This field is required. |
| CDC ILI Number | The facility has a CDC ILI number. |
| LOINC-SNOMED Mapping Name (ELR) | The facility's LOINC-SNOMED mapping name for electronic lab reports. |
| LOINC-SNOMED Mapping Name (Manual Lab Reports) | The facility's LOINC-SNOMED mapping name for manual lab reports. |
| Facility Name * | The name of the facility. This field is required. |
| Facility Type * | The facility type. This field is required. |
| Laboratory Category | The facility's laboratory category. Examples: Public Health Laboratory, Commercial Laboratory, Other. |
| Street | The facility's street address. |
| State | The facility's state. |
| City | The facility's city. |
| Zip | The facility's zip code. |
| County | The facility's county. |
| Public Health District | The facility's public health district. |
| Facility Status * | The facility's status (Active, Inactive, Re-Active). This field is required. |
To merge two facilities together, first click the General Configuration > Facility Management menu link, then search for the source facility and/or locate the source facility in the search results list. (The source facility is the facility that is to be merged into another facility, which is the destination facility.) Once the source facility is located in the list, click the Merge button for that facility. The Facility Merge page opens with the Source Facility pre-populated. Select the Destination Facility from the drop-down list and click Merge Facility. Once the merge is successful, a confirmation message appears. Click Close Window to return to the Facility List page.
| CAUTION: The merge facilities action is not reversible and no message appears to prompt you for confirmation. Therefore, make sure you have the correct source and destination facilities before you click Merge Facility! |
To view a list of users related to a facility, or to add a new user for the facility, first click the General Configuration > Facility Management menu link. On the Facility List page, search for the facility and/or locate the facility in the list. Click the View Users button for that facility. The User List page opens, either displaying a list of related users or displaying a message that there are no users for that facility.
To search for a specific user in a long list of users, or to search for a user across all facilities, click the Search Users button. Enter the user search criteria and click Search. Click the CSV link at the bottom of the list to export the list of users. Click Edit User to edit the user's information (see User Management for more information). The available user search fields are as follows:
| Search Field | Description |
| User ID | To search for a user with a specific ID number, enter it here. |
| First Name | To search for users by first name, enter it here. |
| Last Name | To search for users by last name, enter it here. |
| District: PHD | To search for users in a specific district or public health district, select it from one or both list boxes. |
| Terminated | To search for users based on termination status, select Yes or No from the drop-down list. |
| Locked | To search for users based on locked status, select Yes or No from the drop-down list. |
To create a new user for the facility, click Create New User. The Create User page opens; enter the new user information and click Create User. See User Management for information about the available fields.