User roles

User Role # Role Description
1 User Mgmt – Add New User Add a local user to MSCM
2 User Mgmt – Add User from Portal Add a portal user to MSCM
3 User Mgmt – Modify User Modify a local or portal user’s group, location access or default locations/printers/revenue centers
4 User Mgmt – View/Print User View or Print user information
5 User Mgmt – Inactivate User Inactivate user in MSCM
6 User Mgmt – Add Group Add user group in MSCM
7 User Mgmt – Modify Group Modify roles assigned to a user group
8 User Mgmt – View/Print Group View or Print group information
9 Location Mgmt – Add New Company Add a local company to MSCM
10 Location Mgmt – Add Company from Procurement Add a company from Infor Lawson Procurement to MSCM
11 Location Mgmt – Modify Company Modify information of a company created in MSCM
12 Location Mgmt – View/Print Company View or Print company information
13 Location Mgmt – Inactivate Company Inactivate company in MSCM
14 Facility Mgmt – Add New Facility Create a Facility within a hospital for Point of Use for Nursing and Department Inventory
15 Facility Mgmt – Modify Facility Modify Facility details created in Point of Use for Nursing and Department Inventory
16 Facility Mgmt – View Facility View Facility details created in Point of Use for Nursing and Department Inventory
17 Facility Mgmt – Inactivate/Activate Facility Inactivate/Activate Facility created in Point of Use for Nursing and Department Inventory
18 Location Mgmt – Add New Location Add a local location to MSCM
19 Location Mgmt – Add Location from Procurement Add a location from Infor Lawson Procurement to MSCM
20 Location Mgmt – Modify Location Modify a location’s activities
21 Location Mgmt – View/Print Location View or Print location information
22 Location Mgmt – Inactivate Location Inactivate location in MSCM
23 Location Mgmt – Sub Location Management

  • Add sub locations in MSCM

  • Inactivate sub location in MSCM
24 Printer Mgmt – Add Printer Add a report or label printer in MSCM
25 Printer Mgmt – Modify Printer

  • Modify report or label printer information

  • Delete report or label printer
26 Printer Mgmt – Map Locations Map a report or label printer to a location
27 Printer Mgmt – Map Workstations Map a label printer to a workstation
28 Printer Mgmt – Map Users Map a report or label printer to specific users
29 Vendor Mgmt – Add Vendor Add a PO, Miscellaneous Receiving or Carrier vendor
30 Vendor Mgmt – Modify Vendor Modify vendor information
31 Vendor Mgmt – View/Print Vendor View or Print vendor information
32 Vendor Mgmt – Inactivate Vendor Inactivate a vendor in MSCM
33 Vendor Mgmt – Configuration Set vendor from Infor Lawson Procurement as Miscellaneous Receiving Vendor in MSCM
34 Pick for Par – Handheld Access Pick for Par module in the handheld
35 Par Count – Handheld Access Par Count module in the handheld
36 Par Count – Configuration Set Par Item Display
37 Par Count – My Par Forms Set par forms associated to a user. These may be par locations that are frequently counted by a specific user
38 Par Count – Par Counts Report View Par Counts Report
39 Par Count – Above Par Configuration Set Maximum Additional Quantity
40 Par Count - Average Par Utilization Configuration Access Average Par Utilization and Suggested Level Configuration
41 Par Count - Edit Par Level and Print Label Access the Par Level Editing and Label Printing in Handheld Configuration screen
42 MPC – Reporting View Operator Activity and Productivity Reports in MPC
43 Par Count - Replenish Days Configuration Access Replenish Days Configuration screen
44 Par Count – Resend Par Count Resend a par count with a status of ‘Upload Error’
45 Par Count - Resend Par Level Resend par level update with a status of 'Upload Error'
46 Par Count - Max Add Qty Configure the item maximum additional quantities per location
47 Par Count – QOO Configuration Set Quantity on Order display on the Par Counting screen in handheld
48 Receiving – Handheld PO Receiving Access PO Receiving module in the handheld to log PO receipts
49 Receiving – Handheld Dock Logging Access Dock Logging module in the handheld to record dock logs to validate packages against delivery manifests
50 Receiving – Handheld Misc. Receipts Access Miscellaneous Receiving module in the handheld to log miscellaneous receipts
51 Receiving – Configuration

In Miscellaneous Receipts

  • Set Carrier/Vendor/PO Number/Packing Slip as display-only and/or required

  • Enable Reject Delivery option

  • Set Print Delivery Documents

  • Set Dock Log Auto-Print

  • Set Dock Log Report Days

In PO Receipts

  • Set Carrier Tracking Number/Carrier/Reference Number/Bill of Lading as display-only and/or required

  • Display Lawson Tracking Number

  • Set Print Delivery Documents
52 Receiving – Review PO Receipts View PO Receipts
53 Receiving – Resend PO Receipt Resend a PO Receipt with a status of ‘Upload Error’
54 Receiving – Log Misc. Receipt Log Miscellaneous Receipt in Web
55 Receiving – Modify Misc. Receipt Modify Receiving Location or Delivery details of a Miscellaneous Receipt
56 Receiving – Print Delivery Label Print Delivery label of a Miscellaneous Receipt
57 Receiving – Print Dock Log Print Dock Log
58 Delivery – Handheld Access Delivery module in the handheld to deliver goods for transfer or for final delivery
59 Delivery – Configuration Set Delivery Routes/Distribution Lines/Delivery Verification/Handheld Process/Delivery Notes/Status Text Labels/Tracking Search
60 Delivery – Create Manifest Group delivery lines together so they can be selected as one for delivery later, either by handheld or on the web
61 Delivery – View/Print Manifest View or Print a manifest that was created in the Create Manifest module
62 Delivery – Process Manifest Enter delivery events that were recorded on a printed manifest
63 Delivery – Delete Manifest Delete a manifest that may have been created erroneously
64 Delivery – View Delivery Notes Record Delivery Notes for a Delivery Line
65 Delivery – Print for Delivery Print Delivery Labels and Documents
66 Delivery – Tracking Search RAD module and view up-to-date status on deliveries
67 Issues – Handheld Access Issues module in the handheld to perform issues and returns of stock items to requesting locations
68 Issues – Issue Report View Issue Report
69 Issues – Resend Issue Resend an issue with a status of ‘Upload Error’
70 Issues – Configuration Print Issue tickets at company or location level
71 Picking – Configuration

  • Set item validation every time the user is scanning or manually entering item number during Picking in handheld

  • Set tracking numbers generation and delivery document printing on shipments

  • Set shipment download order, whether FIFO or LIFO
72 Picking – Handheld Access Picking module in the handheld to perform picking of shipments using the handheld
73 Picking – Review Shipments

  • Search and view shipments details once the shipment is downloaded into HH

  • Search and view shipments details while picking is in progress

  • Search and view shipments details for the shipments with any saved shipment status as well as the historical data on the "released" shipments
74 Picking – Print Delivery Documents Print Delivery Labels and Documents
75 Picking – Resend Shipments Resend a shipment with a status of ‘Upload Error’
76 Cycle Count – Handheld Access Miscellaneous Cycle Count module in the handheld
77 Cycle Count – Configuration Set Blind Counting in Cycle Count
78 Cycle Count – Cycle Counts Report View Cycle Counts report
79 Cycle Count – Count Status View Cycle Count Status report
80 Cycle Count – Resend Count Resend cycle count with a status of ‘Upload Error’
81 Automatic Installation – HandHeld Display Handheld Notification Update on Login when there is a later MSCM version available
82 Point of Use – Associate Patient Location and Users Associate patient location in a facility to users in Point of Use for Nursing
83 Point of Use – View Patient Location and Users Associations View associations of patient location in a facility to users in Point of Use for Nursing
84 Point of Use – Map Users Map a Facility in Point of Use for Nursing to user(s)
85 Point of Use – Add New Revenue Center Create a Revenue Center which will receive credit for items charged to a patient
86 Point of Use – Modify Revenue Center Modify items associated to a Revenue Center
87 Point of Use – View/Print Revenue Center View/Print Revenue Center information
88 Point of Use – Inactivate/Activate Revenue Center Inactivate/Activate a Revenue Center
89 Point of Use – Add New Workstation Create a Workstation user the means to build a work environment and configure the necessary elements like supply locations and patient locations
90 Point of Use – Modify Workstation Modify name, hostname, default revenue center, default patient sorting, idle time supply locations and patient locations associated to a workstation
91 Point of Use – View Workstation View Workstation details
92 Point of Use – Delete Workstation Delete a Workstation
93 Point of Use – Configuration Setup Configure POU Unit of Measure, Stock Issues, Critical Level, Par Replenishment and Workstation in Point of Use for Nursing
94 Point of Use – Map Facility Map a Facility in Point of Use for Nursing to user(s)
95 Point of Use – Desktop – Enter Records Enter charge information from the Desktop when pulling chargeable and non-chargeable items
96 Point of Use – Desktop – View All Drafts View saved patient charge information and pulled item records from the Desktop
97 Point of Use – Desktop – Enter Returns Enter previously pulled item to be returned to the supply location and/or credited to a patient from the Desktop.
98 Point of Use – Desktop – View Records

  • View a summary of pull and return transactions

  • View a replenishment request's transaction history for an item

  • View the status of par auto-replenishment, stock issues and returns sent to Procurement
99 Point of Use – Desktop – Resend Transactions Resend error transactions in pull and return from the Desktop
100 Point of Use – Desktop – Adjust Replenishment Details Adjust quantity on hand and enter additional quantity of an item from the Desktop
101 Point of Use – Desktop – Replenish Now Request replenishment for an item
102 Point of Use – Touchscreen – Enter Records Enter charge information from the Touchscreen when pulling chargeable and non-chargeable items
103 Point of Use – Touchscreen – Enter Returns Enter previously pulled item to be returned to the supply location and/or credited to a patient from the Touchscreen
104 Point of Use – Touchscreen – View Records View saved patient charge information and pulled item records from the Touchscreen
105 Point of Use – Touchscreen – Enter Records – Non Chargeable Pull non-chargeable items only from the Touchscreen
106 Point of Use – Touchscreen – Enter Returns – Non Chargeable Return non-chargeable items only from the Touchscreen
107 Point of Use – Touchscreen – View Records – Non Chargeable View non-chargeable items only from the Touchscreen
108 Point of Use – Handheld – Enter Records Enter charge information from the Handheld when pulling chargeable and non-chargeable items
109 Point of Use - Reporting View Charges and Productivity Reports in Point Of Use for Nursing
110 Label Management – Print Labels Display Print Labels menu
111 Label Management – Print Location Labels Print barcode labels for Locations
112 Label Management – Print Bin Labels Print barcode labels for Bins
113 Label Management – Print Item Labels Print barcode labels for Items
114 Label Management – Print Visit Number Labels Print barcode labels for Visit Numbers
115 Label Management – Print Revenue Center Labels Print barcode labels for Revenue Centers
116 Label Management - Print Tracking Labels Print barcode labels for Tracking
117 Label Management – Customize Labels Display Customize Labels menu
118 Label Management – Customize Location Labels Customize barcode labels for Locations
119 Label Management – Customize Bin Labels Customize barcode labels for Bins
120 Label Management – Customize Item Labels Customize barcode labels for Items
121 Label Management – Customize Visit Number Labels Customize barcode labels for Visit Numbers
122 Label Management – Customize Revenue Center Labels Customize barcode labels for Revenue Centers
123 Kiosk Mode – Handheld Activate/Deactivate Kiosk mode in the handheld
124 POU DI – Configuration – Item Details

  • Search for items

  • View Item Details
125 POU DI – Configuration – Update Item Details Modify Item Details
126 POU DI – Configuration – Department

  • Search for a department

  • View department details

  • View department item and location associations
127 POU DI – Configuration – Add/Update Department

  • Add a new Department

  • Add association to locations

  • Add associations to items

  • Modify Department

  • Details

  • Modify association to locations

  • Modify association to items
128 POU DI – Configuration – Delete Department Delete departments that are not associated to locations/items or transactions
129 POU DI – Configuration – Item Location

  • Search for an item location

  • View Item Location details
130 POU DI – Configuration – Update Item Location

  • Add items given a location and set its corresponding Par Level

  • Delete items from the location

  • Modify Par Level of an item

  • Modify Item Location
131 POU DI – Configuration – Practitioner

  • Add a Practitioner

  • Modify Practitioner details

  • View Practitioner details
132 POU DI – Configuration – Add/Update Practitioner

  • Add a Practitioner

  • Modify Practitioner details
133 POU DI – Configuration – Delete Practitioner Delete practitioners that are not associated to procedure templates or transactions
134 POU DI – Configuration – Procedure

  • Search for a Procedure

  • View Procedure details
135 POU DI – Configuration – Add/Update Procedure

  • Add a Procedure

  • Modify Procedure details
136 POU DI – Configuration – Delete Procedure Delete procedures that are not associated to procedure templates or case transactions
137 POU DI – Configuration – Procedure Template

  • Search for a Procedure Template

  • View Procedure Template details
138 POU DI – Configuration – Add/Update Procedure Template

  • Add a Procedure Template details

  • Modify Procedure Template details
139 POU DI – Configuration – Delete Procedure Template Delete procedure templates that are not associated to case transactions
140 POU DI – Configuration – Settings View Blind Counting and Send to Billing settings
141 POU DI – Configuration – Update Settings

  • Set Blind Counting in Count Inventory module in the handheld

  • Set Point of Use for Department to send information to Billing
142 POU DI – Desktop – Case

  • Search for a Case

  • View New, Saved, Confirmed, Reviewed or Cancelled Cases
143 POU DI – Desktop – Build Case

  • Build Cases

  • Confirm Cases

  • Add procedures and items in a case

  • Delete procedures and items in a case

  • Reopen confirmed cases

  • Replace procedure

  • Modify case details
144 POU DI – Desktop – Cancel Case Cancel cases created in POU for Department
145 POU DI – Review Case

  • Search for confirmed cases and review them before sending to the billing system

  • Make Changes in a reviewed case

  • Print reviewed Case Information

  • Review reopened case
146 POU DI – View Inventory Count

  • View Inventory Counts

  • Print Inventory Counts

  • Resolve Variances
147 POU DI - Edit Inventory Count Update quantity on hand of an item in a specific location
148 POU DI – Transfer Items

  • Search supply locations to transfer from

  • Transfer items from the supply location to procedure room(s)

  • Make Changes in transfer quantities

  • Print Transfer information
149 POU DI – Generate Replenishment

  • Add items without used quantities to requisition

  • Create requisitions for items

  • Make changes in quantities to order
150 POU DI – View Replenishment - View the status of a requisition to check if lines have been Released, Released Receipt, Released PO, Upload Error, Pending Upload Accepted Partial or Accepted.
151 POU DI – Accept Replenishment

  • Accept replenishments that are received

  • Print accepted replenishment details
152 POU DI – Resend Request Resend replenishments that encounter an error during upload
153 POU DI – Reports

  • View All Reports

  • Create My Report

  • Set Report Header

  • Set Report Filter
154 POU DI – Reports – Delete My Reports Delete custom reports (My Reports)
155 POU DI - Reports - Publish My Reports

  • Publish My Reports

  • Unpublish My Reports
156 POU DI - Dashboards

  • View the POU DI Dashboard such as inventory value per department, QOH of consigned vs non-consigned items, quantity of expired/expiring items, and critical level of items

  • Open the respective full report viewer for the details of the POU DI Dashboard
157 POU DI – Handheld – Case

Access the Build Case module in the handheld to:

  • Search for cases to build and/or confirm using a handheld device

  • View New, Saved, Confirmed and Reviewed cases
158 POU DI – Handheld – Count Inventory Access Count Inventory module in the handheld to update an item’s quantity on hand in a specific location using the handheld device
159 POU DI - Handheld - Accept Replenishment Accept replenishments that are received via handheld
160 POU DI - Desktop and Handheld - Add Special items Add special items to case using either the desktop or handheld device.
161 POU DI - Configuration - Edit Special items Edit special items in Item Detail.
162 POU DI - Replenishment - Replenish Special Items Replenish special items in Generate Replenishment.
163 POU DI - Replenishment - Reset Quantity on Order Reset QOO to 0.