User roles

User Management is designed to control which users of the application have access to certain features and functions. Administrators assign tasks to users based on the role of the users in a particular group. Every user role has a corresponding access to different functions in Infor Mobile Supply Chain Management and Point of Use. This table lists the user roles with their descriptions:

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 FSM or Infor Lawson 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 Location Mgmt – Add New Facility Create a Facility within a hospital for Point of Use for Nursing and Department Inventory
15 Location Mgmt – Modify Facility Modify Facility details created in Point of Use for Nursing and Department Inventory
16 Location Mgmt – View Facility View Facility details created in Point of Use for Nursing and Department Inventory
17 Location 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 FSM or Infor Lawson 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 Printer Mgmt - Printing Queue View, reprint, and delete printing queue transactions
30 Vendor Mgmt – Add Vendor Add a PO, Miscellaneous Receiving or Carrier vendor
31 Vendor Mgmt – Modify Vendor Modify vendor information
32 Vendor Mgmt – View/Print Vendor View or Print vendor information
33 Vendor Mgmt – Inactivate Vendor Inactivate a vendor in MSCM
34 Vendor Mgmt – Configuration Set vendor from FSM or Infor Lawson as Miscellaneous Receiving Vendor in MSCM
35 Pick for Par – Handheld Access Pick for Par module in the handheld
36 Par Count – Handheld Access Par Count module in the handheld
37 Par Count – Configuration Set Par Item Display
38 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
39 Par Count – Par Counts Report View Par Counts Report
40 Par Count – Above Par Configuration Set Maximum Additional Quantity
41 Par Count - Average Par Utilization Configuration Access Average Par Utilization and Suggested Level Configuration
42 Par Count - Edit Par Level and Print Label Access the Par Level Editing and Label Printing in Handheld Configuration screen.
43 Kanban Count - Configure Item Bins Set bin quantity per Item Bin
44 Kanban Count - Configure Item Locations Set Par locations to Kanban locations.
45 Kanban Count - Handheld Access Kanban Count module in the handheld
46 Kanban Count - Item Bin Activity Report View Item Bin Activity Report
47 MPC – Reporting View Operator Activity and Productivity Reports in MPC
48 Par Count - Replenish Days Configuration Access Replenish Days Configuration screen
49 Par Count – Resend Par Count Resend a par count with a status of ‘Upload Error’
50 Par Count - Resend Par Level
51 Par Count - Max Add Qty Configure the item maximum additional quantities per location Resend par level update with a status of 'Upload Error'
52 Par Count – QOO Configuration Set Quantity on Order display on the Par Counting screen in handheld
53 Receiving – Handheld PO Receiving Access PO Receiving module in the handheld to log PO receipts
54 Receiving – Handheld Dock Logging Access Dock Logging module in the handheld to record dock logs to validate packages against delivery manifests
55 Receiving – Handheld Misc. Receipts Access Miscellaneous Receiving module in the handheld to log miscellaneous receipts
56 Receiving – Configuration

In Miscellaneous Receipts

  • Resend par level update with a status of 'UploadSet 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 Infor Tracking Number

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

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

  • Set tracking numbers generation and delivery document printing on shipments

  • Set shipment download order, whether FIFO or LIFO
77 Picking – Handheld Access Picking module in the handheld to perform picking of shipments using the handheld
78 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 and the historical data on the "released" shipments
79 Picking – Print Delivery Documents Print Delivery Labels and Documents
80 Picking – Resend Shipments Resend a shipment with a status of ‘Upload Error’
81 Picking - Clusters Access on Cluster Picking sub-module where Clusters are maintained (Create, Modify, View/Print, and Delete)
82 Picking - Handheld Clusters Access on Cluster Picking through the Picking module in Handheld to perform picking shipments using clusters or requesting location grouping.
83 Cycle Count – Handheld Access Miscellaneous Cycle Count module in the handheld
84 Cycle Count – Configuration Set Blind Counting in Cycle Count
85 Cycle Count – Cycle Counts Report View Cycle Counts report
86 Cycle Count – Count Status View Cycle Count Status report
87 Cycle Count – Resend Count Resend cycle count with a status of ‘Upload Error’
88 Automatic Installation – HandHeld Display Handheld Notification Update on Login when there is a later MSCM version available
89 Point of Use – Associate Patient Location and Users Associate patient location in a facility to users in Point of Use for Nursing
90 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
91 Point of Use – Map Users Map a Facility in Point of Use for Nursing to user(s)
92 Point of Use – Add New Revenue Center Create a Revenue Center which will receive credit for items charged to a patient
93 Point of Use – Modify Revenue Center Modify items associated to a Revenue Center
94 Point of Use – View/Print Revenue Center View/Print Revenue Center information
95 Point of Use – Inactivate/Activate Revenue Center Inactivate/Activate a Revenue Center
96 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
97 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
98 Point of Use – View Workstation View Workstation details
99 Point of Use – Delete Workstation Delete a Workstation
100 Point of Use – Configuration Setup Configure POU Unit of Measure, Stock Issues, Critical Level, Par Replenishment and Workstation in Point of Use for Nursing
101 Point of Use – Map Facility Map a Facility in Point of Use for Nursing to user(s)
102 Point of Use – Desktop – Enter Records Specify charge information from the Desktop when pulling chargeable and non-chargeable items
103 Point of Use – Desktop – View All Drafts View saved patient charge information and pulled item records from the Desktop
104 Point of Use – Desktop – Enter Returns Specify previously pulled item to be returned to the supply location and/or credited to a patient from the Desktop.
105 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
106 Point of Use – Desktop – Resend Transactions Resend error transactions in pull and return from the Desktop
107 Point of Use – Desktop – Adjust Replenishment Details Adjust quantity on hand and specify the additional quantity of an item from the Desktop
108 Point of Use – Desktop – Replenish Now Request replenishment for an item
109 Point of Use – Touchscreen – Enter Records Specify charge information from the Touchscreen when pulling chargeable and non-chargeable items
110 Point of Use – Touchscreen – Enter Returns Specify previously pulled item to be returned to the supply location and/or credited to a patient from the Touchscreen
111 Point of Use – Touchscreen – View Records View saved patient charge information and pulled item records from the Touchscreen
112 Point of Use – Touchscreen – Enter Records – Non Chargeable Pull non-chargeable items only from the Touchscreen
113 Point of Use – Touchscreen – Enter Returns – Non Chargeable Return non-chargeable items only from the Touchscreen
114 Point of Use – Touchscreen – View Records – Non Chargeable View non-chargeable items only from the Touchscreen
115 Point of Use – Handheld – Enter Records Specify charge information from the Handheld when pulling chargeable and non-chargeable items
116 Point of Use - Reporting View Charges and Productivity Reports in Point Of Use for Nursing
117 Label Management – Print Labels Display Print Labels menu
118 Label Management – Print Location Labels Print barcode labels for Locations
119 Label Management – Print Bin Labels Print barcode labels for Bins
120 Label Management – Print Item Labels Print barcode labels for Items
121 Label Management - Print Item Bin Labels Print barcode labels for Item Bins
122 Label Management – Print Visit Number Labels Print barcode labels for Visit Numbers
123 Label Management – Print Revenue Center Labels Print barcode labels for Revenue Centers
124 Label Management - Print Tracking Labels Print barcode labels for Tracking
125 Label Management – Customize Labels Display Customize Labels menu
126 Label Management – Customize Location Labels Customize barcode labels for Locations
127 Label Management – Customize Bin Labels Customize barcode labels for Bins
128 Label Management – Customize Item Labels Customize barcode labels for Items
129 Label Management - Customize Item Bin Labels Customize barcode labels for Item Bins
130 Label Management – Customize Visit Number Labels Customize barcode labels for Visit Numbers
131 Label Management - Label Format Modify Label Format
132 Label Management – Customize Revenue Center Labels Customize barcode labels for Revenue Centers
133 Kiosk Mode – Handheld Activate/Deactivate Kiosk mode in the handheld
134 POU DI – Configuration – Item Details

  • Search for items

  • View Item Details
135 POU DI – Configuration – Update Item Details Modify Item Details
136 POU DI – Configuration – Department

  • Search for a department

  • View department details

  • View department item and location associations
137 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
138 POU DI – Configuration – Delete Department Delete departments that are not associated to locations/items or transactions
139 POU DI – Configuration – Item Location

  • Search for an item location

  • View Item Location details
140 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
141 POU DI – Configuration – Practitioner

  • Add a Practitioner

  • Modify Practitioner details

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

  • Add a Practitioner

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

  • Search for a Procedure

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

  • Add a Procedure

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

  • Search for a Procedure Template

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

  • Add a Procedure Template details

  • Modify Procedure Template details
149 POU DI – Configuration – Delete Procedure Template Delete procedure templates that are not associated to case transactions
150 POU DI – Configuration – Settings View Blind Counting and Send to Billing settings
151 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
152 POU DI – Desktop – Case

  • Search for a Case

  • View New, Saved, Confirmed, Reviewed or Cancelled Cases
153 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
154 POU DI – Desktop – Cancel Case Cancel cases created in POU for Department
155 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
156 POU DI – View Inventory Count

  • View Inventory Counts

  • Print Inventory Counts

  • Resolve Variances
157 POU DI - Edit Inventory Count Update quantity on hand of an item in a specific location
158 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
159 POU DI – Generate Replenishment

  • Add items without used quantities to requisition

  • Create requisitions for items

  • Make changes in quantities to order
160 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.
161 POU DI – Accept Replenishment

  • Accept replenishments that are received

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

  • View All Reports

  • Create My Report

  • Set Report Header

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

  • Publish My Reports

  • Unpublish My Reports
166 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
167 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
168 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
169 POU DI - Handheld - Accept Replenishment Accept replenishments that are received through handheld
170 POU DI - Desktop and Handheld - Add Special items Add special items to case using either the desktop or handheld device.
171 POU DI - Configuration - Edit Special items Edit special items in Item Detail.
172 POU DI - Replenishment - Replenish Special Items Replenish special items in Generate Replenishment.
173 POU DI - Replenishment - Reset Quantity on Order Reset QOO to 0.
174 Properties Management Access to System Management in Administration
175 Label Format Access to Label Format in Label Management
176 View Audit Logs Access to all Audit Logs screen across MSCM
177 Track Mgmt - PO Tracking Error Processing Access to PO Track Error Processing tab to enable reprocessing and deleting PO tracking data that encountered an error.
178 Track Mgmt - Shipment Tracking Error Processing Access to SH Track Error Processing tab to enable reprocessing and deleting Shipment tracking data that encountered an error.
179 Data Mgmt - Purge Data Access to purging MSCM data.
180 Issues - Inventory Adjustment Handheld Access Issues - Inventory Adjustment in the handheld.
181 Issues - Inventory Adjustment Report View Inventory Adjustment report.
182 Upload Wizard Access to the Data Batch Upload tool.
183 Cycle Count Par Locations - Handheld Access Par Location Cycle Count module in the handheld
184 Cycle Count Par Locations - Report View Cycle Count Par Locations Report
185 Inventory Transfers - Handheld Access Inventory Transfer in the handheld
186 Inventory Transfers - Report View Inventory Transfer Report
187 In-transit Receiving - Handheld Access In-transit Receiving in the handheld
188 Inventory Transfers - Report View In-transit Receiving Report
189 Inventory Replenishment - Handheld Access Inventory Replenishment module in the handheld
190 Inventory Replenishment - Configuration Access Inventory Replenishment Configuration screen in web
191 Inventory Replenishment - Inventory Counts Report Access Inventory Counts Report Counts Report screen in web
192 Inventory Replenishment - Resend Inventory Count Resend an inventory Replenishment Inventory Count with a status of ‘Upload Error’
193 Inventory Replenishment - QOO Configuration Set Quantity on Order display on Configuration the Inventory Replenishment screen in handheld
194 Receiving - Handheld PO Inspection Access Inspection in the handheld
195 Putaway - Handheld Access Putaway in the handheld
196 Putaway - Report View Putaway report
197 Putaway - Resend Resend a Putaway with a status of "Upload Error"