Note
This function is currently only available in a limited number of customer environments.
A central department is a non-live department from which items are copied to local departments. Local departments are live departments (locations) that have their own item lists which mirror the central department item lists contents but have their own pricing for items. The Pricing Tool also uses the central item list to connect items across item lists. When a central department is used in the system, you can have a central department item list in Provet Cloud and create and manage centralised bundles.
In addition to managing items and bundles, the central department allows certain settings that should remain uniform across all departments to be managed centrally.
Note
Once you have selected and saved a department as the central department, the central department cannot be changed.
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Go to Settings > Organization > Organization settings.
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Select Enable central item department to enable the central item functions.
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From the Central item department drop-down list, select the department you want to use as the central department.
In multi-department Provet Cloud setups, certain settings that should remain uniform across all departments can be set to be managed centrally. These settings are controlled by the central department and applied across all departments.
If needed, clinics can restrict some settings so that only administrators of the central department can modify them, even if other users have permissions to manage department settings in their own clinic. For instructions on setting permissions, see Managing User Permissions and Groups.
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In the central department, go to Settings > Department > Centralized settings.
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Select the pen button to open the Centrally managed settings page.
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Select the Edit button next to the relevant setting group to configure its settings.
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Check the checkbox next to a setting and select Update to update the setting to all departments as it has been set in the central department settings. You can also select the Centralized settings checkbox to enable centralised management of all the settings in a settings group at once.
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Checked (ON): The setting is centrally managed, meaning that it is controlled by the central department and applied across all departments. Departments cannot edit or override this setting.
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Unchecked (OFF): The setting is managed independently by each department, and departments can modify the setting to suit their specific needs.
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Select Update.
Centrally managed settings are identified with a yellow warning icon on the Settings > Department page in the relevant settings group sections, and they hidden from the settings of other departments.
Tip! If you need the same setting applied to most departments but want one or more departments to be allowed to modify it, you can follow this workaround:
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In the central department, go to Settings > Department, locate the setting, and set it as you want it applied to most departments.
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Go to Settings > Department > Centralized settings, select the same setting and select Update. This will update the setting to all departments as you set in step 1.
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In the centralized settings, deselect the same setting and select Update. Local departments can now manage the setting. The default value for all departments is what was set in the central department.
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Go to the local department(s) where adjustments are needed and manually update the setting.
You can create central item bundles in the central department and copy them to local departments. When the contents of a bundle are updated in the central department, its items, quantities, and sub-bundles are updated in the bundles. Only item pricing differs across the departments as it is fetched from the local item list. Note that all items that are added to the central bundles must be created using the Pricing Tool to ensure the connection between the items across the item lists.
On a local department, users have access to the copied bundle but cannot change the contents of the bundle or delete it from the system (the bundle edit page is in the read-only mode). To make changes to a bundle, users can duplicate the central bundle to create a copy of the bundle which they can edit. See how to create central item bundles.
Updated
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