User Navigation Tutorial: FMYiRC V1.20
From FMYiRCWiki
Freemed-YiRC User Navigation Tutorial: Freemed-YiRC V1.20
Contents |
Summary
This document is geared towards a user who wishes to become more informed about how to access and navigate around Freemed-YiRC V1.20. If you are using a version of Freemed-YiRC which is other than V1.20, you may notices differences between what you see on your screen, and the items described here.
Terminology
As with any complex system, there are some specific terms which may be confusing to new users of Freemed-YiRC. It is generally helpful to familiarize yourself with these terms before continuing! Some of these terms may be pretty basic for web-savvy users, but others are very specific to Freemed-YiRC!
- Web browser
- Freemed-YiRC is accessed using a piece of computer software called a Web Browser. This would typically be Internet Explorer (by Microsoft) or Mozilla Firefox (by Mozilla). However, there are quite a few others as well (Google Chrome, Apple Safari, Opera, etc...).
- URL
- This is the web address used to access Freemed-YiRC. This will usually take the form of https://IP_ADDRESS/freemed-yirc, where IP_ADDRESS is either a word, a group of words separated by dots, or a set of numbers separated by dots. The address to access Freemed-YiRC should be provided to you by your Freemed-YiRC Administrator. It may also be set up as your web browsers home page, or it may be set up as a bookmark or favorite.
- User login
- This refers to the information a user needs in order to access the Freemed-YiRC system. This information consists of a user name and a password. Both of these are made up of letters and/or numbers.
- Security Permission
- In Freemed-YiRC, one method of security revolves around limiting users to what they can see and do. The idea is, if a user can't see something they're not supposed to, they'll be less confused, and less of a security concern. It's also helpful for the user, as they only have to worry about what they see, and not worry about areas they should not have access to. The method that this is achieved in Freemed-YiRC is by use of Security Permissions. When a user is created, that user is associated with one or more security permissions. This is like a checklist of items that the user has access to.
- Freemed-YiRC Window
- The Freemed-YiRC software is accessed via a web browser. Freemed-YiRC will show up as a window, i.e., a box on the screen. In the upper-right hand corner of that window will be some icons. Nearly all Freemed-YiRC interactions take place within that box, or window.
- Main Menu
- After a user logs into the Freemed-YiRC system, they will typically be presented with their main menu (unless the timecard module is enabled and they are asked to clock on duty, in which case the main menu will appear afterward). The main menu contains a list of items/links the user is allowed access too. The main menu is the starting point for navigating the Freemed-YiRC system.
- Group
- For more information on the term Group, please read this article.
- Group Menu
- In Freemed-YiRC each group has it's own group menu. If a user is associated with multiple groups, then they will see a link to a menu for that group on their main menu in the Group Menus section. Any items located on these group menus is specific to that group. For example, if Clinical CaseNotes shows up on that group menu, then when accessing it, only the list of clients for that group will appear.
- Module
- For more information on the term Module, please read this article.
- Contact
- For more information on the term Contact, please read this article.
- Resource
- For more information on the term Resource, please read this article.
For more information on these and other terms, please see the Terms index of the documentation section!
Before you begin
Before you attempt to begin using Freemed-YiRC, you need to ensure the following pre-requisites are met:
- You have either Internet access or computer network access so you can connect to the Freemed-YiRC System.
- You have a decent web browser.
- You have the URL (network address) of the Freemed-YiRC server (or you have a bookmark or favorite).
- You have a user login (user name and password) to log into the Freemed-YiRC server.
The above items are normally provided to you by your Freemed-YiRC Administrator, your computer/IT person(s), and/or your Human Resources person(s).
How to access Freemed-YiRC
In order to log into Freemed-YiRC, you need to start up your web browser software on your computer, and either type in the appropriate web address (URL), or access your list of bookmarks/favorites and find the correct one. The URL for Freemed-YiRC will typically look something like this: https://IP_ADDRESS/freemed-yirc/, where IP_ADDRESS is either a word, a group of words separated by dots, or a set of numbers separated by dots.
This is where you type in your user name and password. These should have been given to you by someone at your agency (Human Resources person, your FMYiRC Administrator, or someone else). While typing your password the system will mask the letters/numbers as you type them, i.e., you will not be able to see your password on the screen, and nor will anyone else looking over your shoulder.
Once you've typed in your user name and password, click the Login button. You should then see a note stating Authenticated! and then you will be transferred to your main menu. In some cases, if your agency makes use of Freemed-YiRC's timecard module, then you may see a screen asking if you wish to clock on duty or not. You can bypass this, if you wish, by clicking NO.
If you are unable to log into the system, please contact your Freemed-YiRC system administrator.
NOTE: The Freemed-YiRC system requires that cookies be turned on in your web browser. If you are unable to log in, or unable to stay logged in, this may be the reason.
Browser Security Errors/Warnings
When you first attempt to access Freemed-YiRC, you may be presented with an error or warning screen. What this screen looks like will depend upon which web browser software you are using. Why are you receiving this? Web browsers use a security/encryption feature called SSL certificates. While the explanation behind this is quite technical, the basic explanation is that this certificate mathematically proves the server is run by the agency who claims to run it. What? On the Internet, there are lots of people with malicious intent. There are ways these people try to steal information. Why should I care? Because agencies running Freemed-YiRC typically fall under the auspices of HIPAA, you should care very much. However, for the purpose of this article, just understand that you will likely see a warning screen. And as long as the information you are using to access the Freemed-YiRC server was provided to you by a source you trust, i.e., your computer person, human resources person, etc... it is OK to bypass this message. The only real way to completely bypass this message is for your agency to pay something like $100.00 a year to a company just to prove your agency is who they say they are. That sounds like money well spent for a typically non-profit/social services agency, doesn't it?
The sections below show examples of what this error/warning screen may look like, depending upon which web browser you are using. If you are using a different web browser, or you see a different message, please contact your Freemed-YiRC administrator!!!
Firefox (3.5)
When you first attempt to access Freemed-YiRC from a given computer using the Firefox web browser (version 3.5) , you are likely to see this warning screen:
Click on I Understand the Risks. The screen will then expand after doing so:
Click on the button that reads Add Exception. A new window will pop up:
Click on the button that reads Get Certificate. Make sure the checkbox that reads Permanently store this exception is checked. Click on Confirm Security Exception.
You should no longer see this warning screen when attempting to access Freemed-YiRC from this computer. However, if you attempt to access Freemed-YiRC from a different computer that has never accessed Freemed-YiRC before, you may see the message again on that computer.
You may also see a different warning screen if you update/upgrade/replace the web browser software on the computer you are using.
IE8
When you attempt to access Freemed-YiRC from a given computer using the Internet Explorer web browser (version 8), you are likely to see this warning screen:
Although it seems counter-intuitive, click on the link with the red badge which reads Continue to this website (not recommended).
Unlike the Firefox web browser, Internet Explorer does not offer a way to make this screen go away, and you likely will see it every time you attempt to access Freemed-YiRC.
Freemed-YiRC is a "Menu-based" system
Freemed-YiRC is a web-based application. This means it uses the same web/Internet technologies that many web sites you visit use. Just like these other websites, the Freemed-YiRC system is presented to you as a series of web pages, also called screens. The vast majority of these screens will be menus designed to help you get to get access to the information you need.
Freemed-YiRC is a menu-based system. At it's most basic level, Freemed-YiRC has two menus... the Main Menu and the Group Menus. Nearly all functionality in the system can be accessed from either the main menu or a group menu. These two menus are designed to get you where you need to be in the system.
The real functionality of the system is contained within modules. For example, E-Mail capability is located in the Freemed-YiRC E-Mail module. Clinical CaseNotes are done in the Freemed-YiRC Clinical CaseNotes module. And so on and so forth. The sole purpose of the main menu and group menus is to provide you access to the list of these modules that you have permissions for. To access these modules, you simply click on the link with the name of a given module.
What is the difference between the main menu and the group menus? The answer is pretty simple. Nearly anything that has to do with a group would be located on a group menu. Otherwise, it'd be on the main menu. Also, anything that has to do with you as a user individually would be on your main menu. For example, your e-mail and your calendar are both located on the main menu. However, if you wanted to access a Group Calendar, that would be on a group menu for a specific group.
How to navigate around Freemed-YiRC
Because Freemed-YiRC is a web application, navigating around Freemed-YiRC is very much like any other website you've used. The individual web pages are composed of links and/or information forms which can be filled out. There are images, buttons, text fields, etc...
There are two major navigational items every Freemed-YiRC user should be aware of:
Shortcut icons - In the top right hand corner of the Freemed-YiRC window are a series of icons (5 in Freemed-YiRC V1.20). These can be used to quickly navigate to certain places in Freemed-YiRC. For more information on these keyboard shortcuts, see this article.
Keyboard shortcuts - Freemed-YiRC allows the use of keyboard shortcuts to quickly navigate to certain places. These function very similarly to the shortcut icons above, except these are triggered by using the keyboard, rather than directly clicking on them. For more information on these keyboard shortcuts, see this article.
User Preferences
Some users may wish to have things look and/or act in a different way according to preference. Freemed-YiRC has a few settings to achieve this. To modify these settings, click on the My Preferences link at the bottom of the users main menu.
This will take you to the Freemed-YiRC My Preferences Menu. This page contains one or more settings that are available to be modified by the user themselves.
The major items are:
- keyboard_shortcuts - Setting this to Enabled (the default setting) allows a user to make use of certain keyboard shortcuts/hot-keys to navigate around Freemed-YiRC. For more information about these hot-keys, please see the Keyboard shortcuts article!
- main_menu_multi_cols - This is Disabled by default, but you should Enable it and try it out. This will make your users main menu show up as three columns, making more use of your wide-screen monitor as opposed to one tall slim column.
-
Example Main Menu in 3 Columns.
-
A user can also change their own password using the Change My Password link on the My Preferences menu.
Where to get additional help
If you require assistance, please follow these steps:
#1: If you require help with a specific part of Freemed-YiRC, please note that each and every page has a help icon in the upper-right hand corner of the Freemed-YiRC window. This icon is a black question mark with a grey background. Depending upon how your system is configured, you may be brought to a specific help page for the page you are on, or you may be brought to a generic page. However, not every menu in Freemed-YiRC has useful help information associated with it. Because there are literally thousands of menus in the Freemed-YiRC system, it would require an extreme amount of effort to document each and every page. Typically the first menu for a given module will have at least some help.
#2: Attempt to contact your agency's Freemed-YiRC Administrator. This will likely be a computer person. If you are unsure of who this is, ask your supervisor. If they do not know, ask them to ask their supervisor, eventually you will find a person who knows!!!
#3: You may also find some helpful information using the Freemed-YiRC Wiki. The Freemed-YiRC Wiki can be likened to a knowledge base or a loose encyclopedia of information related specifically to Freemed-YiRC. To access the Freemed-YiRC Wiki, use this link: http://www.freemed-yirc.com.
#4 If you require additional assistance, paid support is an available option. If you are interested in this, please see this article.
