Sessions : Navigation and Use

Why Use This Function:

The Sessions tab provides a detailed record of login and logout times, allowing for accurate tracking of system usage and user access. With built-in filtering and editing options, it becomes easier to manage session data, review activity, and ensure that only authorised access is maintained. This functionality helps improve oversight, strengthen security, and streamline system monitoring within the Practice.

The Contents of This User Manual:

  • Filters
  • Screen Columns Action Buttons 
  • Columns 
  • Page Options


  • This user manual will start on the User Management tab, Sessions screen.


    • For more information on how to navigate to the User Management screen, please refer to the user manual: Configuration Segment.


Filters

Allows you to narrow down or refine the results displayed on the Practitioners List tab.

  • Click on the Default Filter drop-down menu to select how the screen will be filtered.



  • Click on the User field to enter the name of the User or select the user from the options that become available when you start typing.


💡Please Note: The Users available will depend on the users setup for the Practice.

  • Click on the Update Results button to refresh the list after the Filters have been selected.



  • Click on the Reset Filters button to clear the Filters that have been set.



Screen Columns Action Buttons 

Several additional Options are available for the Columns. These additional Options are to help the User adjust the screen, refine the Search and give more specific results.

  • Click on the Select All Results button to select all the results currently displayed on the screen.



  • Click on the Expand Widths button to auto-fit the column width to the information within all columns.



  • Click on the Reset Widths button to restore the original Widths after any modifications are done.



  • Click on the Sort Columns button to sort the Columns in the order that you desire.


  • Click on the Choose Columns button to select the columns that will be displayed on the list.


  • Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.


💡Please Note: The Sessions screen only has the option to be displayed using the Default Layout, and no other options are available for the layout of the screen.


Columns

All the information on the Workflow Event Config screen is divided into Columns to logically group related information together.



  • User Username: The username used to log in to the system.
  • Created At‎: The time the user logged in on the system.
  • Updated At: The time the user logged out of the system.


Page Options

All the additional Options that are available for the Page.
  • Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.


    • Click on the Export to PDF drop-up menu to access the Export Consolidated PDF option that allows you to generate a single document that combines all the data from multiple sources to provide an overview.  


  • Click on the Export to CSV button to save the Report in a CSV format.  


Last modified: Wednesday, 2 April 2025, 7:05 AM