⚙️Institutions Configuration

Manage codesets for your directory, departments, specialties, locations, and other configurations for your institution.

Institution Configuration are only accessible to 'Superuser' roles. Learn how to request for specific roles.

Step 1: Open settings

Click the Settings icon ⚙️ on the right side of your institution’s name

Step 2: Select dropdown option

Select one of these options from the Settings dropdown:

Specialties

Add, edit, or disable dropdown list options for the ‘Specialties’ field when creating Routing Rules.

To add

1. Click ‘Add New Specialty’

To edit or disable

1. Scroll down for existing specialties

2. Click on the three dots in the chosen specialty's row

3. Select ‘Edit Specialty’ or ‘Disable Specialty’

Note that disabled specialties will not appear in the dropdown list on the 'Routing Rules' and 'Result Filters' page

Locations

Add, edit, or disable dropdown list options for the ‘Locations’ field when creating Routing Rules and Result Filters only.

Location dropdown options in Directory should be managed under Directory Codesets instead.

To add

1. Click ‘Add New Location’

To edit or disable

1. Scroll down for existing locations

2. Click on the three dots in the chosen location's row

3. Select ‘Edit location’ or ‘Disable location’

Note disabled locations will not appear in the dropdown list on the 'Routing Rules' and 'Result Filters' page

Departments

Add new department codesets across the Daily Roster, Monthly Roster, Directory, and Routing Rules pages.

Example: Adding a new department codeset

Directory Codesets

Manage division, section, sub-section, designation, and location codesets, and define dropdown lists for various fields only visible on the Directory page.

To manage locations for Routing Rules and Result Filters, select 'Locations' in the Settings dropdown instead.

To add

1. Select one of the options to manage: 'Divisions', 'Sections', 'Sub-sections', 'Designations', 'Locations'

2. Enter a name and click 'Create'

Example: Adding a new division

Step 1: Add new division

1. On the Directory Codesets page, select 'Divisions'

2. Click 'Add New Division' in the right corner

3. Enter a name (e.g. 'Test for Directory') and click 'Create'

Step 2: Add a new contact

1. Click 'Directory' in the navigation bar to go to the Contacts page

2. Click 'Add New Contact' in the right corner

3. Click on 'Current Postings' in the Add a new contact popup

4. The new division (e.g. 'Test for Directory') should appear in the 'Division' dropdown as an option

Institution Configuration

Find configurations for read-only access, and notifications.

You can view configurations for:

• Whitelisted Domains: Azure AD users with the email domains in the right column have been auto provisioned the 'End-User Read Only' user role. This means they'll have read-only access to Rooster by default after logging in.

• Critical Result/Broadcast SMS Enabled: If the Value in the right column is set to True, Critical Results and Broadcast SMS messages can be sent for the institution.

• Notification for call center intervention after 5 minutes: If a Critical Result has not been picked up after 5 minutes, an email notification will be sent to the emails listed in the right column for manual intervention.