Page Description

Use the Restricted Access Table page to add or delete users or locations who are allowed to order the order choice you are currently editing. When you open this page, Copia displays either the restricted order choices or the restricted locations, based on how you access the page.

If an order choice is restricted, Copia only displays it, or profiles it is in, on the Order Patient Samples page if either the ordering location is on the location restriction list or if the signed in user is on the user restriction list. However, Copia displays order choices on setup pages (either Admin or Lab Tasks) regardless of whether or not they are restricted.

For more help, click one of the following links:

• Accessing this Page
• Adding a Restricted User
• Adding a Restricted Location
• Deleting a Selected User or Location

Accessing this Page

• Click the Assign Users or the Assign Locations buttons in the Order Choice Details section on the Order Choices details administration page.

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Adding a Restricted User

You must access this page using the Assign Users button on the Order Choices administration page in order to add users to the list.

1. Copia displays the users currently allowed to order this order choice when the page appears. Use the scroll bar on the right side of the page to view the entire list of users.
2. Enter one or more characters in the search field, and then click the Search button to select a user's name using the User Search page. See the User Search topic.
3. Once you select the user from the User Search page, you return to the Restricted Access Table page with the new user name added.
4. Use the Ordering Location Restriction and Signed-in Location Restriction columns and their corresponding checkboxes to restrict order choices based on the ordering provider and signed-in user.
5. Click Save to add the additional names to the list of users who may order the selected order choice.
6. Click Cancel to return to the Order Choices details administration page without saving any changes.

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Adding a Restricted Location

You must access this page using the Assign Locations button on the Order Choices administration page in order to add locations to the list.

1. Copia displays the locations currently allowed to order this order choice when the page appears. Use the scroll bar on the right side of the page to view the entire list of locations.
2. Enter one or more characters in the search field, and then click the Search button to select a location's name using the Location Search page. See the Location Search topic.
3. Once you select the location from the Location Search page, you return to the Restricted Access Table page with the new location name added.
4. Use the Ordering Location Restriction and Signed-in Location Restriction columns and their corresponding checkboxes to restrict order choices based on the ordering provider and signed-in user.
5. Click Save to add the additional names to the list of locations who may order the selected order choice.
6. Click Cancel to return to the Order Choices details administration page without saving any changes.

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Deleting a Selected User or Location

1. To delete a user or location from the list, click the X button that corresponds to the user or location you wish to delete.
2. Click Save to save your changes and return to the Order Choices administration page.
3. Click Cancel to return to the Order Choices administration page without saving any changes.

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