Control Centre

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You can open the Control Centre from the Tools menu, or the icon on the toolbar of the Main Form.

 

The Control Centre allows configuration of Transactor, such as customising the particular set up for your laboratory. There are a number of different access levels or "Control Levels" for the Control Centre that determine which functions are available for the user to configure. For example, a standard user can only access the Setup Wizard, whereas a more advanced user can alter the layout of reports or change accounting categories.

 

You can move between available configuration permissions by selecting a level from the list at the top left of the form. The currently selected level will have a green bubble containing a tick mark beside it.   Control Centre-Setup Wizard selected

 

When starting Transactor for the first time you will be presented with the Control Centre in Setup Wizard mode. This mode will allow the user to configure essential settings for Transactor for their lab. You can return to the Setup Wizard at any time by opening the Control Centre and ensuring Setup Wizard is selected at the top left of the form.

 

You can move around the pages of the Control Centre by using the navigation controls at the bottom of each page or by clicking on the individual categories on the list down the left hand side of the Control Centre. Clicking the red square containing the cross will close the Control Centre.

 

Available settings for each control level are listed below, full details of each settings page can be found in the following individual topics.

 

 

Settings Page

Setup Wizard

Advanced and Advanced (Manager)

Accounting Rules

 

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Countries

 

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Custom Fields

 

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Customer Types

 

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Depts / Stages

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Emailer Setup

 

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Images

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Look & Feel

 

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Main Form

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Menus

 

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My Company

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New Jobs

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Nominal Accounts

 

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Other Settings

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Payment Methods

 

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Practices

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Price Bands

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Printing Rules

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Products

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Reports & Tasks

 

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Send to's

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Dentists

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Tags

 

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Terminals

 

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Users/Technicians

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