Full overview of settings

Please note that some aspects of the settings option depend on the practice's subscription to the required package. If your practice does not subscribe to specific packages, the settings may appear different. 

Navigate to Settings, which is located on the left-hand side when logging into your HUB account.

Please note that only the Owner of your HUB account can access the ‘Settings’.

Details

The first tab within the settings is ‘Details’.

Here you can upload your practice logo to the HUB.

You can confirm if you would like to allow the bulk ‘Mark as read and understood’ option.

You can choose if you want CQC data displayed on the dashboard.

You can tick so that email addresses are shown on the staff list for those with no roles.

Please note: Users with a HUB Role including HUB Managers will always see the staff list email addresses.

You can enable Multi-Factor Authentication. This means that when your staff members attempt to log into their HUB account, if this is selected, they will have to provide an additional verification step. 

DPA

The second tab is where you can obtain a copy of your DPA agreement with Practice Index.

It informs you of who and when the DPA was agreed and gives you the option to ‘Download a copy’.

HR

The third tab along supports you in managing your HR preferences. 

You can grant your staff members permission to edit their own HR records.

You can also adjust the ‘HR Record Reconfirmation’ level. 

The option you choose will mean that your staff members will need to reconfirm their HR information with that level of frequency.

Noticeboard

In the fourth tab, Noticeboard, you can configure how you would like the noticeboard module to work.

You can use the sliding scale from one to six, to select how many notices you would like to display on the noticeboard. 

You can also confirm whether or not you would like the dashboard only to show new and pinned notices.

There is also a quick link in the ‘Actions’ box that will take you to the ‘Noticeboard’ section.

On-Site Register

The fifth tab is where you can adjust the settings for your ‘On-Site Register’.

You can confirm whose on-site presence can be recorded.

You can enable your HUB-users on the On-Site Register board.

You can confirm who is able to add and edit visitors.

You are also able to input a time whereby staff members will automatically be signed-out.

You can input the text that you would like to be displayed on the PDF ‘Visitor Instructions Sheet’ that you will be able to download.

These are the instructions that visitors to your premises will read. For example, this might inform them as to how they can sign-in as a visitor. 

Then, you come to the ‘Visitor Sign-in Form’, where you can detail what you would like included and displayed on the form itself. 

Safety Alerts

Within this tab, HUB Managers and Safety Alerts Managers can choose and amend which feeds the practice receives safety alerts from. 

By default, all Feeds will be subscribed to, and the email notifications will be checked.

Subscribe - subscribe to the various feeds of published safety alerts

Email Notifications - If the "Email Notification" option is selected, an email and bell alert will be generated for each new alert. By default, these are sent to the HUB roles of HUB Manager and Safety Alerts Manager.

Route To- If you wish to define different people to assign and notify of new alerts for a specific feed, click on the "Route To" link for that feed. Alerts will then be assigned to the individuals, job roles, and teams defined, instead of HUB Managers and Safety Alerts Managers.

To unsubscribe, untick the boxes for each feed where necessary. 

You can also route a feed directly to certain staff members via the ‘Route To’ option.

Press the pen icon on the specific listing.

A box will then appear, where you can route the feed to staff members, either individually or in bulk via their job role or team. 

Once you have selected whom you would like to route this selected feed to, click ‘Save.’ 

This will then show as ‘Custom’ under the ‘Route To’. 

Once you have customised your preferences, click ‘Save’.

Checks

You can manage settings for checks. Checks are located within the Compliance Package.

When setting up a check schedule, you can select the Bank Holidays settings relevant to your checks.

There is also an ‘Actions’ box, and if you click the blue button within this, it will take you straight to the area where you can manage your checks. 

Expenses 

Within this section, you can input your guidance on practice expenses, which will be seen by staff members when they submit their expenses. 

You can also upload an expenses guidance file that will be downloadable to staff members when submitting their expenses. 

Rotas

In this section, you can select whether or not to allow users visibility to all published rotas that your practice has created. 

If this is left unticked, staff members will only be able to see the rota they are a part of.