PBMS

1
PBMS
ASCA

• Administration of the
• PBMS System

2
System Administration

• PBMS Administrator
• Access to entire system
• Set up PBMS and Organization Administrators
• Download database
• Organization Administrator
• Set up Facility Users
• Run Reports
• Enter Organization and Facility Data
• Facility Users

3
Login
4
Login

• Access PBMS site at www.pbms.us
• User ID first letter FirstName LastNameJohn
  Rees jrees
• Organization Code State Abbreviation
  DOCKentucky DOC KYDOC
• Password Pbms2006 (case sensitive)

5
Change Password

• Password may be changed on the next screen.
  Password must include
• Uppercase and lowercase
• At least one number
• Length 8 characters
• Password may be changed at any time by clicking
  Organization Administration / User ID
  Maintenance. Organization administrators may
  reset User passwords.

6
Menus Based on Permissions

• Different menus appear based on variations in
  system permissions
• Organization Administrator menu includes
  permission to run reports and enter data
• Facility Users are simply active

7
User ID Maintenance

• Set Permission to Run reports
• Who has permission to run reports
• Set Permission to Enter Organization Data
• Who has permission to enter organizational data
• Set Permission to Enter Facility
• Who has permission to enter each facilitys data
• One or more persons per facility
• One person per one or more facilities

8
User ID Maintenance

• Edit User ID
• Make sure that the following are checked
• Run Reports
• Enter Organizational Data
• Enter Facility Data
• Active
• If left unchecked, the user will not be able to
  access these options

9
Facility Maintenance

• Add list of facilities
• Edit existing from menu on right
• Indicate DOC or Non-DOC for reporting
• Active or inactive
• Abbreviate or use fullfacility name (to
  populate drop downmenu)

10
Facility Users

• Users must be given access to each facility
• After facilities have been entered on previous
  screen, use Facility Name drop down menu to
  select a facility
• Use User Name drop down menu to select User ID to
  be given access to that facility, click submit
• Must select each facility individually for each
  user

11
Facility Users

• As users are selected by facility, their names
  will populate a list on the right side of the
  screen
• Click the Active box to activate or inactivate
  users as needed

12
Menu Options Change

• Logout of the system
• Log back in
• Note the new menu item for Reports
• Click Menu to see additional options for
  entering organizational and facility
  characteristics and key indicator data