To use Harvest Webstation, you must establish security settings and you may modify program preferences, modify advanced configuration options, enable label printing, or customize the footer.

Changes in Web Security

1. In versions of Harvest/Harvest Webstation prior to 5.0.1, Web Security Groups consisted of groups of providers. Users could be assigned to a provider group to control their access to individual patient results and to lists of completed results and orders in progress. Access to individual patient results was either based on the patient’s primary provider or the order’s provider. Because this was the only form of Harvest Webstation security, these were called Web Security Groups. These groups have been renamed to Web Personnel Groups.
2. Beginning with version 5.0.1, Harvest/Harvest Webstation offers a form of security called Web Location Groups. These work in the same way as Web Personnel Groups, except they refer to patient locations.
3. In versions of Harvest/Harvest Webstation prior to 5.0.1, Web Personnel Groups security was always enforced if present. If any Web Personnel Groups were defined, users had to be assigned to a group in order to access completed orders or orders in progress for personnel other than themselves ("listing orders") or to view individual patient results ("looking up results"). This is now optional, and both Web Personnel Group security and Web Location Group security may be used for listing orders, looking up results, and ordering samples.

Establishing Security Settings

In order to use Harvest Webstation, you must have a user account and password in Harvest. Also, the features available to you in Harvest Webstation (browse results, place orders, edit patient records, view unapproved orders, print reports, etc.) depend upon your security authorization in Harvest.

You must complete the following steps in Harvest to establish security settings for a Harvest Webstation user.

1. In the Tables/Personnel window, add or edit a user.
• In the Web Settings window, enter a Web user name and password.
• Set the user to be a provider, phlebotomist, or technologist.
2. In the File/Security window, set the System Security and web privileges for the user.
• Create or edit a System Security Group that includes web view, find, print, report, or order privileges.
• Create or edit a Results Security Group that includes access to all of the order choices the user will be accessing.
• Create or edit a Web Personnel Group that includes access to all of the providers to whom the user's patients are linked.
• Create or edit a Web Location Group that includes access to all of the locations to which the user's patients are linked.

The Harvest Webstation preference settings in Harvest affect how web security functions. See Security Filtering Preferences for more information.

3. In the File/Security window, edit the user's security to assign the user to the appropriate system security, results security, web personnel, and web location groups.
4. In the New Patient or Editing Patient windows, create or edit links between patients and providers and/or locations.
5. In the File/Preferences window (Web tab), define the preferences for all Harvest Webstation users signing in to the server. See Configuring Harvest Webstation: Modifying Program Preferences for more information on what preferences may be configured for Harvest Webstation users.

You must restart the 4D server for any changes to preferences for Harvest Webstation to appear.

6. See Security Filtering in Harvest Webstation for more information on using security and preference settings.