Administrative Tasks
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      1. Home Providers and Sponsors
      2. MMHX for Home Sponsors
      3. Administrative Tasks

      Add & Manage Monitors

      Table of Contents

      In This Article

      Add Monitors

      You add Monitors in the Users/Monitor Information window. We recommend that you create accounts for each of your monitors when you first begin using Minute Menu HX. The Monitors you create here are available in other areas of the software. You can also assign these Monitors to specific providers.

      1. Click the Providers menu and select Monitors. The User/Monitor Information window opens.

        Note: You can also click the Administration menu and select Users/Monitors to access this window.

      2. Click Add New User/Monitor.

      3. Click the User Type drop-down menu and select Monitor or Monitor + General HX User. If you set this user as a Monitor only, they can only record reviews in KidKare. They cannot access Minute Menu HX. If this Monitor needs access to Minute Menu HX, select Monitor + General User.

      4. Click the Name boxes and enter the Monitor's full name. This is the name that will appear on their paperwork.

      5. Click the Email Address box and enter the Monitor's email address.

        Note: The Address, City, State, Zip Code, SSN, Office, and Home Phone boxes are not required, but you can complete them, if needed.

      6. Click the Monitor Number box and enter a monitor number. This must be a unique number. For those sponsors who can review forms, this number coincides with the two or three-digit number marked on scannable review forms. You can enter any two or three-digit number, so you can choose any numbering scheme you prefer. If you enter a number that is already in-use, the system prompts you to select a different one.

        Note: The Login box defaults to the first three numbers of your sponsor numbers and the monitor number you entered. For example, if your sponsor number is 900 and you entered 201 in the Monitor Number box, the Login box would be 900201. You can change this, if needed.

      7. Click the Password box and enter a password for this Monitor. You can also click Reset to generate a random password. If you are creating a Monitor only (not a Monitor + General HX User), the Monitor can use their login ID and this password to log in to KidKare only.

      8. Click Save.

      9. Click OK at the confirmation prompt.

      10. Click Online Review. The Online Review Permissions dialog box opens.

      11. Check the box next to each item that applies:

        • Online Review Access: Allow this user to enter reviews in KidKare.

        • Online Review Reports: Allow this user to access reports in KidKare.

        • Online Review Configuration: Allow this user to edit question and answer choices on the review questionnaire.

      12. Click Save.

       

      Add Admin Review Site Users

      Before users can access the Admin Review site to configure online review questionnaires, you must set them up as an administrative user.

      1. Click the Providers menu, and select Monitors. The User/Monitors Information window opens.

        Note: You can also access this window from the Tools menu.

      2. Click the Select User/Monitor drop-down menu and select the user to update.

      3. Click the Select User Type drop-down menu and select Monitor+General HX User.

      4. Click Save.

      5. Click Online Review. The Online Review Permissions dialog box opens.

      6. Check the Online Review Configuration box.

      7. Click Save. The user you updated can now configure the review questionnaire at https://reviewadmin.minutemenu.com/Account/LogOn. The user logs in with the same credentials they use to access Minute Menu HX.

       

      Manage Monitors

      Editing Monitors

      You can update a Monitor's information, if needed. For example, a Monitor's contact information may have changed. However, please note that you should never rename your monitors. This supports data integrity. If you are replacing a monitor, you should remove the existing monitor first. See the Deleting Monitors heading, below.

      1. Click the Providers menu and select Monitors. The Users/Monitors window opens.

        Note: You can also click the Administration menu and select Users/Monitors to access this window.

      2. Click the Select User/Monitor drop-down menu and select the Monitor to change. The Monitor's information displays.

      3. Click each box and enter new information over the existing information.

      4. Click Online Review to update the Monitor's online review permissions.

      5. When finished, click Save.

      Deleting Monitors

      Usually, when you delete a Monitor, you are adding a new Monitor or associating the deleted Monitor's providers with another Monitor. When you delete a Monitor, all providers associated with that monitor are automatically disassociated. You can then associate those providers with a new Monitor.

      For example, Monitor John is associated with Provider 1, Provider 2, and Provider 3. John is leaving the agency, and you hired Monitor Jane. When you delete John's record, Provider 1, Provider 2, and Provider 3 are disassociated. You then add Monitor Jane to your system and associate her with Provider 1, Provider 2, and Provider 3.

      1. Click the Providers menu and select Monitors. The Users/Monitors window opens.

      2. Click the Select User/Monitor drop-down menu and select the Monitor to remove.

      3. Click Delete.

      4. At the Are You Sure prompt, click Yes.

       

      Associate Monitors with Providers

      You can associate each of your providers with a specific Monitor. Associating providers with Monitors lets you filter and/or sort several reports by Monitor.

      To do so:

      1. Click the Providers menu and select Provider Information. The Provider Information window opens.

      2. In the Sponsor Personnel section, click the Monitor drop-down menu and select the Monitor to assign to this provider.

      3. Click Save.

      You can also view which Monitors are associated with which providers in the List Providers window.

      1. Click the Providers menu and select List Providers. The List Providers window opens.

      2. Click the Filter Providers By drop-down menu and select the provider status to view. 

      3. Click Refresh List. The providers display. Monitor initials are listed in the Monitor column. If a provider is not currently associated with a monitor, -- (dash dash) displays in this column.

      Bulk Reassign Monitors

      When a Monitor quits or changes areas, you must reassign all of their providers to another Monitor. You can either edit Monitor assignments individually, or you can use the Bulk Assign Monitors function to reassign large amount of Providers to a new Monitor.

      1. Click the Tools menu and select Bulk Assign Monitors. The Provider Filter window opens.

      2. Check the box next to each filter to apply. For example, if you are moving a certain Monitor's providers to a new Monitor, check the Monitor box and select the monitor.

      3. Click Continue. The Bulk Assign Monitors window opens.

      4. Check the box next to each provider you are reassigning. You can also click Select All to select all display providers.

      5. Click the Select Monitor drop-down menu and select the new Monitor.

      6. Click Save. The providers you selected are assigned to the new Monitor.