Manage News for Roles

Use the Manage News for Group/Roles feature to create, edit, and delete news content displayed on users' dashboards when they are in the contect of the specific group and role.

The feature is available to only authorized users. The updates you make using the feature take effect immediately and are applied at the role level, not per practice, group, or user.

Add New Content for Roles

Complete the following steps to add new content:

  1. From the menu bar, select Admin Tasks > Manage News for Role. The Role News Admin page opens. The News List and Roles pane are displayed on the left side of the page, and the News Pane Title, Mobile News Pane Title, and News Content elements are displayed on the right side.
  2. On the Roles pane, select all the Roles that apply to the new content you are adding. Roles can be unavailable for new content if they are already applied to existing news content. Once such Roles are removed from an active news content item or that content is deleted, you can select it for new content.
  3. Enter information in the News Pane Title box.
  4. Enter information in the Mobile News Pane Title box.
  5. Enter information in the News Content box. You can use HTML attributes in this box.
  6. Select Save. The information you entered in the News Pane Title box is displayed in the News List pane, and users assigned to the associated Role now see the news content on their dashboards.
  7. Select Cancel at any time. All unsaved changes will be lost.

Edit Existing Content for Roles

Complete the following steps to edit existing content:

  1. From the menu bar, select Admin Tasks > Manage News for Role. The Role News Admin page opens. The News List and Roles pane are displayed on the left side of the page, and the News Pane Title, Mobile News Pane Title, and News Content elements are displayed on the right side.
  2. Select the title of the content you want to edit. The selected content's News Pane Title, Mobile News Pane Title, and News Content elements are displayed.
  3. Select additional Roles to edit them as well, and deselect Roles you do not want to edit.
  4. Update the elements.
  5. Select Update to save your changes. All the updated values are displayed, and users assigned to the associated Role can see the updated news content on their dashboards.
  6. Select Cancel at any time. All unsaved changes will be lost.

Delete Existing Content for Roles

Complete the following steps to delete existing news content:

  1. From the menu bar, select Admin Tasks > Manage News for GRole. The Role News Admin page opens. The News List and Roles pane are displayed on the left side of the page, and the News Pane Title, Mobile News Pane Title, and News Content elements are displayed on the right side.
  2. Select the title of the content you want to edit.
  3. Select Delete. The News Pane Title is no longer displayed, and the users assigned to the associated Group/Role can no longer see it on their dashboards.
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