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Optimus HealthUser guide

Network Manager

Review network offices and export aggregate figures

Compare office status and activity without opening or changing the records behind the totals.

Before you start: Sign in as the Network Manager for the network you intend to review.

Network Manager4 steps

Read the Offices overview

Network Manager

Franchises

Swipe across the preview to see more. Tap to enlarge.

Read the Offices overviewFull-page screenshot ↗

1Step 1 of 4

What to doOpen Offices and review the status and aggregate columns for the offices in your network.

Result to check

The overview shows network offices and their totals; it does not provide the client or visit records behind those totals.

Network Manager · User guide01

Open one office summary

Network Manager

Franchise summary

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Office scope, contact and aggregate activityFull-page screenshot ↗

2Step 2 of 4

What to doChoose an office and read its territory, status, seat limit, contact details and aggregate activity.

Result to check

The office summary is read-only and limited to the office information and figures available to your network.

Network Manager · User guide02

Read the network audit summary

Network Manager

Network audit summary

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Read the network audit summaryFull-page screenshot ↗

3Step 3 of 4

What to doOpen the network audit page and compare event counts by office and kind.

Result to check

The report shows aggregate counts rather than names, subjects or individual audit records.

Network Manager · User guide03

Export the visible summary

Network Manager

Network audit summary

Swipe across the preview to see more. Tap to enlarge.

Export the visible summaryFull-page screenshot ↗

4Step 4 of 4

What to doUse Export CSV on the overview, office summary or audit page you intend to download.

Result to check

The downloaded file contains the permitted aggregate scope shown by that report.

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