Admin Configuration Section in Olari

The Admin Configuration allows user (with proper security rights) to access and update certain system-wide list values, these include the following:

• Allergen
• Allergy Reaction
• Test Result

• Alternate ID Type
• Contact Type
• Level of Education
• Marital Status
• Military Branch
• Relation
• Sexual Orientation

• Drug
• Drug Category

• Medication Log Signature Options
• Note: Medication list is from the FDA, so Olari manages any updates to these; users cannot process additions or changes. User can however, request for Olari to add medications to the list, if needed. 

• Interaction Outcome
• Interaction Method
• Note / Interaction Type

• Transportation Method

• Assignment Type
• Job Type
• Property Category

Accessing Configuration Settings in Olari

Log In

1. Open your web browser.
2. Navigate to your organization's Olari login page.
3. Enter your username and password.

1. From the Home screen, locate the Admin tab.
2. Select Configuration.
3. The Admin Configuration section provides access to the operational lists referenced above.

1. In the navigation bar on the left side of the screen, select the desired list.
2. Click Add New located above the grid on the right side of the screen.
3. Enter all required information. Required fields are marked with a red asterisk (*).
4. If applicable, verify that Is Active is set to Yes.
5. Click Save.
6. Confirm that the new value is available for use.

1. In the navigation bar on the left side of the screen, select the desired list.
2. Locate the value you want to update.
3. Click the Pencil icon or select the Ellipsis (···) menu and choose Open.
4. Update the necessary information.
5. Verify that Is Active remains set to Yes.
6. Click Save.
7. Confirm the updated value appears correctly.

Select Values may be deleted; however, restrictions may apply if the value is already being used on client records or is required for reporting purposes. Program will either prevent the value from being deleted or warn against deleting if in use. The best application of delete is for a value that has never been used nor is needed for reporting. 

In most cases, and when available, it is recommended to inactivate a value rather than delete it. Inactivating prevents future use while preserving historical data integrity.

1. In the navigation bar on the left side of the screen, open the desired list.
2. Locate the value.
3. Click the Pencil icon or select the Ellipsis (···) menu and choose Open.
4. Change Is Active to No (available on applicable lists only).
5. Click Save.

1. In the navigation bar on the left side of the screen, open the desired list.
2. Locate the value.
3. Click the Trash Can icon or select the Ellipsis (···) menu.

1. Select Delete.
2. Review and acknowledge any system warnings before proceeding.

Sample Delete Notifications

Warning Notification

“__________ is used by __ client record(s). Deleting this record will remove all associated client ______ and cannot be undone.”

Delete Prevention Notification

“This record is used by __ client record(s) and cannot be deleted. Use the Active flag to disable the value instead.”

If configuration options are unavailable:

1. Confirm you have the appropriate security rights.
   1. Verify your assigned role permissions.
2. Refresh your session and log in again.
3. Contact Olari Support if access issues continue.

Best Practice: Whenever possible, inactivate values rather than delete them. This preserves historical data and prevents issues with reporting and existing client records.