|
|
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| | This tab displays a list of the users in this group. You can click the user to access their account. | | This tab displays a list of the users in this group. You can click the user to access their account. |
| | | | |
| − | ==Main Program Tab== | + | =Access Tabs= |
| − | This tab controls the access to the main parts of the system. There will be five columns displayed:
| + | There will be five columns displayed across the tabs below: |
| | * '''Option''' - Name of the option that is controlled by the access rights. | | * '''Option''' - Name of the option that is controlled by the access rights. |
| | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected. | | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected. |
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| | * '''Delete''' - Allows the users of this group to delete the selected option. | | * '''Delete''' - Allows the users of this group to delete the selected option. |
| | | | |
| − | You will find the following options:
| + | ==Contact Management== |
| − | * '''Action List''' - The Action List shows user outstanding work and work done, also can be set as a home page.
| + | ===Activity=== |
| − | * '''Assign Client to Carer''' - Used for Client and Carer relationships.
| + | ===Orgs & People=== |
| − | * '''Assign Memberships/Skills''' - Needed to access the Memberships and Skills link at the bottom of people/org records.
| + | ===Data Operations=== |
| − | * '''Benefits & Income''' - Required for the user to access Benefits and Income at the bottom of a Person/org record as well for the referral closure/outcome screen.
| |
| − | * '''Calendar''' - Provides access to the interactive calendar under the 'Contact management' menu.
| |
| − | * '''Calendar Display''' - Allows access of calendars used by Clubs and Clinics, Handypersons and Rostering.
| |
| − | * '''Carers''' - Gives access to the Carers type record (dependant record on a Carer System) under the 'Contact Management' menu.
| |
| − | * '''Client Project Closures''' - Allows the user to terminate people/orgs from projects on the project tab of a record.
| |
| − | * '''Client/Volunteer Details''' - Required for assigning volunteers.
| |
| − | * '''Clients''' - Allows access to the Client record under the 'Contact Management' menu.
| |
| − | * '''Courses & Qualifications''' - Allows users to access the Courses and Qualifications link at the bottom of people/orgs records.
| |
| − | * '''Emergency Card Lookup''' - Required to use the emergency card lookup and to enter the emergency card details in the blue link at the bottom of a person/org record.
| |
| − | * '''Forget Me''' - Allows users to use the 'Forget Me' button on the GDPR tab.
| |
| − | * '''Funders''' - Gives access to the Funders record type under the 'Contact Management' menu.
| |
| − | * '''Help''' - Allows the user to have access to the Help Centre on the Sidebar Menu
| |
| − | * '''Information Links''' - Required if the user needs to record Information Links.
| |
| − | * '''Information Links - List Organisations''' - Required for the user to use the Information Links look up under the 'Contact Management' menu.
| |
| − | * '''Merge Records''' - Allows the user to access the Merge record tool on a person/org record.
| |
| − | * '''My User Options''' - Allows the user to manage their own preferences and password.
| |
| − | * '''Next Of Kins''' - Allows the user to access the Next of Kin record under Contact Management menu and via the link at the bottom of a person/org record.
| |
| − | * '''Organisation/People Unavailabilities''' - Gives access to the Unavailability's Tab on people/org records.
| |
| − | * '''Organisation/Person Audit Record''' - Displays the Audit Record link at the bottom of people/org records.
| |
| − | * '''Organisations''' - Gives access to the Organisations record type under the 'Contact Management' menu.
| |
| − | * '''Portal/Webforms - Import Pending Referrals''' - Gives access to import referrals from Portals and Web Forms, this is display at the top of the Action List
| |
| − | * '''Print Records''' - Allows access to the Print Record button on people/org records.
| |
| − | * '''Professionals''' - Gives access to the Professionals record type under the 'Contact Management' menu.
| |
| − | * '''Record a Contact (Anonymous)''' - Allows access to 'Record a Contact (Anonymous)' under the 'Contact Management' menu.
| |
| − | * '''Record a Contact (Carers)''' - Allows the user to Record a Contact/create New referral for the Carers record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Clients)''' - Allows the user to Record a Contact/create New referral for the Clients record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Funders)''' - Allows the user to Record a Contact/create New referral for the Funders record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Organisations)''' - Allows the user to Record a Contact/create New referral for the Organisations record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Professionals)''' - Allows the user to Record a Contact/create New referral for the Professionals record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Referrers)''' - Allows the user to Record a Contact/create New referral for the Referrers record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Staff)''' - Allows the user to Record a Contact/create New referral for the Staff record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Suppliers)''' - Allows the user to Record a Contact/create New referral for the Suppliers record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Trustees)''' - Allows the user to Record a Contact/create New referral for the Trustees record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Volunteers)''' - Allows the user to Record a Contact/create New referral for the Volunteers record type, display on the record and search pages.
| |
| − | * '''Record a Contact (Roster Workers)''' - Allows the user to Record a Contact/create New referral for the Roster Workers record type, display on the record and search pages.
| |
| − | * '''Referrals - New Diary Entry - Legacy Feature''' - Allows access to the New Diary Entry screen([[Deprecated Feature]]).
| |
| − | * '''Referrals - Referral Details''' - Allows access to the referrals details screen, this is when a referral number is clicked on.
| |
| − | * '''Referrers''' - Gives access to the Referrers record type under the 'Contact Management' menu.
| |
| − | * '''Registered Disabled''' - Gives access to the setup of 'Registered Disabled' drop down list.
| |
| − | * '''Relationships Screen''' - Gives access to the 'Relationship Screen' at the top of person/org record.
| |
| − | * '''Restricted IP Addresses''' - Allows setup of IP addresses used in group access to restrict logon locations.
| |
| − | * '''Risk Assessment Tab''' - Allows the Risk Assessment Tab to be displayed on people/org records.
| |
| − | * '''Software Release Schedule''' - Allows the access to the 'Software Release Schedule' tab in the 'Help Centre' on the Sidebar Menu.
| |
| − | * '''Staff''' - Gives access to the Staff record type under the 'Contact Management' menu.
| |
| − | * '''Suppliers''' - Gives access to the Suppliers record type under the 'Contact Management' menu.
| |
| − | * '''Text Anywhere Usage''' - Allows access to incoming text message centre.
| |
| − | * '''Trustees''' - Gives access to the Trustees record type under the 'Contact Management' menu.
| |
| − | * '''Uploaded Documents''' - Displays the Uploaded Documents link on person/org records.
| |
| − | * '''Uploaded Documents (Download)''' - Allows users to download documents that have been uploaded.
| |
| − | * '''Uploaded Documents (Send by Email)''' - Allows users to send uploaded documents via email.
| |
| − | * '''Uploaded Documents (Upload)''' - Allows users to upload new documents.
| |
| − | * '''Uploaded Documents (View)''' - Allows users to view documents that have been uploaded.
| |
| − | * '''View Letters''' - Allows users to view letters generated via the system, found on a person/org record (Letters & Communications link)
| |
| − | * '''View Volunteer Assignments''' - Required to assign volunteers and access Job Cards, found via a link on people/orgs records and under the 'Contact Management' menu.
| |
| − | * '''Volunteer Job Cards''' - Gives access to the Volunteer Job Cards under the 'Contact Management' tab.
| |
| − | * '''Volunteering Diary''' - Allows access to the Volunteering Diary under 'Contact Management' menu, displays the Job Cards.
| |
| − | * '''Volunteers''' - Gives access to the Volunteers record type under the 'Contact Management' menu.
| |
| − | * '''Classification Questions''' - Allows the user to enter Classification Code Question when adding codes in Record A Contact.
| |
| | | | |
| − | ==Administration Tab==
| |
| − | This tab controls the access to the main administration areas of the system. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| | | | |
| − | You will find the following options:
| + | ==Funded Work== |
| − | * '''Bank Holiday Dates''' - Gives access to the setup of Bank Holiday Dates found under the 'General Settings' menu of the Settings Cog Menu.
| + | |
| − | * '''Benefits''' - Gives access to the setup of Benefits found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Blue Badge Holder''' - Gives access to the setup of Blue Badge Holder found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Carer's Role''' - Gives access to the setup of Carer's Role found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Consent Given''' - Gives access to the setup of Consent Given found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Consent Rules''' - Gives access to the setup of Consent Rules found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Contact Methods''' - Gives access to the setup of Contact Methods found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Contact Types''' - Gives access to the setup of Contact Types found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Courses & Qualifications''' - Gives access to the setup of Courses & Qualifications found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Customise Orgs & People''' - Gives access to the setup of Customise Orgs & People found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Accommodation Type''' - Gives access to the setup of Accommodation Type found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Age Range''' - Gives access to the setup of Age Range found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''General Category of Need''' - Gives access to the setup of General Category of Need found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Postal District''' - Gives access to the setup of Postal District found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Ethnic Group''' - Gives access to the setup of Ethnic Group found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Living Arrangements''' - Gives access to the setup of Living Arrangements found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Marital Status''' - Gives access to the setup of Marital Status found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Person/Organisation Category''' - Gives access to the setup of Person/Organisation Category found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Religious Group''' - Gives access to the setup of Religious Group found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Status''' - Gives access to the setup of Status found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Service User Group''' - Gives access to the setup of Service User Group found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Sexual Orientation''' - Gives access to the setup of Sexual Orientation found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''DBS/PVG Checked''' - Gives access to the setup of DBS/PVG Checked found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Disabilities''' - Gives access to the setup of Disabilities found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Eligible For Gift Aid''' - Gives access to the setup of Eligible For Gift Aid found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Email Setup''' - Gives access to the Email Settings found under the '3rd Party Software' menu of the Settings Cog Menu.
| |
| − | * '''Employed''' - Gives access to the setup of Employed found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Equipment''' - Gives access to the setup of Equipment found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Extended Orgs & People List''' - Gives access to the setup of Extended Orgs & People List found under the 'Data Operations' menu of the Settings Cog Menu.
| |
| − | * '''Field Sets''' - Gives access to the setup of Field Sets found under the 'GDPR' menu of the Settings Cog Menu.
| |
| − | * '''GDPR Settings''' - Gives access to the GDPR Settings found under the 'GDPR' menu of the Settings Cog Menu.
| |
| − | * '''Gender''' - Gives access to the setup of Gender found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Groups & Skills''' - Gives access to the setup of Groups & Skills found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
| |
| − | * '''Handyperson Cancel. Reasons''' - Gives access to the setup of Handyperson Cancel. Reasons found under the 'Handyperson' menu of the Settings Cog Menu.
| |
| − | * '''IMCA Drop Down Lists''' - Gives access to the setup of IMCA Drop Down Lists found under the 'IMCA' menu of the Settings Cog Menu.
| |
| − | * '''Information Links Headings''' - Gives access to the setup of Information Links Headings found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''LSOA Areas and Wards''' - Gives access to the setup of LSOA Areas and Wards found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Main Language''' - Gives access to the setup of Main Language found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Manage Menus''' - Gives access to the Manage Menus found under the 'General Settings' menu of the Settings Cog Menu. (Coming in a future release)
| |
| − | * '''Organisation Details''' - Gives access to the setup of Organisation Details found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Project Funding Streams''' - Gives access to the setup of Project Funding Streams found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Project Rules''' - Gives access to the additional data collection page when recording contacts.
| |
| − | * '''Project Set Up''' - Gives access to Project Set Up found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Project Subcategories''' - Gives access to the setup of Project Subcategories found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Publication Categories''' - Gives access to the setup of Publication Categories found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Publication Languages''' - Gives access to the setup of Publication Languages found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Publications''' - Gives access to the setup of Publications found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Referral Reasons''' - Gives access to the setup of Referral Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Referral Sources''' - Gives access to the setup of Referral Sources found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Referral Templates''' - Gives access to the setup of Referral Templates found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Referral Templates - Progress Stages''' - Gives access to the setup of Referral Templates - Progress Stages found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Relationship Types''' - Gives access to the setup of Relationship Types found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Relationships''' - Gives access to the setup of Relationships found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Signpost / External Referral Types''' - Gives access to the setup of Signpost / External Referral Types found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Standard Letter Templates''' - Gives access to the setup of Standard Letter Templates found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Standard Letter Types''' - Gives access to the setup of Standard Letter Types found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''System Uploads''' - Gives access to System Uploads found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Termination Reasons''' - Gives access to the setup of Termination Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
| |
| − | * '''Transport Methods''' - Gives access to the setup of Transport Methods found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
| |
| − | * '''Unavailability Reasons''' - Gives access to the setup of Unavailability Reasons found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
| |
| − | * '''Uploaded Doc. Categories''' - Gives access to the setup of Uploaded Doc. Categories found under the 'General Settings' menu of the Settings Cog Menu.
| |
| − | * '''Victim of Crime''' - Gives access to the setup of Victim of Crime found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
| |
| − | * '''Webform Builder''' - Gives access to the Webform Builder found under the '3rd Party Software' menu of the Settings Cog Menu. (Coming in a future release)
| |
| − | * '''Backup System''' - Gives access to the Backup System found under the 'Data Operations' menu of the Settings Cog Menu.
| |
| | | | |
| − | ==Security Tab==
| |
| − | This tab controls the access to the main security sections of the system. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''Backup Audit''' - Allows access to the Backup audit under Audits on the Reports Menu.
| |
| − | * '''Cleanse Data / Anonymise Records''' - Allows access to the Cleanse Data/Anonymise Records tool under the Contact Management menu.
| |
| − | * '''Data Migration Centre''' - Allows access to the Data Migration Centre under the Database Operations menu of the Settings Cog menu.
| |
| − | * '''Delete Referrals''' - Allows access to Delete Referrals under the Database Operations menu of the Settings Cog menu.
| |
| − | * '''Extension Database Setup''' - Allows access to Extension Database Setup under the General Settings menu of the Settings Cog menu.
| |
| − | * '''Group Access''' - Allows access to Group Access under the User Settings menu of the Settings Cog menu.
| |
| − | * '''Insert Audit''' - Allows access to the Insert Audit under Audits on the Reports Menu.
| |
| − | * '''Message Sending Options''' -
| |
| − | * '''Operational Rules''' - Allows access to Operational Rule under the General Settings menu of the Settings Cog menu.
| |
| − | * '''Portal Settings''' - Allows access to the Portal Settings under the 3rd Party Software menu of the Settings Cog menu.
| |
| − | * '''Postcode Anywhere''' - Allows access to the setup of Postcode Anywhere/PCA Predict under the 3rd Party Software menu of the Settings Cog menu.
| |
| − | * '''Referral Closure Update''' - Allows access to the Referrals Closure tool under the Projects & Referrals menu of the Settings Cog menu.
| |
| − | * '''Reset First Level Password''' - Allows access to reset the Organisation Password, this is found in the Help Centre on the Sidebar menu.
| |
| − | * '''Supporting People Settings''' -
| |
| − | * '''Text Anywhere Settings''' - Allows access to setup TextAnywhere text services under the 3rd Party Software menu of the Settings Cog menu.
| |
| − | * '''Update Replica Databases''' - Allows the users to update the Training/Temp systems under Database Operations menu of the Settings Cog menu.
| |
| − | * '''User Login History''' - Allows access to the User Login History report under Audits on the Reports Menu.
| |
| − | * '''Users''' - Allows access to the Users setup/settings under the User Settings menu of the Settings Cog menu.
| |
| − | * '''Classification Codes''' - Allows access to settings of existing Classification Code groups under the Projects & Referrals menu of the Settings Cog menu.
| |
| − | * '''Classification Groupings''' - Required to create new Classification Code Groups under the Projects & Referrals menu of the Settings Cog menu.
| |
| | | | |
| − | ==Reporting Tab== | + | ==Clubs & Clinics== |
| − | This tab controls the access to the main reporting of the system. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''Action List''' - Allows the users to run the Action List Report under the General Section of the Reports menu.
| |
| − | * '''Activity Summary''' - Allows the users to run the Activity Summary Report under the General Section of the Reports menu.
| |
| − | * '''Analytics''' - Allows the users to run the Activity Summary Report under the Advanced Reporting Section of the Reports menu.
| |
| − | * '''Benefits''' - Allows the users to run the Benefits Report under the General Section of the Reports menu.
| |
| − | * '''Data Extraction/Mail Merge''' - Allows the users to run a Data Extraction/Mail merge under the Core Section of the Reports menu and in blue folders.
| |
| − | * '''Equipment Allocations''' - Allows the users to run the Equipment Report under the General Section of the Reports menu.
| |
| − | * '''Extension Database Reports''' - Allows users to run Extension Database Report under the Core Section of the Reports menu.
| |
| − | * '''Groups & Skills''' - Allows user to run the Groups & Skill Report under the General Section of the Reports menu.
| |
| − | * '''Job Card''' - Allows user to run the Job Card Report under the Volunteers Section of the Reports menu.
| |
| − | * '''KPI Report Designer''' - Allows user to use the KPI Report Designer under the Core Section of the Reports menu.
| |
| − | * '''Mailing History''' - Allows user to run the Mailing History Report under the General Section of the Reports menu.
| |
| − | * '''Page Visit''' - Allows user to run the Page Visit Report under the Audit Section of the Reports menu.
| |
| − | * '''Print Job Cards''' - Allows user to print Job Cards under the Volunteers Section of the Reports menu.
| |
| − | * '''Progress Interval Reports''' - Allows user to run the Progress Interval Report under the Core Section of the Reports menu.
| |
| − | * '''Publications''' - Allows user to run the Publications Report under the General Section of the Reports menu.
| |
| − | * '''Timesheets''' - Allows user to run the Timesheet Report under the General Section of the Reports menu.
| |
| − | * '''Unavailabilities''' - Allows user to run the Unavailability's Report under the Roster Worker Section of the Reports menu.
| |
| − | * '''Volunteer Assignments''' - Allows user to run the Volunteer Assignments Report under the Volunteers Section of the Reports menu.
| |
| − | * '''Volunteer Time''' - Allows user to run the Volunteer Time Report under the Volunteers Section of the Reports menu.
| |
| − | * '''Volunteers''' - Allows user to run the Volunteers Report under the Volunteers Section of the Reports menu.
| |
| − | * '''Waiting List''' - Allows user to run the Waiting List Report under the Volunteer Section of the Reports menu.
| |
| − | * '''Classification Codes Extract''' - Allows the user to extract the Classification codes recorded, under the Core Section of the Reports menu.
| |
| − | * '''Classification Codes Report''' - Allows user to run the Classification Code Report under the General Section of the Reports menu.
| |
| | | | |
| − | ==Modules Tab==
| |
| − | This tab contains sub tabs to the [[Modules]] used by your system.
| |
| | | | |
| − | ===Accounts Module===
| |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| | | | |
| − | '''Accounts'''
| + | ==Handyperson== |
| − | * '''Create Invoices''' - Allows users to create invoices from the Pre-Invoice report under the Generate Invoices section of the Invoicing menu.
| |
| − | * '''Edit Invoices''' - Allows the users to edit invoices displayed by View Invoices under the Invoice List section of the Invoicing menu.
| |
| − | * '''Export Payroll/Invoice Data''' - Allows users to export Roster Worker Invoices and Payroll data under the Roster Workers section on the Reports menu.
| |
| − | * '''Unlock Invoices''' - Allows the user to unlock an exported Invoice via View Invoices under the Invoice List section of the Invoicing menu.
| |
| − | * '''Roster Worker Parameters''' -
| |
| − | '''Accounts Set Up'''
| |
| − | * '''Cost Centres''' - Allows the user to access the set up of Cost Centres under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''Export Invoices''' - Allows users to export invoices under the Invoice Lists section of the Invoicing menu.
| |
| − | * '''General Charge Rates''' - Allows access to the set up of General Charge Rates under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''General Pre-Invoice List''' - Allows the user to run the General Pre-Invoice List under the Generate Invoices section of the Invoicing menu and on the Clubs & Clinics menu.
| |
| − | * '''General Rates In Projects''' - Allows the users to access General Rates in Project under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''HP Material Costs''' - Allows users to access HP Material Costs under the Handyperson menu of the Settings Cog menu.
| |
| − | * '''HP Pre-Invoice list''' - Allows the user to run the HP Pre-Invoice List under the Generate Invoices section of the Invoicing menu.
| |
| − | * '''HP Project Labour Costs''' - Allows users to access HP Project Labour Costs under the Handyperson menu of the Settings Cog menu.
| |
| − | * '''HP Standard & Project Nominal Codes''' - Allows users to access HP Nominal Codes setup under the Handyperson menu of the Settings Cog menu.
| |
| − | * '''Invoice Layouts''' - Allows the users to access the invoice layouts under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''Invoicing Parameters''' - Allows the users to access Invoicing Parameters under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''List Invoices''' - Allows the users to List Invoice under the Invoice List section of the Invoicing menu.
| |
| − | * '''Payment Methods''' - Allows the users to access the Payment Methods set up under the Invoicing menu of the Settings Cog menu.
| |
| − | * '''Print Invoices''' - Allows users to print invoices from the Invoice Lists section of the Invoicing menu.
| |
| − | * '''VAT Codes''' - Allows the users to access the VAT Code set up under the Invoice List section of the Invoicing menu.
| |
| − | * '''View Invoices''' - Allows users to view invoices from the Invoice Lists section of the Invoicing menu.
| |
| − | * '''Roster Rates''' - Allows access to the set up of Roster Rates under the Roster Workers menu of the Settings Cog menu.
| |
| − | * '''Roster Rates in Projects''' - Allows access to the set up of Roster Rates in Projects under the Roster Workers menu of the Settings Cog menu.
| |
| − | * '''Roster Worker Pre-Invoice List''' - Allows the user to run the Roster Worker Pre-Invoice List under the Generate Invoices section of the Invoicing menu.
| |
| | | | |
| − | ===Audit & Outcome Module===
| |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| | | | |
| − | '''Audits & Outcomes'''
| |
| − | * '''Outcomes''' - Allows access to the referral outcome screen.
| |
| − | * '''Benefits Entry''' - Allows entry of benefits on the referral outcome screen.
| |
| − | * '''Ladder Outcome Entry''' - Allows users to enter ladder outcomes on the referral outcome screen.
| |
| − | * '''Referral Audit''' - Allows access to the Referral Audit report under the Activity section of the Contact Management menu.
| |
| − | * '''Simple Outcome Entry ''' - Allows access to the Simple Outcome Entry Report under the Outcomes section of the Reports menu.
| |
| | | | |
| − | '''Outcome Reports'''
| + | ==Invoicing== |
| − | * '''Client Outcome''' - Allows access to the Client Outcomes Report under the Outcomes section of the Reports menu.
| + | ===Generate Invoices=== |
| − | * '''Intervals and Latest Outcomes''' - Allows access to the Intervals and Latest Outcomes Report under the Outcomes section of the Reports menu.
| + | ===Invoice Lists=== |
| − | * '''Ladder Outcomes''' - Allows access to the Ladder Outcomes Report under the Outcomes section of the Reports menu.
| |
| − | * '''Outcomes (Raw Data)''' - Allows access to the Outcomes (Raw Data) Report under the Outcomes section of the Reports menu.
| |
| − | * '''Outcomes by Group (Raw Data) Report''' - Allows access to the Outcomes by Group (Raw Data) Report under the Outcomes section of the Reports menu.
| |
| − | * '''Simple Outcomes''' - Allows access to the set up of Simple Outcomes under the Outcomes & Assessments menu of the Settings Cog menu.
| |
| − | * '''Target Comparison ''' - Allows access to the Target Comparison Report under the Outcomes section of the Reports menu.
| |
| | | | |
| − | '''Outcome Set Up'''
| |
| − | * '''Ladder Outcomes''' - Allows access to the set up of Ladder Outcomes under the Outcomes & Assessments menu of the Settings Cog menu.
| |
| − | * '''Outcome Groups''' - Allows access to the set up of Outcome Groups for Ladder Outcomes under the Outcomes & Assessments menu of the Settings Cog menu.
| |
| | | | |
| − | ===Branches Module=== | + | ==Support Advisor/Roster Worker== |
| − | This tab controls the access to the module. There will be five columns displayed:
| + | ===Rostering=== |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| + | ===Job Cards=== |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| + | ===Printouts=== |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| + | ===Admin=== |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''Branch Groupings (Views)''' - Allows access to set up Branch Groupings (Views) under the General Settings menu of the Settings Cog menu.
| |
| − | * '''Branches/Offices''' - Allows access to set up Branches under the General Settings menu of the Settings Cog menu.
| |
| | | | |
| − | ===Clubs & Clinics Module===
| |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''Calendars''' - Allows access to the Clubs & Clinics Calendar under the Clubs & Clinics menu.
| |
| − | * '''Client Attendance History Report''' - [[Deprecated Feature]]
| |
| − | * '''Clinic Attendance''' - Allows access to the Attendance report under the Clubs & Clinics section of the Reports menu.
| |
| − | * '''Club And Clinic Cancellations''' - Allows access to cancel occurrences on the Future Meetings tab of a Club/Clinic/Group.
| |
| − | * '''Clubs/Clinics/Groups''' - Allows access to the Clubs/Clinics/Groups under the Clubs & Clinics menu.
| |
| − | * '''Complete Occurrences''' - Allows access to complete occurrences on the Future Meetings tab of a Club/Clinic/Group.
| |
| − | * '''Delete Occurrences''' - Allows access to the Clubs & Clinics Calendar under the Clubs & Clinics menu.
| |
| − | * '''Non-Attendance Reasons''' - Allows access to the set up of Non-Attendance Reasons on the Clubs & Clinics menu of the Settings Cog menu.
| |
| − | * '''Parameters''' - Allows access to the Clubs & Clinics Parameters on the Clubs & Clinics menu of the Settings Cog menu.
| |
| − | * '''Re-Plan Club/Clinic Dates''' - Allows access to re-plan an occurrence on the Future Meetings tab of a Club/Clinic/Group.
| |
| − | * '''Treatments And Activities''' - Allows access to the set up of Treatments & Activities on the Clubs & Clinics menu of the Settings Cog menu.
| |
| − | * '''Waiting List''' - Allows access to the Waiting List report under the Clubs & Clinics section of the Reports menu.
| |
| | | | |
| − | ===IMCA Module=== | + | ==Reports== |
| − | This tab controls the access to the module. There will be five columns displayed:
| + | ===Advanced Reporting=== |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| + | ===Core=== |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| + | ===General=== |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| + | ===Audits=== |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| + | ===Clubs & Clinics=== |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| + | ===IMCA=== |
| − | You will find the following options:
| + | ===Handyperson=== |
| − | * '''IMCA Information Entry''' - Allows access to enter IMCA details on the summary tab of a person/org record
| + | ===Outcomes=== |
| − | * '''Closed Clients''' - Allows access to the Closed Clients report under the IMCA section of the reports menu.
| + | ===Support Advisor/Roster Worker=== |
| − | * '''IMCA Data Extract''' - Allows the user to run the IMCA Data Extraction under the IMCA section of the reports menu.
| + | ===Volunteers=== |
| − | * '''Inappropriate Referral Reasons''' - Allows access to the Inappropriate Referral Reasons report under the IMCA section of the reports menu.
| |
| − | * '''Locations At Referral''' - Allows access to the Locations at Referral report under the IMCA section of the reports menu.
| |
| − | * '''Means Of Communication''' - Allows access to the set up of Means of Communications under the IMCA menu of the Settings Cog menu.
| |
| − | * '''Open Clients''' - Allows access to the Open Clients report under the IMCA section of the reports menu.
| |
| | | | |
| − | ===Handerperson Module===
| |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''General Details''' - Allows access to the General Details configuration under the Handyperson menu of the Settings Cog menu.
| |
| − | * '''Handyperson Job Cards''' - Allows access to update Handypersons Job Cards accessible from the Handypersons Referrals screen and Handypersons Job Cards, both under the Handypersons menu.
| |
| − | * '''Handyperson Job Types''' - Allows access to set up Job Types under the Handypersons menu of the Settings Cog Menu.
| |
| − | * '''Handyperson Materials''' - Allows access to set up Materials under the Handypersons menu of the Settings Cog Menu.
| |
| − | * '''Handyperson Referrals''' - Allows access to the HP referrals under the Handyperson menu.
| |
| − | * '''HP Activity''' - Allows access to the HP Activity report under the Handypersons section of the Reports menu.
| |
| − | * '''HP Job Card Completion''' - Allow access to complete Job Cards
| |
| − | * '''HP Job Card List''' - Allows access to the HP Job Card List under the Handypersons section of the Reports menu.
| |
| − | * '''HP Referral Cancellation''' - Allows access to cancel a HP referral.
| |
| − | * '''Mobile Handyperson Jobs List''' - Allows access to the Mobile HP list (shows only jobs for the user logged in), available as a Homepage in the user settings/account.
| |
| − | * '''Print HP Job Cards''' - Allows access to print HP Job Cards under the Handypersons section of the Reports menu.
| |
| − | * '''Work Done''' - Allows access to the HP Work Done report under the Handypersons section of the Reports menu.
| |
| | | | |
| − | ===Funded Work Module=== | + | ==Miscellaneous== |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | * '''Access Funded Work Pages''' - Allows access to the Funded Work page on the summary tab of an person/org record, contains the access to both the Progress Form and Workflow.
| |
| − | * '''Fee Difference Reasons''' - Allows access to the Fee Difference Reasons set up under the Funded Work menu of the Settings Cog menu.
| |
| − | * '''Funded Job Work Types''' - Allows access to the Funded Job Work Types set up under the Funded Work menu of the Settings Cog menu.
| |
| − | * '''Progress Form - Close Jobs''' - Allows access to close the job on the Progress Form.
| |
| − | * '''Progress Form - Technical Officer''' - Allows access to the Technical Officer section of the Progress Form.
| |
| − | * '''Progress Form - Tender Return''' - Allows access to the Tender Return section of the Progress Form.
| |
| | | | |
| − | ===Support (Roster) Module===
| |
| − | This tab controls the access to the module. There will be five columns displayed:
| |
| − | * '''Option''' - Name of the option that is controlled by the access rights.
| |
| − | * '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
| |
| − | * '''Create New''' This access right specifies the users of the group can create new for the option selected.
| |
| − | * '''Edit''' - Allows the users of the group to edit the option selected.
| |
| − | * '''Delete''' - Allows the users of this group to delete the selected option.
| |
| − | You will find the following options:
| |
| − | '''Support Options '''
| |
| − | * '''Assign Roster Manager''' - Allows access to assign a Manager on the Roster Plan
| |
| − | * '''CM2000 Import/Export''' - Allows access to the CM2000 Import/Export under the Roster Workers section of the Report menu.
| |
| − | * '''Complete Work Schedules''' - Allows access to the Complete Work Schedules under the Rostering Section of the Roster Workers menu.
| |
| − | * '''Confirm Work Schedules''' - Allows access to the Confirm Work Schedules under the Rostering Section of the Roster Workers menu.
| |
| − | * '''Confirm Work Shifts''' - Allows access to the Confirm Work Shifts under the Rostering Section of the Roster Workers menu.
| |
| − | * '''Travel Time Mileage''' - Allows access to the Travel Time Mileage under the Rostering Section of the Roster Workers menu.
| |
| − | * '''Roster Job Cards''' - Allows access to the Roster Job Cards under the Job Cards Section of the Roster Workers menu.
| |
| − | * '''Roster Workers''' - Allows access to the Roster Workers under the Orgs & People section of the Contact Management menu.
| |
| − | * '''Roster Plans (3 tick boxes)''' - Allows access to the Roster Plans on the referral or search pages.
| |
| − | * '''Roster Plans''' - Allows access to the Roster Plans Diary Screen.
| |
| − | * '''Roster Plans''' - Display the Roster Plans link in the Rostering section of the Roster Menu.
| |
| − | * '''Roster Workers Calendars''' - Allows access to the Roster Workers Calendars under the Job Cards Section of the Roster Workers menu.
| |
| − | * '''Roster Workers Diary View''' - Allows access to see Roster Workers Appointments in some calendars (ie Nest to the name of person/org on the record.Diary View
| |
| − | * '''Roster Workers Work Diary''' - Allows access to the Roster Workers Work Diary under the Job Cards Section of the Roster Workers menu.
| |
| − | '''Support Set Up '''
| |
| − | * '''Alerts''' - Allows access to the Alerts on the Sidebar Menu and to access the set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''EveryLIFE PASSsystem''' - Allows access to link to the EveryLIFE PASSsystem
| |
| − | * '''Job Card Statuses''' - Allows access to the Job Card Statuses set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Maintain Contracts''' - Allows access to the Maintain Contracts under the Admin section of the Roster Worker menu.
| |
| − | * '''Matching Exclusions''' - Allows access to the Matching Exclusions set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Tasks''' - Allows access to the Tasks set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Time Rounding''' - Allows access to the Time Rounding set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Travel Rule Sets''' - Allows access to the Travel Rule Sets under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Roster Field Settings''' - Allows access to the Roster Field Settings under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Roster Services''' - Allows access to the Roster Services set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Roster Teams - Legacy Feature Help icon''' - Allows access to the Roster Teams set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | * '''Roster Terminology''' - Allows access to the Roster Terminology set up under the Roster Worker menu of the Settings Cog menu.
| |
| − | '''Support Reports '''
| |
| − | * '''Hours Used And Remaining''' - Allows access to the Hours Used And Remaining under the Roster Worker section of the Reports menu.
| |
| − | * '''Payments Made Receipts''' - Allows access to the Payments Made Receipts under the Printouts section of the Roster Worker menu.
| |
| − | * '''Print Job Cards''' - Allows access to the Print Job Cards under the Printouts section of the Roster Worker menu.
| |
| − | * '''Print Roster Workers Exclusions''' - Allows access to the Print Roster Workers Exclusions under the Printouts section of the Roster Worker menu.
| |
| − | * '''Print Roster Workers Time Sheets''' - Allows access to the Print Roster Workers Time Sheets under the Printouts section of the Roster Worker menu.
| |
| − | * '''Roster Plans''' - Allows access to the Roster Plans report under the Roster Worker section of the Reports menu.
| |
| − | '''Support Holiday Pay Options '''
| |
| − | * '''Holiday Pay''' - Allows access to the Holiday Pay report under the Roster Worker section of the Reports menu.
| |
| − | * '''Holiday Pay Calculation''' - Allows access to the Holiday Pay Calculation under the Admin section of the Roster Worker menu.
| |
| − | * '''Roster Workers Holiday Pay Parameters ''' - Allows access to the Roster Workers Holiday Pay Parameters under the Roster Worker menu of the Settings Cog menu.
| |
| | | | |
| − | ----
| |
| | | | |
| − | [[File:helpheader_small.png|right]]
| + | ==Admin== |
| | + | ===3rd Party Software=== |
| | + | ===Clubs & Clinics=== |
| | + | ===Database Operations=== |
| | + | ===Funded Work=== |
| | + | ===GDPR=== |
| | + | ===General Settings=== |
| | + | ===Handyperson=== |
| | + | ===IMCA=== |
| | + | ===Invoicing=== |
| | + | ===Orgs and People A-J=== |
| | + | ===Orgs and People K-Z=== |
| | + | ===Outcomes & Assessments=== |
| | + | ===Projects & Cases/Referrals=== |
| | + | ===Support Advisor/Roster Worker=== |
| | + | ===User Access=== |
