Difference between revisions of "Group Access Rights"

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(→‎Support (Roster) Module)
(→‎Group Options Tab)
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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[[File:cl_GAR_1.png]]
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[[File:group_access1.JPG|400px|alt="a screenshot of the group access button, highlighted in the admin menu."]]
  
  
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'''Any one that is in a group that has access to group access will be classed as an administrator.  Administrators are able to change all settings through out the system and have access to all data.  If you restrict their access they will still be able to go into Group Access to change this.'''
 
'''Any one that is in a group that has access to group access will be classed as an administrator.  Administrators are able to change all settings through out the system and have access to all data.  If you restrict their access they will still be able to go into Group Access to change this.'''
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The following webinar covers the basics of using Group Access and more information is found below.
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{{#ev:youtube|ku8ppI40AtE|790}}
  
 
Group Access can also be used to tailor a users screen, the less they have access to the less they will see.  Normally you would thick of groups based around your projects and services.  It is also recommended to have a group for old users (with no access granted) so that you can control who has access easier.
 
Group Access can also be used to tailor a users screen, the less they have access to the less they will see.  Normally you would thick of groups based around your projects and services.  It is also recommended to have a group for old users (with no access granted) so that you can control who has access easier.
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Each group will show the number of users in that group, by pointing to it you will be displayed a list of users.  To access these users displayed click on the link (number of users).  If there are no users in the group it can be removed bye clicking the 'Dust Bin' icon.  To add new users this is done via their [[Users| User Record]].
 
Each group will show the number of users in that group, by pointing to it you will be displayed a list of users.  To access these users displayed click on the link (number of users).  If there are no users in the group it can be removed bye clicking the 'Dust Bin' icon.  To add new users this is done via their [[Users| User Record]].
  
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[[File:cl_GAR_2.png]]
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[[File:group_access2.JPG|700px|alt="a screenshot of the group access list."]]
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=Creating/Editing a group=
 
=Creating/Editing a group=
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==Group Options Tab==
 
==Group Options Tab==
  
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[[File:cl_GAR_3.png]]
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[[File:group_access3.JPG|700px|alt="a screenshot of the group options section of the group access page."]]
  
 
* '''Group name''' - The name of the group, this should represent the type of users assigned to this group.
 
* '''Group name''' - The name of the group, this should represent the type of users assigned to this group.
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* '''Group Email''' - You can specify a group email address, this is used when the users have no email address specified on their record.
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* '''Group Email''' - You can specify an alternate address to be used when emailing uploaded documents from the system.
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* '''Group can control own password recovery?''' - This allows the users to change their own passwords.
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* '''Group can control own password recovery?''' - This allows the users to add or change their password recovery email address.
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* '''Group terminology for "Roster Workers"''' - Allows you to specify which of the [[Modules| Roster Module]] terminology groups are used for the users of this group.
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* '''Group terminology for "Support Advisors/Roster Workers"''' - Allows you to specify which of the [[Modules| Roster Module]] terminology groups are used for the users of this group.
 
* '''Allow copying of previous travel time and mileage when completing work schedules?''' - This displays an option to copy Job Card travel details when completing Roster Job Cards.
 
* '''Allow copying of previous travel time and mileage when completing work schedules?''' - This displays an option to copy Job Card travel details when completing Roster Job Cards.
 
* '''Allow RaC entry directly from Action List?''' - Displays an update button on the [[Action List]] for outstanding actions.
 
* '''Allow RaC entry directly from Action List?''' - Displays an update button on the [[Action List]] for outstanding actions.
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* '''Group can always view private notes?''' - Allows the group to be able to access all private notes irrespective of the security set on the document.
 
* '''Group can always view private notes?''' - Allows the group to be able to access all private notes irrespective of the security set on the document.
 
* '''Group can see Org/Person names?''' - Specifies if the Person/org name is displayed at the top of the record.
 
* '''Group can see Org/Person names?''' - Specifies if the Person/org name is displayed at the top of the record.
 +
* '''Is group required to use 2 factor authentication?''' - If you have text anywhere enabled, it is possible to set up 2 factor authentication to require text validation upon login.
 +
* '''Restrict users to specific IP addresses''' - This can be used to restrict users in this group to only be able to login from one location such as a specific office. IP addresses can be added via ''The cog>Users>Restricted IP addresses.''
  
 
==Group Users Tab==
 
==Group Users Tab==
 
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.
  
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==Main Program Tab==
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=Access Tabs=
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This tab controls the access to the main parts of the system.  There will be five columns displayed:
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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.
  
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You will find the following options:
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==Contact Management==
 +
===Activity===
 
* '''Action List''' - The Action List shows user outstanding work and work done, also can be set as a home page.
 
* '''Action List''' - The Action List shows user outstanding work and work done, also can be set as a home page.
 +
* '''Calendar''' - Provides access to the interactive calendar under the 'Contact management' menu.
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* '''Case Manager''' - Allows access to the Case Manager (previously called the Referral Audit)
 +
* '''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.
 +
* '''Information Links''' - Required if the user needs to record Information Links.
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* '''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
 +
* '''Record a Contact (Anonymous)''' - Allows access to 'Record a Contact (Anonymous)' under the 'Contact Management' menu.
 +
* '''Referrals - Referral Details''' - Allows access to the referrals details screen, this is when a referral number is clicked on.
 +
* '''Volunteering Diary''' - Allows access to the Volunteering Diary under 'Contact Management' menu, displays the Job Cards.
 +
* '''Volunteer Job Cards''' - Gives access to the Volunteer Job Cards under the 'Contact Management' tab.
 +
 +
===Orgs & People===
 +
This will give a list of your active organisation/person types, with the following two options for each one:
 +
* '''Clients''' - Allows access to the Client record
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* '''Record a Contact (Clients)''' - Allows the user to Record a Contact/create New referral for the Clients record type, and be able to view existing contacts made for this record type
 +
An exception to this is Next of Kins, which there is no Record a contact option for.
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 +
Other tickboxes are:
 +
* '''Relationships Screen''' - Gives access to the 'Relationship Screen' at the top of person/org record.
 +
* '''Associated People''' - Gives access to the associated people link at the bottom of the person/org record.
 +
 +
===Data Operations===
 +
* '''Cleanse Data / Anonymise Records''' - Allows access to the Cleanse Data/Anonymise Records tool.
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* '''Delete Referrals/Cases''' - Allows access to Delete Referrals
 +
* '''Extended Orgs & People List''' - Gives access to the Extended Orgs & People List and the "show all" button that will appear to say you have matches in a different org type to the one you are searching.
 +
 +
==Funded Work==
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* '''Progress Form - Tender Return''' - Allows access to the Tender Return section of the Progress Form.
 +
* '''Progress Form - Technical Officer''' - Allows access to the Technical Officer section of the Progress Form.
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* '''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.
 +
* '''Progress Form - Close Jobs''' - Allows access to close the job on the Progress Form.
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 +
==Clubs & Clinics==
 +
* '''Clubs/Clinics/Groups''' - Allows access to the Clubs/Clinics/Groups under the Clubs & Clinics menu.
 +
* '''Memberships''' - Allows access to add members/alter memberships
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* '''Calendars''' - Allows access to the Clubs & Clinics Calendar under the Clubs & Clinics menu.
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* '''Client Attendance History Report''' - [[Deprecated Feature]]
 +
* '''Create Occurrences''' - Allows you to set up new meeting on the incomplete meetings tab.
 +
* '''Complete Occurrences''' - Allows access to complete occurrences on the incomplete meetings tab.
 +
* '''Cancel Occurrences''' - Allows access to cancel 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.
 +
* '''Re-Plan Club/Clinic Dates''' - Allows access to re-plan an occurrence on the Future Meetings tab of a Club/Clinic/Group.
 +
* '''Planned Occurrences''' - Allows access to view future meetings/occurrences.
 +
 +
==Handyperson==
 +
* '''Handyperson Referrals''' - Allows access to the HP referrals under the Handyperson 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.
 +
* '''HP Job Card Completion''' - Allow access to complete Job Cards
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* '''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.
 +
 +
==Invoicing==
 +
===Generate Invoices===
 +
* '''Create Invoices''' - Allows users to create invoices from the Pre-Invoice report.
 +
* '''Edit Invoices''' - Allows the users to edit invoices displayed by View Invoices.
 +
* '''General Pre-Invoice List''' - Allows the user to run the General Pre-Invoice List.
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* '''HP Pre-Invoice list''' - Allows the user to run the HP Pre-Invoice List.
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* '''Roster Worker Pre-Invoice List''' - Allows the user to run the Roster Worker Pre-Invoice List.
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* '''Unlock Invoices''' - Allows the user to unlock an exported Invoice via View Invoices.
 +
 +
===Invoice Lists===
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* '''Export Invoices''' - Allows users to export invoices.
 +
* '''List Invoices''' - Allows the users to List Invoices.
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* '''Print Invoices''' - Allows users to print invoices.
 +
* '''View Invoices''' - Allows users to view invoices.
 +
 +
==Support Advisor/Roster Worker==
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===Rostering===
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* '''Roster Plans''' - Allows access to the Roster Plans Diary Screen.
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* '''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
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* '''Confirm Work Schedules''' - Allows access to the Confirm Work Schedules under the Rostering Section of the Roster Workers menu.
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* '''Complete Work Schedules''' - Allows access to the Complete Work Schedules under the Rostering Section of the Roster Workers menu.
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* '''Confirm Work Shifts''' - Allows access to the Confirm Work Shifts under the Rostering Section of the Roster Workers menu.
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* '''Travel Time Mileage''' - Allows access to the Travel Time Mileage under the Rostering Section of the Roster Workers menu.
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* '''Assign Roster Manager''' - Allows access to assign a Manager on the Roster Plan.
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* '''Roster Plans (3 tickboxes0''' - Allows access to alter roster plans.
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===Job Cards===
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* '''Roster Workers Calendars''' - Allows access to the Roster Workers Calendars under the Job Cards Section of the Roster Workers menu.
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* '''Roster Workers Work Diary''' - Allows access to the Roster Workers Work Diary under the Job Cards Section of the Roster Workers menu.
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* '''Roster Job Cards''' - Allows access to the Roster Job Cards under the Job Cards Section of the Roster Workers menu.
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 +
===Printouts===
 +
* '''Print Roster Workers Exclusions''' - Allows access to the Print Roster Workers Exclusions under the Printouts section of the Roster Worker menu.
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* '''Print Job Cards''' - Allows access to the Print Job Cards under the Printouts section of the Roster Worker menu.
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* '''Print Roster Workers Time Sheets''' - Allows access to the Print Roster Workers Time Sheets under the Printouts section of the Roster Worker menu.
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* '''Payments Made Receipts''' - Allows access to the Payments Made Receipts under the Printouts section of the Roster Worker menu.
 +
 +
===Admin===
 +
* '''Holiday Pay Calculation''' - Allows access to the Holiday Pay Calculation under the Admin section of the Roster Worker menu.
 +
* '''Maintain Contracts''' - Allows access to the Maintain Contracts under the Admin section of the Roster Worker menu.
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* '''Roster Workers''' - Allows access to the roster workers record type.
 +
 +
==Reports==
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===Advanced Reporting===
 +
* '''Analytics''' - Allows the users to run the Analytics Report.
 +
 +
===Core===
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* '''Classification Codes/Age UK Codes Extract''' - Allows the user to extract the Classification codes recorded.
 +
* '''Data Extraction/Mail Merge''' - Allows the users to run a Data Extraction/Mail merge under the menu and in blue folders.
 +
* '''Extension Database Reports''' - Allows users to run Extension Database Report.
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* '''KPI Report Designer''' - Allows user to use the KPI Report Designer.
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* '''Progress Interval Reports''' - Allows user to run the Progress Interval Report.
 +
 +
===General===
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* '''Classification Codes/Age UK Codes Report''' - Allows user to run the Classification Code Report.
 +
* '''Action List''' - Allows the users to run the Action List Report.
 +
* '''Benefits''' - Allows the users to run the Benefits Report.
 +
* '''Courses & Qualifications''' - Allows the user to report on courses and qualifications.
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* '''Groups & Skills''' - Allows user to run the Groups & Skill Report.
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* '''Equipment Allocations''' - Allows the users to run the Equipment Report.
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* '''Mailing History''' - Allows user to run the Mailing History Report.
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* '''Publications''' - Allows user to run the Publications Report.
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* '''Uploaded Documents''' - Allows user to run the Uploaded Documents Report.
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* '''Activity Summary''' - Allows the users to run the Activity Summary Report.
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* '''Timesheets''' - Allows user to run the Timesheet Report.
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* '''Consent Report''' - Allows user to run the Consent Report.
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* '''Change of Address Report''' - Allows user to run the Change of Address Report.
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* '''Allocated Organisations And People''' - Allows user to report on additional orgs/people added to referrals.
 +
* '''Export to spreadsheet''' - this will disable the ability for those users to download any report into excel. They can still use the Blue Folder but will not be able to export to excel. This will apply to all reports.
 +
 +
===Audits===
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* '''Backup Audit''' - Allows access to the Backup audit.
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* '''Insert Audit''' - Allows access to the Insert Audit.
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* '''Page Visit''' - Allows user to run the Page Visit Report.
 +
* '''User Login History''' - Allows access to the User Login History report.
 +
 +
===Clubs & Clinics===
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* '''Club and Clinic Cancellations''' - Allows access to the Cancellations report.
 +
* '''Clinic Attendance''' - Allows access to the Attendance report.
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* '''Clinic Attendance Overview''' - Allows access to the Attendance Overview report(previously an option on clinic attendance).
 +
* '''Clinic Monitoring''' - Allows access to the Monitoring report (previously an option on clinic attendance).
 +
* '''Waiting List''' - Allows access to the Waiting List report under the Clubs & Clinics section of the Reports menu.
 +
 +
===IMCA===
 +
* '''Closed Clients''' - Allows access to the Closed Clients report.
 +
* '''Inappropriate Referral Reasons''' - Allows access to the Inappropriate Referral Reasons setup(needs to be moved between menus).
 +
* '''Locations At Referral''' - Allows access to the Locations at Referral setup (needs to be moved between menus).
 +
* '''Open Clients''' - Allows access to the Open Clients report.
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* '''IMCA Data Extract''' - Allows the user to run the IMCA Data Extraction.
 +
 +
===Handyperson===
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* '''HP Activity''' - Allows access to the HP Activity report.
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* '''HP Job Card List''' - Allows access to the HP Job Card List.
 +
* '''Print HP Job Cards''' - Allows access to print HP Job Cards.
 +
* '''Work Done''' - Allows access to the HP Work Done report.
 +
 +
===Outcomes===
 +
* '''Ladder Outcomes''' - Allows access to the Ladder Outcomes Report.
 +
* '''Simple Outcome Entry ''' - Allows access to the Simple Outcome Entry Report.
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* '''Client Outcome''' - Allows access to the Client Outcomes Report.
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* '''Outcomes by Group (Raw Data) Report''' - Allows access to the Outcomes by Group (Raw Data) Report.
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* '''Target Comparison ''' - Allows access to the Target Comparison Report.
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* '''Outcomes (Raw Data)''' - Allows access to the Outcomes (Raw Data) Report.
 +
* '''Intervals and Latest Outcomes''' - Allows access to the Intervals and Latest Outcomes Report.
 +
 +
===Support Advisor/Roster Worker===
 +
* '''Roster Plans''' - Allows access to the Roster Plans report.
 +
* '''CM2000 Import/Export''' - Allows access to the CM2000 Import/Export.
 +
* '''Holiday Pay''' - Allows access to the Holiday Pay report.
 +
* '''Unavailabilities''' - Allows user to run the Unavailability's Report.
 +
* '''Export Payroll/Invoice Data''' - Allows users to export Roster Worker Invoices and Payroll data.
 +
* '''Hours Used And Remaining''' - Allows access to the Hours Used And Remaining report.
 +
* '''Outcome''' - Allows access to the roster worker outcome report.
 +
 +
===Volunteers===
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* '''Volunteer Assignments''' - Allows user to run the Volunteer Assignments Report.
 +
* '''Volunteer Time''' - Allows user to run the Volunteer Time Report.
 +
* '''Job Card''' - Allows user to run the Job Card Report.
 +
* '''Print Job Cards''' - Allows user to print Job Cards.
 +
* '''Waiting List''' - Allows user to run the Waiting List Report.
 +
* '''Volunteers''' - Allows user to run the Volunteers Report.
 +
 +
==Miscellaneous==
 
* '''Assign Client to Carer''' - Used for Client and Carer relationships.
 
* '''Assign Client to Carer''' - Used for Client and Carer relationships.
 
* '''Assign Memberships/Skills''' - Needed to access the Memberships and Skills link at the bottom of people/org records.
 
* '''Assign Memberships/Skills''' - Needed to access the Memberships and Skills link at the bottom of people/org records.
 
* '''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.
 
* '''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.
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* '''Calendar''' - Provides access to the interactive calendar under the 'Contact management' menu.
+
* '''Benefits Entry''' - Allows entry of benefits on the referral outcome screen.
 
* '''Calendar Display''' - Allows access of calendars used by Clubs and Clinics, Handypersons and Rostering.
 
* '''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 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.
+
* '''Dashboard''' - Allows access to the Dashboard on the sidebar menu.
−
* '''Clients''' - Allows access to the Client record under the 'Contact Management' menu.
+
* '''Enter Assessment Forms (Legacy Feature)''' - Allows access to enter assessments.
−
* '''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.
 
* '''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.
 
* '''Information Links - List Organisations''' - Required for the user to use the Information Links look up under the 'Contact Management' menu.
 +
* '''IMCA Information Entry''' - Allows access to enter IMCA details on the summary tab of a person/org record
 +
* '''Ladder Outcome Entry''' - Allows users to enter ladder outcomes on the referral outcome screen.
 
* '''Merge Records''' - Allows the user to access the Merge record tool on a person/org record.
 
* '''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.
+
* '''Message Sending Options''' -  
−
* '''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/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.
 
* '''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.
 
* '''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 Consent''' - Allows access to record consent
−
* '''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.
 
* '''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.
+
* '''Supporting People Settings''' - Allows access to Supporting People Settings (part of the funded work module).
−
* '''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.
 
* '''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 (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 (Send by Email)''' - Allows users to send uploaded documents via email.
Line 111: Line 260:
 
* '''Uploaded Documents (View)''' - Allows users to view documents that have been uploaded.
 
* '''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 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 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.
+
* '''My User Options''' - Allows the user to manage their own preferences and password.
−
* '''Volunteering Diary''' - Allows access to the Volunteering Diary under 'Contact Management' menu, displays the Job Cards.
+
* '''Help''' - Allows the user to have access to the Help Centre on the Sidebar Menu
−
* '''Volunteers''' - Gives access to the Volunteers record type under the 'Contact Management' menu.
+
* '''Staff timesheets''' - Allows access to enter timesheets against staff/volunteer jobcards.
−
* '''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:
+
==Admin==
−
* '''Bank Holiday Dates''' - Gives access to the setup of Bank Holiday Dates found under the 'General Settings' menu of the Settings Cog Menu.
+
===3rd Party Software===
−
* '''Benefits''' - Gives access to the setup of Benefits found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
+
* '''Webform Builder''' - Gives access to the Webform Builder. (Coming in a future release)
−
* '''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.
+
* '''Email Setup''' - Gives access to the Email Settings.
−
* '''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.
+
* '''EveryLIFE PASSsystem''' - Allows access to link to the EveryLIFE PASSsystem
−
* '''Consent Given''' - Gives access to the setup of Consent Given found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
+
* '''Portal Settings''' - Allows access to the Portal Settings.
−
* '''Consent Rules''' - Gives access to the setup of Consent Rules found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
+
* '''Postcode Looklup''' - Allows access to the setup of Loqate/postcode lookup settings.
−
* '''Contact Methods''' - Gives access to the setup of Contact Methods found under the 'Projects & Referrals' menu of the Settings Cog Menu.
+
* '''Text Anywhere Settings''' - Allows access to setup TextAnywhere text services.
−
* '''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==
+
===Clubs & Clinics===
−
This tab controls the access to the main security sections of the system.  There will be five columns displayed:
+
* '''Non-Attendance Reasons''' - Allows access to the set up of Non-Attendance Reasons.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Parameters''' - Allows access to the Clubs & Clinics Parameters.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Transport Methods''' - Gives access to the setup of Transport Methods.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Treatments And Activities''' - Allows access to the set up of Treatments & Activities.
−
* '''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==
+
===Database Operations===
−
This tab controls the access to the main reporting of the system.  There will be five columns displayed:
+
* '''Backup System''' - Gives access back up the system.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Data Migration Centre''' - Allows access to the Data Migration Centre.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Update Replica Databases''' - Allows the users to update the Training/Temp systems.
−
* '''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==
+
===Funded Work===
−
This tab contains sub tabs to the [[Modules]] used by your system.
+
* '''Funded Job Work Types''' - Allows access to the Funded Job Work Types set up.
 +
* '''Fee Difference Reasons''' - Allows access to the Fee Difference Reasons set up.
  
−
===Accounts Module===
+
===GDPR===
−
This tab controls the access to the module.  There will be five columns displayed:
+
* '''Consent Rules''' - Gives access to the setup of Consent Rules.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Field Sets''' - Gives access to the setup of Field Sets.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''GDPR Settings''' - Gives access to the GDPR Settings.
−
* '''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'''
+
===General Settings===
−
* '''Create Invoices''' - Allows users to create invoices from the Pre-Invoice report under the Generate Invoices section of the Invoicing menu.
+
* '''Bank Holiday Dates''' - Gives access to the setup of Bank Holiday Dates.
−
* '''Edit Invoices''' - Allows the users to edit invoices displayed by View Invoices under the Invoice List section of the Invoicing menu.
+
* '''Branch Groupings (Views)''' - Allows access to set up Branch Groupings (Views).
−
* '''Export Payroll/Invoice Data''' - Allows users to export Roster Worker Invoices and Payroll data under the Roster Workers section on the Reports menu.
+
* '''Branches/Offices''' - Allows access to set up Branches.
−
* '''Unlock Invoices''' - Allows the user to unlock an exported Invoice via View Invoices under the Invoice List section of the Invoicing menu.
+
* '''Extension Database Setup''' - Allows access to Extension Database Setup.
−
* '''Roster Worker Parameters''' -
+
* '''Extension Database Fields''' - Allows access to the fields within Extension Database Setup.
−
'''Accounts Set Up'''
+
* '''Extension Database Sections''' - Allows access to the sections within Extension Database Setup.
−
* '''Cost Centres''' - Allows the user to access the set up of Cost Centres under the Invoicing menu of the Settings Cog menu.
+
* '''Information Links Headings''' - Gives access to the setup of Information Links Headings.
−
* '''Export Invoices''' - Allows users to export invoices under the Invoice Lists section of the Invoicing menu.
+
* '''Manage Menus''' - Gives access to re-arrange menu items within their columns.
−
* '''General Charge Rates''' - Allows access to the set up of General Charge Rates under the Invoicing menu of the Settings Cog menu.
+
* '''Organisation Details''' - Gives access to the setup of Organisation Details.
−
* '''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.
+
* '''Operational Rules''' - Allows access to Operational Rules.
−
* '''General Rates In Projects''' - Allows the users to access General Rates in Project under the Invoicing menu of the Settings Cog menu.
+
* '''Publications''' - Gives access to the setup of Publications.
−
* '''HP Material Costs''' - Allows users to access HP Material Costs under the Handyperson menu of the Settings Cog menu.
+
* '''Publication Categories''' - Gives access to the setup of Publication Categories.
−
* '''HP Pre-Invoice list''' - Allows the user to run the HP Pre-Invoice List under the Generate Invoices section of the Invoicing menu.
+
* '''Publication Languages''' - Gives access to the setup of Publication Languages.
−
* '''HP Project Labour Costs''' - Allows users to access HP Project Labour Costs under the Handyperson menu of the Settings Cog menu.
+
* '''Reset First Level Password''' - Allows access to reset the Organisation Password in Organisation Details.
−
* '''HP Standard & Project Nominal Codes''' - Allows users to access HP Nominal Codes setup under the Handyperson menu of the Settings Cog menu.
+
* '''Software Release Schedule''' - Allows the access to change the update date in Organisation Details.
−
* '''Invoice Layouts''' - Allows the users to access the invoice layouts under the Invoicing menu of the Settings Cog menu.
+
* '''Standard Letter Templates''' - Gives access to the setup of Standard Letter Templates.
−
* '''Invoicing Parameters''' - Allows the users to access Invoicing Parameters under the Invoicing menu of the Settings Cog menu.
+
* '''Standard Letter Types''' - Gives access to the setup of Standard Letter Types.
−
* '''List Invoices''' - Allows the users to List Invoice under the Invoice List section of the Invoicing menu.
+
* '''System Uploads''' - Gives access to System Uploads.
−
* '''Payment Methods''' - Allows the users to access the Payment Methods set up under the Invoicing menu of the Settings Cog menu.
+
* '''Terminology''' - Gives access to alter the terminology used for referrals.
−
* '''Print Invoices''' - Allows users to print invoices from the Invoice Lists section of the Invoicing menu.
+
* '''Uploaded Doc. Categories''' - Gives access to the setup of Uploaded Doc. Categories found under the 'General Settings' menu of the Settings Cog 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===
+
===Handyperson===
−
This tab controls the access to the module. There will be five columns displayed:
+
* '''Handyperson Cancel. Reasons''' - Gives access to the setup of Handyperson Cancel. Reasons.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''General Details''' - Allows access to the General Details configuration.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Handyperson Job Types''' - Allows access to set up Job Types.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Handyperson Materials''' - Allows access to set up Materials.
−
* '''Edit''' - Allows the users of the group to edit the option selected.
+
* '''HP Material Costs''' - Allows users to access HP Material Costs.
−
* '''Delete''' - Allows the users of this group to delete the selected option.
+
* '''HP Project Labour Costs''' - Allows users to access HP Project Labour Costs.
−
You will find the following options:
 
  
−
'''Audits & Outcomes'''
+
===IMCA===
−
* '''Outcomes''' - Allows access to the referral outcome screen.
+
* '''Means Of Communication''' - Allows access to the set up of Means of Communications.
−
* '''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.
+
* '''Cost Centres''' - Allows the user to access the set up of Cost Centres.
−
* '''Intervals and Latest Outcomes''' - Allows access to the Intervals and Latest Outcomes Report under the Outcomes section of the Reports menu.
+
* '''General Charge Rates''' - Allows access to the set up of General Charge Rates.
−
* '''Ladder Outcomes''' - Allows access to the Ladder Outcomes Report under the Outcomes section of the Reports menu.
+
* '''General Rates In Projects''' - Allows the users to access General Rates in Project.
−
* '''Outcomes (Raw Data)''' - Allows access to the Outcomes (Raw Data) Report under the Outcomes section of the Reports menu.
+
* '''HP Standard & Project Nominal Codes''' - Allows users to access HP Nominal Codes setup.
−
* '''Outcomes by Group (Raw Data) Report''' - Allows access to the Outcomes by Group (Raw Data) Report under the Outcomes section of the Reports menu.
+
* '''Invoice Layouts''' - Allows the users to access the invoice layouts.
−
* '''Simple Outcomes''' - Allows access to the set up of Simple Outcomes under the Outcomes & Assessments menu of the Settings Cog menu.
+
* '''Invoicing Parameters''' - Allows the users to access Invoicing Parameters.
−
* '''Target Comparison ''' - Allows access to the Target Comparison Report under the Outcomes section of the Reports menu.
+
* '''Payment Methods''' - Allows the users to access the Payment Methods set up.
 +
* '''VAT Codes''' - Allows the users to access the VAT Code set up.
  
−
'''Outcome Set Up'''
+
===Orgs and People A-J===
−
* '''Ladder Outcomes''' - Allows access to the set up of Ladder Outcomes under the Outcomes & Assessments 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' or 'Orgs and People K-Z' 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.
+
* '''Accommodation Type''' - Gives access to the setup of Accommodation Type.
 +
* '''Age Range''' - Gives access to the setup of Age Range.
 +
* '''Benefits''' - Gives access to the setup of Benefits.
 +
* '''Blue Badge Holder''' - Gives access to the setup of Blue Badge Holder.
 +
* '''Carer's Role''' - Gives access to the setup of Carer's Role.
 +
* '''Consent Given''' - Gives access to the setup of Consent Given.
 +
* '''Courses & Qualifications''' - Gives access to the setup of Courses & Qualifications.
 +
* '''DBS/PVG Checked''' - Gives access to the setup of DBS/PVG Checked.
 +
* '''Disabilities''' - Gives access to the setup of Disabilities.
 +
* '''Eligible For Gift Aid''' - Gives access to the setup of Eligible For Gift Aid.
 +
* '''Employed''' - Gives access to the setup of Employed.
 +
* '''Equipment''' - Gives access to the setup of Equipment.
 +
* '''Ethnic Group''' - Gives access to the setup of Ethnic Group.
 +
* '''Gender''' - Gives access to the setup of Gender.
 +
* '''General Category of Need''' - Gives access to the setup of General Category of Need.
 +
* '''Groups & Skills''' - Gives access to the setup of Groups & Skills.
  
−
===Branches Module===
+
===Orgs and People K-Z===
−
This tab controls the access to the module. There will be five columns displayed:
+
* '''Living Arrangements''' - Gives access to the setup of Living Arrangements.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''LSOA Areas and Wards''' - Gives access to the setup of LSOA Areas and Wards.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Main Language''' - Gives access to the setup of Main Language.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Marital Status''' - Gives access to the setup of Marital Status.
−
* '''Edit''' - Allows the users of the group to edit the option selected.
+
* '''Postal District''' - Gives access to the setup of Postal District.
−
* '''Delete''' - Allows the users of this group to delete the selected option.
+
* '''Person/Organisation Category''' - Gives access to the setup of Person/Organisation Category.
−
You will find the following options:
+
* '''Registered Disabled''' - Gives access to the setup of 'Registered Disabled' drop down list.
−
* '''Branch Groupings (Views)''' - Allows access to set up Branch Groupings (Views) under the General Settings menu of the Settings Cog menu.
+
* '''Relationships''' - Gives access to the setup of Relationships.
−
* '''Branches/Offices''' - Allows access to set up Branches under the General Settings menu of the Settings Cog menu.
+
* '''Religious Group''' - Gives access to the setup of Religious Group.
 +
* '''Service User Group''' - Gives access to the setup of Service User Group.
 +
* '''Sexual Orientation''' - Gives access to the setup of Sexual Orientation.
 +
* '''Status''' - Gives access to the setup of Status.
 +
* '''Unavailability Reasons''' - Gives access to the setup of Unavailability Reasons.
 +
* '''Victim of Crime''' - Gives access to the setup of Victim of Crime.
  
−
===Clubs & Clinics Module===
+
===Outcomes & Assessments===
−
This tab controls the access to the module.  There will be five columns displayed:
+
* '''Outcomes''' - Allows access to the referral outcome screen.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Make Assessment Forms (Legacy Feature)''' - Gives access to create new assessment forms ([[Deprecated]]).
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Outcome Groups''' - Allows access to the set up of Outcome Groups.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Ladder Outcomes''' - Allows access to the set up of Ladder Outcomes.
−
* '''Edit''' - Allows the users of the group to edit the option selected.
+
* '''Simple Outcomes''' - Allows access to the set up of Simple Outcomes.
−
* '''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===
+
===Projects & Cases/Referrals===
−
This tab controls the access to the module. There will be five columns displayed:
+
* '''Classification Codes/Age UK Codes''' - Allows access to settings of existing Classification Code/Age UK Code groups.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Contact Types''' - Gives access to the setup of Contact Types.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Contact Methods''' - Gives access to the setup of Contact Methods.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Project Set Up''' - Gives access to Project Set Up.
−
* '''Edit''' - Allows the users of the group to edit the option selected.
+
* '''Project Subcategories''' - Gives access to the setup of Project Subcategories.
−
* '''Delete''' - Allows the users of this group to delete the selected option.
+
* '''Project Funding Streams''' - Gives access to the setup of Project Funding Streams.
−
You will find the following options:
+
* '''Project Rules''' - Gives access to the additional data collection page when recording contacts.
−
* '''IMCA Information Entry''' - Allows access to enter IMCA details on the summary tab of a person/org record
+
* '''Referral Closure Update''' - Allows access to the Referrals Closure tool.
−
* '''Closed Clients''' - Allows access to the Closed Clients report under the IMCA section of the reports menu.
+
* '''Referral Reasons''' - Gives access to the setup of Referral Reasons.
−
* '''IMCA Data Extract''' - Allows the user to run the IMCA Data Extraction under the IMCA section of the reports menu.
+
* '''Referral Sources''' - Gives access to the setup of Referral Sources.
−
* '''Inappropriate Referral Reasons''' - Allows access to the Inappropriate Referral Reasons report under the IMCA section of the reports menu.
+
* '''Referral Templates''' - Gives access to the setup of Referral Templates.
−
* '''Locations At Referral''' - Allows access to the Locations at Referral report under the IMCA section of the reports menu.
+
* '''Referral Templates - Progress Stages''' - Gives access to the setup of Progress Stages.
−
* '''Means Of Communication''' - Allows access to the set up of Means of Communications under the IMCA menu of the Settings Cog menu.
+
* '''Signpost / External Referral Types''' - Gives access to the setup of Signpost / External Referral Types.
−
* '''Open Clients''' - Allows access to the Open Clients report under the IMCA section of the reports menu.
+
* '''Termination Reasons''' - Gives access to the setup of Termination Reasons.
  
−
===Handerperson Module===
+
===Support Advisor/Roster Worker===
−
This tab controls the access to the module.  There will be five columns displayed:
+
* '''Alerts''' - Allows access to the Alerts on the Sidebar Menu and to access the set up under the Roster Worker menu.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Job Card Statuses''' - Allows access to the Job Card Statuses set up.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Matching Exclusions''' - Allows access to the Matching Exclusions set up.
−
* '''Create New''' This access right specifies the users of the group can create new for the option selected.
+
* '''Roster Field Settings''' - Allows access to the Roster Field Settings.
−
* '''Edit''' - Allows the users of the group to edit the option selected.
+
* '''Roster Rates''' - Allows access to the set up of Roster Rates.
−
* '''Delete''' - Allows the users of this group to delete the selected option.
+
* '''Roster Rates in Projects''' - Allows access to the set up of Roster Rates in Projects.
−
You will find the following options:
+
* '''Roster Workers Holiday Pay Parameters ''' - Allows access to the Roster Workers Holiday Pay Parameters.
−
* '''General Details''' - Allows access to the General Details configuration under the Handyperson menu of the Settings Cog menu.
+
* '''Roster Services''' - Allows access to the Roster Services set up.
−
* '''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.
+
* '''Roster Teams - Legacy Feature Help icon''' - Allows access to the Roster Teams set up.
−
* '''Handyperson Job Types''' - Allows access to set up Job Types under the Handypersons menu of the Settings Cog Menu.
+
* '''Tasks''' - Allows access to the Tasks set up.
−
* '''Handyperson Materials''' - Allows access to set up Materials under the Handypersons menu of the Settings Cog Menu.
+
* '''Travel Rule Sets''' - Allows access to the Travel Rule Sets.
−
* '''Handyperson Referrals''' - Allows access to the HP referrals under the Handyperson menu.
+
* '''Roster Terminology''' - Allows access to the Roster Terminology set up.
−
* '''HP Activity''' - Allows access to the HP Activity report under the Handypersons section of the Reports menu.
+
* '''Time Rounding''' - Allows access to the Time Rounding set up.
−
* '''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===
+
===User Access===
−
This tab controls the access to the module.  There will be five columns displayed:
+
* '''Users''' - Allows access to the Users setup/settings.
−
* '''Option''' - Name of the option that is controlled by the access rights.
+
* '''Group Access''' - Allows access to Group Access.
−
* '''View/Access''' - This access right will enable the users of the group view or access the page or area of the option selected.
+
* '''Restricted IP Addresses''' - Allows setup of IP addresses used in group access to restrict logon locations.
−
* '''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]]
 

Latest revision as of 10:51, 10 October 2024

Helpheader small.png

"a screenshot of the group access button, highlighted in the admin menu."


Introduction

Group Access is a key component to specify what users can do and the pages/records they can access within the system. The access rights will control what menus are available to a user and even which controls (buttons) are available. If a user does not have access to a page and they try to visit it with a bookmark they will be presented an Access Denied message.

Any one that is in a group that has access to group access will be classed as an administrator. Administrators are able to change all settings through out the system and have access to all data. If you restrict their access they will still be able to go into Group Access to change this.

The following webinar covers the basics of using Group Access and more information is found below.

Group Access can also be used to tailor a users screen, the less they have access to the less they will see. Normally you would thick of groups based around your projects and services. It is also recommended to have a group for old users (with no access granted) so that you can control who has access easier.

Each group will show the number of users in that group, by pointing to it you will be displayed a list of users. To access these users displayed click on the link (number of users). If there are no users in the group it can be removed bye clicking the 'Dust Bin' icon. To add new users this is done via their User Record.

"a screenshot of the group access list."

Creating/Editing a group

To edit an existing group click on the group name or click the 'Create New Group' button to create a new group.

On the page that follows you can copy the settings from another group and/or edit the access:

At the top of the page you will find a filter box if you wish to locate a specific option.

Once you have selected the options required click on the 'Save Details' button to submit the changes.


Group Options Tab

"a screenshot of the group options section of the group access page."

  • Group name - The name of the group, this should represent the type of users assigned to this group.
  • Group Email - You can specify an alternate address to be used when emailing uploaded documents from the system.
  • Group can control own password recovery? - This allows the users to add or change their password recovery email address.
  • Group terminology for "Support Advisors/Roster Workers" - Allows you to specify which of the Roster Module terminology groups are used for the users of this group.
  • Allow copying of previous travel time and mileage when completing work schedules? - This displays an option to copy Job Card travel details when completing Roster Job Cards.
  • Allow RaC entry directly from Action List? - Displays an update button on the Action List for outstanding actions.
  • Group has visibility of all uploaded documents? - Allows the group to be able to access all uploaded documents irrespective of the security set on the document.
  • Group has visibility of all letter templates? - Allows the group to be able to access all letter templates irrespective of the security set on the document.
  • Group can always view private notes? - Allows the group to be able to access all private notes irrespective of the security set on the document.
  • Group can see Org/Person names? - Specifies if the Person/org name is displayed at the top of the record.
  • Is group required to use 2 factor authentication? - If you have text anywhere enabled, it is possible to set up 2 factor authentication to require text validation upon login.
  • Restrict users to specific IP addresses - This can be used to restrict users in this group to only be able to login from one location such as a specific office. IP addresses can be added via The cog>Users>Restricted IP addresses.

Group Users Tab

This tab displays a list of the users in this group. You can click the user to access their account.

Access Tabs

There will be five columns displayed across the tabs below:

  • 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.

Contact Management

Activity

  • Action List - The Action List shows user outstanding work and work done, also can be set as a home page.
  • Calendar - Provides access to the interactive calendar under the 'Contact management' menu.
  • Case Manager - Allows access to the Case Manager (previously called the Referral Audit)
  • 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.
  • Information Links - Required if the user needs to record Information Links.
  • 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
  • Record a Contact (Anonymous) - Allows access to 'Record a Contact (Anonymous)' under the 'Contact Management' menu.
  • Referrals - Referral Details - Allows access to the referrals details screen, this is when a referral number is clicked on.
  • Volunteering Diary - Allows access to the Volunteering Diary under 'Contact Management' menu, displays the Job Cards.
  • Volunteer Job Cards - Gives access to the Volunteer Job Cards under the 'Contact Management' tab.

Orgs & People

This will give a list of your active organisation/person types, with the following two options for each one:

  • Clients - Allows access to the Client record
  • Record a Contact (Clients) - Allows the user to Record a Contact/create New referral for the Clients record type, and be able to view existing contacts made for this record type

An exception to this is Next of Kins, which there is no Record a contact option for.

Other tickboxes are:

  • Relationships Screen - Gives access to the 'Relationship Screen' at the top of person/org record.
  • Associated People - Gives access to the associated people link at the bottom of the person/org record.

Data Operations

  • Cleanse Data / Anonymise Records - Allows access to the Cleanse Data/Anonymise Records tool.
  • Delete Referrals/Cases - Allows access to Delete Referrals
  • Extended Orgs & People List - Gives access to the Extended Orgs & People List and the "show all" button that will appear to say you have matches in a different org type to the one you are searching.

Funded Work

  • Progress Form - Tender Return - Allows access to the Tender Return section of the Progress Form.
  • Progress Form - Technical Officer - Allows access to the Technical Officer section of the Progress Form.
  • 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.
  • Progress Form - Close Jobs - Allows access to close the job on the Progress Form.

Clubs & Clinics

  • Clubs/Clinics/Groups - Allows access to the Clubs/Clinics/Groups under the Clubs & Clinics menu.
  • Memberships - Allows access to add members/alter memberships
  • Calendars - Allows access to the Clubs & Clinics Calendar under the Clubs & Clinics menu.
  • Client Attendance History Report - Deprecated Feature
  • Create Occurrences - Allows you to set up new meeting on the incomplete meetings tab.
  • Complete Occurrences - Allows access to complete occurrences on the incomplete meetings tab.
  • Cancel Occurrences - Allows access to cancel 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.
  • Re-Plan Club/Clinic Dates - Allows access to re-plan an occurrence on the Future Meetings tab of a Club/Clinic/Group.
  • Planned Occurrences - Allows access to view future meetings/occurrences.

Handyperson

  • Handyperson Referrals - Allows access to the HP referrals under the Handyperson 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.
  • HP Job Card Completion - Allow access to complete Job Cards
  • 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.

Invoicing

Generate Invoices

  • Create Invoices - Allows users to create invoices from the Pre-Invoice report.
  • Edit Invoices - Allows the users to edit invoices displayed by View Invoices.
  • General Pre-Invoice List - Allows the user to run the General Pre-Invoice List.
  • HP Pre-Invoice list - Allows the user to run the HP Pre-Invoice List.
  • Roster Worker Pre-Invoice List - Allows the user to run the Roster Worker Pre-Invoice List.
  • Unlock Invoices - Allows the user to unlock an exported Invoice via View Invoices.

Invoice Lists

  • Export Invoices - Allows users to export invoices.
  • List Invoices - Allows the users to List Invoices.
  • Print Invoices - Allows users to print invoices.
  • View Invoices - Allows users to view invoices.

Support Advisor/Roster Worker

Rostering

  • Roster Plans - Allows access to the Roster Plans Diary Screen.
  • 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
  • Confirm Work Schedules - Allows access to the Confirm Work Schedules under the Rostering Section of the Roster Workers menu.
  • Complete Work Schedules - Allows access to the Complete 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.
  • Assign Roster Manager - Allows access to assign a Manager on the Roster Plan.
  • Roster Plans (3 tickboxes0 - Allows access to alter roster plans.

Job Cards

  • Roster Workers Calendars - Allows access to the Roster Workers Calendars under the Job Cards Section of the Roster Workers menu.
  • Roster Workers Work Diary - Allows access to the Roster Workers Work Diary under the Job Cards 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.

Printouts

  • Print Roster Workers Exclusions - Allows access to the Print Roster Workers Exclusions 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 Time Sheets - Allows access to the Print Roster Workers Time Sheets under the Printouts section of the Roster Worker menu.
  • Payments Made Receipts - Allows access to the Payments Made Receipts under the Printouts section of the Roster Worker menu.

Admin

  • Holiday Pay Calculation - Allows access to the Holiday Pay Calculation under the Admin section of the Roster Worker menu.
  • Maintain Contracts - Allows access to the Maintain Contracts under the Admin section of the Roster Worker menu.
  • Roster Workers - Allows access to the roster workers record type.

Reports

Advanced Reporting

  • Analytics - Allows the users to run the Analytics Report.

Core

  • Classification Codes/Age UK Codes Extract - Allows the user to extract the Classification codes recorded.
  • Data Extraction/Mail Merge - Allows the users to run a Data Extraction/Mail merge under the menu and in blue folders.
  • Extension Database Reports - Allows users to run Extension Database Report.
  • KPI Report Designer - Allows user to use the KPI Report Designer.
  • Progress Interval Reports - Allows user to run the Progress Interval Report.

General

  • Classification Codes/Age UK Codes Report - Allows user to run the Classification Code Report.
  • Action List - Allows the users to run the Action List Report.
  • Benefits - Allows the users to run the Benefits Report.
  • Courses & Qualifications - Allows the user to report on courses and qualifications.
  • Groups & Skills - Allows user to run the Groups & Skill Report.
  • Equipment Allocations - Allows the users to run the Equipment Report.
  • Mailing History - Allows user to run the Mailing History Report.
  • Publications - Allows user to run the Publications Report.
  • Uploaded Documents - Allows user to run the Uploaded Documents Report.
  • Activity Summary - Allows the users to run the Activity Summary Report.
  • Timesheets - Allows user to run the Timesheet Report.
  • Consent Report - Allows user to run the Consent Report.
  • Change of Address Report - Allows user to run the Change of Address Report.
  • Allocated Organisations And People - Allows user to report on additional orgs/people added to referrals.
  • Export to spreadsheet - this will disable the ability for those users to download any report into excel. They can still use the Blue Folder but will not be able to export to excel. This will apply to all reports.

Audits

  • Backup Audit - Allows access to the Backup audit.
  • Insert Audit - Allows access to the Insert Audit.
  • Page Visit - Allows user to run the Page Visit Report.
  • User Login History - Allows access to the User Login History report.

Clubs & Clinics

  • Club and Clinic Cancellations - Allows access to the Cancellations report.
  • Clinic Attendance - Allows access to the Attendance report.
  • Clinic Attendance Overview - Allows access to the Attendance Overview report(previously an option on clinic attendance).
  • Clinic Monitoring - Allows access to the Monitoring report (previously an option on clinic attendance).
  • Waiting List - Allows access to the Waiting List report under the Clubs & Clinics section of the Reports menu.

IMCA

  • Closed Clients - Allows access to the Closed Clients report.
  • Inappropriate Referral Reasons - Allows access to the Inappropriate Referral Reasons setup(needs to be moved between menus).
  • Locations At Referral - Allows access to the Locations at Referral setup (needs to be moved between menus).
  • Open Clients - Allows access to the Open Clients report.
  • IMCA Data Extract - Allows the user to run the IMCA Data Extraction.

Handyperson

  • HP Activity - Allows access to the HP Activity report.
  • HP Job Card List - Allows access to the HP Job Card List.
  • Print HP Job Cards - Allows access to print HP Job Cards.
  • Work Done - Allows access to the HP Work Done report.

Outcomes

  • Ladder Outcomes - Allows access to the Ladder Outcomes Report.
  • Simple Outcome Entry - Allows access to the Simple Outcome Entry Report.
  • Client Outcome - Allows access to the Client Outcomes Report.
  • Outcomes by Group (Raw Data) Report - Allows access to the Outcomes by Group (Raw Data) Report.
  • Target Comparison - Allows access to the Target Comparison Report.
  • Outcomes (Raw Data) - Allows access to the Outcomes (Raw Data) Report.
  • Intervals and Latest Outcomes - Allows access to the Intervals and Latest Outcomes Report.

Support Advisor/Roster Worker

  • Roster Plans - Allows access to the Roster Plans report.
  • CM2000 Import/Export - Allows access to the CM2000 Import/Export.
  • Holiday Pay - Allows access to the Holiday Pay report.
  • Unavailabilities - Allows user to run the Unavailability's Report.
  • Export Payroll/Invoice Data - Allows users to export Roster Worker Invoices and Payroll data.
  • Hours Used And Remaining - Allows access to the Hours Used And Remaining report.
  • Outcome - Allows access to the roster worker outcome report.

Volunteers

  • Volunteer Assignments - Allows user to run the Volunteer Assignments Report.
  • Volunteer Time - Allows user to run the Volunteer Time Report.
  • Job Card - Allows user to run the Job Card Report.
  • Print Job Cards - Allows user to print Job Cards.
  • Waiting List - Allows user to run the Waiting List Report.
  • Volunteers - Allows user to run the Volunteers Report.

Miscellaneous

  • Assign Client to Carer - Used for Client and Carer relationships.
  • Assign Memberships/Skills - Needed to access the Memberships and Skills link at the bottom of people/org records.
  • 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.
  • Benefits Entry - Allows entry of benefits on the referral outcome screen.
  • Calendar Display - Allows access of calendars used by Clubs and Clinics, Handypersons and Rostering.
  • Client Project Closures - Allows the user to terminate people/orgs from projects on the project tab of a record.
  • Dashboard - Allows access to the Dashboard on the sidebar menu.
  • Enter Assessment Forms (Legacy Feature) - Allows access to enter assessments.
  • Forget Me - Allows users to use the 'Forget Me' button on the GDPR tab.
  • Information Links - List Organisations - Required for the user to use the Information Links look up under the 'Contact Management' menu.
  • IMCA Information Entry - Allows access to enter IMCA details on the summary tab of a person/org record
  • Ladder Outcome Entry - Allows users to enter ladder outcomes on the referral outcome screen.
  • Merge Records - Allows the user to access the Merge record tool on a person/org record.
  • Message Sending Options -
  • 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.
  • Print Records - Allows access to the Print Record button on people/org records.
  • Record Consent - Allows access to record consent
  • Risk Assessment Tab - Allows the Risk Assessment Tab to be displayed on people/org records.
  • Supporting People Settings - Allows access to Supporting People Settings (part of the funded work module).
  • Text Anywhere Usage - Allows access to incoming text message centre.
  • 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)
  • Volunteer Assignments - Required to assign volunteers and access Job Cards, found via a link on people/orgs records and under the 'Contact Management' menu.
  • My User Options - Allows the user to manage their own preferences and password.
  • Help - Allows the user to have access to the Help Centre on the Sidebar Menu
  • Staff timesheets - Allows access to enter timesheets against staff/volunteer jobcards.


Admin

3rd Party Software

  • Webform Builder - Gives access to the Webform Builder. (Coming in a future release)
  • Email Setup - Gives access to the Email Settings.
  • EveryLIFE PASSsystem - Allows access to link to the EveryLIFE PASSsystem
  • Portal Settings - Allows access to the Portal Settings.
  • Postcode Looklup - Allows access to the setup of Loqate/postcode lookup settings.
  • Text Anywhere Settings - Allows access to setup TextAnywhere text services.

Clubs & Clinics

  • Non-Attendance Reasons - Allows access to the set up of Non-Attendance Reasons.
  • Parameters - Allows access to the Clubs & Clinics Parameters.
  • Transport Methods - Gives access to the setup of Transport Methods.
  • Treatments And Activities - Allows access to the set up of Treatments & Activities.

Database Operations

  • Backup System - Gives access back up the system.
  • Data Migration Centre - Allows access to the Data Migration Centre.
  • Update Replica Databases - Allows the users to update the Training/Temp systems.

Funded Work

  • Funded Job Work Types - Allows access to the Funded Job Work Types set up.
  • Fee Difference Reasons - Allows access to the Fee Difference Reasons set up.

GDPR

  • Consent Rules - Gives access to the setup of Consent Rules.
  • Field Sets - Gives access to the setup of Field Sets.
  • GDPR Settings - Gives access to the GDPR Settings.

General Settings

  • Bank Holiday Dates - Gives access to the setup of Bank Holiday Dates.
  • Branch Groupings (Views) - Allows access to set up Branch Groupings (Views).
  • Branches/Offices - Allows access to set up Branches.
  • Extension Database Setup - Allows access to Extension Database Setup.
  • Extension Database Fields - Allows access to the fields within Extension Database Setup.
  • Extension Database Sections - Allows access to the sections within Extension Database Setup.
  • Information Links Headings - Gives access to the setup of Information Links Headings.
  • Manage Menus - Gives access to re-arrange menu items within their columns.
  • Organisation Details - Gives access to the setup of Organisation Details.
  • Operational Rules - Allows access to Operational Rules.
  • Publications - Gives access to the setup of Publications.
  • Publication Categories - Gives access to the setup of Publication Categories.
  • Publication Languages - Gives access to the setup of Publication Languages.
  • Reset First Level Password - Allows access to reset the Organisation Password in Organisation Details.
  • Software Release Schedule - Allows the access to change the update date in Organisation Details.
  • Standard Letter Templates - Gives access to the setup of Standard Letter Templates.
  • Standard Letter Types - Gives access to the setup of Standard Letter Types.
  • System Uploads - Gives access to System Uploads.
  • Terminology - Gives access to alter the terminology used for referrals.
  • Uploaded Doc. Categories - Gives access to the setup of Uploaded Doc. Categories found under the 'General Settings' menu of the Settings Cog Menu.

Handyperson

  • Handyperson Cancel. Reasons - Gives access to the setup of Handyperson Cancel. Reasons.
  • General Details - Allows access to the General Details configuration.
  • Handyperson Job Types - Allows access to set up Job Types.
  • Handyperson Materials - Allows access to set up Materials.
  • HP Material Costs - Allows users to access HP Material Costs.
  • HP Project Labour Costs - Allows users to access HP Project Labour Costs.

IMCA

  • Means Of Communication - Allows access to the set up of Means of Communications.

Invoicing

  • Cost Centres - Allows the user to access the set up of Cost Centres.
  • General Charge Rates - Allows access to the set up of General Charge Rates.
  • General Rates In Projects - Allows the users to access General Rates in Project.
  • HP Standard & Project Nominal Codes - Allows users to access HP Nominal Codes setup.
  • Invoice Layouts - Allows the users to access the invoice layouts.
  • Invoicing Parameters - Allows the users to access Invoicing Parameters.
  • Payment Methods - Allows the users to access the Payment Methods set up.
  • VAT Codes - Allows the users to access the VAT Code set up.

Orgs and People A-J

  • Customise Orgs & People - Gives access to the setup of Customise Orgs & People found under the 'Orgs and People A-J' or 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Accommodation Type - Gives access to the setup of Accommodation Type.
  • Age Range - Gives access to the setup of Age Range.
  • Benefits - Gives access to the setup of Benefits.
  • Blue Badge Holder - Gives access to the setup of Blue Badge Holder.
  • Carer's Role - Gives access to the setup of Carer's Role.
  • Consent Given - Gives access to the setup of Consent Given.
  • Courses & Qualifications - Gives access to the setup of Courses & Qualifications.
  • DBS/PVG Checked - Gives access to the setup of DBS/PVG Checked.
  • Disabilities - Gives access to the setup of Disabilities.
  • Eligible For Gift Aid - Gives access to the setup of Eligible For Gift Aid.
  • Employed - Gives access to the setup of Employed.
  • Equipment - Gives access to the setup of Equipment.
  • Ethnic Group - Gives access to the setup of Ethnic Group.
  • Gender - Gives access to the setup of Gender.
  • General Category of Need - Gives access to the setup of General Category of Need.
  • Groups & Skills - Gives access to the setup of Groups & Skills.

Orgs and People K-Z

  • Living Arrangements - Gives access to the setup of Living Arrangements.
  • LSOA Areas and Wards - Gives access to the setup of LSOA Areas and Wards.
  • Main Language - Gives access to the setup of Main Language.
  • Marital Status - Gives access to the setup of Marital Status.
  • Postal District - Gives access to the setup of Postal District.
  • Person/Organisation Category - Gives access to the setup of Person/Organisation Category.
  • Registered Disabled - Gives access to the setup of 'Registered Disabled' drop down list.
  • Relationships - Gives access to the setup of Relationships.
  • Religious Group - Gives access to the setup of Religious Group.
  • Service User Group - Gives access to the setup of Service User Group.
  • Sexual Orientation - Gives access to the setup of Sexual Orientation.
  • Status - Gives access to the setup of Status.
  • Unavailability Reasons - Gives access to the setup of Unavailability Reasons.
  • Victim of Crime - Gives access to the setup of Victim of Crime.

Outcomes & Assessments

  • Outcomes - Allows access to the referral outcome screen.
  • Make Assessment Forms (Legacy Feature) - Gives access to create new assessment forms (Deprecated).
  • Outcome Groups - Allows access to the set up of Outcome Groups.
  • Ladder Outcomes - Allows access to the set up of Ladder Outcomes.
  • Simple Outcomes - Allows access to the set up of Simple Outcomes.

Projects & Cases/Referrals

  • Classification Codes/Age UK Codes - Allows access to settings of existing Classification Code/Age UK Code groups.
  • Contact Types - Gives access to the setup of Contact Types.
  • Contact Methods - Gives access to the setup of Contact Methods.
  • Project Set Up - Gives access to Project Set Up.
  • Project Subcategories - Gives access to the setup of Project Subcategories.
  • Project Funding Streams - Gives access to the setup of Project Funding Streams.
  • Project Rules - Gives access to the additional data collection page when recording contacts.
  • Referral Closure Update - Allows access to the Referrals Closure tool.
  • Referral Reasons - Gives access to the setup of Referral Reasons.
  • Referral Sources - Gives access to the setup of Referral Sources.
  • Referral Templates - Gives access to the setup of Referral Templates.
  • Referral Templates - Progress Stages - Gives access to the setup of Progress Stages.
  • Signpost / External Referral Types - Gives access to the setup of Signpost / External Referral Types.
  • Termination Reasons - Gives access to the setup of Termination Reasons.

Support Advisor/Roster Worker

  • Alerts - Allows access to the Alerts on the Sidebar Menu and to access the set up under the Roster Worker menu.
  • Job Card Statuses - Allows access to the Job Card Statuses set up.
  • Matching Exclusions - Allows access to the Matching Exclusions set up.
  • Roster Field Settings - Allows access to the Roster Field Settings.
  • Roster Rates - Allows access to the set up of Roster Rates.
  • Roster Rates in Projects - Allows access to the set up of Roster Rates in Projects.
  • Roster Workers Holiday Pay Parameters - Allows access to the Roster Workers Holiday Pay Parameters.
  • Roster Services - Allows access to the Roster Services set up.
  • Roster Teams - Legacy Feature Help icon - Allows access to the Roster Teams set up.
  • Tasks - Allows access to the Tasks set up.
  • Travel Rule Sets - Allows access to the Travel Rule Sets.
  • Roster Terminology - Allows access to the Roster Terminology set up.
  • Time Rounding - Allows access to the Time Rounding set up.

User Access

  • Users - Allows access to the Users setup/settings.
  • Group Access - Allows access to Group Access.
  • Restricted IP Addresses - Allows setup of IP addresses used in group access to restrict logon locations.
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