Difference between revisions of "Group Access Rights"

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(Main Program Tab)
(Administration Tab)
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You will find the following options:
 
You will find the following options:
* '''Bank Holiday Dates''' -  
+
* '''Bank Holiday Dates''' - Gives access to the setup of Bank Holiday Dates found under the 'General Settings' menu of the Settings Cog Menu.
* '''Benefits''' -  
+
* '''Benefits''' - Gives access to the setup of Benefits found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Blue Badge Holder''' -  
+
* '''Blue Badge Holder''' - Gives access to the setup of Blue Badge Holder found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Carer's Role''' -  
+
* '''Carer's Role''' - Gives access to the setup of Carer's Role found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Consent Given''' -  
+
* '''Consent Given''' - Gives access to the setup of Consent Given found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Consent Rules''' -  
+
* '''Consent Rules''' - Gives access to the setup of Consent Rules found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Contact Methods''' -  
+
* '''Contact Methods''' - Gives access to the setup of Contact Methods found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Contact Types''' -  
+
* '''Contact Types''' - Gives access to the setup of Contact Types found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Courses & Qualifications''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''Email Setup''' - Gives access to the Email Settings found under the '3rd Party Software' menu of the Settings Cog Menu.
* '''Employed''' -  
+
* '''Employed''' - Gives access to the setup of Employed found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
* '''Equipment''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''Field Sets''' - Gives access to the setup of Field Sets found under the 'GDPR' menu of the Settings Cog Menu.
* '''GDPR Settings''' -  
+
* '''GDPR Settings''' - Gives access to the GDPR Settings found under the 'GDPR' menu of the Settings Cog Menu.
* '''Gender''' -  
+
* '''Gender''' - Gives access to the setup of Gender found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
* '''Groups & Skills''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''Organisation Details''' - Gives access to the setup of Organisation Details found under the 'General Settings' menu of the Settings Cog Menu.
* '''Project Funding Streams''' -  
+
* '''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''' -  
+
* '''Project Rules''' - Gives access to the additional data collection page when recording contacts.
* '''Project Set Up''' -  
+
* '''Project Set Up''' - Gives access to Project Set Up found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Project Subcategories''' -  
+
* '''Project Subcategories''' - Gives access to the setup of Project Subcategories found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Publication Categories''' -  
+
* '''Publication Categories''' - Gives access to the setup of Publication Categories found under the 'General Settings' menu of the Settings Cog Menu.
* '''Publication Languages''' -  
+
* '''Publication Languages''' - Gives access to the setup of Publication Languages found under the 'General Settings' menu of the Settings Cog Menu.
* '''Publications''' -  
+
* '''Publications''' - Gives access to the setup of Publications found under the 'General Settings' menu of the Settings Cog Menu.
* '''Referral Reasons''' -  
+
* '''Referral Reasons''' - Gives access to the setup of Referral Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Referral Sources''' -  
+
* '''Referral Sources''' - Gives access to the setup of Referral Sources found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Referral Templates''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''System Uploads''' - Gives access to System Uploads found under the 'General Settings' menu of the Settings Cog Menu.
* '''Termination Reasons''' -  
+
* '''Termination Reasons''' - Gives access to the setup of Termination Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
* '''Transport Methods''' -  
+
* '''Transport Methods''' - Gives access to the setup of Transport Methods found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
* '''Unavailability Reasons''' -  
+
* '''Unavailability Reasons''' - Gives access to the setup of Unavailability Reasons found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
* '''Uploaded Doc. Categories''' -  
+
* '''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''' -  
+
* '''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''' -  
+
* '''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''' -
+
* '''Backup System''' - Gives access to the Backup System found under the 'Data Operations' menu of the Settings Cog Menu.
  
 
==Security Tab==
 
==Security Tab==

Revision as of 09:28, 10 May 2018

Helpheader small.png

File:Cl GAR 1.png


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.

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.

File:Cl GAR 2.png


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.


Group Options Tab

File:Cl GAR 3.png

  • Group name - The name of the group, this should represent the type of users assigned to this group.
  • Group Email - You can specify a group email address, this is used when the users have no email address specified on their record.
  • Group can control own password recovery? - This allows the users to change their own passwords.
  • Group terminology for "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.

Group Users Tab

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

Main Program Tab

This tab controls the access to the main parts of the system. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

  • Action List - The Action List shows user outstanding work and work done, also can be set as a home page.
  • 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.
  • Calendar - Provides access to the interactive calendar under the 'Contact management' menu.
  • Calendar Display - Allows access of calendars used by Clubs and Clinics, Handypersons and Rostering.
  • Carers - Gives access to the Carers type record (dependant record on a Carer System) under the 'Contact Management' menu.
  • Client Project Closures - Allows the user to terminate people/orgs from projects on the project tab of a record.
  • Client/Volunteer Details - Required for assigning volunteers.
  • Clients - Allows access to the Client record under the 'Contact Management' menu.
  • Courses & Qualifications - Allows users to access the Courses and Qualifications link at the bottom of people/orgs records.
  • Emergency Card Lookup - Required to use the emergency card lookup and to enter the emergency card details in the blue link at the bottom of a person/org record.
  • Forget Me - Allows users to use the 'Forget Me' button on the GDPR tab.
  • Funders - Gives access to the Funders record type under the 'Contact Management' menu.
  • Help - Allows the user to have access to the Help Centre on the Sidebar Menu
  • Information Links - Required if the user needs to record Information Links.
  • Information Links - List Organisations - Required for the user to use the Information Links look up under the 'Contact Management' menu.
  • Merge Records - Allows the user to access the Merge record tool on a person/org record.
  • My User Options - Allows the user to manage their own preferences and password.
  • Next Of Kins - Allows the user to access the Next of Kin record under Contact Management menu and via the link at the bottom of a person/org record.
  • Organisation/People Unavailabilities - Gives access to the Unavailability's Tab on people/org records.
  • Organisation/Person Audit Record - Displays the Audit Record link at the bottom of people/org records.
  • Organisations - Gives access to the Organisations record type under the 'Contact Management' menu.
  • Portal/Webforms - Import Pending Referrals - Gives access to import referrals from Portals and Web Forms, this is display at the top of the Action List
  • Print Records - Allows access to the Print Record button on people/org records.
  • Professionals - Gives access to the Professionals record type under the 'Contact Management' menu.
  • Record a Contact (Anonymous) - Allows access to 'Record a Contact (Anonymous)' under the 'Contact Management' menu.
  • Record a Contact (Carers) - Allows the user to Record a Contact/create New referral for the Carers record type, display on the record and search pages.
  • Record a Contact (Clients) - Allows the user to Record a Contact/create New referral for the Clients record type, display on the record and search pages.
  • Record a Contact (Funders) - Allows the user to Record a Contact/create New referral for the Funders record type, display on the record and search pages.
  • Record a Contact (Organisations) - Allows the user to Record a Contact/create New referral for the Organisations record type, display on the record and search pages.
  • Record a Contact (Professionals) - Allows the user to Record a Contact/create New referral for the Professionals record type, display on the record and search pages.
  • Record a Contact (Referrers) - Allows the user to Record a Contact/create New referral for the Referrers record type, display on the record and search pages.
  • Record a Contact (Staff) - Allows the user to Record a Contact/create New referral for the Staff record type, display on the record and search pages.
  • Record a Contact (Suppliers) - Allows the user to Record a Contact/create New referral for the Suppliers record type, display on the record and search pages.
  • Record a Contact (Trustees) - Allows the user to Record a Contact/create New referral for the Trustees record type, display on the record and search pages.
  • Record a Contact (Volunteers) - Allows the user to Record a Contact/create New referral for the Volunteers record type, display on the record and search pages.
  • Record a Contact (Roster Workers) - Allows the user to Record a Contact/create New referral for the Roster Workers record type, display on the record and search pages.
  • Referrals - New Diary Entry - Legacy Feature - Allows access to the New Diary Entry screen(Deprecated Feature).
  • Referrals - Referral Details - Allows access to the referrals details screen, this is when a referral number is clicked on.
  • Referrers - Gives access to the Referrers record type under the 'Contact Management' menu.
  • Registered Disabled - Gives access to the setup of 'Registered Disabled' drop down list.
  • Relationships Screen - Gives access to the 'Relationship Screen' at the top of person/org record.
  • Restricted IP Addresses - Allows setup of IP addresses used in group access to restrict logon locations.
  • Risk Assessment Tab - Allows the Risk Assessment Tab to be displayed on people/org records.
  • Software Release Schedule - Allows the access to the 'Software Release Schedule' tab in the 'Help Centre' on the Sidebar Menu.
  • Staff - Gives access to the Staff record type under the 'Contact Management' menu.
  • Suppliers - Gives access to the Suppliers record type under the 'Contact Management' menu.
  • Text Anywhere Usage - Allows access to incoming text message centre.
  • Trustees - Gives access to the Trustees record type under the 'Contact Management' menu.
  • Uploaded Documents - Displays the Uploaded Documents link on person/org records.
  • Uploaded Documents (Download) - Allows users to download documents that have been uploaded.
  • Uploaded Documents (Send by Email) - Allows users to send uploaded documents via email.
  • Uploaded Documents (Upload) - Allows users to upload new documents.
  • Uploaded Documents (View) - Allows users to view documents that have been uploaded.
  • View Letters - Allows users to view letters generated via the system, found on a person/org record (Letters & Communications link)
  • View Volunteer Assignments - Required to assign volunteers and access Job Cards, found via a link on people/orgs records and under the 'Contact Management' menu.
  • Volunteer Job Cards - Gives access to the Volunteer Job Cards under the 'Contact Management' tab.
  • Volunteering Diary - Allows access to the Volunteering Diary under 'Contact Management' menu, displays the Job Cards.
  • Volunteers - Gives access to the Volunteers record type under the 'Contact Management' menu.
  • Classification Questions - Allows the user to enter Classification Code Question when adding codes in Record A Contact.

Administration Tab

This tab controls the access to the main administration areas of the system. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

  • Bank Holiday Dates - Gives access to the setup of Bank Holiday Dates found under the 'General Settings' menu of the Settings Cog Menu.
  • Benefits - Gives access to the setup of Benefits found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Blue Badge Holder - Gives access to the setup of Blue Badge Holder found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Carer's Role - Gives access to the setup of Carer's Role found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Consent Given - Gives access to the setup of Consent Given found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Consent Rules - Gives access to the setup of Consent Rules found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Contact Methods - Gives access to the setup of Contact Methods found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Contact Types - Gives access to the setup of Contact Types found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Courses & Qualifications - Gives access to the setup of Courses & Qualifications found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Customise Orgs & People - Gives access to the setup of Customise Orgs & People found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Accommodation Type - Gives access to the setup of Accommodation Type found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Age Range - Gives access to the setup of Age Range found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • General Category of Need - Gives access to the setup of General Category of Need found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Postal District - Gives access to the setup of Postal District found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Ethnic Group - Gives access to the setup of Ethnic Group found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Living Arrangements - Gives access to the setup of Living Arrangements found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Marital Status - Gives access to the setup of Marital Status found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Person/Organisation Category - Gives access to the setup of Person/Organisation Category found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Religious Group - Gives access to the setup of Religious Group found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Status - Gives access to the setup of Status found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Service User Group - Gives access to the setup of Service User Group found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Sexual Orientation - Gives access to the setup of Sexual Orientation found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • DBS/PVG Checked - Gives access to the setup of DBS/PVG Checked found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Disabilities - Gives access to the setup of Disabilities found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Eligible For Gift Aid - Gives access to the setup of Eligible For Gift Aid found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Email Setup - Gives access to the Email Settings found under the '3rd Party Software' menu of the Settings Cog Menu.
  • Employed - Gives access to the setup of Employed found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Equipment - Gives access to the setup of Equipment found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Extended Orgs & People List - Gives access to the setup of Extended Orgs & People List found under the 'Data Operations' menu of the Settings Cog Menu.
  • Field Sets - Gives access to the setup of Field Sets found under the 'GDPR' menu of the Settings Cog Menu.
  • GDPR Settings - Gives access to the GDPR Settings found under the 'GDPR' menu of the Settings Cog Menu.
  • Gender - Gives access to the setup of Gender found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Groups & Skills - Gives access to the setup of Groups & Skills found under the 'Orgs and People A-J' menu of the Settings Cog Menu.
  • Handyperson Cancel. Reasons - Gives access to the setup of Handyperson Cancel. Reasons found under the 'Handyperson' menu of the Settings Cog Menu.
  • IMCA Drop Down Lists - Gives access to the setup of IMCA Drop Down Lists found under the 'IMCA' menu of the Settings Cog Menu.
  • Information Links Headings - Gives access to the setup of Information Links Headings found under the 'General Settings' menu of the Settings Cog Menu.
  • LSOA Areas and Wards - Gives access to the setup of LSOA Areas and Wards found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Main Language - Gives access to the setup of Main Language found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Manage Menus - Gives access to the Manage Menus found under the 'General Settings' menu of the Settings Cog Menu. (Coming in a future release)
  • Organisation Details - Gives access to the setup of Organisation Details found under the 'General Settings' menu of the Settings Cog Menu.
  • Project Funding Streams - Gives access to the setup of Project Funding Streams found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Project Rules - Gives access to the additional data collection page when recording contacts.
  • Project Set Up - Gives access to Project Set Up found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Project Subcategories - Gives access to the setup of Project Subcategories found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Publication Categories - Gives access to the setup of Publication Categories found under the 'General Settings' menu of the Settings Cog Menu.
  • Publication Languages - Gives access to the setup of Publication Languages found under the 'General Settings' menu of the Settings Cog Menu.
  • Publications - Gives access to the setup of Publications found under the 'General Settings' menu of the Settings Cog Menu.
  • Referral Reasons - Gives access to the setup of Referral Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Referral Sources - Gives access to the setup of Referral Sources found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Referral Templates - Gives access to the setup of Referral Templates found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Referral Templates - Progress Stages - Gives access to the setup of Referral Templates - Progress Stages found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Relationship Types - Gives access to the setup of Relationship Types found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Relationships - Gives access to the setup of Relationships found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Signpost / External Referral Types - Gives access to the setup of Signpost / External Referral Types found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Standard Letter Templates - Gives access to the setup of Standard Letter Templates found under the 'General Settings' menu of the Settings Cog Menu.
  • Standard Letter Types - Gives access to the setup of Standard Letter Types found under the 'General Settings' menu of the Settings Cog Menu.
  • System Uploads - Gives access to System Uploads found under the 'General Settings' menu of the Settings Cog Menu.
  • Termination Reasons - Gives access to the setup of Termination Reasons found under the 'Projects & Referrals' menu of the Settings Cog Menu.
  • Transport Methods - Gives access to the setup of Transport Methods found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
  • Unavailability Reasons - Gives access to the setup of Unavailability Reasons found under the 'Clubs & Clinics' menu of the Settings Cog Menu.
  • Uploaded Doc. Categories - Gives access to the setup of Uploaded Doc. Categories found under the 'General Settings' menu of the Settings Cog Menu.
  • Victim of Crime - Gives access to the setup of Victim of Crime found under the 'Orgs and People K-Z' menu of the Settings Cog Menu.
  • Webform Builder - Gives access to the Webform Builder found under the '3rd Party Software' menu of the Settings Cog Menu. (Coming in a future release)
  • Backup System - Gives access to the Backup System found under the 'Data Operations' menu of the Settings Cog Menu.

Security Tab

This tab controls the access to the main security sections of the system. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

  • Backup Audit -
  • Cleanse Data / Anonymise Records -
  • Data Migration Centre -
  • Delete Referrals -
  • Extension Database Setup -
  • Group Access -
  • Insert Audit -
  • Message Sending Options -
  • Operational Rules -
  • Portal Settings -
  • Postcode Anywhere -
  • Referral Closure Update -
  • Reset First Level Password -
  • Supporting People Settings -
  • Text Anywhere Settings -
  • Update Replica Databases -
  • User Login History -
  • Users -
  • Classification Codes -
  • Classification Groupings -

Reporting Tab

This tab controls the access to the main reporting of the system. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

  • Action List -
  • Activity Summary -
  • Analytics -
  • Benefits -
  • Data Extraction/Mail Merge -
  • Equipment Allocations -
  • Extension Database Reports -
  • Groups & Skills -
  • Job Card -
  • KPI Report Designer -
  • Mailing History -
  • Page Visit -
  • Print Job Cards -
  • Progress Interval Reports -
  • Publications -
  • Timesheets -
  • Unavailabilities -
  • Volunteer Assignments -
  • Volunteer Time -
  • Volunteers -
  • Waiting List -
  • Classification Codes Extract -
  • Classification Codes Report -

Modules Tab

This tab contains sub tabs to the Modules used by your system.

Accounts Module

This tab controls the access to the module. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

Accounts

  • Create Invoices -
  • Edit Invoices -
  • Export Payroll/Invoice Data -
  • Unlock Invoices -
  • Roster Worker Parameters -

Accounts Set Up

  • Cost Centres -
  • Export Invoices -
  • General Charge Rates -
  • General Pre-Invoice List -
  • General Rates In Projects -
  • HP Material Costs -
  • HP Pre-Invoice list -
  • HP Project Labour Costs -
  • HP Standard & Project Nominal Codes -
  • Invoice Layouts -
  • Invoicing Parameters -
  • List Invoices -
  • Payment Methods -
  • Print Invoices -
  • VAT Codes -
  • View Invoices -
  • Roster Rates -
  • Roster Rates in Projects -
  • Roster Worker Pre-Invoice List -

Audit & Outcome Module

This tab controls the access to the module. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

You will find the following options:

Audits & Outcomes

  • Outcomes -
  • Benefits Entry -
  • Ladder Outcome Entry -
  • Referral Audit -
  • Simple Outcome Entry -

Outcome Reports

  • Client Outcome -
  • Intervals and Latest Outcomes -
  • Ladder Outcomes -
  • Outcomes (Raw Data) -
  • Outcomes by Group (Raw Data) Report -
  • Target Comparison -

Outcome Set Up

  • Ladder Outcomes -
  • Outcome Groups -
  • Simple Outcomes -

Branches 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.

Clubs & Clinics Module

This tab controls the access to the module. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

IMCA 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.

Handerperson Module

This tab controls the access to the module. There will be five columns displayed:

  • Option - Name of the option that is controlled by the access rights.
  • View/Access - This access right will enable the users of the group view or access the page or area of the option selected.
  • Create New This access right specifies the users of the group can create new for the option selected.
  • Edit - Allows the users of the group to edit the option selected.
  • Delete - Allows the users of this group to delete the selected option.

Funded Work 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.

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.

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