Change of Platinum 5 to Read Only Access for Existing Clients
1. Create a copy of the main / full access user role
2. Move first user into this role.
3. For every OTHER User role in the system edit the role as follows:
a. Remove the following permissions where they are ticked:
i. Residents Tab
1. Can Admit resident
2. Can discharge resident
3. Can edit resident profile
4. Can edit weight and vitals reportable ranges
5. Can manage resident adverse reactions
6. Can reserve bed
7. Can transfer bed
8. Can upload resident documents
9. Can upload resident photo
10. Can add new resident
11. Can manage waiting list
12. Can manage all facility waiting list
ii. Progress Notes
1. Can add comment to progress notes
2. Can create progress note follow-up alert
3. Can Create Progress Note
4. Can edit progress
5. Can mark progress notes as read
6. Can set progress note alert to all users in the facility
7. Can mark progress note as unread
iii. Staff Messages
1. Can create message follow-up alert
2. Can create staff messages
3. Can edit staff message category
4. Can mark staff message as error
5. Can receive message created by Epicor interface (inbound service)
6. Can reply staff messages
7. Can send message / set message alert to all users in the facility
8. Can attach document to staff message
9. Can mark staff message as unread
iv. Tasks and Events
1. Can add comments
2. Can create new
3. Can delete
4. Can edit tasks
5. Can mark as complete
6. Can send task to all users in the facility
v. Forms
1. All Forms remove write access (Leave read access as it is)
2. All User Forms- remove write access (Leave read access as it is)
3. All Facility Forms- remove write access (Leave read access as it is)
4. Can edit user access to Staff/Visitors Incident Form
5. Can manage staff incidents
6. Can mark in error forms
7. Can resolve forms
8. Can add resolve comment in SubForm entry
vi. Reports
1. Can create new list reports
2. Can create template reports
3. Can delete list reports
4. Can delete template reports
5. Can edit system list reports
6. Can publish reports
vii. ACFI
1. Can EDIT ACFI claim status
2. Can submit ACFI
viii. MM
1. Can access infrequent meds
2. Can access non packed regular meds
3. Can access non-prescription medication
4. Can access nurse initiated meds
5. Can access once only medications
6. Can access prn standing order medications
7. Can access regular medication
8. Can access telephone order prn
9. Can access telephone verbal order meds
10. Can add medications to the medications master
11. Can administer medication
12. Can Assign medication rounds to nurses
13. Can cease medications
14. Can edit prescription instructions
15. Can edit prescription times
16. Can override medications administration
17. Can receive Medications
18. Can review medication charts
19. Can sign off medication pack
20. Can signoff resident medication
21. Can view Medication Chart
22. Can View Prescription Management
23. Can print blank Medication Chart Report
ix. MHR
1. Can edit or allocate access to individual CDA’s
2. Can modify resident IHI Number
3. Can send CDA to MHR Service
x. Finance
1. TBA
xi. AG&TT
1. TBA
xii. Admin
1. Can manage category
2. Can manage facility structure
3. Can manage forms
4. Can activate/deactivate user documents
5.
6. Manage Global / Facility Settings
7. Can manage roles
8. Can manage user to user scope
9. Can manage users
10. Can upload staff profile photo
11. Can upload user documnets
12. Can close meetings
13. Can close QI/CI Forms
14. Can create new QI/CI Forms
15. Can create training plan
16. Can Deactivate Training Plan
17. Can edit closed QI/CI Forms
18. Can edit existing QI/CI Forms
19. Can edit/write meetings
20. Can Manage Asset Class, Asset Cost & Asset Department
21. Can Manage Asset Documents
22. Can manage assets
23. Can manage Education and Credentials
24. Can manage facility element
25. Can manage meeting categories
26. Can manage meeting types
27. Can Manage meetings
28. Can manage QM
29. Can manage standards
30. Can manage stock
31. Can Manage Supplier Documents
32. Can manage suppliers
33. Can mark CI/QI as saved in error
34. Can mark training plan attendance
35. Can upload asset profile photo
36. Can create supplier review record
37. Can deactivate supplier review record
38. Can edit supplier review record
39. Can deactivate file and folders
40. Can manage members
41. Can reactivate file and folders
42. Can remove file / folder
43. Can update files (checkout and checkin)
44. Can upload files / folders
45. Can access interRAI System Link
46. Can access resident subsidy form
47. External Program Links – deactivate all