Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 45.1 Icon
edited by karimpirani
on 2014/06/26 18:25
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To version Icon 52.1 Icon
edited by karimpirani
on 2014/06/27 12:37
Change comment: There is no comment for this version

Summary

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4 4  
5 5  = Administration =
6 6  
7 -OVERVIEW
7 +====== **OVERVIEW** ======
8 8  
9 +__[[Role Creation>>doc:Role Creation]]__
9 9  
10 -What is [[__Role Creation__>>doc:Role Creation]]?
11 +__[[Organizational Unit Definition>>doc:Organizational Units Definition]]__
11 11  
12 -* Role Creation is the process of defining groups of users and what they are permitted to do in the system, such as Edit Client, or Create Assessment. Each role can be given very specific permissions to allow viewing, editing, creating and/or deleting an object in SMR.
13 +[[__User Creation__>>doc:Administration: User Creation]]
13 13  
14 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
15 +__[[Role Assignment>>doc:Role Assignment]]__
15 15  
16 -* Organizational Unit definition is the creation of the units and subunits of an organization. This enables you to organize clients and users according to where they operate in the organization and group them for purposes of data visibility, reporting and security.
17 +__[[Client Creation>>doc:Client Creation]]__
17 17  
18 -What is [[__User Creation__>>doc:Administration: User Creation]]?
19 +[[__Responsibility Creation__>>doc:Responsibility Creation]]
19 19  
20 -* User Creation allows you to create access information for specific users - name, user name, email address, password
21 +[[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]
21 21  
22 -What is [[__Role Assignment__>>doc:Role Assignment]]?
23 23  
24 -* Role Assignment is the process of assigning users to roles and thus defining how they can use the system (according to the permissions enabled for the role in Role Creation) .
25 -
26 -What is [[__Client Creation__>>doc:Client Creation]]?
27 -
28 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
29 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
30 -
31 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
32 -
33 -* Responsibility Creation involves relating staff, clients, and organizational units.
34 -* It allows you to define responsibility between (Responsibility assignment is what determines "Visibility" of the different organizations (OUs), Client (Consumers or Patients), as well as staff assigned to supervisors and management).
35 -** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
36 -** a staff person and [[__Clients__>>doc:Clients]]
37 -** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
38 -
39 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
40 -
41 -* A taxonomy is a classification system. Tags are the elements in a taxonomy. By associating clients with particular tags, this enables the system creating dimensions for reporting based on those tags. One potential tag would be the payor that the client is associated with. Another might be a particular class of patient.
42 -
43 43  (((
44 -MISCELLANEOUS
25 +====== **MISCELLANEOUS** ======
45 45  
46 -
47 47  [[Batch Uploads>>doc:Batch Uploads]]
48 48  
49 49  [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
50 50  
51 -[[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]
31 +[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
52 52  
53 53  [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
54 54  )))
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103 103  (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
104 104  )))
105 105  
106 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
86 +[[Shared Report>>doc:Shared Reports]]
107 107  
108 108  (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
109 109