Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 49.1 Icon
edited by karimpirani
on 2014/06/27 12:07
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To version Icon 45.1 Icon
edited by karimpirani
on 2014/06/26 18:25
Change comment: There is no comment for this version

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6 6  
7 7  OVERVIEW
8 8  
9 -__[[Role Creation>>doc:Role Creation]]__
10 10  
10 +What is [[__Role Creation__>>doc:Role Creation]]?
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 +
12 12  What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
13 13  
14 14  * 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.
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32 32  * 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).
33 33  ** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
34 34  ** a staff person and [[__Clients__>>doc:Clients]]
35 -** a staff person and another staff person, e.g. [[__Supervisor Responsibilities__>>doc:Supervisor Responsibilities]]
37 +** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
36 36  
37 37  What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
38 38  
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39 39  * 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.
40 40  
41 41  (((
42 -====== __**MISCELLANEOUS**__ ======
44 +MISCELLANEOUS
43 43  
46 +
44 44  [[Batch Uploads>>doc:Batch Uploads]]
45 45  
46 46  [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
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100 100  (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
101 101  )))
102 102  
103 -[[Shared Report>>doc:Shared Reports]]
106 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
104 104  
105 105  (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
106 106