Wiki source code of Administration

Version 15.1 by sghareeb on 2014/06/14 18:04
Show last authors
1 Setting up access and use of the OA-SMR application requires the following essential administrative actions
2
3
4
5 **What is [[__Role Creation__>>doc:Role Creation]]?**
6
7 * (% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)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.
8
9 **What is [[__User Creation__>>doc:Administration: User Creation]]?**
10
11 * User Creation allows you to create access information for specific users - name, user name, email address, password
12
13 **What is [[__Role Assignment__>>doc:Role Assignment]]?**
14
15 * 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) .(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)
16
17 **What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?**
18
19 * 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.
20
21 **What is [[Client Creation>>doc:Client Creation]]?**
22
23 * Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
24 * Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
25
26 **What is [[Responsibility Creation?>>doc:Responsibility Creation]]**
27
28 * Responsibility Creation involves relating staff, clients, and organizational units.
29 * 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).
30 ** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
31 ** a staff person and [[__Clients__>>doc:Clients]]
32 ** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/supervisor-responsibilities.html]]
33
34 **What is [[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]?**
35
36 * 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.