Wiki source code of Responsibility Creation

Version 10.1 by karimpirani on 2014/07/07 15:11

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2 What is Responsibility Creation?
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4 * Responsibility Creation involves relating staff, clients, and organizational units.
5 * 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).
6 ** a staff person and an [[__Organization__>>url:http://wiki.objectivearts.com/bin/view/Documentation/Organizational+Units+Definition]]
7 ** a staff person and [[__Clients__>>url:http://wiki.objectivearts.com/bin/view/Documentation/Clients]]
8 ** a staff person and another staff person, e.g. __[[Supervisor Responsibilities>>url:http://wiki.objectivearts.com/bin/view/Documentation/Supervisor+Responsibilities]]__
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11 Responsibility creation is similar to / synonymous with "Visibility." As you will notice through the instructions below, administering responsibilities is effectively a way to determine various levels of visibility, authority, and credentials for the numerous users in your organization. Through the defining and assigning of responsibilities, Admin Users can essentially dictate the abilities of staff/users at distinct levels. Since this is the case, you must first complete the Role Creation aspect of your organization and then move into this process.
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14 Use the following procedure for administering staff responsibilities:
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17 ~1. In the Administration Menu, click on the "Responsibilities..." option, as shown below.
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19 [[image:responsibility creation 1.PNG]]
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23 1.1 This will display the screen shown below. On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
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25 1.2 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.
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27 [[image:responsibility creation 2.PNG]]
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30 2. To administer (whether you are adding new or removing existing) responsibilities, begin by selecting the staff person whose responsibilities you are looking to alter.
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32 2.1 Selecting that staff member (by double clicking on their name) will cause their information to present itself in the right pane. Below, for example, we selected John Doe.
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34 [[image:responsibility creation 3.PNG]]
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38 3. Now that you have the staff member pulled up and can see the role(s) assigned to them, you can begin creating responsibilities for them.
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40 3.1 Note that there are 4 different types of responsibilities which you can choose to alter. Hence, you will notice 4 tabs below the staff member's information, as seen below.
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42 [[image:responsibility creation 4.PNG]]
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44 3.2 Responsibility types
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47 * Org Unit:
48 * Staff:
49 * Client:
50 * Rpt Unit:
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