Users

Submitted by Guest on Sat, 10/08/2019 - 10:26

Users are set up and maintained via Administration - Users.

Each user has:

a login name and password
categories
roles
a level

These determine what the user can do. See User Requirements for the requirements of particular users.

User Groups can also be created via Administration - Groups. These are used only to allow messages to be sent to multiple users and cannot be used to set categories and roles for groups of users.

Login

All users have a Login Name and a Password. Note that:

Only administrators can set passwords
There is no block in the system against multiple people logging on to the system at the same time with the same Login Name - that is if you choose to operate with logins that reflect functions (such as reception, pharmacy, and nurse) rather than names, then there will be no problem with multiple people logging on as 'reception' at the same time. However, in this environment there will be less tracking of who did what since a number of different individuals will be using the same login name.

Names and Descriptions

All users have a name and a description. The name can be anything, e.g. GB, George Brown, or Dr George Brown. However, there is benefit in using short names (like GB), particularly for clinicians, because it makes it easier to quickly enter the clinician. This is particularly easy if each clinician's name starts with a different letter. If you are using short names, then the user's description should be set to the full name, eg Dr George Brown or even Dr George Brown BSc(Vetbiol), BVMS(Hons). This can then be displayed on forms and certificates.

Colours

All users have a 'colour' which determines how their names are highlighted on certain screens - notably the Scheduling, Work List, and Rostering screens.

Roles

Roles define what users can do. A user can have multiple roles.
Each role has a list of authorities.
Authorities define the operations that may be performed to an archetype or set of archetypes.
There are typically create, save, and remove authorities defined e.g.:
- Appointment Create - enables the user to create appointments
- Appointment Save - enables the user to save (i.e. modify) appointments
- Appointment Remove - enables the user to delete appointments
Additional roles can be defined using Administration - Roles.
Additional authorities can be define using Administration - Authorities.

User Roles

The following roles are included for web application users:

Role	Authorities
Administrator Perform all operations.	All
Base Role The base role for all web application users. With the exception of the Administrator and Online Booking roles, all users should be granted this role.	Limited set of authorities required by all users
Account Manager Manage customer accounts	Customer Balance Create Customer Balance Save Customer Charges Remove Customer Order Act Remove Customer Payments Remove Customer Refund Create Customer Refund Remove Customer Refund Save Customer Return Act Remove Till Balance Adjustment Create Till Balance Adjustment Save Till Balance Remove
Account Administrator Administer customer accounts If a user is granted this role, they should also be granted Account Manager	Bank Deposit Remove Customer Account Act Create Customer Account Act Remove Till Balance Adjustment Remove
Clinician Create and remove Prescriptions	Patient Prescription Create Patient Prescription Remove
Insurance Claims Create and remove Insurance Claims	Patient Insurance Claim Create Patient Insurance Claim Remove Patient Insurance Claim Save Patient Insurance Claim Attachment Create Patient Insurance Claim Attachment Remove Patient Insurance Claim Attachment Save Patient Insurance Claim Condition Create Patient Insurance Claim Condition Remove Patient Insurance Claim Condition Save
Practice Manager Manage all customer and patient information	Customer All Acts Create Customer All Acts Remove Customer All Acts Save Patient All Acts Create Patient All Acts Remove Patient All Acts Save
Schedule Manager Create and update Calendar Blocks and Shifts	Calendar Block Create Calendar Block Save Shift Create Shift Save
Schedule Administrator Remove Calendar Blocks and Shifts If a user is granted this role, they should also be granted Schedule Manager.	Calendar Block Remove Shift Remove
Stock Manager Manage Product Batches, Adjustments, Transfers, Orders and Deliveries, create and update Suppliers.	Product Batches Create Product Batches Remove Product Batches Save Product Doses Save Product Prices Save Stock Transaction Create Stock Transaction Remove Stock Transaction Save Supplier All Acts Create Supplier All Acts Save Suppliers Create Suppliers Save
Stock Administrator Manage Products, remove Supplier Orders and Deliveries, remove Suppliers If a user is granted this role, they should also be granted Stock Manager.	Product Doses Create Product Doses Remove Product Prices Create Product Prices Remove Products Create Products Remove Supplier All Acts Remove Suppliers Remove

System Roles

The following roles are defined for system users, such as plugins or web services.

Role	Authorities
Online Booking Make appointments This is a restricted role for users created to enable external services to make online bookings (e.g. PetYeti, Vetstoria). For the purposes of online booking services, only this role is required.	Authority to Create Appointment Authority to Save Appointment Authority to Create Act Relationships Authority to Save Act Relationships Authority to Create Participations Authority to Save Participations

Role

Authorities

Online Booking

Make appointments

This is a restricted role for users created to enable external services to make online bookings (e.g. PetYeti, Vetstoria).
For the purposes of online booking services, only this role is required.

Authority to Create Appointment
Authority to Save Appointment
Authority to Create Act Relationships
Authority to Save Act Relationships
Authority to Create Participations
Authority to Save Participations

Levels

Each user has a 'level' from 0 to 9. Reports also have a level. A user cannot run a report with a level higher than their own.

User Requirements

Different sorts of users have different Category and Role requirements.

User	Categories	Roles
Account Administrators		Account Administrator Account Manager Base Role
Account Managers		Account Manager Base Role
Administrators	Administrator	Administrator
Clinicians	Clinician	Clinician Insurance Claims Base Role
Nurses	Nurse	Insurance Claims Base Role
Practice Managers		Practice Manager Base Role
Receptionists	Reception	Base Role
Schedule Administrators		Schedule Administrator Schedule Manager Base Role
Schedule Managers		Schedule Manager Base Role
Stock Administrators		Stock Administrator Stock Manager Base Role
Stock Managers		Stock Manager Base Role

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