Overview
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Navigating to the Role Management screen
To access the Role Management screen, click on “Navigation” option and in the “User Account and Setup Data” section click on the “Role Management” option.
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On the Role Management screen, you will find:
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Roles Search section where you can search for existing roles by entering the role name and clicking on the Search button.
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| title | Add a New Role |
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- To add a new role in VetView click on the “Add Role” button. You will be redirected to the “Role Info” page.
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- You can also assign Individual privileges based on a section or functionality by checking the appropriate check box. Once you have made your assignments, click on the “Save” button to save the information.
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| title | Duplicate a Role |
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- To create a role based on another role, select the existing role from the grid and click on the “Duplicate Role” button. The “Role Info” page will be displayed. You can rename the duplicate role in the “Name” field, edit privileges and save the changes.
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larger Roles, and then the roles associated to the users based on the tasks they must accomplish within VetView. Under User Management, you can assign these roles. For users who must have access to a specific function outside of their role, you can also grant access to individual privileges in addition to roles. Roles are also how access to certain pharmacy functions are linked, and how documents and requests are verified in the Catalog system. For example, a Pharmacist role would have access to all Pharmacy screens, and then within each Pharmacy, be granted the rights to issue prescriptions. A Faculty role would have supervisory privileges within the medical record, and be granted the rights to Verify Documents on episodes. Role SearchThe Role Management page loads on the Role Search screen, which contains a list of all current roles in alphabetical order. You can also search by role name.
Add New RoleClick on Add New Role to create a role from scratch. The Role Info screen will load. Enter in a unique name for the new role, then click Save. The description is optional, but can be used for additional details about the role.
Duplicate RoleTo create a clone of an existing role, select the row of the role and click duplicate. Role Info will load with all the privileges checked. Add the new privileges or remove them, give it a different name, and click on Save. This can be useful for creating a variant of a role with slightly different access, such as Hospital Cashier vs Pharmacy Cashier. Role InfoAfter creating a new role, editing one, or duplicating one, the privilege asssignment screen Role Info will load. Privileges are grouped into three sections: Lab Privileges, Hospital Privileges, and Common Privileges. A user must have at least one role assigned to be able to log in. A common practice is to have a very basic "Everyone" role that grants, at a minimum, access to the Home screen, the Hospital or Labs module, and VetView's internal mail. Additional roles can be granted based on the level of the individual user's system access needs. Privileges themselves come in two different types:
Screen access without any of the feature access privileges can be used to create a View Only version of the screen, such as for students who have not yet started clinical rotations but still need to learn the system.
View Privilege DetailsAdditional details and descriptions about each role are stored in a mouse over action. Hover the mouse above the role to view which screen or specific button it controls.
Role ChangesWhen a role has privileges adjusted, it will impact the access of the users with that role going forward. If a new privilege has been added, the user must log out of VetView and log back in for the privilege change to take effect, as their access rights are built during the login process. Privilege UpdatesPrivilege changes in VetView may occur with each version update. These changes will be called out in the patch notes when they appear. VetView tries to avoid the need to delete privileges or add too many new ones, and may instead add new features to an existing privilege. Please check the Version 2.1 Release Notes for the most recent changes and updates to privileges. |
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