Role Management

Role Management is the primary screen to define your hospital and lab access roles.  Because VetView contains hundreds of individual privileges, it is impractical to manually assign them to each individual user.  Thus, the privileges can be grouped into 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 Search

The 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 Role

Click 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 Role

To 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 Info

After 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 (allows the user to see the screen)
• Feature or Button Access (displays a button or section of the screen, or adds the option to the right click menus)

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 Details

Additional 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 Changes

When 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 Updates

Privilege 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.