How To Manage Unit Assigned Roles (3.3)

In version 3.3 we have added the concept of Assigned Roles to allow you to grant a role, and all users who have that role, membership to the unit.

The purpose of this is to allow a specific role to have access to the unit, as opposed to individual users, simplifying individual user management over time.

This new feature may require initial set up of new roles, but will provide continuity as individual employees and students move across units within the hospital.

How do I create or modify a Role in VetView?

A Role is a set of privileges within the Hospital or Lab to grants access to screens and functions within VetView.  Roles are created and managed under the Role Management Screen. (For more details on Role Management in VetView 3.3 please see the Role Management (3.3) page.)

In previous versions of VetView, a role could be assigned to individual people.  In VetView 3.3 we have added the ability to link a role to a unit within the Hospital, allowing any user with the role to become a member of the unit.

The role itself must still have certain privileges to perform actions within the unit.  For example, if you create a role that cannot see the Pharmacy screens, then those screens will remain hidden even if you add them to a unit associated with the pharmacy (e.g. allowing Inventory access to the pharmacy, but not prescription access.)

How should I name my new Unit Roles?

To differentiate these Unit Roles from your existing user roles, you can duplicate the roles and then rename them using a new naming convention, such as adding Unit in front.

In this example, we will copy the existing Student Access role, and rename it to "Unit Hospital Student Access."

Modify the privileges to be only things that every student can do for any unit to which this role is assigned.   For example, all students can view a client record, view an admission, view a schedule and add themselves to the schedule, and access requests, etc.

By using a unique naming convention, you can create a series of Unit roles that are easy to find and modify in the future.

What privileges should I assign to the new Unit Roles?

Since the new unit roles grant membership to the unit, any privileges included should be related only to the purpose of the role.

For example, a role being created for inventory staff should only have inventory privileges that will apply to all inventory areas in the hospital.  Access to labs, to patient data, pharmacy, client data, etc has been left out.

How do I assign a Role to a Unit?

Unit Assigned Roles are handled on the Hospital Setup > Unit Setup screen, on the Assigned Roles tab.  (For more details about the new Assigned Roles tab, please go to Assigned Role Tab in 3.3 page.)

Click on the Add button.  Search for the Unit Roles you recreated under the Role Management screen.

For the new Unit Hospital Student Access role we created, we do not need to add any additional rights to the role, as this is simply granting unit access for any students with the role.

For the new Unit Inventory Staff role, we will give any user with this role permission to modify the inventory and perform an inventory transfer to the Inventory Locations within this unit.

All roles within the unit will display the elevated privilege the role has within the unit.

Individual users can also still be assigned to the unit using the Assigned Users tab.

How do I know what roles and units an individual user has access to?

Under the User Management screen, any roles and units that the user has access to will display under their Hospital Options tab.  (For more information about User Management in VetView 3.3 please see the User Management (3.3) page.)

First, assign the privilege to the user under the Privileges tab.  In this example, our student will be given the Unit Hospital Student Access role.

Click on the Save button.  (You may need to reload the screen after Saving to apply the changes.)

Now under the Hospital options tab, the user will show their Unit Hospital Student Access role under the Assigned Roles section.

If the user does not have any assigned units under their user name, then only the units linked by the Assigned Roles will display.

For the example of our Unit Inventory Staff. they can perform the Inventory functions of all the units to which their role has been assigned, but they do not have any other unit rights.