Individual User Permissions
ResiDex has fine grained controls called Staff Roles that allow administrators to set exactly what each staff member can view, add to or change within ResiDex.
Authorized users may control the permission & access levels of other users, allowing you to control what each of your users can individually see and do.
In RTasks.net, you can view a user's permissions under the People>Staff Section, by opening an individual user's Staff Profile. User's permissions are broken down across a few sections: Provider Type, Login & Access, Resident Data Access, Staff Data Access, Other Roles.
|Each user must have a 'Provider Type' - the list of provider types is customizable per client and may be different than shown here. A user's Provider Type determines what services they are / are not able to see e-chart, what charting restrictions may be in place for the user (how far back / ahead of time they can e-chart services or medication passes), and what reports the user will have access to.|
Login & Access
The Login & Access section will allow you to specify if a user can login to RTasks.net, and if so, are they restricted from what physical locations they cal log into RTasks.net from, and which locations they can access (if you have more than one campus).
Resident Data Access
In the Resident Data Access screen, we can specify what types of resident data a user can view and edit. We can also specify if a user only has access to certain residents within a campus; this feature is typically used to grant access to third party care providers like hospice staff, pharmacy techs, rounding doctors, or others who only should have access to health care information for certain individuals.
Staff Data Access
In the Staff Data Access screen, we can specify what types of Staff data a user can view (for other staff members).
Additional permissions can be granted in the 'Other Roles' section.
Staff Roles in Desktop ResiDex
You manage permissions for a ResiDex User from that user's "Staff Roles" screen. You can access the staff roles screen by:
Keep in mind when granting Staff Roles
There are a number of different ways of giving a staff member new permissions. The different methods of adding roles allow you to speedily give new permissions to a user, and have exact control over what permissions they will or will not have. Keep in mind when giving roles to users:
Start with as few roles as possible - It is a good security practice to limit the roles a user has to just what is needed.
Standard Roles - Nearly all ResiDex users start with roles 0, 1 and 2, though your policy may vary.
Limit access to key Roles - The following roles control sensitive aspects of ResiDex and should only be granted to people who have specific responsibility and training:
- #15 - Staff Set Roles - This role is the master key to ResiDex.
- #13 - Campus Supervisor - This role enables many settings that change how ResiDex works.
- #6 - Global Service List - This role allows you to change records on the global service list. These records control numerous aspects of service plans, agreements, and billing. This role requires specific training, but even with training, please call Tenx Systems for assistance when complex changes are needed to the Global Service List.
Adding Roles to a User
Using the Role Wizard
When in the "Staff Roles" section of a staff member's profile, the Role Wizard buttons let you add commonly used roles with one click.
Copying roles from another user
When in the "Staff Roles" section of a staff member's profile., click on the 'Copy Roles' button. This shows a list of all of your staff members, past and present. Click on a staff member's name; this will copy and paste the roles from one staff member to the other. Then, review the roles assigned to ensure that these are the roles that are needed.
Adding roles one at a time
When in the "Staff Roles" section of a staff member's profile, click on the "New" button, and add a specific desired role.
Removing Staff Role(s)
How to remove a Role
If you want to take away permissions from a user, you can do this easily.
When in the "Staff Roles" section of a staff member's profile, Click on the record selector (to the left of the role you wish to delete), then press the delete key on your keyboard. This Staff Role will now be removed for this user.
Role changes are Logged for security
Whenever roles are added or removed (granted or revoked), a record of this action is created. The history for a single user's role changes can be accessed from the Staff Roles screen using the "Role History" button.
Review the list of roles in the "Master Role List". The role names and descriptions are intended to be reasonably obvious and should provide the information you need to set up a person's permissions.
Find out what Role is required to use a feature
If you have permissions to view a screen or report, you can see what permissions are required for others to access it. Open the screen or report and use the shortcut key CTRL+R. This will display what role or roles will provide access to the screen or report. Information about what role is required to view a report is also available on the Master Report List.
Role change history (who added users and granted them roles to access the database) is recorded in the database. The report "Staff Role History" gives all role changes over a specified period of time. The role history for a specific user can be found by clicking "Role History" on a given staff member's Staff Roles screen.