Example: Second level admin for involvements

Admin can give supervisors and selected managers a role that will enable them to reopen, edit and delete Involvements.

To set this up, add the following:

Role name: Manager Role – Involvements

You will need to assign Staff Members to the new Manager Role. Click the Role name and select the Staff Members tab to do this.

Access Principle title: Can edit, delete and reopen Involvements

Description: Supervisors with permissions to edit, delete and reopen Involvements.

Note: You could separate these out into the individual edit, delete and reopen functions if you needed to give supervisors one function and not all three.

Click on the Access Principle name to edit and assign the Role.

Next, set up the Access Control, starting with the Access Control Tree.

Click on the + to expand the Involvements Module, then the Involvements Module View Page. You will see the three options to turn on or off for specific Access Principles:

• Involvements Module View Page Edit Button
• Involvements Module View Page Reopen Button
• Involvements Module View Page Delete Button

Click on the individual row and turn on for the Access Principle Can edit, delete and reopen Involvements.

When the new Manager Role (above) has been assigned to a Staff Member, the Actions button on the Involvements screen of a Service User record will be displayed and they will be able to edit, reopen and delete Involvements as needed.