To set up permissions for Client Outcomes, go to the Manage Permissions screen.
Home > Administration > Security > Permission Manager
Admin can select the Client Outcomes tab, and then select the Role Name.
This allows Admin to set up permissions for the Client Outcomes tabs (Goals, Progress Notes, Outcomes, Documents) and manage the administration tab.
The Permissions are:
Read: Will show the tab in read-only mode. There is no edit button.
Create: Can create a new document or note.
Update: Can update an existing document or note.
Delete: Allows a staff member to delete notes or documents.
Admin can also set up permission to that role for:
- Access to the administration tab
Find out about the Goals & Outcomes module here.