Staff Code Priorities

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Beverly Camron Bell
5 years ago
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1 ppendix : Staff ode Priorities Page 1 of 5 Staff ode Priorities Staff priorities provide security levels for access to Needles. The following table lists the functions that may be assigned a priority level and defines the access level given by each priority. Sample Priority Scenarios: llow staff to access only those cases to which they are assigned: Give the staff a priority in ase Entry. In order for the staff to access the case, their code must appear in position 1-10 on the case tab. If they are assigned a or priority on other case-related functions, they will be able to modify the remainder of the tabs in the case folder. Note that they will not be able to modify information that appears on the case tab, including the case user-defined fields, and they will not be able to add new cases to Needles. You can change the meaning of the priority for case entry in your system to allow add/modify rights for only those cases to which the staff are assigned. See Section 1, hapter 3: Needles Properties and Peripheral Settings for details on how to set the Restricted ase Entry default. lso keep in mind that setting a priority for case entry will have an affect on syncing information with Outlook. See Section 2, hapter 4: Staff irectory, subsection Outlook Preferences for additional information on how staff priorities impact the Outlook integration. Restrict staff from modifying calendar entries of other staff: Give the staff a priority in alendar. They will be able to access only the calendar for the staff selected as the default in their Staff Preferences. Note that while this restricts staff from modifying other staff s calendars, it also prohibits them from viewing the appointments for other staff. Restrict the staff from viewing messages for other staff: Give the staff a priority in Messages. They will be able to access only their own messages. Needles function Priority efinition of Priority Party Entry add, modify or delete parties add or modify parties (no delete) view all parties (no add, modify or delete) no access to party information ase Entry add, modify or delete case information (including deleting cases from the system. add or modify case information (no delete) view all case tab information (no add, modify or delete) view only those cases to which staff person is assigned (no add, modify or delete), cannot modify the case tab or case user-defined fields no access to case information Mass Update full access to Mass Update no access to Mass Update WE Status Selection full access to select web status checkboxes for web status export no access to select web status checkboxes for web status export lose and Re-open ases close or re-open cases not authorized to close or re-open cases efine ompanion ases add, modify or delete companion case groups add or modify companion case groups (no delete) view only companion case groups (no add, modify or delete) not authorized to access this function ase Notes add, modify or delete case notes add or modify case notes (no delete) view all case notes (no add, modify or delete) no access to case notes hecklist add, modify or delete checklist items add or modify checklist items (no delete) view checklist items (no add, modify or delete) no access to checklist Modify LIM ate add, modify or delete LIM in all cases add or modify LIM in all cases (no delete) view LIM in all cases (no add, modify or delete) no access to LIM (same as ) Select ocuments generate form documents

2 ppendix : Staff ode Priorities Page 2 of 5 Value Entry Insurance Entry Negotiation Entry ounsel Entry Police Entry ocument Tab Entry User efined Tab Entry 1 User efined Tab Entry 2 User efined Tab Entry 3 User efined Tab Entry 4 User efined Tab Entry 5 User efined Tab Entry 6 User efined Tab Entry 7 User efined Tab Entry 8 User efined Tab Entry 9 User efined Tab Entry 10 no access to form letters add, modify or delete value items add or modify value items (no delete) view all value items no access to value items or value reports [if assigning this priority; should also consider strict priorities on user-defined reports as well.] add, modify or delete insurance information add or modify insurer information (no delete) view all insurance information (no add, modify or delete) no access to insurance information add, modify or delete negotiation information add or modify negotiation information (no delete) view all negotiation information (no add, modify or delete) no access to negotiation information add, modify or delete counsel information add or modify counsel information (no delete) view all counsel information (no add, modify or delete) no access to counsel information add, modify or delete police information add or modify police information (no delete) view all police information (no add, modify or delete) no access to police information add, modify or delete document tab information add or modify document tab information (no delete) view all document tab information (no add, modify or delete) no access to document tab information add, modify or delete information on user defined tab 1 add or modify information on user defined tab 1 (no delete) view all user defined tab 1 information (no add, modify or delete) no access to user defined tab 1 information add, modify or delete information on user defined tab 2 add or modify information on user defined tab 2 (no delete) view all user defined tab 2 information (no add, modify or delete) no access to user defined tab 2 information add, modify or delete information on user defined tab 3 add or modify information on user defined tab 3 (no delete) view all user defined tab 3 information (no add, modify or delete) no access to user defined tab 3 information add, modify or delete information on user defined tab 4 add or modify information on user defined tab 4 (no delete) view all user defined tab 4 information (no add, modify or delete) no access to user defined tab 4 information add, modify or delete information on user defined tab 5 add or modify information on user defined tab 5 (no delete) view all user defined tab 5 information (no add, modify or delete) no access to user defined tab 5 information add, modify or delete information on user defined tab 6 add or modify information on user defined tab 6 (no delete) view all user defined tab 6 information (no add, modify or delete) no access to user defined tab 6 information add, modify or delete information on user defined tab 7 add or modify information on user defined tab 7 (no delete) view all user defined tab 7 information (no add, modify or delete) no access to user defined tab 7 information add, modify or delete information on user defined tab 8 add or modify information on user defined tab 8 (no delete) view all user defined tab 8 information (no add, modify or delete) no access to user defined tab 8 information add, modify or delete information on user defined tab 9 add or modify information on user defined tab 9 (no delete) view all user defined tab 9 information (no add, modify or delete) no access to user defined tab 9 information add, modify or delete information on user defined tab 10 add or modify information on user defined tab 10 (no delete) view all user defined tab 10 information (no add, modify or delete) no access to user defined tab 10 information ase Status full access to view the ase Status tab

3 ppendix : Staff ode Priorities Page 3 of 5 RM Tab Time Tracking hange Party Name hange ate of Incident hange lternate ase Number hange ase Type Request hecks Export hecks hange ccounting Name Link WE User I/Password ase Type irectory User efined Screens Primary hecklist irectory uxiliary hecklist irectory Staff odes onfigure Outlook Sync onfigure Messages To Tasks no access to view the ase Status tab add, modify or delete RM tab information add or modify RM tab information (no delete) view all RM tab information (no add, modify or delete) no access to RM tab information add, modify or delete Time tab information add or modify Time tab information (no delete) view all Time tab information (no add, modify or delete) no access to Time tab information full access to hange Party Name Utility not authorized to change party name full access to hange OI Utility not authorized to change OI full access to hange lternate ase Number Utility not authorized to change alternate case number full access to hange ase Type not authorized to change case type request, modify or delete checks from the requestor screen not authorized to request checks export, modify or delete checks from the export screen not authorized to export checks full access to hange ccounting Name Link no access to hange ccounting Name Link add, modify or delete Web User Is and Passwords add or modify Web User Is and Passwords (no delete) view Web User Is and Passwords (no add, modify or delete) no access to Web User Is and Password information add, modify or delete case type/matter code directory add or modify case type/matter code directory (no delete) view case type/matter code directory (no add, modify or delete) no access to case type/matter code directory add, modify or delete user defined screens in the case type directory add or modify user defined screens in the case types directory (no delete) view user defined screens in the case type directory no access to user defined screens add, modify or delete primary checklist directory add or modify primary checklist directory (no delete) view primary checklist directory no access to primary checklist directory add, modify or delete auxiliary checklist directory add or modify auxiliary checklist directory (no delete) view auxiliary checklist directory no access to auxiliary checklist directory add, modify or delete staff codes, priorities and preferences modify your password and preferences (cannot add new staff) view only your password no access to staff codes full access to configuration area (in Staff Preferences) for syncing with Outlook. no access to configuration area (in Staff Preferences) for syncing with Outlook. full access to configuration area (in Staff Preferences) for receiving Needles messages as . no access to configuration area (in Staff Preferences) for receiving Messages as . add, modify or delete tasks in the Tasks irectory add or modify tasks in the Tasks irectory (no delete) view Tasks in the Tasks irectory no access to Tasks irectory

4 ppendix : Staff ode Priorities Page 4 of 5 lass odes Value odes Modify TF Value ode Provider Names Search & Replace Provider reate ocuments reate Settlement Memo efine User Reports Mini irectories User efined Mini irectories efine heck Export Standard Reports Management Reports Settlement Memo Version Information System Information alendar Entry add, modify or delete class codes add or modify class codes (no delete) view class codes no access to class codes add, modify or delete value codes add or modify value codes (no delete) view value codes no access to value codes full access to modify TF value code no access to modify TF value code add, modify, or delete providers add or modify providers (no delete) view providers no access to providers full access to search and replace provider no access to search and replace provider create, modify or delete documents create or modify documents (no delete) view documents not authorized to create documents full access to settlement memos create or modify settlement memos (no delete) no access to create settlement memos create, modify, delete or generate user-defined reports add or modify user-defined reports (no delete) view user defined reports no access to user-defined reports add, modify or delete mini directory codes add or modify mini directory codes (no delete) view mini directory codes no access to mini directories add, modify or delete user mini directory codes add or modify user mini directory codes (no delete) view user mini directory codes no access to user mini directories full access to efine heck Export Utility no access to define check export full access to all standard reports limited access to reports that include a Staff filter to only allow selection of staff person's own staff code no access to standard reports full access to management reports (this includes the uditing Reports) limited access to reports that include a Staff filter to only allow selection of staff person's own staff code no access to management reports (this includes the uditing Reports) full access to run Settlement Memos no access to run Settlement Memos delete version information entries view version information full access to Needles properties no access to Needles properties add, modify or delete calendar entry add or modify calendar entry (no delete) view calendar entries (no add, modify or delete) limited access to edit or view only the calendar for the staff selected as the default in their Staff Preferences

5 ppendix : Staff ode Priorities Page 5 of 5 Message System ase Intakes Import ases/intakes Export ases/intakes Import ase Type Export ase Type Export WE Status Replace ocument's Path Zip ode Maintenance no access to calendar add, modify or delete messages add or modify messages (no delete) view messages add, modify or delete staff person's own messages only. no access to messages full access to create ase Intakes add or modify ase Intakes read only for ase Intakes can only access intakes assigned to staff person; they can dd/modify their own intakes but not delete. no access to ase Intakes full access to Import ases/intakes no access to Import ases/intakes full access to Export ases/intakes no access to Export ases/intakes full access to Import ase Type no access to Import ase Type full access to Export ase Type no access to Export ase Type full access to Export Web Status partial access (no delete capability) to Export Web Status no access to Export Web Status full access to Replace ocument's Path Utility no access to Replace ocument's Path Utility add, modify or delete information in the Zip ode irectory add or modify information in the Zip ode irectory (no delete) view Zip odes in the Zip ode irectory no access to the Zip ode irectory

Chapter 2: Standard Reports

Page 1 of 20 Chapter 2: Standard Reports Needles has many built-in reports, called standard reports, which provide useful case management information. Some of the reports organize the information from