Access Staff Health page through the patient/ staff drop-down menu.

Allows the user to view their own history

Allows the user to edit their details

Allows the user to view demographic details

Allows the user to view the patient summary

Allows the user to print the staff health summary

Access the Inbox through the patient/ staff drop-down menu.

Allows the user to access the Admission Inbox

Allows the user to edit file in the Admission Inbox

Allows the user to access the Laboratory Test Inbox

Allows the user to edit file in the Laboratory Test Inbox

Allows the user to access the Pharmacy Inbox

Allows the user to edit file in the Pharmacy Inbox

Allows the user to access the Surgical Procedure Inbox

Allows the user to edit file in the Surgical Procedure Inbox

Allows the user to access the Radiology Result Inbox

Access the Events & Activities page through the patient/ staff drop-down menu.

Allows the user to access the Event Details in Admission files

Allows the user to edit the Event Details in Admission files

Allows the user to access the Event Details in Central Line Insertion files

Allows the user to edit the Event Details in Central Line Insertion files

Allows the user to access the Event Details in Patient Detail files

Allows the user to edit the Event Details in Patient Detail files

Allows the user to access the Event Details in Pharmacy files

Allows the user to edit the Event Details in Pharmacy files

Allows the user to access the Event Details in Radiology Result files

Allows the user to edit the Event Details in Radiology Result files

Allows the user to access the Event Details in Laboratory Test files

Allows the user to edit the Event Details in Laboratory Test files

Allows the user to access the Event Details in Surgical Procedure files

Allows the user to edit the Event Details in Surgical Procedure files

Allows the user to access the Event Details in Device files

Allows the user to edit the Event Details in Device files

Allows the user to access the Event Details in Observation files

Allows the user to start a new hand hygiene audit session

Allows the user to edit their own hand hygiene audit session

Allows the user to delete their own hand hygiene audit session

Allows the user to view hand hygiene audit sessions that others have created

Allows the user to edit hand hygiene audit sessions that others have created

Allows the user to start a compliance audit

Allows the user to view their own compliance audits

Allows the user to edit their own compliance audits

Allows the user to delete their own compliance audits

Allows the user to view their own compliance trend

Allows the user to edit their own activities

Allows the user to view own risk matrix

Allows the user to edit their own audit definitions

Allows the user to define audits

Allows the user to view other users’ compliance audits

Allows the user to edit other users’ compliance audits

Allows the user to delete other users’ compliance audits

Allows the user to view other users’ compliance trends

Allows the user to edit other users’ activities

Allows the user to edit other users’ risk matrix

Allows the user to access the Icon Wall, by clicking the New File navigation button, and enter a new file.

For SafetyHuddles, this allows the user to access the Huddles navigation button.

Enables the Save as Incomplete option, which appears in the More Actions button when submitting a file.

Enables the Submit & Copy option, which appears in More Actions button when submitting a file. When using this function the user is prompted to create a folder; although not required, consider allowing users to create folders if they can submit and copy files.

You must enable this role function and have the Common module general system parameter “ALLOW_ANONYMOUS” and/or “ALLOW_ANONYMOUS_MODE” set to True, to allow users access to forms selected on Icon Wall. If only GSPs are set to True and this box is not selected, users will receive the error message “Sorry, but you are not authorized…” . (See General System Parameters List for details).

Displays the Insurance grid. When this function is not enabled, the “You don't have rights to access insurance” message appears in the Insurance section. To add or make edits to the policies listed in the insurance grid, the Insurance Lookup function must also be enabled.

Displays the Transactions grid and allows the user to filter, view, add or modify claim transactions. When this function is not enabled, the following message is displayed in the Transaction section: “You don't have rights to access transactions.”

Description

This function enables the File Submission Tracker icon to be displayed on the left navigation bar. By default, this option is enabled for all licenses except Anonymous roles.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this allows users to open and view files in read-only mode. The Open link is enabled anywhere a file list is displayed (search results, File InfoCenter, report drill-down, etc.). If this function is not enabled, when the user attempts to access a file from links available in an in-system alert or email notification the message “Not Authorized” displays. For RL6:Infection, the Edit File function must also be checked in order to view files. This role function is also used to allow users to access FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases. through the patient/ staff drop-down menu.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this displays the file management form in edit mode. For RL6:Infection, it is used with the View File function to open and view files. This function also allows the user to access the Export page for NHSNThe National Healthcare Safety Network (NHSN) is a voluntary, secure, web-based surveillance system that integrates and expands legacy patient and healthcare personnel safety surveillance systems managed by the Division of Healthcare Quality Promotion (DHQP) at CDC. reporting purposes and to create a new file through the patient/ staff drop-down menu.In order to select this function, you must also select the View File function.

The Copy to New File action appears in the More Actions menu when an existing file is open.

Allows users to close a file and modify the status of a closed file. The Close link is enabled anywhere a file list is displayed.

Allows users to close files that have incomplete mandatory fields.

Note: in Safety Huddles, this would require re-opening a file first.

When enabled, the user can close files regardless of open tasks. When disabled, users are prevented from closing files with open tasks.

When enabled, users can close files regardless of sign-offs. When disabled, users are prevented from closing files without at least one sign-off.

Allows users to mark a file for deletion. The Delete link is enabled anywhere a file list is displayed (Search results, File Info Center, etc).

Allows users to re-open a file that is marked as closed. The Re-Open link is enabled anywhere a file list is displayed.

Allows users to restore deleted files. The Un-Delete link is enabled anywhere a file list is displayed.

Allows users to edit and save files in the Closed state.

Enables the Change File Type option, which appears in More Actions button when managing a file.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this allows users to upload and associate electronic documents to a file; when enabled, the Add link in the special attachments grid (which may appear in the submission of management form) is active. For RL6:Infection, this enables the Add Event Attachments link in the surveillance file.

Note: attaching many large files to an event report will impact the database size and growth estimates, as the attachments themselves are stored in the RL6 database. To minimize this impact, consider recommending best practices (e.g. file types, size limits, when supportive files are necessary) for attaching files to your users. 
For more information on database storage requirements, see RL6 Installation Considerations and  Deployment Guide.

When checked, this function allows users to remove attachments (event attachments for RL6:Infection) from a file by enabling the Delete link in the special attachments grid.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this allows users to modify the description for an attachment; when checked, the Modify link is enabled in the special attachments grid. For RL6:Infection, this activates the Make Reportable link in the event attachments area.

Allows users to open an attachment (or download it to the their local machine and then open). When checked, the Open link is enabled in the special attachments grid.

Allows the user to add Files to Folders.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, the Add to Another Folder link on the Folder widget’s full screen view is enabled, the Add to Folder link in the Search Results section is enabled and access to the Add File to Folder dialog is allowed. For RL6:Infection, the Folder of File dialog is enabled and access to the Add File to Folder dialog is enabled.

Note: to disable this function for a user, the function must be disabled in all module-based roles assigned to that user.

Allows users to redact sensitive fields when printing, emailing or downloading a file summary. Users can then select the Hide Private Fields check box on the Current Summary and Follow-up Summary dialog. In the generated file summary, sensitive fields appear fully redacted (i.e. a substitute value, defined in the PRIVATE_FIELD_TAG system parameter, shows in place of the actual values of the sensitive fields).

Allows users to save files without completing mandatory fields.

When enabled, users have full access to manage primary and duplicate files. When disabled, users are prevented from managing primary and duplicate files.

Allows users to view the original summary using the Summaries widget in File Management mode. When enabled, the Original Summary link is active.

Check this function to enable the Print link on the Original Summary dialog.

Check this function to enable the Email link on the Original Summary dialog.

Check this function to enable the Download link on the Original Summary dialog.

Enables the Current Summary link in the Summaries widget when a file is opened in management mode, the View Summary option in the Search page and the Summary option in the File Info Center.

Enables the Edit the Summary checkbox on the Current Summary dialog, allowing the user to modify the summary before printing or emailing it to another user.

Enables the Print link on the Current Summary dialog.

Enables the Email link on the Current Summary dialog.

Enables the Download link on the Current Summary dialog.

Enables the Followup Summary link in the Summaries widget when a file is opened in management mode.

Enables the Edit the Summary checkbox on the Followup Summary dialog.

Enables the Print link on the Followup Summary dialog.

Enables the Email link on the Followup Summary dialog.

Enables the Download link on the Followup Summary dialog.

Enables Task Summaries from the Summaries dialog in the Management Form panel.

Allows a user to edit Task Summaries and the All Tasks section of the Current Summary.

Allows a user to print Task Summaries and include the All Tasks section of the Current Summary.

Allows a user to email Task Summaries and include the All Tasks section of the Current Summary.

Allows a user to download Task Summaries and include the All Tasks section of the Current Summary.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this allows users to perform various actions on their own follow-ups of the various types. When the file is opened in file management mode, the corresponding link is enabled in the Follow-up Actions widget. You can provide the following type of access to the various follow-up types:

• Create – the corresponding follow-up type link is enabled in the Follow-up Action widget.
• View – the follow-ups grid displays the corresponding follow-up type.
• Edit – the Edit link is enabled when the corresponding follow-up type is selected in the grid.
• Delete – the Delete link is enabled when the corresponding follow-up type is selected in the grid.

For RL6:Infection users, check the Follow-ups box, along with any View function to grant them access to the Info Center page, where a list of follow-ups is displayed. Add any Create function to activate the Add Comments and Edit links, which appear when the file is open.

Note: for Feedback only, there is an additional option called: Response to Communicator/Patient that allows users to create, view, edit or delete

Allows users to perform various actions on other users’ follow-ups of the various types. When the file is opened in file management mode, the corresponding link is enabled in the Follow-up Actions widget. You can provide the following type of access to the various follow-up types:

• View – the follow-ups grid displays the corresponding follow-up type.
• Edit – the Edit link is enabled when the corresponding follow-up type is selected in the grid.
• Delete – the Delete link is enabled when the corresponding follow-up type is selected in the grid.

For RL6:Risk / Feedback / Claims / RiskRegister / RootCause / PeerReview, this enables the File Properties option, which appears in More Actions button when viewing a file in management mode. For RL6:Infection, this enables the Properties link, which appears when the user hovers over the file number link on the Info Center page.

Allows a user to change the contents of the Current Status field on the Status/Ownership tab of the File Properties dialog.

Allows a user to change file ownership by enabling the select user function for the Responsible OwnerTypically a manager whose goal it is to make sure that the file gets closed. The Responsible Owner defaults to the user who created the file. and Current OwnerThe user who is working on the file at this moment. They are taking the steps necessary to close the file. The Current Owner default to the person who created the file. fields on the Status/Ownership tab of the File Properties dialog.

Allows users to add or remove files from their My Important Files list. The Mark as Important checkbox is enabled on the Status/Ownership tab of the File Properties dialog.

Allows a user to set public (non-confidential) files to Confidential files.

Allows a user to set Confidential files to public (non-confidential) files.

Enables the Add, Modify and Delete links at the bottom right of the Granted Access grid on Security tab of the File Properties dialog.

Enables the Party Involved Summary link in the Summaries widget when a file is opened in management mode.

Enables the Edit the Summary checkbox on the Party Involved Summary dialog.

Enables the Print link on the Party Involved Summary dialog.

Enables the Email link on the Party Involved Summary dialog.

Enables the Download link on the Party Involved Summary dialog.

Ensures the module is available for selection when users access the Import a file dialog, which appears after the Import File link is selected from the More Actions menu. This dialog is used to pull data from files created from a file in one RL6 module to a file in another (e.g., a feedback file leads to a risk file, a risk file can become a claim, etc.).

Enables the Send to Another Module option, which appears in the More Actions button when viewing a file in management mode.

Enables the Email option next to Form Letters

Enables the Print option next to Form Letters.

Enables access to the Document Export Page for batch export of files to NHSN

Allows users to query external ADTAdmission, Discharge and Transfer data. systems with the Patient Search lookup, which is accessed by clicking the magnifying glass icon next to the field or section label.

Note: requires a product license

Allows users to query an external employee record system with the Employee Search lookup, which is accessed by clicking the magnifying glass icon next to the field or section label.

Note: requires a product license

Enables the magnifying glass icon that appears next to a field or section label for custom lookups that have been created and configured.

Allows RL6:Risk and RL6:Feedback users to search for physicians and add their details directly to a form.

Allows RL6:Claims users to search the physician library from the Parties Involved dialog. When Physician is selected from the Person Type field, click the magnifying glass icon next to the Last Name field to search the library.

Note: requires a product license

Allows users to query an external equipment lists with the Equipment Search lookup, which is accessed by clicking the magnifying glass icon next to the field or section label.

Note: requires a product license

Allows users to query external drug formulary databases with the Medication lookup, which is accessed by clicking the magnifying glass icon next to the field or section label.

Note: requires a product license

Allows users access to more information about the lookup item

Allows users to add, modify or delete records from the Legal Counsels grid. The Legal Counsel cluster is displayed when the Parties Involved grid is filtered by person.

Allows users to add, modify or delete records from the Expert Reviews grid. The Expert Review cluster is displayed when the Parties Involved grid is filtered by person.

Allows users to receive tasks.

Allows users to add in-file attachments to their tasks.

Allows users to create a task and associate it to an existing file.

Allows users to create a task and associate it to a follow-up.

Allows users to access the Add/Modify Task dialog for tasks they have been assigned.

Allows users to delete tasks they have been assigned.

Allows users to access the Add/Modify Task dialog for tasks they created.

Allows users to mark tasks that they have created as Completed.

Allows users to delete tasks they have created.

Allows the user to view tasks that have been created by or assigned to another user.

Allows users to access the Add/Modify Task dialog for another user’s task.

Allows users to mark another user’s tasks as Completed.

Allows users to create a report using the Question Wizard by activating the corresponding link in Report Manager.

Allows users to 1) create a report using the Report Editor by activating the New Report button in Report Manager and 2) edit a selected report in the Report Editor by activating the Edit - Report Editor option.

Allows users to 1) create a report using the Report Designer by activating the Create - Report Designer link in Report Manager and 2) edit a selected report by activating the Edit - Report Designer link.

The Properties link is activated in the Report Manager More action button when a report is selected.

Allows users to change the icon of a report in Report Properties.

Allows users to view the list of schedule recipients in Report Properties

Users can change the Report Owner of a report in the Report Properties section. See Modifying Report and Snapshot Properties.See Modifying Report and Snapshot Properties page in the user guide.

For RL6:Risk/Feedback/Claims/RiskRegister/RootCause/PeerReview: This enables the Add to My Favorites Folder or Remove from My Favorites Folder options that appear when you right-click on a generated report. In addition, the Marked as Favorite box is enabled on the General tab of the Report Properties dialog. For RL6:Infection, this enables the Make Favorite and Remove Favorite links on the Available Report from Others and My Favorite Report tabs, respectively.

Enables the Add To Schedule link that appears on the Schedules tab of the Report Properties dialog. Access to the Add Report to Schedule dialog is granted.

Enables the Remove from Schedule link that appears on the Schedules tab of the Report Properties dialog.

Enables the Properties link is the More menu of the Report Manager page when a snapshot is selected.

For RL6:Risk/Feedback/Claims/RiskRegister/RootCause/PeerReview:

Users can run reports by clicking on the name or ID link. For RL6:Infection, in combination with the Reports function, this allows users to view the Report Center and generate existing reports.

Displays the Parameters button in the Report Toolbar of the legacy report viewer, which is seen when the report has been generated.

Note: The Parameters option is only available in the report viewer associated with the legacy Report Designer accessible using the IE11 browser. This option is not used in the new report viewer.

Displays the Export and New Window buttons in the Report Toolbar, which allow the user to view and save the report as a PDFA Portable Document Format is a file format that has captured all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else., XLSThe file extension for Microsoft® Excel® spreadsheets., RTFRich Text Format is the standard from Microsoft® used to transfer text and images between applications running on Windows and Mac OS. RTF enables special characteristics like fonts and margins to be included within an ASCII file., MHTSaving in this format allows you to save a web page and its resources as a single MHTML file called a Web Archive, where all images and linked files will be saved as a single entity. or Image file, when a report has been generated.

Displays the Save button in the Report Toolbar, which is seen when a report has been generated. Enables the user to edit the report's name and description in the Report Properties dialog.

Note: the Save Reports permission also enables the ability to use the Save As option (i.e. Report Editor and Report tab of Report Center) and Copy To option in the Report Manager tab of the Report Center. If the Save As or Copy To target is a public folder, users must also have the common role function "Save Reports in a Public Folder" enabled. If the target is another user's private folder, users must have the common role function: "Save Reports in Other User's Private Folder" enabled.

Displays the Print and Print Page buttons in the Report Toolbar, which is seen when a report has been generated.

Displays the Email button in the Report Toolbar, which is seen when a report has been generated.

For RL6:Risk/Feedback/Claims/RiskRegister/RootCause/PeerReview: The Delete button is activated when a report is selected in Report Manager. For RL6:Infection, activates the Delete link, which appears on the My Recently Run Reports tab of the Report Center.

Enables the ability to delete reports whose Report Owners are different users.

Enables the ability to overwrite reports for which other users are the owners (e.g. from the user's ‘My Reports’ folder or other users’ private folders) for that module. For example, if the user has the role function enabled for Feedback, the user can only overwrite Feedback reports.

Activates the Import Report link in the More action button in the Report Manager. In addition, the View/Export Report Definition action is available from the short-cut menu when the user right-clicks on a generated report; if the report has not been saved, however, this action does not appear.

Allows user to add chart markers to context-based syndromic surveillance interactive graphical interface

Displays the Snapshot button in the Report Toolbar, which is seen when a saved report has been generated.

For RL6:Risk/Feedback/Claims/RiskRegister/RootCause/PeerReview: Users can view snapshots by clicking on the name or ID link.

For RL6:Infection, the Open link is activated in when an icon is selected in widgets that have been configured to display snapshots. The link is also activated on the Explorer page, which is access by clicking the View More Entries... link in the Explorer widget.

Allows users to access the HTML editor on any comment/memo field, which appears on submission and file management pages. The user must double-click on a comment/memo field to view and use the HTML editor.

Enables the appearance of Physicians in the Search Within drop-down list on the search page.

Allows users to access the dashboards that have been assigned to them.

Allows users to access the File Info Center.

For licensed users, this option enables the Patient Experience icon on the navigation tool bar to allow access to the Patient Experience page.

If the Patient Experience role function is enabled, the Edit Questions option can be used to determine the ability for licensed users to edit survey questions. When enabled, users can view and edit questions for all surveys. When not enabled, users can only view (but not edit) questions for surveys. By default, this option is not enabled.

Note: this role permission does not affect the user's ability to create new surveys or edit other aspects of a survey (i.e. add, reorder, remove a question, or change survey properties).

If the Patient Experience role function is enabled, the Manage Initiatives option can be used to view, create, or edit initiatives in the Initiatives tab of the Patient Experience page. When not enabled, the Initiatives tab is not visible and the user cannot access it.

Enables the Measures section on the submission form

Enables the Expression Editor when clicking More Options in the file search page.

Note: this permission should only be enabled for Peer Review Coordinators and Peer Review Quality Specialists. Using the Expression Editor in the file search page allows users to search by reviewer name, which would allow a user to view who is completing their reviews.

Allows users to view Patient Census

Enables the Audit Log link that appears under the Security heading on the Admin Center page. The user may search the audit log and Email, Export or Print the search results. In addition, it allows users to view and access the Audit Log widget that appears when a management form is displayed.

Enables access to File Audit Log details in the Admin File Audit Log page and in the file audit log accessed from a management form.

Note: if the File Audit Log permission is enabled but the File Audit Log Details permission is not enabled, you will still be able to see the list of file audit events but you cannot view the details related to each event.

Enables the Forbidden Fields link that appears under the Security heading on the Admin Center page. For the forbidden field lists, the following links are active: New List, Rename List, Set Default and Remove List. The use of the Add Field, Remove Field, Add User and Remove User links is also permitted.

Enables the Scope Definitions link that appears under the Security heading on the Admin Center page. The user may click the link to access the Scope Definitions page to Add, Copy, Open or Delete scope definitions. In addition, the user may click the View Users link to see the user to whom the scope definition has been assigned.

Enables the Users link that appears under the Security heading on the Admin Center page. Use this link to access the Users page to add, modify, or delete user profiles.

Enables the Act As tab that appears in the User dialog box.

Enables the Roles link that appears under the Security heading on the Admin Center page.

Enables the New and Copy links that appear on the Roles page.

When the user clicks the pencil icon on the Roles page the Role dialog is displayed. When Edit Roles is enabled, the values in this dialog are editable. Otherwise the user may only view the role setup.

Enables the Delete link that appears on the Roles page.

Enables the Add link that appears on the Roles tab of the User dialog.

Enables the Safety Huddle Configuration link under the Forms and Fields heading on the Admin Center

Enables the New and Copy buttons on the Safety Huddle Configuration page

Enables the Delete button on the Safety Huddle Configuration page

Enables the Edit button on the Safety Huddle Configuration page

Enables the Send Invitations and Save and Send Invitations buttons on the Safety Huddle Configuration and definition pages

Enables the Form Letters link that appears under the Module Settings heading on the Admin Center page.

Enables the Search Configuration link that appears under the Module Settings heading on the Admin Center page.

Enables the Alert Management link that appears under the Alerts heading on the Admin Center page.

Enables the New and Copy links on the Alert Management page.

Allows user to create surveillance alerts

Allows fields in the Alert Properties dialog to be edited.

Allows the user to select Yes for the Private Alert field, which appears on the General tab of the Alert Properties dialog. When the user selects Yes, the Alert Owner field appears. This allows the administrator to assign the alert to another user.

The list of alerts that appear on the Alert Management screen includes those that are marked private by other users. Any authorized function may be performed on those alerts.

Enables the Add to Schedule link on the Alert Management page and on the Schedules tab of the Alert Properties dialog.

Enables the Remove from Schedule link on the Schedules tab of the Alert Properties dialog.

Enables the Constraints link that appears under the Forms and Fields heading on the Admin Center page. For the Constraint Sets, the following links are active: Add Set and Delete Set. For the Constraint Set Settings the user may click the Add Field, Remove Field, Export to Excel or Import From Excel links. The use of the Add Row, Delete Row, Quick Add Combinations and Print links is also permitted for the Constraint Set Combinations.

Enables the Fields link that appears under the Forms and Fields heading on the Admin Center page. The user may click the link to access the Fields page to edit field properties, check usage, delete fields and delete tables.

Enables the following options in the Fields page:

• New button allows you to create a new field.
• New Table button allows you to create a new table.

Enables the Pick Lists link that appears under the Forms and Fields heading on the Admin Center page. The user may click the link to access the Pick Lists page to Add or Open or Delete fields. The user may click the link to access the Fields page to Add, Edit, Delete and modify the contents of pick lists.

Enables the Replace link for conditional replacement.

Enables the Forms link that appears under the Forms and Fields heading on the Admin Center page.

Enables the Add and Copy links that appear on the Forms page.

Enables the Open link that appears on the Forms page.

Enables the General System Parameters link that appears under the General Settings heading of the Admin Center page.

Enables the Synopsis Widget Configuration link that appears under the General Settings header on the Admin Center page.

Enables the System Language Resource link that appears under the Infection header on the Admin Center page.

Enables the Duplicate Management link that appears under the Forms and Fields header on the Admin Center page.

Enables the Homepage Templates link that appears under the Infection header on the Admin Center page.

Enables the Physician Configuration link that appears under the Library header on the Admin Center page.

Enables the Legal Counsel Configuration link that appears under the Library header on the Admin Center page.

Enables the Vendor Configuration link that appears under the Library header on the Admin Center page.

Enables the Insurance Policy Tower Configuration link that appears under the Library header on the Admin Center page.

Enables the Employee Configuration link that appears under the Library header on the Admin Center page.

Enables the Experts Configuration link that appears under the Library header on the Admin Center page.

Enables the Job Control, Partners and Packages links that appear under the File Interchange header on the Admin Center page.

Enables the File Interchange XSD Schema Generator link that appears under the File Interchange header on the Admin Center page.

Enables the External Taxonomy Center link that appears under the File Interchange header on the Admin Center page.