Permissions
The meetings module utilises the following permissions:
| Permission | Description |
|---|---|
| Desktop:Show Meetings Menu Item | Base permission needed in order to access the Meetings menu |
| Meetings:View Meetings | Needed alongside Desktop:Show Meetings Menu Item to open the Meetings screens and any meeting record. Can view all meeting records which do not have any privacy rules set. A private meeting can only be viewed by the user who created it and the users on its invitation list |
| Meetings:Create Meetings | Can create new meetings. Also allows access to ‘Duplicate this Meeting’ in the actions menu of a non-recurring meeting |
| Meetings:Edit Meetings | Can edit any meeting record the user is able to view, as long as the meeting has not been completed |
| Meetings:Complete Meetings | Allows access to ‘Set as Completed’ in the meeting’s actions menu. Locks the meeting record |
| Meetings:Unlock Meetings | Allows access to re-open the meeting record if edits need to me made |
| Meetings:View History | Allows access to the meeting’s Change Log tab |
| Meetings:Print Meetings | Allows meeting details to be printed |
| Meetings:View Print History | Allows access to the print history of this meeting. This clearly shows who has printed this meeting out |
| Meetings:Link To Records | Can create links to meeting records |
| Meetings:Remove Links | Can remove links to meetings records |
| Meetings:Edit Statuses | Can edit Meeting Status lookup values |
| Meetings:Delete Statuses | Can delete Meeting Status lookup values |
| Meetings:Edit Types | Can edit Meeting Type lookup values |
| Meetings:Delete Types | Can delete Meeting Type lookup values |
Note: Meetings permissions apply per location (facility). A permission granted at one location (facility) does not give access to meetings belonging to another location.
Note: Admin and site admin users are not restricted by these permissions and can view private meetings.
Roles
The following standard Roles come pre-packaged with Meetings permissions:
Global Editor (excluding admin and personnel records)
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:Create Meetings
- Meetings:Edit Meetings
- Meetings:Complete Meetings
- Meetings:Unlock Meetings
- Meetings:Print Meetings
- Meetings:View Print History
- Meetings:View History
- Meetings:Edit Statuses
- Meetings:Delete Statuses
- Meetings:Edit Types
- Meetings:Delete Types
- Meetings:Link To Records
- Meetings:Remove Links
Global Editor (excluding admin)
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:Create Meetings
- Meetings:Edit Meetings
- Meetings:Complete Meetings
- Meetings:Unlock Meetings
- Meetings:Print Meetings
- Meetings:View Print History
- Meetings:View History
- Meetings:Edit Statuses
- Meetings:Delete Statuses
- Meetings:Edit Types
- Meetings:Delete Types
- Meetings:Link To Records
- Meetings:Remove Links
Global Viewer (excluding admin and personnel records)
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:View Print History
- Meetings:View History
Global Viewer (excluding admin)
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:View Print History
- Meetings:View History
Laboratory Management Editor
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:Create Meetings
- Meetings:Edit Meetings
- Meetings:Complete Meetings
- Meetings:Unlock Meetings
- Meetings:Print Meetings
- Meetings:View Print History
- Meetings:View History
- Meetings:Edit Statuses
- Meetings:Delete Statuses
- Meetings:Edit Types
- Meetings:Delete Types
- Meetings:Link To Records
- Meetings:Remove Links
Laboratory Management Viewer
- Desktop:Show Meetings Menu Item
- Meetings:View Meetings
- Meetings:View Print History
- Meetings:View History
Next Step:
The next article covers Creating a Meeting
Previous Step:
The previous article covers Meetings Introduction
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