Reading time 6 mins
- Note: If you are assigned an event, you will have certain permissions for that event independent of the permissions set for your role.
| Permission Ref | Permission Action |
|---|---|
| Abandon | Abandon events at the locations(s). This enables a user to cancel and delete an event from Radar Healthcare. Once deleted an event cannot be re-instated, though can be reported on via the report builder. |
| Add Attachment | Add attachments for events at the location(s). As well as being able to capture document uploads as part of the event form questions, there is also the functionality for a document to be attached to the event summary itself. |
| Add Form | Add forms for events at the location(s). As part of an event, you can choose to make optional forms available to users should you wish to do so. This permission allows your users to access these optional forms and add them to their events. |
| Can Create Confidential Events | Has the ability to set an event as confidential for a location(s). There may be incidents where an event needs to be kept confidential, for example, whistleblowing. Flagging an event as Confidential will cause the subsequent steps, such as the event investigation, to be assigned to distinct roles to those the event would ordinarily be assigned to. This option allows your users to mark an event as confidential at the time of raising it. |
| Can Print Non-Redacted | Users can export the event as a non-redacted PDF. If this permission is not selected, when a user exports an event to PDF, all applicable fields will be shown as REDACTED. These fields include Staff/User lists. When this permission is assigned, the user will be given the option to print Redacted, Reference only (which will display a reference ID for a user rather than their name) or show all, which will print all names in full. |
| Change workflow task due date | Can change the date by individual workflow steps in an event are due by. For a user to be able to change the dates of the workflow, they must also have the View Workflow permission |
| Close | Close events at the location(s). This allows the user to mark events as closed. Please note, that this will also in turn allow a user to reopen a closed event. |
| Close Event Tasks | Can close event tasks for an event. This allows the user to close any tasks related to an event. |
| Default Confidential Event Assignee | Assigned confidential events at the location(s). When a confidential event is raised, the investigation of the event may need to be assigned to a different user than a non-confidential event. This permission would make this individual the default user to be assigned a confidential event to investigate. Please be aware if more than one user is assigned as the default confidential event assignee, the events will still only be assigned to a single user, and this will default to the user uploaded to the system first. |
| Default Event Assignee | Is assigned events for the Location/Region/Organisation if the role as defined in the workflow cannot be found. If there is nobody in the system with the role that the event should be assigned to, this user will be assigned the event in their place. |
| Delete Attachment | Can delete attachments in an event. If a document has been uploaded to support an event this permission allows them to delete it. |
| Edit | Edit events at the location(s). If the ability to change a location has been activated in your system this permission will also allow users to change location of the event. See FAQs for more details. |
| Manage Action Plan Items | Can create, edit, and close action plan items for the event. |
| Manage Confidential | Manage confidential events at the location(s). |
| Manage Event Tasks | Manage event tasks for events you can access. As part of an event, tasks can be created manually and assigned to a user to complete. This permission allows the user to create, assign and edit these tasks. |
| Manage Workflow | Manage workflow for events at the location(s). This permission allows the user to complete workflow tasks for events that are not assigned to them. For a user to be able to manage workflows, they must also have permission to View events and View Workflow. |
| Persons Involved | Can view persons involved in recorded events This permission allows the user to view and search for events using the Persons Involved functionality. Events in the Persons Involved screen will be filtered based on other Event permissions such as Org, Region and Location scope permissions. To view events in the Persons Involved screen, the user must also have the View Events permission. |
| Report | Report new events for the location(s). This enables a user to report a new event. |
| Risk Score | Rescore events at the location(s). This gives the user permission to set the risk score for an event or to restore the event after the initial score has been submitted. |
| View | View recorded events at the location(s). This enables users to view all events within their given Location, Region or Organisation except for confidential events. For a user to see the full detail of all steps within an event they will also need to have the permissions to View Workflow and Manage Workflow (depending on how much you detail you would like the user to see). |
| View Analysis Reports | This enables the user to view the pre-set event analysis reports. Please be aware these stats will show all Locations regardless of whether the user has a Location, Region or Organisation role. |
| View Confidential | View confidential events at the location(s). This allows a user to view all confidential events for their Location, Region or Organisation. |
| View Dashboard | View events dashboard widget for the location(s). This gives the user access to view the event dashboard widgets for their Location, Region or Organisation. |
| View events reported by my employees | Can view recorded events that a line manager's employees reported. For a manager to view the full details of an employee's reported event they will also need the View Workflow permission. without this permission, they will only see the headline details such as date reported, type of event, description of the event and any initial form completed. |
| View History | View event history at the location(s). Within each event, there is a log of all activity that takes place, including the user, time, and date that any changes took place. This permission allows the user to view this history. |
| View Notifications | View the notifications which have been sent as part of the event. When viewing an event there will be a tab called 'Notifications' which will allow you to see how the notification was sent (e.g., email, SMS, etc.), the date/time it was sent, who it was sent to, and the reason (text) provided in the notification. |
| View Own Events | Can view all events where a user is set as the 'Reporter'. This allows users to see events they have raised as the 'Reporter' or that have been raised on their behalf where they are set as the event 'Reporter', after the event is logged. |
| View Workflow | View all workflow for events at the location(s). This allows the user to see the workflow steps associated with an event. For users to see workflow steps for events other than their own, the user must also have the permission to View events. |
FAQs
Can an event location be changed after the event has been reported?
- Yes. This is deactivated by default. Please contact our Support Team to activate this in your system. Is will appear for those with the ‘Edit’ permission. We recommend considering the following before activation:
- Changing a location will NOT reassign existing workflows tasks which have been triggered and are visible on the workflow tab on the event. These will need reassigning to the responsible person at the new location. All future workflow tasks WILL take the new location into account.
- If any actions have been linked to the event those links will be broken as the actions will be at a different location to the event. It is NOT possible to change the location of an Action, please consider new actions for the new location.
- Users may lose access to the event if they do not have permission to view events at the new location. Please use Event Tasks to provide continued access if required.