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Introduction

• Managing roles and permissions effectively is crucial for the smooth operation of your Radar Healthcare system. This guide will help you consider core roles, map permissions, and ensure a seamless transition when updating roles.

Process

1. Identify Core Roles

   • Determine the essential roles needed for your Radar Healthcare system.

   • Consider the permissions required at different levels of access within your hierarchy.

   • Aim to keep the list of roles to a minimum.

2. Map Roles to Permissions

   • Use this document to plan roles and permissions before implementation.

   • Consider treating this document as a master for changes between Staging and Live environments.

   • Review the roles and permissions against your organisation's usage of Radar to ensure all interactions are covered.

3. Integration Considerations

   • Be mindful of integration options when creating users via automated processes.

   • Ensure automated role creation does not undermine your role management strategy.

   • Decide whether to assign a basic role automatically and manually assign additional roles as needed.

4. Transition Period

   • Build new roles in Staging, test them, then build in Live.

   • Assign new roles before removing old ones from user’s records to ensure a smooth transition.

5. Removing Old Roles

   • It is not possible to delete roles assigned to users or used in requirements or workflows.  Please remove roles from both live users and when applying an end date when archiving a user, and check your system set-up to remove roles from requirements and workflows.

   • Finally delete all permissions off a role to enable the role to be deleted.

6. Workforce Compliance (WFC)

   • Add new roles before removing old ones in your assignments.

   • Check for any in-progress tasks that may be affected.

Recommendations

• Avoid Using Job Titles: Using job titles can create too many roles and permissions to manage effectively. Focus on system roles instead.

• Identify Radar Roles Based on Interaction, such as:

  • Basic User: Can report events, view documents, etc. (activities everyone can do).

  • Location Manager: Can view information and be assigned activities for their location.

  • Event Assignee: Dedicated to picking up certain events, allowing for quick in-system changes.

  • Event Alerts: No permissions needed, but you can assign who gets what alerts.

  • Regional Manager: Can view and report on information across their region and act as an escalation point.

  • High-level Manager: Can view and report on information across the whole organisation.

  • Radar Super User: Full access and responsibility for managing features across the platform.

• Build Permissions via multiple Roles, such as:

  • All users have basic permissions via a basic universal role.

  • Managers have additional permissions like Location Manager.

  • Some roles don’t need permissions such as alert based roles.