Directories Permissions

The Directories group controls access to the Directories found on the Directory ribbon of Needles. Select the Set All option above the Enabled, Add, Modify and Delete columns to give full access or no access to the individual directories contained within the Directories group.

Directories

Below is a list of the permissions that can be set to control access to Directories in the Needles program.

Auxiliary Checklist

The permissions that control access to the Auxiliary Checklist Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Auxiliary Checklist Directory (Enabled)
• Add new auxiliary checklists and new checklist items
• Modify existing auxiliary checklist names and checklist items
• Delete auxiliary checklists and checklist items

Case Type

The permissions that control access to the Case Type Directory are displayed below. In addition, Primary Checklist and User Defined Screens permissions are required to access the Primary Checklist and Tab Setup Tabs within a Case Type.

Setting all options as shown above will grant the following permissions:

• View Case Type Directory (Enabled)
• Add new case types (General, Staff Assigned, Case Dates Tabs)
• Modify existing case types (General, Staff Assigned, Case Dates Tabs)
• Delete case types

Companion Case Groups

The permissions that control access to the Companion Case Groups Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Companion Case Groups Directory (Enabled)
• Add new companion groups and new cases to groups
• Modify existing companion group names
• Delete companion groups and cases from groups

Create Documents and Forms

The permissions that control access to the Document Setup Directory and PDF Form Setup Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Document and PDF Setup Directories (Enabled)
• Add new documents or pdf forms
• Modify documents or pdf forms setup selections
• Delete documents or pdf forms from the setup directories

Mailing List

The permissions that control access to the Mailing List Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Mailing List Directory (Enabled)
• Add new mailing lists
• Modify existing mailing lists
• Delete mailing lists

Permission Groups

The permissions that control access to the Permission Groups Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Permission Groups Directory (Enabled)
• Add new permission groups
• Modify existing permission groups
• Delete permission groups

Primary Checklist

The permissions that control access to the Primary Checklist Directory are displayed below. Permissions to the Case Type Directory are also required to access the Primary Checklist tab within a Case Type.

Setting all options as shown above will grant the following permissions:

• View Primary Checklist tab in the Case Type Directory (Enabled)
• Add new checklist items
• Modify existing checklist items
• Delete checklist items

Provider Associations

The permissions that control access to the Provider Associations Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Provider Associations Directory (Enabled)
• Add new provider association groups and new providers to groups
• Modify existing provider association group names
• Delete provider association groups and providers from groups

Staff Directory

The permissions that control access to the Staff Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Staff Directory (Enabled)
• Add new staff
• Modify existing staff
• Delete staff

Staff Groups

The permissions that control access to the Staff Groups Directory are displayed below.

Setting all options as shown above will grant the following permissions:

• View Staff Groups Directory (Enabled)
• Add new staff groups and new staff to groups
• Modify existing staff group names
• Delete staff groups and staff from groups

User Defined Screens

The permissions that control access to the User Defined Screens are displayed below. Permissions to the Case Type Directory are also required to access the Tab Setup tab within a Case Type.

Setting all options as shown above will grant the following permissions:

• View Tab Setup tab in the Case Type Directory (Enabled)
• Add new user defined screens
• Modify existing user defined screens
• Delete user defined screens

User Mini Directories

The permissions that control access to the User Mini Directories are displayed below.

Setting all options as shown above will grant the following permissions:

• View User Mini Directories (Enabled)
• Add new user mini directories
• Modify existing user mini directories
• Delete user mini directories