Roles in Health Surveillance

In the Health Surveillance module, it is not necessary to distinguish between the assignment of global roles and scope-based roles, as the variation in their behaviour is not relevant for this module.

Recommendation

Assign Health Surveillance roles directly as global. This is the recommended option and simplifies permission management.

How to assign global roles

Global roles grant the user the permissions of the role throughout the application, without being restricted to a specific scope.

Procedure

1. Access the Smartosh application.
2. Go to Settings → Users and open the user to whom you want to add global roles.
3. Select the Global roles tab and click Link.
4. Select the role you want to assign to the user and click Accept.
5. Click Save.

Note

You can assign more than one role at a time in step 4.

After saving

• It is recommended to click Operations → Recalculate permissions.
• For the new permissions to take effect, the user must log out and log back into the application.

How to assign scope-based roles

Scope-based roles restrict the permissions of the role to a specific scope selected by the administrator.

Procedure

1. Access the Smartosh application.
2. Go to Settings → Users and open the user to whom you want to add scope-based roles.
3. Select the Scope-based roles tab and click New.
4. Select the scope to which the assigned role will refer, check the boxes you consider appropriate and click Link.
5. Select the role you want to assign to the user and click Accept on the role screen.
6. Click Accept on the scope permission screen.
7. Click Save.

Note

You can assign more than one role at a time during the process.

After saving

• It is recommended to click Operations → Recalculate permissions.
• For the new permissions to take effect, the user must log out and log back into the application.

Role behaviour

The following table summarises the access granted by each role — assigned either globally or by scope — in relation to the Health Surveillance module.

Role	Access
Advanced Settings Administrator	Does not have access to the Health Surveillance module. In Settings they can consult the Email sending log section.
Environment Administrator	Has full access to the Health Surveillance module. In Organisation they access the Employees section (view Medical check-up calls and information on Medical fitness and waivers). In Settings they access the Email sending log section. In Settings they have access to all sections.
Health Surveillance – View	In Health Surveillance they access Medical check-up calls (read-only mode) and Appointment schedule.
Health Surveillance – Edit	In Health Surveillance they access Medical check-up calls (write mode) and Appointment schedule.

Create a role group

To learn how to create a role group, consult the specific documentation on creating role groups.

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Source: DM-SO-22-037 «Roles in Health Surveillance», version 1, 23/03/2022.