The following rules (which can also be viewed by clicking the Incident Rules link from within the Incidents module) govern who can do what in regard to incident reports and their component forms.
TIP: These rules assume chart access to the program for which the incident is being (or was) reported. In addition, please note that users may fall into one or more of the "Who" categories; for example, a program director is likely to also have the Incident Review Data Entry permission.
| WHAT / WHO | PROGRAM DIRECTOR / DEPUTY DIRECTOR(S) * | USERS W/ "INCIDENT REVIEW DATA ENTRY" PERMISSION | USER WHO ORIGINALLY ENTERED THE INITIAL REPORT | USERS W/ "RESTRICT INCIDENT REVIEW PERMISSIONS | OTHER USERS |
| View the Initial Report | YES | YES | YES | NO (except for their own) | NO (only some pieces) ** |
| Edit the Initial Report |
YES (prior to filling) |
NO | YES (prior to filling) | NO (except for their own) |
NO |
| Add a Comment to the Initial Report | NO | YES (prior to filling) |
NO |
YES (prior to filling) | YES (prior to filling) |
| View Comments Added by Others | YES | YES | NO |
NO |
NO (except for their own) |
| View the Incident Review |
NO |
YES |
NO |
NO |
NO |
| Edit the Incident Review | NO | YES (prior to closure) | NO |
NO |
NO |
* Program director and deputy directors are configured using the System Setup module, Agency Program Information, Configure Administration feature.
** "Other Users" - those who do not fall into any of the other categories in this table - can see a very abbreviated version of incidents entered by other staff. That view is limited to the ID, date, participants, and location. The description and other details are not displayed.