The System Setup module feature is used to set note and contact writing and editing rules for each program, including default editing windows, backdating windows, and locking rules.
Required Permissions
Permissions required to configure a program's note and contact editing rules are:
→ Chart Access - Unless you are in the "Executive Officer," "CoC Executive Officer," or "System Administrator" user groups, you must have chart access to the program for which you are configuring note/contact rules.
→ Data Entry / Access - In order to access the System Setup module in which the Note and Contact Editing Rules feature is located, you must have the "Display Executive Administration Buttons" data entry/access permission AND either: a) be a member of the "Human Resources" or "Executive Officer" user groups, or b) have one of the "Permissions Data Entry" exception override permissions.
→ Exception Override - Unless you are in the "Executive Officer" or "System Administrator" user groups, you must have the "Business Rules Data Entry" exception override permission.
Related Topics
This portion of AWARDS Online Help is intended to guide you through the process of configuring note and contact editing rules. Specific topics covered are:
* Setting Note / Contact Editing Rules - Learn to set rules for editing progress notes, group notes, and contacts in individual programs.
https://demodb.footholdtechnology.com/help/?10734