Maintaining Facility-Level Source Authority
In this Topic
Source authority works in conjunction with source management levels to give users the authority to access and change information about sources and facilities.
The Source Authority tab on the Facility Summary component contains all the source authority information that has been recorded for this facility. The tab is organized into separate sections for facility-level source authority, source-level source authority, and user-level source authority. Each section includes a list of all source authority records of that type. You can expand and collapse each section as needed.
Facility-Level Source Authority
This section of the Source Authority tab contains a list of all the source authorities that have been assigned for this facility. Source authorities should be assigned at the facility level when a user needs access only to a specific facility, rather than all facilities related to a source, or all sources and facilities related to a source management level.
Rows are listed by person. Each row displays an Actions button. Expand a row to display all of the information. Depending on the security rights for your active role, you can view or change information in these fields:
To assign source authority to a person for this facility, click the New button. The system adds a new row at the bottom of the list. All fields in the new row are blank. You must enter information in all fields that display a red asterisk. Record information in other fields as needed.
To delete a person's source authority for this facility, select Delete from the Actions menu on the source authority row. You can delete a facility-level source authority only if its effective date is in the future. To reverse the delete action, click the Undo button.
Click Save when you are finished to save all the source authorities added in this session. The system displays a message to confirm that your changes saved in the database.
To generate the Facility Authority History report, select Facility Authority History Report from the Actions menu on the Facility Summary component header. See Facility Authority History.
Changing Dates and Status for Multiple Facility-Level Source Authorities
To change the effective date, expiration date, or status for more than one facility-level source authority at a time, follow these steps:
On the Facility Summary, click the Source Authority tab, and then select Multi-Row Source Authority Activity Assignment from the Actions menu on the facility-level source authority list.
The system displays a modal window for selecting source authorities.To find the source authorities you want, enter criteria in the Quick find search box, or click Show first 10.
The modal window lists the source authorities that are marked as active but have an effective date in the future.Click a source authority row to select it.
A check mark appears at the beginning of the row to indicate it is selected. Continue selecting source authority rows as needed. You can click a row again to clear the selection.Enter new values in the Effective Date, Expiration Date, and Status fields at the top of the modal window.
To apply the dates and status values you entered to all of the selected facility-level source authorities, click Save.
The system closes the modal window and displays a message to confirm that your changes were saved in the database. The appropriate rows on the Source Authority tab are updated with the dates and status values you entered in the modal window.
Source-Level Source Authority
This section of the Source Authority tab contains a list of all the source-level source authorities that have been assigned for the source associated with this facility. If a user is listed in this section and the source authority is active, then the user already has access to the facility and does not need to be assigned a facility-level source authority in the Facility Level Source Authority section above.
The information in this list is for viewing only and cannot be changed. Rows are listed by person. To view a source-level source authority, click anywhere in a row to expand it. You can view information in these fields:
User Source Authority
This section contains a list of all the source authorities for this facility that were assigned at the user level as part of a source management level. A user source authority allows the user to view or modify information about the facility. If a user is listed in this section, then the user already has access to the facility and does not need to be assigned a facility level source authority in the Facility Level Source Authority section above.
Note: User-specific source authorities are assigned to users by a system administrator based on source management level.
The information in this list is for viewing only and cannot be changed. Rows are listed by person. To view a user-specific source authority, click anywhere in a row to expand it. You can view information in these fields:
