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User Caseload section

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The User Caseload section of the User Definition form allows you to define a user's caseload.

  1. In the Warn if user attempts non-caseload access field:
  • Select Yes to display the Non-caseload Access Warning dialog when a user selects a client outside their caseload. The user enters the reason they are accessing the client, and clicks Ok.
  • Select No will not display any messages and will not record the attempted access.
  • Select No (Silent audit) to record when a user selects a client outside their caseload, without displaying a message. This record will be added into the RADplus_non_caseload_access table.
  1. In the Is User a Staff Member field, select Yes for users who are staff members.
  • Users who are staff members can record information and manage clients for the staff member.
  • If Yes is selected, in the Staff Member field, enter the staff name or ID, select the staff by double clicking on the record.
    Note: A user cannot be both a Staff Member and a Unit.
  1. In the Is User a Unit field, select Yes for users who are units (Unit field).
  • The Unit User concept is designed for multiple user terminals so that all users have a common system login password and an individual user definition for opening each form.
  • All users in a unit have a common myAvatar login password, and have individual user definitions.
  • The Remove Unit from User File form can be used remove a user association with a unit.
  1. In the Unit field, select the units.
  2. In the Supervisor field, select a supervisor for the selected user. This supervisor will be able to access clients on the supervised users' caseloads as if they were on the supervisor's caseload directly. Please note that these clients will not be displayed as part of the supervisor's caseload on the My Clients widget.
  3. In the Is this a valid Avatar Mobile user:
    • If Yes is selected, then users can access Observer NX, Observer iOS, and Vitals iOS. 
    • If No is selected, then the user cannot access Observer NX, Observer iOS, and Vitals iOS. 
    • The default is No. 

Note: The Is this a valid Avatar Mobile field is only available when the Enable Avatar Mobile Users registry setting value is set to 'Y'.

► Registry settings