Grant Access to the New Button
When you provide Add Allowed access in a Navigation Scheme, you are giving a user the privileges to add a new record to a client chart (for example, adding a new diagnosis for that client). In contrast, providing Access to New Button refers to adding a new value to system tables. Meaning, the New Button provides access to add to lists that all users with access can choose from (for example, adding a new diagnosis to the system list).
Note: Access to the New Button for system-defined services (such as NYSCRI events that a user cannot modify), allows access to a record in a chart.
Menu paths:
- Agency Setup > Staff and Security Setup > Navigation Access > Access to New Button
- Setup > Security/Access > Navigation Access Setup > Access to New Button
- Go to one of the above listed modules, then search for and select the Navigation Scheme to configure.
- Select the rows in the Has Access column as appropriate.
- Use the hyperlink in the Look-Up Name column to see more information about the form set, like what module it's in and the report parameters associated with that form set.
- Click Save.