Security for Events

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Choose which events (services or other events) the worker role may have access to when working with clients or groups.

All events are placed into their assigned Event Categories. These include all categories for People, Groups & Cases, Profiles, and System Modifiable and Not Modifiable events.

Configure Security for Events

Navigate to Agency Setup > Staff and Security Setup > Worker Roles > Security for Events.
In the taskbar click Select Worker Role.
Search for and select the role.
The screen displays in alphanumeric order all System Events grouped by Event Group along with the various types of access that can be granted. This includes Access (view), Add, Edit, Delete, Undelete, Un-Sign, and Amend.
Note: A System Administrator role should show all events.
Click the arrow next to the event category name to display all events in that category.
Click Actions then Allow Access to give the worker role access to all events; click Remove Access to remove access to all events.
To select whether to allow or remove access for each access type for an event (Add, Edit, and so on), click the check mark (Allow) or the x (Remove).
When finished, click Save.

The events for placing clients in programs, facilities, groups, and other profiles must be allowed here for all worker roles that you want to have this ability.

The following table lists important events that can be assigned to worker roles.

Category	Type of event	Notes
Memberships/Placement in Profiles	Facility Placement	Allows the worker role to perform enrollments.
Service Track	Agency Placement	If staff with this role should be allowed to perform a new client agency Intake (including enrollment into a Program and Facility), they must have access to the Service Track Placement event.
Worker Assignments - Client	Worker Assignment	Part of enrolling a client into a program requires assigning a Primary Worker. After enrollment, other worker assignment types may be needed. Grant access to the above events for workers who need to track worker assignments, and perform Program Enrollments.
Discharges	Planned and Unplanned Discharge	Allows the worker role to discharge clients.
Memberships/Placement in Profiles Access	Applicant Membership Attendance Enrollment Case Membership Day Care (family) Memberships Facility Placement Family Membership Foster Home Membership Group Enrollment Referral Contact Respite Placement School Contact and Instructors School Placement - Agency Operated School Placement - Non Agency Setup New Family with Members Program Enrollment Program Modifier	Allows the worker role to handle Applicant, Case, Day Care, Family, and Foster Home membership events. Allows the worker role to handle Facility and Respite placement events. Allows the worker role to handle Attendance, Group, and Program enrollment events. Allows the worker role to handle School Contact and Placement events. Allows the worker role to handle New Family with Members setup event.
Service Track - Agency Placement	Agency Placement
Status History	Applicant Status Attendance Institution Day Care Status (Family) Family Case Status Foster Home Status Service Facility Status Support Group Status	Allows the worker role to handle status events for Applicants, Day Care, Family Case, Foster Home, Service Facility, and Support Group.
Worker Assignments - Case	Case Worker Assignment Direct Care Workgroup Cases
Worker Assignments - Client	Direct Staff Assignment Primary Worker Assignment Worker Assignment - Other Evolv Agency Workgroup Assignment
Worker Assignments - Profiles	Foster Home Worker Group Worker Assignment Group Workgroup Assignment