User Groups Policy Access

In My Settings > Security > Policies tab - This will bring up a list of all Menus within ionMy that you can set specific Access to.

Selecting a Policy Area by clicking the 'edit permissions' field brings up a new screen:  Eg For Accident/Incident

This is where you can set what Facility or Org Unit within ionmy that a specific Group can access, such as ALL of your Organisation, a specific Facility, Selected Org Units, the Users 'Own' records that they are 'linked' to or 'None'.

So for instance you may have Users that are in the Group of 'Senior Manager'. You can set their Policy access to 'Own Facility' so that a Senior Manager of ie. Child Care can only see records under the Child Care Facility. Or a Manager who is in Accounting can be set to 'Own Unit' and then can only see records relating or linked to the Org Unit of 'Accounting'.  

NOTE: These Facilities & Units are determined by the Position your User is allocated to and how the Positions 'sit' in your Org Structure.

When the Access Policy is set to 'Selected Units' you can select more than one Org Unit.  

Your Organisation may have Users in the same Group but each may be attached to various MULTIPLE Org Units.  For instance one Nurse may be attached to Hospital A and hospital B, where another Nurse may be attached to Hospital A and Hospital C. 

There is the very flexible ability of being able to set Org Units at User (or Employee) level. You set the 'Access Policy' to 'Selected Units' but DO NOT select any Org Units.

Then go to the Users tab and click on, for example, your Nurse. Scroll to the bottom of the screen and you will see the 'Override Selected Units in user Group' box. Select change and choose the Units this User can access.  So for example our Nurse 1 would have Hosp A and Hosp B selected, and Nurse 2 would have Hosp A and Hosp C selected.

 

And as always, press 'Save'.