DESCRIPTION

This article is written with step-by-step Instructions to Restrict a user to view other users from Person Enquiry program.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

PART A | Check the User's Security Level

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Security User Permissions (SECURITY/USERS) program 
3. Check the required Employee/User's Security Level

PART B | Check the Program Access Level

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Program Access Levels (SYSPROG) program
3. Program Access Maintenance box will appear
4. Find the Person Enquiry program (use search icon)
5. You must update Security Level Required for Updates (Updates Level > Access Level)
6. Click Green Tick ✅️ icon to Save and Clear

NOTE: Security Level Required for Access only allows the users to search/find the required program from the OP Search bar. Whereas, Security Level Required for Updates allows the users to view/edit/update or complete necessary tasks of the required program.

PART C | Ask the user to login to Open Practice

1. Direct to Open Practice search bar (top find 🔍 icon)
2. Find Person Enquiry (LAPERENQ) program 
3. Search for a user in Person field
4. Open Practice - LAPERENQ box will appear

NOTE: To restrict a user to view limited items, Display only fees and Budget for Person needs to be Ticked ✔

Display only fees and Budget for Person can be activated from Person Maintenance (MAPERENT) program 

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com