Setting Security Overrides

You can assign an override to any of the tasks with restricted access. This feature enables a user who does not typically have access to the task to perform it.

The restricted access tasks are arranged in four System Security windows. A list of tasks is displayed on tabs in each window. For a complete list of tasks by category, see Tasks with Limited Access.

To set a security override:

  1. Select an option:

  2. To set a transaction or accounting override:To set a transaction or accounting override:Select System > Change System Settings > System Security > Security Overrides > Transactions/Accounting Settings.

  3. To set a report override:To set a report override:Select System > Change System Settings > System Security > Security Overrides > Report Settings.

  4. To set a clinical note override:To set a clinical note override:Select System > Change System Settings > System Security > Security Overrides > Clinical Settings.

  5. To set a miscellaneous override:To set a miscellaneous override:Select System > Change System Settings > System Security > Security Overrides > Miscellaneous.

The appropriate System Settings - Override Settings window is displayed.

  1. Press Enter or click Edit.

  2. Select an option:

  3. To disable system security:To disable system security:Deselect Enable System Security.

  4. To enable system security:To enable system security:Select Enable System Security.

  1. To apply an override to a task, select Override next to the task.

  2. Select an option:

  3. To enable any user to perform the task after entering a password that you assign:To enable any user to perform the task after entering a password that you assign:Select Enter Password from the Override Type drop-down list and type the password in the Password field. When a user who does not have permission attempts to perform the task, a message informs the user to enter the password.

  4. To enable any user to perform the task after entering the user name and password of a user who can perform the task:To enable any user to perform the task after entering the user name and password of a user who can perform the task:Select User Login from the Override Type drop-down list. When a user who does not have permission attempts to perform the task, a message informs the user to enter the user name and password of someone who does have permission.

  1. Click OK.

  2. Click Close.