User Permission Levels

System Level-Access to all facilities within the organization

System Administrator: The System Administrator is the highest permission level with access and rights to all facilities within an organization, or System. The System Administrator is responsible for assigning the user name and passwords to the Facility Coordinator and the Multi-Facility Administrator. The System Administrator also defines the Groups, Entities, and Regions for the System. The System Administrator has complete access to all defaults, data, and reports for all of the facilities within the organization.

System Senior Management: The System Senior Management user level has read only access to all of the data for all of the facilities within the organization or System. The System Senior Manager can preview and print reports for single facilities or multiple facilities.

Multi-Facility Level-Access to more than one facility within the organization, but not all facilities

Multi-Facility Coordinator: The Multi-Facility users have access to more than one facility within an organization, or System, but not access to ALL facilities. The Multi-Facility Coordinator has the ability to add additional multi-facility users, add/edit/delete defaults and data for more than one assigned facility. The System Administrator assigns the facilities to this multi-facility user.

Multi-Facility Reporter: The Multi-Facility Reporter is able to add/edit/delete activities, occurrences, outcomes, and leadership journal entries to more than one facility. The records added by the Reporter will remain in a pending status until they are approved by the Multi-Facility Administrator. Reporters will often be program coordinators, department heads and other key people in each department that collect and report community benefit information.

Multi-Facility Finance: A user with the permission level of Multi-Facility Finance has the ability to enter/change the fringe benefit percentage, average hourly pay rate, operating expenses and revenues, direct and indirect costs (all located in Organizational defaults on the Facility information screen), enter/edit Charity Care, Medicare, Medicaid, and Other Public Programs statistics (all located in the Financial Services module), change department rates, apply the financial tools to change and apply fringe percents and indirect costs for more than one facility. The Multi-Facility Finance user can also preview/print/export all single facility and multi-facility reports.

Multi-Facility Senior Management: Like the System Senior Management user level, all of the data for multiple facilities is read only for this permission level. The Multi-Facility Senior Management user may view all of the information for the assigned facilities and preview or print all of the reports for single facilities or multiple facilities.

Facility Level-Access to one single assigned facility

Facility Coordinator: The Facility Coordinator, one of the most crucial positions to Community Benefit reporting, is responsible for almost every aspect of the Community Benefit Report. The Coordinator must be thoroughly educated about community benefit using the Guide for Planning and Reporting Community Benefits and any additional system or state specifications. Often, it is the Coordinator’s responsibility to figure out what activities and programs the facility is performing for the community and if those activities count as a community benefit. The Facility Coordinator needs to educate the Facility Reporters on the "what" and "how" of data entry. The Facility Coordinator must effectively communicate with the Finance Department, any department heads involved in community benefit work, and with senior management. The Coordinator may also be responsible for scheduling reporting deadlines. The Facility Coordinator has the ability to add/edit/delete all facility defaults and data, preview/print/export all reports and import (accept) all pending data records entered by Facility Reporters.

Facility Reporter: The Facility Reporter is able to add/edit/delete activities, occurrences, outcomes, and leadership journal entries. The records added by the Reporter will remain in a pending status until they are approved by the Facility Coordinator. Facility Reporters will often be program coordinators, department heads and other key people in each department that collect and report community benefit information.

Facility Finance: A user with the permission level of Facility Finance has the ability to enter/change the fringe benefit percentage, average hourly pay rate, operating expenses and revenues, direct and indirect costs (all located in Organizational defaults on the Facility information screen), enter/edit Charity Care, Medicare, Medicaid, and Other Public Programs statistics (all located in the Financial Services module), change department rates, apply the financial tools to change and apply fringe percents and indirect costs, and preview/print all single facility reports.

Facility Senior Manager: As with other senior management user levels, the Facility Senior Manager has a read-only view of all of the data for their facility and can preview/print all of the single facility reports. The Facility Senior Manager is normally an individual in upper management who would need access to the community benefit information without the need to do any of the data entry.