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Permissions in Cloud and What They Mean

Each area of the Permissions section provides you with two options: Read Only or Edit. These are controlled by simple tick boxes:

  • Read Only Access
    Tick the Read Only box if you want the user to be able to view the information but not make any changes. This is useful if you want them to have visibility without the risk of accidental edits or updates.

  • Edit Access
    Tick the Edit box if you want the user to be able to both view and make changes. This gives them full control over that area, so they can update, amend, or remove information as needed.

  • No Access
    If you do not want the user to have any access at all—neither to view nor to edit—then simply leave both boxes unticked. This will completely restrict their access to that area.

Use the search bar on the right to find the specific area you would like to understand.

Admin

Common Options > Add New Resident

Allows the user to add new Resident

Common Options > Care Plan Integrity Checks

Allows the user to access Care Plan Itegrity Checks which is the areasthat displays areas of the Care Plans that are missing for each SU

Common Options > Alerts and Notifications

Allows the user to add/remove/edit Alerts

Common Options > Administer Messages > Adminster Messages

Allows the user to view messages that have been sent by all staff and view if read

Common Options > Add New Service User

Allows the user to add new Service User

Common Options > Add New Member of Staff > Staff File Integrity Checks

Allows the user to access Staff File Integrity Checks which is the area that displays areas of the Staff Profiles that are missing

Common Options > Other Areas > Incident Anaylsis

Allows the user to access Incident Anaylsis and run the report

Common Options > Care Planning > Care Plan Integrity Checks

Allows the user to access Care Plan Itegrity Checks which is the areasthat displays areas of the Care Plans that are missing for each SU

Common Options > Manage Monitoring

Allows the user to add/remove/edit Monitoring for each individual Service User

Common Options > Communitcation > Adminster Messages

Allows the user to view messages that have been sent by all staff and view if read

Common Options > Document Library

Allows the user to add/remove documents to Service Users or Staff

Client Area > Resident Management > Residents

Allows the user to access all Resident Information

Client Area > Add New Resident

Allows the user to add new Resident

Client Area > Record a Death

Allows the user to record the Death of a Service User

Client Area > Record a Leaver

Allows the user to record if a Service User has left

Client Area > Add New Resident

Allows the user to Add a new Resident

Client Area > Other Options > Care Service Groups

Allows the user to add/remove/edit Care Service Groups (if you have multiple units/floors you can break the site up)

Client Area > QR Code Management

Allows the user to generate QR codes

Care Planning > Care Plan Integrity Checks

Allows the user to access Care Plan Itegrity Checks which is the areasthat displays areas of the Care Plans that are missing for each SU

Care Planning > Monitoring and Alerts > Alerts and Notifications

Allows the user to add/remove/edit Monitoring for each individual Service User

Care Planning > Care Planning Comments

Allows the user to access some of the Drop Down Boxes that are access by staff when recording Care and add/remove comments

Care Planning > Manage Monitoring

Allows the user to add/remove/edit Monitoring for each individual Service User

Care Planning > Monitoring Defaults

Allows the user to add/remove Monitoring Defaults (what areas of monitoring Service Users are given when they first enter the site)

Care Planning > Monitoring Types

Allows the users to create new Monitoring areas which they require (multi Select Form/SCF)

Care Planning > Alerts and Notifications

Allows the user to add/remove/edit Alerts

Care Planning > Care Note Analysis

Allows the user to access all Care Notes that have been recorded Search and Export

Care Planning > Fast Facts Managments > Templates

Allows the user to add/edit fast facts for individual Service Users

Care Planning > Care Review Changes

Allows the user to access the Proposed Care Review Changes area and accept/change/reject what staff have advised.

Care Planning > Life History & About Me > About Me Configuration

Allows the user to add/remove/create new questions for the About me area

Care Planning > Life History Configuration

Allows the user to add/remove/create new questions for the Life History area

Care Planning > Risk & Care Review > Care Review Changes

Allows the user to access the Proposed Care Review Changes area and accept/change/reject what staff have advised.

Care Planning > Care Review Domains

Allows the user to add/remove/edit Care Review Domains

Care Planning > Generic Risk Assessments

Allows the user to create new Risk Assessments

Care Planning > Capacity & Consents > Consent Templates

Allows the user to create new Consent Templates

Care Planning > Mental Capacity Templates

Allows the user to create new Mental Capacity Templates

Care Planning > Analysis > Care Note Analysis

Allows the user to access all Care Notes that have been recorded Search and Export

Care Planning > Care Plan Integrity Checks

Allows the user to access Care Plan Itegrity Checks which is the areasthat displays areas of the Care Plans that are missing for each SU

Care Planning > Fast Facts > Resident Assignment

Allows the user to assign Fast Fact templates to specific Service Users

Care Planning > Templates

Allows the user to create new Fast Facts templates for groups or individual Service Users

Care Planning > Make Amendments > Care Plan Corrections

Allows the user to add/remove/edit notes created on the system by staff

Care Planning > Cost of Care Analysis > Dependency / Cost of Care

Allows the user to add/amend/remove the Dependency / Cost of Care

Communication > Calendar > Add/Amend Calander Entries

Allows the user to add/amend/remove calander enteries

Communication > Events

Allows the user to create new Events for the Calander

Communication > Messages > Adminster Messages

Allows the user to view messages that have been sent by all staff and view if read

Communication > Create Messages

Allows the staff member to create a message to send to a group or individual staff member

Communication > Administer Messages > Adminster Messages

Allows the user to view messages that have been sent by all staff and view if read

Communication > Custom Tasks

Allows the user to create/amend/remove tasks and assign them to either Service Users of Staff

Communication > Document Library

Allows the user to add/remove documents to Service Users or Staff

Communication > Other Areas > Analyse Quality Survey

Allows the user to access the information completed in the Quality Surveys and export

Communication > Manage Quality Survey

Allows the user to create/remove/amend surveys that can then be assigne to V-book/Service Users/Friends and Family

Communication > Petty Cash

Allows the user to add/remove monies from the Petty Cash

Communication > V-book

Allows the user to access information from the V-book (who is signed in etc)

Communication > Other Tasks & Checklists > Checklists Home

Allows the user to access Checklist information – Completed/Not Completed

Communication > Custom Tasks

Allows the user to create/amend/remove tasks and assign them to either Service Users of Staff

Communication > Manage Checklists

Allows the user to create Checklist/Amend existing ones and create assignments

Communication > Further Areas > Fundraising

Allows the user to add monies collected by fund raising events

Communication > More Areas > Contacts

Allows the user to access/add/remove/edit Contact information

Communication > Document Library

Allows the user to add/remove documents to Service Users or Staff

Communication > Friends and Family

Allows the user to Manage/Add Family members who wish to use the app and what they can see

Communication > Staff Pocket

Allows the user to access Staff Pocket Usage see how many devices they have Pocket loaded on remove and disable

Advanced Stuff > Configuration & Set UP > Device Management

Allows the user to access information as to who was the last person to use a device and have the availablity to deactivate access.

Advanced Stuff > System Settings

Allows the user to access the settings for Care Control and Configure how the system is set up

Advanced Stuff > User Access > One Time Codes

Allows the user to send One Time codes to other members of staff to enable them to download any apps to their devices

Advanced Stuff > Application Administration > eMar

Allows the user to create settings for Audits and sign staff out of Drug Trolleys

Other Functions > Other Functions > Admin Dashboard

Allows the user to access the Admin Dashboard

Other Functions > Care Plans

Allows the user to access Care Plans from the Admin Page

Other Functions > Organisational Management

Allows the user to access Org Management which is the area for Cloud User Settings

Other Functions > Print Care Plans

Allows the user to print care plan information

Other Functions > Record Something

Allows the user to record Care Plan information from the Admin page

Other Functions > Service Status

Allows the user to access the Service Status from the Admin page

Other Functions > System Usage

Allows the user to see how much of the system they are using and what their overall percentage is

Anaylsis Reports > Analysis > Analysis Reports

Allows the user to access Analysis Reoprts from the Admin page

Care Planning

Care Plans > Summary

Allows the user access to the Summary page in Care Plans

Care Plans > Essentials > About Me

Allows the user access to th About Me Section

Care Plans > Care Notes

Allows the user access to Care Notes in the Care Plan

Care Plans > Care Review

Allows the user access to the Care Review

Care Plans > Checklists

Allows the user to access to see what checklists have been assigned to the Service User

Care Plans > Consent & Capacity

Allows the user access to the Consents and Mental Capacity area

Care Plans > Food, Drink & Nutrition

Allows the user access to the Food, Drink & and Nutrition section

Care Plans > Key Contacts

Allows the user access to the Key Contacts for the Service User

Care Plans > Personal Details

Allows the user to Access the Persoanl Details page

Care Plans > Risk Assessments

Allows the user to Access Risk Assessments in the Service User Care Plan

Care Plans > Medical > eMar

Allows the user access to the MAR chart

Care Plans > GP Connect

Allows the user access to GP records if set up on Care Control

Care Plans > Health Issues

Allows the user access to Health Issess

Care Plans > History/Diagnosis

Allows the user access to the Services Users Medical History

Care Plans > Medication Creams

Allows the user access to add/remove/edit creams

Care Plans > Medication Profile

Allows the user access to add/remove/edit medications (if using eMar this is pulled through from the App)

Care Plans > Professional Visits

Allows the user to access Professional Visits

Care Plans > Analysis > Incident Analysis

Allows the user to access Incident Analysis

Care Plans > Monitoring Analysis

Allows the user to access Monitor Analysis

Care Plans > Other Areas > Activities

Allows the user to access Activities

Care Plans > Aduit of Change

Allows the user to access and see who has made changes in the Care Plans

Care Plans > Life History

Allows the user to access Life History and Amend

Care Plans > Linked Documents

Allows the user to access Linked Documents and add from the Care Plan

Care Plans > Memory Box

Allows the user to access Memory Box Items that have been sent and record

Care Plans > Personal Belongings

Allows the user to access Personal Belongings and add new items

Care Recording > Record Care Information > Record Care Common

Allows the user to access and record information in the Common Options

Care Recording > Record Care Full

Allows the user to access and record information in all areas

Handover Notes > Handover

Allows the user to access the Handover Notes

Home Status > Service Status

Allows the user access to the Service Status in Care Planning

Consolidated Invoices

Consolidated Invoicing > Invoicing

Allows the user access to add/amend/remove Invoices (Dom Roster Only)

Consolidated Invoicing > Regenerate Invoices

Allows the user to be able to regenerate Invoices (Dom Roster Only)

Consolidated Invoicing > Contracts

Allows the user access to add/amend/remove Contracts (Dom Roster Only)

Consolidated Invoicing > Owners > Manage Contract Owners

Allows the user to add/amend/remove Contract Owners (Dom Roster Only)

Consolidated Invoicing > Residents > Clients

Allows the usser to add/amend/remove Clients (Dom Roster Only)

Consolidated Invoicing > Settings > Manage Settings

Allows the user to access overall settings (Dom Roster Only)

HR

Security > Security > Access all Staff Members

Allows the user to access all staff members

Application Bundle > Advanced

Allows the user to acces the Advanced Stuff Tab to access Settings

Staff Details > Personal Details > DBS

Allows the user to access add/amend DBS information

Staff Details > Disciplinary

Allows the user to access add/amend Disciplinary actions

Staff Details > Documents

Allows the user to access add/amend Documents to the Staff Record

Staff Details > Notes

Allows the user to access add/amend Notes against the staff member

Staff Details > Pandemic

Allows the user to access add/amend vaciantions from covid

Staff Details > Personal Details

Allows the user to access add/amend the Personal Details

Staff Details > Process Leaver

Allows the user to process a staff member as a leaver

Staff Details > References

Allows the user to access add/amend references for the staff member

Staff Details > Roles and Contracts

Allows the user to access add/amend the Role and Contract for a staff member

Staff Details > Security

Allows the user to access and amend the Security access for the staff member of what they can access against their Role

Staff Details > Supervisions

Allows the user to access add/amend Supervisions for the staff member

Staff Details > Training

Allows the user to access add/amend Training courses on the staff profile

Staff Details > Role & Contract > Add New Role

Allows the user to add a new Role to the staff member

Staff Details > Edit Role

Allows the user to edit the current role of the staff member

Staff Details > Security > Change Pin

Allows the user to change the Pin Number for the staff member

Staff Details > Edit Security

Allows the user to access and amend the Security access for the staff member of what they can access against their Role

Staff Details > Notes > Delete Notes

Allows the user to Delete any notes made agains the staff member

Staff Training > Staff Training > Training Records

Allows the user to access the Staff Training area of HR and add/amend records

Attendance & Holiday > Record Holiday

Allows the user to record staff holidays

Attendance & Holiday > Holiday > Holiday Calandar

Allows the user to access the Holiday Calandar

Attendance & Holiday > Holiday Requests

Allows the user to access and process holiday requests

Attendance & Holiday > Record Holiday

Allows the user to record staff holidays

Attendance & Holiday > Absences

Allows the user to record an absence

Attendance & Holiday > Bradford Factor Analysis

Allows the user to have access to the Bradford Factor

Attendance & Holiday > Holiday Requests

Allows the user to process holiday requests

Attendance & Holiday > Holiday Calandar

Allows the user access to the Holiday Calandar

Attendance & Holiday > Absences

Allows the user access and record Absences

Attendance & Holiday > Bradford Factor Analysis

Allows the user access to the Bradford Factor Analysis

Org Management

General > Organisation Structure > Manage Roles

Allows the user access to add/amend/edit Roles for Cloud Users

General > Structure

Allows the user access The Organistaion Stucture and amend/add services within the organisation

General > View Organisation Codes

Allows the user to have access to the Site Codes for all Sites.

General > Access Roles

Allows the user to add/edit Access Roles which determin what apps and homes they have access too

General > Users > Departments

Allows the user to Add/edit a new department (Category ie: Care/Management)

General > Overview

Allows the user to add/remove/edit users for Cloud Access

General > Positions

Allows the user to add /remove/edit Positions (Roles ie Care Assistant/Registered Manager)

General > User Settings

Allows the user to access the Settings

General > Permissions > Permission Management

Allows the user to add/remove/edit the Permisions that staff require when accessing Cloud

General > Permission Report

Allows the user to access and produce a report on what permissions a staff member has

General > Settings > Applications

Allows the user to enable or disable applications from being active across the organisation

General > Settings

Allows the user to access the settings for Cloud user (ie, turning on MFA)

General > Data > Data Mirroring

Allows the user to access and copy areas on Care Control such as Care Review Domains and SCF to other sites within the organisation

Roster

Overide Alert Options > Alerts to Warnings > Allow Agency to be used

Allows the user to overide the Alert when an Agency Member is being assigned

Overide Alert Options > Allow Conflicting Shifts to be created

Allows the user to overide the Alert which Prevents staff members being assigned cells that overlap with their existing assignment

Overide Alert Options > Allow Limits to be Exceeded

Allows the user to overide the Limits that have been set in the Limits section of Settings

Overide Alert Options > Allow Upcoming Leaver Assignment

Allows the user to overide when adding a shift to a staff member that has a leave date

Overide Alert Options > Allow Visa Hours to be Exceeded

Allows the user to overide when a shift has been added to a staff member who have Visa Hours that cannot be exceeded to give them more hours

General > Rotas > End Rota

Allows the user to be able to End a Rota

General > Global Settings

Allows the user to access Global Settings for Roster

General > Manage Allocations

Allows the user to access Manage Allocations whne creating a Rota

General > Multi-View

Allows the user to create a Multi-view – this is in the Dashboard area

General > Ordering

Allows the user to Manage the order that the Rows display when creating a Rota

General > Rota Settings

Allows the user access to Rota Settings

General > Rotas

Allows the user access to Rotas in general

General > Edit Plan Mode > Add Roles

Allows the user to Add Roles when editing in the draft plan

General > Add Staff

Allows the user to add staff when editing in draft the plan

General > Edit Rota Plan

Allows the user edit the draft plan

General > Publish Plan Changes

Allows the user to publish any changes made on the draft Plan

General > Remove Template

Allows the user to remove shift templates when creating the Rota

General > Templates

Allows the user to access Shift Template and Create

General > Live Rota > Resident Absence

Allows the user to record a Resident Absence in the Live Rota

General > Add shift

Allows the user to add shift templates when creating the Rota

General > Assign Visits outside Availablity

Allows the user to assign shifts to a member of staff that is outside their availablity (Dom Roster)

General > Delete Shift

Allows the user to delete a shift on the Live Rota

General > Live Rota

Allows the user acces to the Live Rota

General > Modify shift

Allows the user to modify a shift on the Live Rota

General > Shift Audit

Allows the user to access the Shift Audit on the Live Rota

General > Staff Absense

Allows the user to Record a Staff Absence on the Live Rota

General > Staff Holiday

Allows the user to Record a Staff Holiday in the Live Rota

General > Templates

Allows the user to add/remove/amend shift templates in the Live Rota

General > Agency > Assign Agency Staff

Allows the user to assign shifts to an Agency

General > Care Agencies

Allows the user to add/amend/remove Care Agency details

General > Issues

Alloows the user to action and Issues with Agency

General > Usage

Allows the user to access the Usage of Agency Data

General > Authorisations > Autorisation Requests

Allows the user to action and authorise requests for Roster changes that have come through

General > Analysis > Check In Analysis

Allows the user to run the Check In Analysis Report (Dom Roster)

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