Release date: Monday, 8th November 2021
This feature is usually a requirement of larger organisations with more complexity in users' access control and delegation. Therefore, it is not a feature set that may necessarily be relevant for all types of services. However, there may be certain scenarios in which you may find it useful. If that is the case, we strongly recommend that you speak with us, so we can assist you in the best possible way with the set-up and use of this.
As you are aware, all your team members are assigned to a certain tier of access in the Sekoia Administration such as: System Administrators, Administrators/Managers, Super Users or Employees. What you are able to see and do in the Administration, depends on the role you have been assigned.
Access Control is essentially an added layer to this. So it allows further customisations within those roles – as to which care professionals are able to create certain Care Plans, Tasks or Forms in the Administration.
The way it works in practice is that System Administrators have the ability to create and manage ‘tags’ that may allow/restrict members of their team to have access to specific sections of the Administration set-up.
There are currently a set of professional groups in Sekoia, to which all employees are allocated. These are as follows: Management, Nurse (RGN), Senior Care Assistant, Health Care Assistant, Support Staff and Domestic.
If it is important within the remit of support you provide, that certain tasks are carried out only by the right professional group or a set of team members that you know are qualified to do so, then the delegation feature may be relevant to you.
Delegation helps to ensure that the right person/s in your team is carrying out a specific task/ set of tasks. This may be based either on their assigned professional group in Sekoia (as those stated above), or by creating delegation ‘tags’ and assigning these to the relevant staff members or by delegating a task directly to a staff member.
In either of those scenarios, a staff member that is not the right person to carry out a task receives a warning that this task does not match their delegation. It does not stop them from completing the task, however in order to do so they have to state a reason for this.
This is a brief overview. If you have any further questions on this or wish to discuss this in more detail, please feel free to reach out to us and we can set up a call/meeting to talk it through.