Security Matrix Permissions by Practice Report

A report in Excel output format shows a view of all Security Roles and the access permissions each role holds.

More detailed text describing the what each access permission will grant to the user has also been added to the database and appears on the report.

To create the report:

1. Navigating to the Practice
2. From the Practice reports menu select
   
   Practice Reports > Job Security Reports > Security Matrix Permissions by Practice
   
   The document production wizard appears
   
   
3. Click Next
   
   The Select Practice option appears:
   
   
   
   
4. Select the practice or leave the practice blank
   
   
5. Click finish
   
   The MS Excel document will be output to the Practice document management folder.

Note

• If a practice is NOT selected, the data will show the system's default security settings and roles.
  
  The Excel output sample is displayed below:
  
  
  
  
• Make sure you have the MS Excel template added to your "Forms" folder, under the root of your document template root folder. the Excel template is attached.
  
  Below is a listing of the MS Excel "Forms" folder: