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H.E.A.R.T. Family Software    H.E.A.R.T.
Custom Software Solutions    Custom
Technical Services    Technical

H.E.A.R.T. Online Screen Names and Security Access Levels

   
H.E.A.R.T. Online
Screen Names and Security Access Levels

Level 1 Level 2 Level 3 to 10 Level 11
FILE
    Company Information XXX XXX XXX Available
    Set Fiscal Year XXX XXX XXX Available
    Close Fiscal Year XXX XXX XXX Available
    Repair Database XXX XXX XXX Available
    Exit Available Available Available Available
 
LISTS
    Agency XXX View Only Full Access XXX
    Client View Only Partial Access Full Access XXX
        Client Tabs
          Personal XXX Available Available XXX
          Last Address XXX Available Available XXX
          Emergency  XXX Available Available XXX
          *Children XXX Edit Only Edit Only XXX
          *Referral XXX Edit Only Edit Only XXX
          *Employment XXX Available Available XXX
          +*Medical XXX XXX Available XXX
          +*Social XXX XXX Available XXX
          *Addiction XXX XXX Available XXX
          +*Benefit XXX XXX Available XXX
          +*Insurance XXX Available Available XXX
          *Background XXX XXX Available XXX
          *Income XXX Available Available XXX
          *Case Notes XXX XXX Edit Only XXX
          *Restrictions XXX XXX Edit Only XXX
          *Program XXX Edit Only Edit Only XXX
          *Bed & Meal XXX Edit Only Edit Only XXX
    Dorm XXX XXX Full Access XXX
    Employee XXX XXX XXX Full Access
    Fax Sendee (option) XXX XXX Full Access XXX
    Segmentation XXX XXX Full Access XXX
 
ACTIVITIES
    Bed Assignments Full Access Full Access Full Access XXX
    Meal Assignments Full Access Full Access Full Access XXX
    Program Assignments XXX XXX Full Access XXX
    Vendor Billing (option) XXX XXX Full Access XXX
 
FUNCTIONS
    Change Addiction XXX XXX XXX Full Access
    +Change Benefit XXX XXX XXX Full Access
    Change Child        Specification XXX XXX XXX Full Access
    Change Donation (option) XXX XXX XXX Full Access
    Change Drug XXX XXX XXX Full Access
    ^Change Education XXX XXX XXX Full Access
    ^Change Ethnicity XXX XXX XXX Full Access
    ^Change Faith XXX XXX XXX Full Access
    Change Income XXX XXX XXX Full Access
    +Change Insurance XXX XXX XXX Full Access
    Change Marital Status XXX XXX XXX Full Access
    +Change Medical  XXX XXX XXX Full Access
    ^Change Military  XXX XXX XXX Full Access
    Change Offense XXX XXX XXX Full Access
    Change Program XXX XXX XXX Full Access
    Change Relation XXX XXX XXX Full Access
    +Change Social XXX XXX XXX Full Access
    Change Volunteer          (option) XXX XXX XXX Full Access
    Change Bed/Meal          Costs (option) XXX XXX XXX Full Access
    Change Client Services          Limit (option) XXX XXX XXX Full Access
    Change Default Settings XXX XXX XXX Full Access
    Change Level 1 Setting XXX XXX XXX Full Access
    Change Level 2 Setting XXX XXX XXX Full Access
    Change Level 3 Setting XXX XXX XXX Full Access
 
MODULE (option)
    Auto Fax XXX XXX Full Access XXX
    Client/Donor Payment XXX Full Access Full Access XXX
    Vendor Billing XXX XXX Full Access XXX
 
REPORTS
    *Bed List Full Access Full Access Full Access XXX
    *Client Payment (option) XXX Full Access Full Access XXX
    *Donation Log (option) XXX Full Access Full Access XXX
    *Daily Meal List Full Access Full Access Full Access XXX
    *Employee List XXX XXX XXX Full Access
    *Income Type XXX Full Access Full Access XXX
    *Information Summary XXX Full Access Full Access XXX
    *Location XXX Full Access Full Access XXX
    *Meal & Bed Summary XXX Full Access Full Access XXX
    *Month Ending XXX XXX Full Access XXX
    *Monthly Bed XXX Full Access Full Access XXX
    *New Client List XXX XXX Full Access XXX
    *Program List XXX XXX Full Access XXX
    *Sleeping Summary Full Access Full Access Full Access XXX
    *Suspension Summary Full Access Full Access Full Access XXX
    *Transaction Journal XXX XXX XXX Full Access
    Vendor Billing (option) XXX XXX Full Access XXX



Legend:
* - Indicates that the administrator has the ability to determine if these items are or are not available to the various security levels.
+ - Indicates that the administrator has the ability to rename these client information tabs.
^ - Indicates that the administrator has the ability to customize these field names. These fields have associated customizable drop-down lists.



 
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