The restriction of Personal Identifying Information (PII) from users' view is a new feature of CAREWare and was added in beta build 577. It is applied to canned and custom reports on a field by field basis. These report restrictions are managed by permission groups in the Provider/User Manager and the Advanced Security Options menu.
To setup the PII encryption on reports:
- Login to the Central Administration domain
- Click on Administrative Options>Advanced Security Features>User Group Admin (Report)
- Highlight PII Restricted User Group and press F2 or click on F2: Edit Group Permissions
- Using the filter text box on the right search for the first additional field you would like to hide on a report
- Highlight the field and click Add to Template
- Repeat steps 4 & 5 for all fields you would like to hide
- When done press F1 or click on F1-Save
- Close back to the main menu
To apply the PII User Group to a user:
- Login to the Central Administration domain
- From the main menu go to Administrative Options>Provider/User Manager
- Expand Real Time Providers
- Double click on your provider domain name
- Expand Users
- Right click on a user's name and select Manage Report Field Restrictions
- Highlight a report group in the lower left box
- Press F2 or click on F2: Add Group to User
- Press F1 or click on F1-Save
- Press Close back to Administrative Options
To encrypt the PII fields on a report:
- From the main menu go to Reports
- Select one of the canned reports such as No Service in X Days
- Choose the appropreiate report scope
- Check the check box for Hide Personal Identifying Information *
- Run the report
- If the CAREWare user has the restricted PII group applied to their user account, then the check box will already be checked and the field grayed out.
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