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Setting approver permissions for out-of-window visits

Set up the roles that approve out-of-window visits before configuring the visit window.

For descriptions of the fields on this page, see Manage Permissions page.

  1. Click Configurations (Configurations tab (main menu)).
  2. On the left, click Manage Permissions.

    A table of functions (vertical list on the left) and permissions (horizontal list across the top) appears. For descriptions of the fields on this page, see Manage Permissions page.

  3. In the list of functions on the left, in the Subject Approval category, find the Subject Out of Window Approval function.

    The Permission ID for this function is 210.

  4. Locate the approver role in the Function/Role heading at the top of the page.
  5. Select the checkbox below the approver role in the row for the Subject Out of Window Approval function.
  6. Click Submit.
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