User Privileges Guide - hmislk/hmis GitHub Wiki

User Privileges Guide

Overview

The HMIS system uses a comprehensive privilege-based access control system to ensure users can only access features appropriate to their roles and responsibilities. This guide explains how privileges work and how administrators can manage user access effectively.

Understanding Privileges

What Are Privileges?

Privileges are specific permissions that grant users access to particular system functions. Each privilege controls access to one or more related features within the HMIS system.

How Privileges Work

  • User Roles: Users are assigned to roles (e.g., Doctor, Pharmacist, Administrator)
  • Role Privileges: Each role is granted specific privileges appropriate to that position
  • Feature Access: System features check for required privileges before allowing access
  • Hierarchical Access: Some privileges may include others or have dependencies

Privilege Categories

Administrative Privileges

User Management

Privilege Description Typical Users
AdminManagingUsers Full user account management, role assignment, privilege management System Administrators
AdminStaff Staff information management, staff-user linking HR Administrators, System Administrators
AdminInstitutions Institution, department, and organizational structure management System Administrators, IT Managers

System Configuration

Privilege Description Typical Users
AdminItems Item management, inventory configuration, EMR form management System Administrators, Inventory Managers
AdminPrices Pricing configuration, fee structure management Financial Administrators, System Administrators

Specialized Administration

Privilege Description Typical Users
LabAdiministrator Laboratory service configuration and management Laboratory Managers, System Administrators
PharmacyAdministration Pharmacy system configuration and management Pharmacy Managers, System Administrators
InwardAdministration Inpatient service configuration Ward Managers, System Administrators
StoreAdministration Central store management and configuration Store Managers, Supply Chain Managers
MembershipAdministration Patient membership program management Customer Service Managers, Administrators
HrAdmin Human resources module administration HR Managers, System Administrators

Clinical Privileges

Outpatient Department (OPD)

Privilege Description Typical Users
Opd Basic OPD access, patient registration, queue management OPD Staff, Nurses, Clerks
OpdBilling OPD service billing and payment processing Billing Staff, Cashiers
OpdOrdering Laboratory and diagnostic test ordering Doctors, Nurses
OpdPreBilling Pre-billing for cashier processing Billing Clerks
OpdCollectingCentreBilling Billing at collection centres Collection Centre Staff
OpdBillSearch Bill search and inquiry functions Billing Staff, Supervisors
OpdBillItemSearch Detailed bill item searching Billing Staff, Auditors
OpdLabReportSearch Laboratory report access for OPD patients OPD Staff, Nurses

Laboratory Services

Privilege Description Typical Users
LabSampleCollecting Sample collection and barcode management Phlebotomists, Lab Technicians
LabSampleReceiving Sample receipt and processing Lab Technicians, Lab Supervisors
LabReportSearch Laboratory report management and searching Lab Technicians, Pathologists
LabReportPrint Laboratory report printing and distribution Lab Staff, Report Clerks
LabSummeries Laboratory analytics and performance reports Lab Managers, Pathologists
LabInwardSearchServiceBill Inpatient laboratory service bill search Lab Billing Staff

Pharmacy Services

Privilege Description Typical Users
Pharmacy Basic pharmacy access and operations Pharmacists, Pharmacy Technicians
PharmacySale Retail pharmacy sales Pharmacists, Sales Staff
PharmacySaleWh Wholesale pharmacy operations Wholesale Staff
PharmacyPurchase Pharmacy purchasing and procurement Pharmacy Managers, Purchase Officers
PharmacyGoodReceive Goods receipt and inventory management Pharmacy Staff, Store Keepers
PharmacyGoodReceiveWh Wholesale goods receipt Wholesale Staff
PharmacyReports Pharmacy analytics and reports Pharmacy Managers, Supervisors
PharmacyTransferRequest Stock transfer requests between departments Pharmacy Staff, Ward Staff
PharmacyTransferIssue Processing outgoing stock transfers Pharmacy Staff
PharmacyTransferRecive Receiving incoming stock transfers Department Staff
PurchaseOrdersApprovel Purchase order approval workflow Pharmacy Managers, Procurement Officers

Inpatient Services

Privilege Description Typical Users
InwardServicesAndItemsAddServices Adding services to inpatient bills Ward Staff, Nurses

Financial and Cashier Privileges

Cash Management

Privilege Description Typical Users
Cashier Basic cashier operations and shift management Cashiers, Finance Staff
CashTransaction Financial transaction processing Cashiers, Finance Managers
CashTransactionCashIn Shift start and cash-in operations Cashiers
CashTransactionCashOut Shift end and cash-out operations Cashiers, Supervisors

Payment Processing

Privilege Description Typical Users
ScanBillsFromCashier Barcode bill scanning capabilities Cashiers
AcceptPaymentForOpdBatchBills Processing batch OPD bill payments Cashiers
AcceptPaymentForPharmacyBills Processing pharmacy bill payments Cashiers
RefundOpdBillsFromCashier Processing OPD bill refunds Cashiers, Supervisors
RefundPharmacyBillsFromCashier Processing pharmacy bill refunds Cashiers, Supervisors

Credit Management

Privilege Description Typical Users
ManageCreditCompany Credit company and insurance management Finance Managers, Billing Supervisors

Channelling and Appointment Privileges

Channelling Operations

Privilege Description Typical Users
Channelling General channelling operations Channelling Staff, Appointment Clerks
ChannellingChannelBooking Appointment booking and management Channelling Staff
ChannelBookingByMonth Monthly appointment planning Channelling Supervisors
ChannellingPastBooking Historical appointment access Channelling Staff, Supervisors

Channelling Management

Privilege Description Typical Users
ChannelSheduleManagement Doctor schedule creation and management Channelling Managers
ChannelSessionManagement Session instance management Channelling Supervisors
ChannelManagement Overall channelling system management Channelling Managers
ChannelCreateSessions Creating new channelling sessions Channelling Managers

Channelling Payments

Privilege Description Typical Users
ChannellingPaymentPayDoctor Doctor payment processing Finance Staff, Channelling Managers
ChannellingPaymentDueSearch Outstanding payment tracking Finance Staff
ChannellingPaymentDoneSearch Completed payment inquiry Finance Staff, Auditors

Channelling Analytics

Privilege Description Typical Users
ChannelReports Channelling operational reports Channelling Managers
ChannelSummery Channelling performance analytics Channelling Managers, Administrators

Specialized Privileges

Data Access and Views

Privilege Description Typical Users
StockTransactionViewRates View financial rates in stock transactions Pharmacy Managers, Finance Staff
PharmacyTransferViewRates View rates in pharmacy transfer operations Pharmacy Managers, Supervisors
Developers Development and testing features access System Developers, IT Staff

Reporting Privileges

Privilege Description Typical Users
ReportsSearchCashCardOwn Personal cash and card transaction reports Individual Staff Members
ReportsItemOwn Personal item-related reports Staff Members
DashBoardMenu Dashboard and summary screen access Managers, Supervisors

Managing User Privileges

Accessing User Privilege Management

Navigation: Administration → Manage Users → User Roles

Assigning Privileges to Users

Method 1: Role-Based Assignment (Recommended)

  1. Define User Roles: Create roles like "Pharmacist", "OPD Clerk", "Lab Technician"
  2. Assign Privileges to Roles: Grant appropriate privileges to each role
  3. Assign Users to Roles: Place users in roles matching their job functions
  4. Bulk Assignment: Use "Add Privileges to Users by Role" for efficiency

Method 2: Individual User Assignment

  1. Access User Management: Navigate to user account details
  2. Direct Privilege Assignment: Manually assign specific privileges
  3. Custom Access: Create unique privilege combinations when needed

Best Practices for Privilege Management

1. Principle of Least Privilege

  • Minimum Necessary Access: Grant only privileges required for job functions
  • Regular Review: Periodically audit user privileges for appropriateness
  • Role-Based Approach: Use roles rather than individual assignments when possible
  • Temporary Access: Use time-limited privileges for temporary assignments

2. Role Design Strategy

  • Job Function Alignment: Create roles that match actual job responsibilities
  • Department-Specific Roles: Consider department-specific privilege needs
  • Hierarchical Roles: Design roles that reflect organizational hierarchy
  • Cross-Training Consideration: Account for staff who work in multiple areas

3. Documentation and Auditing

  • Role Documentation: Document the purpose and scope of each role
  • Change Tracking: Log all privilege changes with justification
  • Access Reviews: Regularly review user access against current job functions
  • Compliance Reporting: Maintain privilege reports for regulatory compliance

Common Privilege Scenarios

Scenario 1: New Pharmacist Staff Member

Job Function: Hospital pharmacist handling dispensing and inventory

Recommended Privileges:

Pharmacy
PharmacySale
PharmacyTransferRequest
PharmacyTransferRecive
PharmacyGoodReceive (if handling receiving)

Rationale: Covers core pharmacy operations without administrative access

Scenario 2: OPD Billing Clerk

Job Function: Processing outpatient bills and payments

Recommended Privileges:

Opd
OpdBilling
OpdBillSearch
OpdBillItemSearch
AcceptPaymentForOpdBatchBills (if also cashiering)

Rationale: Focuses on billing functions without clinical access

Scenario 3: Laboratory Supervisor

Job Function: Managing lab operations and staff

Recommended Privileges:

LabSampleCollecting
LabSampleReceiving
LabReportSearch
LabReportPrint
LabSummeries
DashBoardMenu

Rationale: Comprehensive lab access with supervisory reporting

Scenario 4: Department Manager

Job Function: Managing departmental operations and staff

Recommended Privileges:

[Core department privileges]
DashBoardMenu
ReportsSearchCashCardOwn
ReportsItemOwn
[Relevant administrative privileges]

Rationale: Operational access plus management reporting capabilities

Troubleshooting Privilege Issues

Common Access Problems

User Cannot Access Feature

Problem: User gets "Access Denied" or feature not visible
Solutions:

  1. Verify user has required privilege for the specific feature
  2. Check if user is assigned to appropriate role
  3. Confirm privilege spelling and case sensitivity
  4. Review any prerequisite privileges or system configurations
  5. Check if user account is active and not expired

Feature Partially Accessible

Problem: User can access some but not all functions within a feature
Solutions:

  1. Review granular privileges within the feature area
  2. Check for view vs. edit vs. delete privilege distinctions
  3. Verify department-specific access limitations
  4. Confirm shift-based access requirements are met

Privilege Changes Not Taking Effect

Problem: Privilege changes made but user still cannot access features
Solutions:

  1. Ask user to log out and log back in
  2. Clear browser cache and cookies
  3. Restart application server if changes affect system-wide access
  4. Verify privilege changes were actually saved in the system

Privilege Conflicts and Dependencies

Conflicting Privileges

Some privileges may conflict or have dependencies:

  • Shift Requirements: Some privileges require active cashier shifts
  • Department Restrictions: Some privileges are department-specific
  • Role Hierarchies: Higher-level privileges may include lower-level ones

Missing Prerequisites

Some features require multiple privileges or system configurations:

  • Configuration Dependencies: Features may require specific system options to be enabled
  • Role Combinations: Some workflows require users to have complementary privileges
  • System State: Some features require specific system conditions (e.g., active shifts)

Security Considerations

Privilege Security Best Practices

1. Access Control Hygiene

  • Regular Audits: Periodically review all user privileges
  • Departure Procedures: Immediately revoke privileges when staff leave
  • Role Changes: Update privileges when users change positions
  • Temporary Access: Monitor and expire temporary privilege grants

2. Sensitive Privilege Management

  • Administrative Privileges: Strictly limit administrative access
  • Financial Privileges: Extra scrutiny for cash and billing privileges
  • Data Access: Careful management of reporting and data export privileges
  • Developer Access: Limit development privileges to authorized personnel

3. Compliance and Auditing

  • Audit Trails: Maintain logs of privilege changes and usage
  • Regulatory Compliance: Ensure privileges align with healthcare regulations
  • Documentation Standards: Document privilege rationale and approval
  • Regular Reviews: Scheduled privilege compliance reviews

Getting Help with Privileges

Internal Resources

  1. System Administrator: Primary contact for privilege questions and modifications
  2. Department Managers: For understanding job-specific privilege requirements
  3. HR Department: For role definitions and organizational structure guidance
  4. Security Officer: For compliance and security-related privilege decisions

Documentation and Support

  1. User Role Documentation: Maintain updated role and privilege documentation
  2. Training Materials: Include privilege information in user training
  3. Help Desk Procedures: Standard procedures for privilege-related support requests
  4. Escalation Procedures: Clear escalation path for complex privilege decisions

Related Resources:

Important Notes:

  • Always follow the principle of least privilege when granting access
  • Document all privilege decisions and changes for audit purposes
  • Regularly review and update privileges to match current job functions
  • Coordinate with HR and department managers for role-based privilege design
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