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Section Management
What is a "Section"?
A section is an area on the left-hand side menu of the Flowlogic system. These sections contain both primary and secondary records which make up anything from client profiles all the way down to internal house audits and asset registers.
Sections can be created, edited and deleted to suit the needs of any instance setup and allows the user to have a large amount of control over what information is presented in certain areas as well as controlling who it is displayed to.
Creating a Section
To create a section, you simply need to navigate to the
upper right hand of the screen and select the “System Menu” which will the display
the “Sections” tab.
Selecting this will take you to the below view showing you all the sections in one table view.
From here select the “Add New Section” button at the upper right of the screen.
After selecting this option, you will be taken to the following screen allowing you to change the basic information of the section itself as well as setup an icon for display.
All that is required to create a section is specified below:
- Name
This is simply the name of the section and what you would like to have displayed on the left hand side menu.
- Main form
This is the form that will be attached to that section. Meaning that when I access this section, I will be creating this form before going any further. This is also known as a Primary Form.
- Icon
The icon is simply the visual aid on the side of the text to easily identify the section at a glance.
- Order
The order is where the section will be positioned on the left hand side menu. The upper most section would be order #1 and the order would then count upwards as you move down the screen.
Once you have all this information in order simply select “Save” at the top right of the screen
Section Access Controls
Access controls are also what we most commonly refer to as “Permissions” the access controls for a section deems who can and cannot see records as well as who can and cannot create / edit these records. These controls are assigned to specific groups within the system.
An example is a base level staff member should be able to access the incident reports to submit a record as it comes up however that same support worker should not be able to see any other incidents unrelated to them. This is handled via access controls.
Administering Admin Controls
You’re able to edit access controls for both primary and secondary records within sections. Below are two separate tutorials on how to edit each option.
Primary Form Access Controls
In order to create / edit access controls for a primary section you can navigate to System Menu > Sections
From here select the section you would like to alter the access controls for and select “Edit”
You will then see the Green banner at the base of the screen labelled “Access Control”
Select the “+” button on the right hand side to expand the view and be presented with the following.
Secondary Form Access Controls
To alter secondary from access controls you can again access System Menu > Sections
From here select the section you would like to alter the access controls for and select “Edit”
Once you’ve selected Edit navigate to the “Tab Forms” section of the screen.
From here you can then select the “Tab” as well as the “Form” you’re wanting to alter the permissions for. You can click the ”+” beside the form name to drop down and view the permissions for said form as well.
Access Rules Defined
| Rule Name | Definition |
 | This is the ability for the user to read all records that are submitted under this particular section. This would allow one user to review all information as required. |
 | Edit allows the user to make changes to any record under that particular section with no restrictions on who originally created the record. |
 | This is the rule that allows staff to generate a record under this particular section. |
 | Read own is the ability for the user to read any record that they themselves have submitted. If the user is the author of the record they will immediately have access to read through what they have just saved. |
 | Exactly as the above the Edit Own right allows a user to make changes to any records they themselves have submitted. Again if the user is the author of the record they immediately have access to this. |
Linked User Permissions
Below is a list of access rules that are only present in the “Staff Section”
- User Read
- User Edit
- User Add
- Manager Read
- Manager Edit
- Manager Add
These are functionally identical to all other rules however it will identify the user linked to the staff record. An example to explain this is a staff member has a user login to access the system however also has a staff record which stores all their information and documentation. These two records are linked and these access controls define what access the user should have to their own staff record.
Alternatively, the Manager variants control the access that the “Manager” of that staff member would have to the staff members file. You can read more about setting up managers of users in the “User management” section of the Flowlogic guide.
IMPORTANT
All the above access rules can be altered from “Allow” to “Deny” meaning it will then do the opposite of what was previously specified. E.g. If I “Deny” read rights it will prevent anyone in the group from reading any records in that area whatsoever.
If a user is a part of two separate groups one allowing access and the other denying access this user will automatically be Denied as a deny access rule will always override an “Allow” access rule.