Activities - with an activity date after the referral discharge date - how to prevent their entry

Activities - with an activity date after the referral discharge date - how to prevent their entry

An activity can be entered with a date after the referral discharge date.�

The ability to enter an activity after the referral discharge date is controlled by role permissions.�

Note: It is not possible to enter activities dated prior to the referral start date.�

To see what activity role permissions, a role has:

  • Go to Administration -> Roles
  • View the required role
  • Select�
  • If users can enter activities on closed referrals, under the Activities role permission for Recently discharged referrals and/or Closed referrals, they will have permissions of either:
    • Read|Edit|Create
    • Read|Edit|Create|Delete
    • Read|Edit|Create|Delete|Admin

e.g.

  • To remove the�ability to enter an activity after the referral discharge date from role permissions, select one of the following options under both�Recently discharged referrals and Closed referrals:
    • No access
    • Read only
    • Read|Edit

e.g.

Please note: If you change the role permissions on activities for the recently discharged and/or closed period to any of the below, the user/s will not be able to back date any activities:

  • No access
  • Read only
  • Read|Edit

All activities will need to be entered in before discharging the referral.