Who Controls What? Understanding Access Levels and Key Terms
Form customization capabilities are managed at different levels within Pharmapod:
Organization Manager/Administrator:
Enabling Sections: Once customization features are enabled, the Organization Manager can activate specific form sections for customization within your organization's Form Settings.
Customization Power: Has full control over hiding/showing Pharmapod default options, adding/managing custom options, and creating/managing custom fields.
Facility-Level Control: Can apply customization settings across all facilities or to selected ones, and can "lock" settings for facility managers.
Facility Manager/Administrator:
Limited Access: Can manage form settings only for the facilities they are directly assigned to.
Restrictions: May find certain options "locked" if an Organization Manager has applied a lock.
View Only: Users without manager access have view-only rights to the Form Field Settings overview page.
Note: This user may be the same as the Organization Manager, but is not necessarily the same.
Form Field Settings: Form Field Settings allows the Administrator to configure each section of an event report to meet the organization/facility’s operational needs and workflows.
Summary Page Tools Management: The Summary Page Tools Management allows the Administrator to configure the various summary page tools/Continuous Quality Improvement (CQI) tools, such as Staff Involved, Notified/Informed, Linked Facilities, Risk Matrix, Root Causes, and Contributing Factors.
Notifications: Notification configuration triggers notifications based on the conditions or rules the Administrator configures. Administrators can configure multiple conditions based on two operators:
OR (ANY of the conditions are met), or
AND (ALL of the conditions are met)
The system is currently only capable of notifying the recipients through email. If the recipient does not have an email address, then the notification will not reach them. Also, if the recipient is a shared email address, then the notification will be viewable by everyone with access to that email.
The recipients of the configuration are set based on the roles that they have been assigned by the Administrator in our system. The system will send the notifications to the selected roles based on the option chosen by the admin: (1) users in the selected position(s) assigned to the facility that owns the event, or (2) notifying all users with the selected position(s).
Integrations: Integrations automate reporting data to third-party entities as required, such as the NHS, NIDR, and CAMER. Organization Managers can view the enabled integrations at the organization level and enable/disable them as appropriate. Note: Not all organizations or facilities require integrations; therefore, not all organizations or facilities will see this feature.