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The below tables is a recommended variation based on the standard Users permission group that comes with your SmartAdvocate System.

Title

URL

Group

Access

Access (Closed Cases)

Access (Assigned Cases)

Insurance Company Report

/SAReports.aspx?reportid=Insurance Company Report/Insurance Company Report

Case Information Reports

Full Access

N/A

N/A

Employment Report

/SAReports.aspx?reportid=EmploymentReport/EmploymentReport

Case Information Reports

Full Access

N/A

N/A

Witness Report

/SAReports.aspx?reportid=WitnessReport/WitnessReport

Case Information Reports

Full Access

N/A

N/A

Negotiation Follow-Up

/Dashboard_SettlementNegotiation.aspx

Dashboards

Full Access

N/A

N/A

Incident Date/State

/Case_Incident.aspx#Incident

General

Read Add Edit

Read Add Edit

Read Add Edit

Negotiation/Settlement (Negotiations Panel)

/Negotiation.aspx#Negotiations

General

Full Access

Read Add Edit

Full Access

Medical Visits Report

/SAReports.aspx?reportid=MedicalVisitsReport/MedicalVisitsReport

Medical Reports

Full Access

N/A

N/A

Treatment Report

/SAReports.aspx?reportid=TreatmentReport/TreatmentReport

Medical Reports

Full Access

N/A

N/A

Injury Report

/SAReports.aspx?reportid=InjuryReport/InjuryReport

Medical Reports

Full Access

N/A

N/A

Medical Records Update Report

/SAReports.aspx?reportid=MedicalRecordsUpdateReport/MedicalRecordsUpdateReport

Medical Reports

Full Access

N/A

N/A

Attorney File Review Overdue

/DashboardStaffReview.aspx?NoteTypeCriteria=81

Overdue Dashboards

Read Only

N/A

N/A

Negotiation Follow-Up

/SAReports.aspx?reportid=NegotiationFollowUp/NegotiationFollowUp

Staff Management Reports

Full Access

N/A

N/A

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