System Definition of My
Product Guide Library > Physician Strategy Suite > System Definition of My
Definitions for each record type as it relates to ‘my’ quick lists and access to specific records in the application.
Permissions & Restrictions
Permissions
Admins: Have access to all areas and record types in the system — being assigned a record will impact what shows up in ‘my’ quick lists.
Full: When a full user is assigned a record, this will grant them delete access for records they are assigned in addition to curating ‘my’ quick lists.
Standard: When standard users are assigned to a record, this will grant them specific editing and deleting rights in addition to curating ‘my’ quick lists.
Limited: Assignment of records dictates what limited users can view, edit, and delete in addition to curating ‘my’ quick lists.
Read-Only: Have access to view all areas and record types in the system — being assigned a record will impact what shows up in ‘my’ quick lists.
Term Definitions
Quick Lists: Filter options throughout the application that narrow down data in the system to records based on classifications of all, my & my teams.
People
If I am assigned on the profile as a recruiter, relationship manager, onboard coordinator, or practice manager this becomes my profile and will show in all ‘my’ lists.
Place
If I am assigned on the profile as the relationship manager this becomes my profile and will show in all ‘my’ lists.
Activities
If I am the assignee on the activity this becomes my record and will show in all ‘my’ lists.
Issues
If I am the assignee on the issue this becomes my record and will show in all ‘my’ lists.
Practice Opportunities, Candidates & Leads
- If I am assigned to the person profile as a relationship manager, practice manager, onboard coordinator or recruiter, this becomes my profile and will show in ‘my’ leads list.
- If I am assigned to the candidate this becomes my record and will show in all ‘my’ candidate lists.
- If I am assigned a person profile with a source, they become my lead and will show in the ‘my’ leads list.
- If I am assigned as part of the hiring team, this becomes my practice opportunity and will show in all ‘my’ opportunity lists.
- If one of the people profiles I am assigned to as a relationship manager, practice manager, onboard coordinator, or recruiter is part of the practice opportunity, this becomes ‘my’ opportunity and will show in ‘my’ opportunity list.
- If I am assigned a candidate, the practice opportunity they are part of becomes ‘my’ opportunity and will show in my opportunity list.
- If I am assigned on the person profile as a relationship manager, practice manager, or recruiter, I can view this candidate in ‘my’ candidates lists.
- If one of the place profiles I am assigned as relationship manager for is assigned to the practice opportunity, this becomes ‘my’ opportunity and will show in my opportunities list.
- If one of the activities I’m assigned to is part of a practice opportunity, this becomes my practice opportunity and will show in ‘my’ opportunity list.
Onboard Projects & Providers
- If I am assigned to the person profile as a practice manager, onboard coordinator, relationship manager or recruiter, I can view this provider in ‘my’ providers lists.
- If I am assigned to a provider, this becomes my profile and will show in all ‘my’ providers lists.
- If I am assigned a provider, the onboard project they are part of becomes ‘my’ onboard project and will show in ‘my’ projects lists.
- If I am assigned as the owner of an onboard project, this becomes ‘my’ profile and will show in all ‘my’ projects lists.
- If I am assigned as the lead on a project group, this becomes ‘my’ onboard project and will show in ‘my’ projects list.
- If one of the people profiles I am assigned as a practice manager, onboard coordinator, recruiter or relationship manager is part of an onboard project, this becomes ‘my’ project and will show in ‘my’ projects lists.
- If one of the place profiles I am assigned as relationship manager for is assigned to the onboard project, this becomes ‘my’ project and will show in ‘my’ projects lists.
- If one of the activities I’m assigned to is part of an onboard project, this becomes my onboard project and will show in ‘my’ projects list.
Initiatives & Members
- If I am assigned on a person profile as a relationship manager, I can view this member in ‘my members’ lists.
- If I am assigned to a member, this becomes a ‘my’ member and will show in all ‘my’ members lists.
- If I am assigned as the owner of the initiative, this becomes my initiative and will show in all ‘my’ initiatives lists.
- If I am assigned a member, the initiative they are part of becomes ‘my’ initiative and will show in ‘my’ initiatives lists.
- If one of the people profiles I am assigned a relationship for is part of the initiative, this becomes ‘my’ initiative and will show in ‘my’ initiatives lists.
- If one of the place profiles I am assigned as relationship manager for is assigned to the initiative (either as a member or as the place the initiative is taking place), this becomes ‘my’ initiative and will show in ‘my’ initiatives lists.
- If one of the activities I’m assigned to is part of an initiative, this becomes my initiative and will show in ‘my’ initiatives list.
