Regular/staff accounts

Module permissions

These permissions determine which NEO modules the user can enter data into. A NEO "module" describes the options you see in NEO's main menu. Users can be granted access to all or some of these modules for the purpose of data entry with different levels of permission.

NX Transaction module

"NX Transaction" is NEO's default name for the NEP/NSP Transaction module, which collects data about the services and supplies distributed to clients. This module has three different levels of permissions.

NEP/NSP Transaction permission

This is the standard level of permission provided to most users. Checking off this level of permission will allow the user to: 

• Enter data through the Transaction screen for any date/time and any Transaction Site they have permission to access,
• View and edit the Client Details screen associated with a client reference code, and
• View the Transaction Logs for a client reference code.
  • No personal information or personal health information is stored in NEO (in fact, no free text notes of any kind are permitted about clients), but the Transaction Logs will show details like when a client last visited the service and what types of services/referrals/items they have received in the past.

To grant this level of permission, check off NEP/NSP Transaction under Module Permissions when creating or updating a user account.

NX Transaction Real Time permission

This permission is the exact same as "NEP/NSP Transaction" (above), except users can only enter data for the current date.

User Cannot Access Client Details permission

Checking off this level of permission will allow the user to: 

• Enter data through the Transaction screen for new and existing clients, but not see Transaction Logs,
• Create new client reference codes, but not view or edit Client Details screen.

Users can be limited to only entering transactions for the current time and date by selecting both "NX Transaction Real Time" and "User Cannot Access Client Details Screen."

Otherwise, if you would like the user to be able to back-date transactions, but not have access to Client Details, then select "NEP/NSP Transaction" and "User Cannot Access Client Details Screen."

---

Other modules

Naloxone Used module

Checking this off will allow the user to enter data into the Naloxone Used module. The Naloxone Used module collects anonymous data about reported incidents of naloxone administration in the community.

Needle Exchange Aggregate Data module

This module will allow the user to enter bulk, anonymous data. Click here for more details on entering data in bulk.

Supervised Consumption Service module

Coming soon.

Multi-site permission

Users can be granted access to multiple Transaction Sites for the purpose of data entry. For example, if a staff person regularly works out of two dispensing locations, or even two separate agencies, then they will likely need permission to access multiple different Sites. Click here for details on how to set up multi-site access for a user.

Reporting/administrative accounts

Reporting accounts.