Finer access rights (in particular to meet the needs of notary profiles): Access to visualize the people, your household and the people in your household + Rights of modification on baptisms limited to the fields of the neophyte block)
Odile BERNARD
Today, notaries must be able to:
- See people and their homes without being able to edit the files of people and homes who have requested baptism.
- See all baptisms (of Sacraments), and be able to update the register number only. Notaries do not change the rest of the baptism information.
Details of findings and problems:
When the user connects, he has access to 80 people only those who are indicated in the baptisms. The notary can access the form but he can modify it...
1-She should be able to see the person files in read-only mode.
2-She should be able to see the person's household, and the files of the people in the household and not be able to modify it.
In the Baptism Now section, the notary has good access to the list of baptisms, she can create and modify all of them.
3-It should be able to modify only the information within the neophyte baptism blocks or only the Register number field.
PS: I can provide a word with screenshots and an example user account if necessary (in confidential mode).
É
Élodie Massa
Odile BERNARD I am modifying your publications because it is not safe to directly broadcast links to personal files.
I want to remind you that reports of suspected bugs should be made to our support team and not on this tool.
P
P. Raphaël Cournault
Odile BERNARD Do I think read-only rights already exist? I have trouble understanding the need to prevent parish notaries who by definition are trustworthy people from modifying the forms: is a good training to tell them you don't need to modify the forms not enough? Because anyway they have access to the data since they fill in the registers right? With us, for example, the people who fill out the registers can also check the information provided on the paper files and update the spelling of a name, for example. In short, I think that this is a bit complex for not a great addition of functionality or data security.
Odile BERNARD
P. Raphaël Cournault: Hello Father, here I am taking a specific example but more generally, I find that the settings of access rights follow a unique mode of operation designed by the ENORIA team. But does not therefore make it possible to adapt to the functioning evolving in the parishes. I will try to explain this more precisely with a concrete example: Take the user:
She is a notary.
Finding No. 1: If I give him access to the People and Christian Life/Baptisms in modification module. She can then not see and modify the records of people who have a baptism entered in Christian Life. But she can't have access to the right home... Why?
Finding No. 2: I will therefore modify his accesses to find a solution. I see that by giving him access to all the people in a specific position. She can then see all the people, and all the corresponding homes. She can modify the person file of those who have an entered baptism but she cannot modify the household... Why can it only modify those who have a baptism entered and why not modify households at all (even those for whom a baptism is planned)?
Finding No. 2 bis: I am going to add the rights to modify the household. She can modify all the households but she cannot modify all the person files. I don't understand the coherence...
Observation No. 3: In the Christian Life section, I take a concrete example. With us, it will be the priests who fill in the readings chosen when they meet the family after the preparation for baptism done by a given team. I think it's a shame that we can't decide to keep the “description of the baptism celebration” part read-only for notaries and to give them modified access to the neophytes block. There is a risk that they may mistakenly modify data entered by other users (example: secretariat and celebrants).
So, overall my request would be to rethink the access settings by function (example: People (View/Create/Edit/Delete); Home (View/Create/Edit/Delete); View all people (View/Create/Edit/Delete); Baptisms/Baptism Information (View/Create/Edit/Delete); Baptisms/Block Neophytes (View/Create/Edit/Delete) etc.)
P
P. Raphaël Cournault
Odile BERNARD thank you for your accurate description. At first glance, the impossibility of modifying the home of a baptized person is a bug or something to be checked.
Regarding the read-only right, it exists for the entire application. Of course, we can imagine multiplying rights by increasing the difficulty of configuration and maintenance for administrators in the process.
Personally, I believe more in training and empowering users: it's a myth to want to do and control everything automatically. In the age of paper, parish notaries could very well lose a piece of paper, throw it into a pile by mistake, or misspell a name.
Odile BERNARD
P. Raphaël Cournault On the household bug, I take another user account who is responsible for the group and sees the baptisms.
The way it works is different: he has the specific functions “Create/edit a person” and “modify a person” and this time he sees and can modify all the people who are in his group or who have a baptism entered, and only sees the homes of the people who are in his group and not those who are in Baptisms.
Odile BERNARD
Another test case: our accountant
I give her access to the person module without a specific function, she only sees people who have entered a casuel or who have a baptism. But she can't see any homes. Shouldn't she logically see associated homes?