This section provides an overview of the Sharing tab in the Manage section.
The Sharing tab enables the System Administrator to control how their agency shares data. This feature allows the System Administrator to create default share settings (including sharing groups), and departments. It also allows for the creation of ‘agency exceptions’ for any agency that requires sharing capabilities that differ from the default settings
To begin managing Sharing capabilities, go to the Launchpad and select Manage then Sharing.
This will take you to the main Sharing screen, which is divided into 5 sections:
- Sharing Defaults
- Agency Exceptions
- Agency Departments
- API Credentials
- Agency Documents
This section allows you to configure how your agency shares information with other agencies. Any configurations made in this section will serve as default settings, meaning they will be applicable to every agency. For details on Sharing Defaults, please see Working With Sharing Defaults.
If you need to create exceptions for particular agencies, please review the Agency Exceptions section below.
Sharing Groups (link indicated above in the top right corner of the screenshot) enables the System Administrator to assign separate Sharing Groups within Clarity Human Services, allowing these separate network groups to have further autonomy within the system. This eliminates the need to create multiple individual sharing exceptions for multiple agencies. For details on Sharing Groups, please refer to the Working with Sharing Groups page.
If there is a particular agency that requires sharing options that are different from the Sharing Default, you can create an Agency Exception. This will allow you to tailor the Sharing settings to fit the specific agency. For details on Agency Exceptions, please refer to Working With Agency Exceptions.
Agencies with multiple programs and/or services can use Departmental Sharing to secure each program and/or service independently. Departmental Sharing enables the System Administrator to regulate information such as program/service history, case notes, and client files. If an end user within the same agency is not granted departmental access, then they will not be able to see program/service history for the associated program in the client history, nor will the program appear in the available list of programs in the program tab of the client record, even though they are in the same agency.
The System Administrator can then assign any combination of departmental data restrictions to end users with departmental access. For more information on Agency Departments Page, please refer to the Departmental Sharing page.
API Credentials are used for security reasons. API Credentials are auto-generated, and can be changed by selecting the Regenerate API Credentials link located to the right of the Save Changes button. Each staff member is assigned different API Credentials. For details on API Credentials, please refer to Working With API Credentials.
This section allows you to upload sharing documents (i.e. Data Sharing Agreements, Memorandum of Understanding, etc.). For more information on Agency Documents, please refer to Working With Agency Documents.