Assign Service Log Designee

Use the Service Log Designee tab to provide access to users who enter data on a provider’s behalf.

 

  1. Select User Profile from the Navigation Menu.
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  2. Use LiveSearch to select a provider.

  3. Select the Service Log Designee tab.

  4. Click Add. The Add Service Log Designee window is displayed.

  5. Use LiveSearch to find the individual who will enter data on behalf of the provider selected in Step 2.

  6. Click OK. The individual is now in the Designee list and can access to the provider's service logs.

  7. To remove a designee, highlight the person's name then click Remove.