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Form's module access control can be set via aidbox
SDC module suggests several roles which can be used independently or in a mix.
For DEVELOPMENT and configuration simplicity - it's better to use role with full access.
sdc admin - full access
For PRODUCTION it's better to have separate roles, with more precise access patterns.
For example we can split users into 3 groups.
form designer - creates and manages forms
form filler - end user which filling the form
response manager - reviews responses + populates new forms
Policies:
Forms Grid
CRUD on all SDC resources (Questionnaire/QuestionnaireResponse/QuestionnaireTheme/SDCConfig/SDCPrintTemplate)
CRUD on production resources (Patient/Encounter/Observation resources)
all SDC operations
terminology related endpoints
as-sdc-admin-forms-grid-rpc policy
Access to:
Questionnaires grid
Responses grid
as-sdc-admin-manage-sdc-resources policy
CRUD access to next resources:
Questionnaire
QuestionnaireResponse
QuestionnaireTheme
SDCPrintTemplate
SDCConfig
as-sdc-admin-manage-production-fhir-resources policy
CRUD access to next FHIR resources:
Patient
Encouner
Observation
Organization
Practitioner
This is typical resources that often used in SDC Flow. But you are free to add your own.
as-sdc-admin-use-sdc-operations policy
as-sdc-admin-use-terminology-operations policy
Searching for ValueSets and concepts
This role give access for
Forms Grid
Form Builder
Patient's and Encouner resources for populate purposes
Policies:
as-sdc-form-designer-forms-grid-rpc policy
grid with Questionnaires
as-sdc-form-designer-read-config policy
Access to configuration
as-sdc-form-designer-manage-questionnaire policy
All operations for manaings and retrieving Questionnaire
as-sdc-form-designer-search-response policy
Searching for QuestionnaireResponses
Used for checking Questionnaire usage
as-sdc-form-designer-validate-questionnaire-and-response policy
Validate Questionnaire and QuestionnaireResponse
as-sdc-form-designer-manage-themes policy
Retrive and manage Questionnaire themes
as-sdc-form-designer-search-patient-and-encounter-for-populate policy
Search for Patient and Encounter
Used for populate debug console
as-sdc-form-designer-populate-questionnaire policy
Test populate in debug console
as-sdc-form-designer-extract-questionnaire policy
Test extraction in Debug console
as-sdc-form-designer-search-valueset policy
Search for valuesets
as-sdc-form-designer-search-concepts policy
Search for concepts
Used for importing concepts
as-sdc-form-designer-use-ai-tools policy
Generate Questionnaire from PDF
as-sdc-form-designer-get-fhir-metadata
Get FHIR metadata about Resources and their schemas
Form filler role can load Questionnaire and QuestionnaireResponse, fill and submit it
as-sdc-form-filler-read-config policy
Read configuration
as-sdc-form-filler-read-response policy
Read QuestionnaireResponse
as-sdc-form-filler-read-questionnaire policy
Read Questionnaire
as-sdc-form-filler-save-response policy
Save QuestionnaireResponse
as-sdc-form-filler-submit-response policy
Submit QuestionnaireResponse
as-sdc-form-filler-search-concepts policy
Search for concepts
Used in choice items with attached valueset
Response manager role has access to
Forms grid
Responses grid
Read responses
Questionnaire population
shared link generation
as-sdc-response-manager-forms-grid-rpc policy
Forms grid with
Questionnaires
QuestionnaireResponses
as-sdc-response-manager-search-config policy
Searh for SDCConfigs
Used for choosing config in 'share' (populatelink) UI
as-sdc-response-manager-read-config policy
Read configuration
as-sdc-response-manager-search-and-read-theme policy
Search and read theme
Used for choosing theme in 'share' (populatelink) UI
as-sdc-response-manager-search-and-read-questionnaire policy
Search and read Questionnaires
as-sdc-response-manager-search-and-read-response policy
Search and read responses
as-sdc-response-manager-search-patient-and-encounter policy
Search and read
Patient
Encounter
Used for choosing patient and encounter in 'share' (populatelink) UI
as-sdc-response-manager-populate-questionnaire policy
Populate questionnaire (from 'share' UI)
as-sdc-response-manager-generate-link policy
Generate access links for responses
Examples of users with roles:
sdc admin
form designer
form filler
response manager
response manager + form filler
it's possible to mix roles together
as-sdc-admin-forms-grid-rpc
Forms Grid with forms and responses
as-sdc-admin-manage-sdc-resources
Create/Update/Delete resources used in SDC Module
as-sdc-admin-manage-production-resources
Create/Update/Delete SDC related resources (Patient/Encounter/Observation/Practitioner)
as-sdc-admin-use-sdc-operations
Use all SDC operations
as-sdc-admin-use-terminology-operations
Use terminology operations (Search concepts, Valuesets) )
as-sdc-form-designer-forms-grid-rpc
use forms grid
as-sdc-form-designer-read-config
read SDCConfig
as-sdc-form-designer-manage-themes
manage themes
as-sdc-form-designer-manage-questionnaire
Create/Read/Update/Delete Questionnaire
as-sdc-form-designer-populate-questionnaire
validate Questionnaire + QuestionnaireResponse
as-sdc-form-designer-extract-questionnaire
populate Questionnaire (+ search patient & encounter)
as-sdc-form-designer-validate-questionnaire-and-response
extract QuestionnaireResponse
as-sdc-form-designer-search-valueset
search for valuesets
as-sdc-form-designer-search-concepts
search for concepts
as-sdc-form-designer-use-ai-tools
use AI tools
as-sdc-form-designer-get-fhir-metadata
Get FHIR metadata to support Template resource editor
as-sdc-form-filler-read-config
Read SDCConfig
as-sdc-form-filler-read-questionnaire
Read Questionnaire and use it for rendering
as-sdc-form-filler-read-response
Read saved resposne and render it
as-sdc-form-filler-save-response
Save changed response
as-sdc-form-filler-submit-response
Submit response
as-sdc-form-filler-search-concepts
Search terminology concepts
as-sdc-response-manager-forms-grid-rpc
Forms grid with forms and responses
as-sdc-response-manager-search-config
Search SDCConfigs before populate
as-sdc-response-manager-read-config
Read SDCConfig
as-sdc-response-manager-search-and-read-theme
Search and Read QuestionnaireTheme
as-sdc-response-manager-read-questionnaire
Read Quetionnaire for opening forms
as-sdc-response-manager-read-response
Read QuestionnaireResponse for looking into responses
as-sdc-response-manager-search-patient-and-encounter
Search for Encounters and Patients
as-sdc-response-manager-populate-questionnaire
Create new empty/prefilled responses
as-sdc-response-manager-generate-link
Create access link for response
Form's access control