The Other Permissions tab controls exclusions to Case Types, Report Categories, and specific Cases. These exclusions also apply to Intakes (by Case Type, Intake Number, and Intake Report Category). Unlike the General and Special permissions, when staff are members of multiple permission groups where Case Type, Report Categories and/or Case specific exceptions exist, group members will be granted the most restrictive access, regardless of the Staff's Other Permissions.
NOTE: When a Report Category is excluded for a Staff or by Permission Group, the list of reports is visible; however, those staff members will not be able to open any reports in that excluded category.
If permission changes have occurred to your current view, simply refresh Neos or navigate away and back to that view to see the changes take effect. Case Specific Exceptions and Case Type Exceptions may take 15 minutes to be applied.
Case Types Exceptions
To exclude all staff in a permission group from specific case types:
Within Group Permissions, select the desired Permission Group Name.
Click the Other Permissions heading.
Select the Case Types Exceptions dropdown.
Scroll to find the Case Types you wish to exclude or type to quickly filter for Case Types.
Click the Save button to save Case Type exceptions.
Report Categories Exceptions
To exclude all staff in a permission group from specific Report Categories:
Within Group Permissions, select the desired Permission Group Name.
Click the Other Permissions heading.
Select the Report Categories Exceptions dropdown.
Scroll to find the Report Categories you wish to exclude or type or type to quickly filter for Report Categories.
Click the Save button to save Report Category exceptions.
Case Specific Exceptions
To exclude all staff in a permission group from specific cases:
Within Group Permissions, select the desired Permission Group Name.
Click the Other Permissions heading.
Enter a Case Number and hit the ENTER key or click
to search for cases by Case #. Alternatively, alphabetic text can be entered to search for cases by other criteria. When the Select a Case window displays, change the criteria dropdown to match the criteria you wish to search by or select All to locate all Neos data that match the entered text.
Select the case from the Select a Case window and click the Select button to insert it as a case exception.
The selected case will display below the Case specific exceptions section.
To remove a case from the list of exceptions, click the delete icon
when hovering over a listed case.
Click the Save button to save Case specific exceptions.