Restricting access to different note types

Part 1: Restricting Note Types

There are three types of Animal Notes that you can restrict: General Animal Notes, Vet Notes, and Vet Notes - Consultation.

To restrict these notes: 

1. Go into Admin > Edit User Access
2. Click Manage Pages - Special Cases
3. Click "New Page"
4. From the drop-down "Page Type," select "Other"
5. New fields will appear:
6. Page Name: Enter the name of the page so you can find it (e.g. "General Animal Notes")
7. Path: Enter /animal/animalNotes.asp
8. Query String: Enter noteType (exactly as written - the capitalisation is important).
9. Query String Value: (add the number only)  
      General Animal Notes - 1
     Vet Notes - 2
     Vet Notes-Consultation - 3
10. Description: Enter something here that will make sense later and tell you what this restriction does. 
Example: "Restricts users from adding Vet Notes"
11. Click [Save]

Note: this will lock ALL users out of the feature. 

Find the Page Name in the list of Manage Pages - Special Cases and click edit. Add access as required. 

This only controls the option to ADD A NEW NOTE. To restrict the ability to View, Edit or Delete, follow the same steps as above, but: 

To View: 
Query String = view
Query String Value = true

To Edit: 
Query String = task
Query String Value = edit

To Delete: 
Query String = task
Query String Value = del

The Path is the same, but the Page Name and Description should be adjusted accordingly, of course!

Part 2: Restricting Note Categories

Each Note Type is broken into Note Categories. These are required for entering a note in any of these options. 

NOTE: Note Categories linked to all three Note Types are found in the same list. 

To restrict user access by Category, follow these steps: 

1. Go into Admin > Edit User Access
2. From the Menu, click Manage Animal Note Categories
3. The Access Group will display in a drop-down at the top. This drop-down displays alphabetically and has no "-select here-" option.
     - Click the down arrow at the end of the drop-down to select an Access Group.
4. The Note Category Access below this drop-down will default to All set to Full. 
5. Find the drop-down labelled "Select Note Categories and Access Levels" - this will default to Full. Set it to "None" and click anywhere outside of the drop-down.
6. All the drop-downs below it should change to "None."
7. Target the drop-downs you'd like the user to have access to and set just those back to Full. 
               - OR -
Leave the drop-downs set at "Full" and target just those you DON'T want the user to have access to. Set those to None. 
8. Scroll to the bottom of the screen.
9. Click [Save]

Your users should now only see the categories they have access to. 

NB: this access means they can't see OR ADD so take care when setting these restrictions.