MediTract > Roles

Contract Library (Click to expand)

1. Editor Role
Editor Access is recommended for “heavy” database users. Editor Access allows users to view contract files and information the user has been granted permissions to see. Editors can also, add to and edit information within the contract file and create new contract files. This includes editing information within the Contract File, including replacement of contract and Certificate of Insurance images, Business Associate Agreements and addition of and edits to attachments and notes, critical dates, assets, responses to compliance questions and custom fields.
2. Author Role
Author Access allows users to view contract files and information the user has been granted permissions to see, as well as, the ability to “add to” the contract file. A user with Author level access has the ability to add Attachments and Notes, Critical Dates and Asset information to a contract file. Authors can view information within the Contract File, including contract and Certificate of Insurance images, Business Associate Agreements, attachments and notes, critical dates, assets, responses to compliance questions and custom fields.
3. Reviewer Role
Reviewer Access is read only access to information the user has been granted “permissions” to view. A user with reviewer level access has the ability to view information within the Contract File, including the ability to view contract and Certificate of Insurance images, Business Associate Agreements, attachments and notes, critical dates, assets, responses to compliance questions and custom fields.
4. Reporter Role
Reporter Access is a read only access to all information within the Contract Summary Pages (including Contract Categories, Summary and Email buttons, all Contract Tab Headings which the user has permissions to view, and information under the Attachments/Notes section of the
Contract/Attachments tab). Access to Report Writer functions. Access to Vendor Directory and User Manual. Ability to be designated as a Responsible Party. NO ACCESS to Current Contract, Business Associate Agreement and Certificate of Insurance document images.

Contract Collaborator (Click to expand)

1. Originator Role
The originator role can function as an Originator or Reviewer. As an Originator of the document, the user may recall, edit or delete the document during its routing process. Originator/Reviewers have the ability to originate a document for review or can be assigned by another originator to review a submitted document.
2. Reviewer Role
A reviewer role has access to review each of the Contract Collaborator files that they have been requested to review. When assigned Reviewer access, users are not able to originate contract collaborator files.
3. Requestor Role
The requestor role has only the ability to upload and submit paperwork for approval. The requestor usually begins the collaborator process but it is an optional role.