How to Give Users Deleted Documents Notifications

Gary Watkins Updated by Gary Watkins

This article will describe how you can give user's deleted documents notifications in their Tasks list.

Whenever any user deletes a document, it generates a notification to the staff member with the Privacy Officer role. 

This can be useful to enable you to:

  • Monitor the deletion of clinical documents at your practice.
  • Ensure that document timelines are auditable.

To enable a user to receive these notifications they need to have the Privacy Office role, this can be done in the following way:

  1. Select Settings > Users. The User list will open.
  2. Select the user you'd like to add the role to.
You can use the User List Search box to find the user, or select through each page manually.
  1. On the User Page, scroll down to the User Roles section. This will show you what roles have currently been assigned to this user.
  2. Under Role Selection, select the drop-down list to see a list of roles.
  3. Select Privacy Officer.
  4. Select Add Role on the right-hand side. The new role will appear next to the user's other roles.
There is no need to make the Privacy Officer a Primary role. If you would like to remove the Privacy Officer role at any time, simply select the X to the right of the role row.
  1. Select Update at the bottom of the page to save the changes.
Updating a user's roles requires them to log out and back in for both the new roles to take effect and for their Tasks list to reflect any changes related to those roles.

Any user with the Privacy Officer role will now see deleted document notifications in their Task list.

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