When training new HMIS users, we want them to practice creating new client records and editing the data in those records they have created. We also want them to be able to search for and read through other client records that others have created.

However, we DO NOT want them to be able to alter client records made by others. We have found that in the course of their training, trainees sometimes make accidental or uninformed changes to other client records. This results in the altered client record being partially inaccurate, inconsistent, and/or confusing. It takes us countless hours to identify what changes were made to existing client records by trainees and then revert them back to their intended, original state.

We know you can play with the toggles in an Access Role that will simulate part of the above described behavior. However, the best that you can do is make it so that users cannot edit clients created by another agency user, but they still can add data to that client record. For example, they can add family members, add contacts, alerts, etc.