The Apricot platform empowers administrators and end users to effectively search through existing participant records and understand the factors impacting record access. This webinar explores the process of utilizing the Search Records functionality to locate specific individuals or program enrollment data. The presenter highlights the importance of ensuring users are searching within the correct program context to access the relevant records, as program assignment determines which data a user can view and modify.
The webinar also covers Apricot's record access management, explaining how users are assigned to specific programs, granting them the ability to create, view, and update records associated with those programs. Administrators can manually assign participant records to the appropriate programs, controlling which users have access to the data. Throughout the session, the speaker emphasizes the need to understand search techniques and access considerations to optimize user productivity and maintain data integrity within the Apricot system. The presenter also highlights the availability of additional Bonterra training resources and customer support options to assist users with navigating Apricot's search and access functionality.
Searching for Records and Record Access Presentation Slides
