Configuring the CCR - Admins User Group - Configuring the CCR - Admins User Group - OnBase - Other - Clinician Complete and Return - Other/Clinician-Complete-and-Return/1.2/Clinician-Complete-and-Return/Administration/Configuring-User-Groups/Configuring-the-CCR-Admins-User-Group - 1.2 - 1.2

Clinician Complete and Return
Platform
Other
Product
Clinician Complete and Return
Release
1.2
License
ft:lastPublication
2026-07-31T00:46:37.531000
ft:locale
en-US

The CCR - Admins user group allows administrative access to functions in the CCR - Clinician Complete and Return life cycle.

To configure the CCR - Admins user group:

  1. Launch OnBase Configuration.
  2. Select Users > User Groups / Rights.
    The User Groups & Rights dialog box is displayed.
  3. From the User Group Name list, select CCR - Admins.
  4. Click Document Types.
    The Document Type assignment dialog box is displayed.
  5. Under Available for Selection, from the Document Type Groups list, select Clinician Complete and Return.
  6. Click Add.
    The Clinician Complete and Return Document Type Group is assigned to the CCR - Admins User Group, which includes all Document Types.
    Note: Ensure that the CCR - Assignment Tracker Document Type is in the Document Types list under Selected for Group.
  7. Click Close.
    The User Group & Rights dialog box is displayed.
  8. With CCR - Admins still selected, click Custom Queries.
    The custom queries assignment dialog box is displayed.
  9. From the Available list, select CCR - Status Tracker.
  10. Click Add.
    The CCR - Status Tracker custom query is assigned to the CCR - Admins User Group.
  11. Click Close.
    The User Group & Rights dialog box is displayed.
  12. With CCR - Admins still selected, click Note Types.
    The note types assignment dialog box is displayed.
  13. From the Available list, select CCR Exception.
  14. Click Add.
    The CCR Exception note type is assigned to the CCR - Admins User Group.
  15. From the Selected Note Types list, select CCR Exception.
  16. Under Privileges, enable Create, View, Modify, and Delete.
  17. Click the Modify button.
  18. Click Close.
    The User Group & Rights dialog box is displayed.
  19. With CCR - Admins still selected, click Workflow.
    The Workflow assignment dialog box is displayed.
  20. Under Available for Selection, from the Life Cycle list, select CCR - Clinician Complete and Return.
  21. Click Add.
    The CCR - Clinician Complete and Return life cycle is assigned to the CCR - Admins User Group.
  22. Click Close.
    The User Group & Rights dialog box is displayed.
  23. With CCR - Admins still selected, click Ad Hoc User Tasks.
    The Ad Hoc User Tasks dialog box is displayed.
  24. From the Available list, select all of the listed tasks.
  25. Click Add.
    All of the available tasks are assigned to the CCR - Admins User Group.
  26. Click Close.