No, currently when you set permissions they cannot be linked to different enquiry types.
Ideally you should set up their permissions so that they can only Edit/Allocate enquiries. This means that when the MI technician checks the “Research & Answer Complete” box, all their enquiries will move into the “Awaiting Authorisation” tray.

If they are leaving MI permanently, check that they have completed all their active enquiries or allocate them to someone else, then select Administration>MI Centres Resources>Users>Edit User
Uncheck the Active box (top right).
Click OK
NB data relating to reallocated/archived enquiries will not be altered.

To enable them to search and view enquiries only you will need to give them generic access as Users in the Administration module and give them read only permission i.e. don’t check any of the boxes (Administration>MI Centres Resources>Users>Add User).
However, if they will be entering enquiries would need to set them up as individual users with appropriate permissions

You can do this in the Administration module. For example for pre-regs and basic grades. Select Administration>MI Centres Resources>Users.

Select appropriate permissions for each user according to the table below:

Select Administration>MI Centres Resources>Users>Add User. Set up their user name, password, permissions etc as appropriate.


Core Resources:
When a new edition of a common resource is released, the core listing maintained by CoAcS/UKMI is updated. For example, when an new edition of the BNF is announced, the core listing usually gets updated within a couple of weeks.

Within the MiDatabank Admin application, it is possible to synchronise your resource master list with the core listing so that you can obtain the latest resource updates. To do this, click on the 'Sources Master List' tab, and click the button 'Check for Resource Updates'.

Specialist Resources:

If you wish to add a resource that is not contained in the core resource listing, then you can: Select Administration>Sources Master List>New Source. Add in the details of the information source and select Create.

The next step is to add this source to the list of resources available at your centre:

Select Administration>MI Centres Resources>Resources>Choose Sources from Master List. Check the box for the new source you have added and uncheck the box for the old edition. When you add your own (e.g. non-core resources) please note:

important note: when a new edition of an existing source is released, this should be treated as a new source. for example, when a new editon of your specialist publication is released, you should not modify your existing source, but you should create a new source and then add it to your centre (you might also want to remove the old edition from your centre if this is no longer being used). the only time that you should modify an existing resource is if a url changes or if there is a typo that needs fixing.


This depends entirely on what you change and how you change it. If you over-write an Origin (eg change New Forest PCT to South Hants PCT) then all (new and archived) will have the new name. To avoid this situation, it is recommended that you create a node called 'old' and move the sub-tree of defunct origins to this node. This can be done in the Admin module using drag and drop. This will need to be done for each of the root origins where nodes have changed. You can then create your new orgin nodes as required.

All existing enquiries retain the individual and organisation details of the enquirer that were taken at the time of the enquiry. In other words, the new details will not be reflected in existing enquiries.

You cannot remove individuals or organisations if they have been used in an archived or in-progress enquiry. However, you can disable individuals and organisations when they are no longer active.

Changes will not adversly affect existing enquiries. The integrity of the enquiry data is retained. This means that some changes may not be possible if they affect existing enquiries (for example you cannot delete a keyword if it has been used in an enquiry). The system will notify you if this is the case

Users who are logged onto the system will not see the changes you have made until they have logged off and back on again.

It is not possible to do this at the moment. However we are looking into this possibility for a future version.

We cannot give specific advice, you will need to check with your own Trust regarding Data Protection and Freedom of Information.