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3.1 EN How to set access control and screening for a case

Last edited by Per Christian Gaustad

How to set access control and screening for a case

Pre-requisites:
Logged-in user has documentation manager role (x_steas_uh_core. customer_manager)
Logged in user has English as their preferred language

About access control and screening in UH Sak

  1. The process (FUP) determines the default access control and screening for a case.

  2. Access control and screening can be set for cases and registrations.

  3. When access control is set, screening must also be set.

  4. It can be administered on three levels:

    a. None – All employees have access to view the case as well as completed registrations.

    b. ROLF – Only employees with a corresponding ROLF role has access.

    c. Case officers – Only case workers on the case have access.

  5. Access control of registration must be equal to or stricter than access control on the associated case.

Change access control and screening on case

  1. Log in as a case worker.

  2. Open a case in UH Workspace where you are a case worker.

  3. Open the tab 'Overview'.

  4. Select access control in the 'Access control' field.

  5. Select screening in the 'Screening' field.

  6. Click the 'Save' button.

Change access control and screening on registration

  1. Log in as a case worker.

  2. Open a case in UH Workspace where you are a case worker.

  3. Open the 'Documentation' tab.

  4. Click on one of the registrations to the left.

  5. Click the three horizontal lines at the top of the middle pane.

  6. Select screening in the 'Screening' field.

  7. Select access control in the 'Access control' field.

  8. Click the 'Save documentation properties' button.

Grant temporary access to the historical archive

  1. Log on as a documentation manager.

  2. Open the module 'UH Custom Access'.

  3. Click the 'New' button.

  4. Select the archive object that you want to grant temporary access to by defining the archive instance, the archive object type, and the archive object ID. Note that you as a documentation manager must have access to this archive object in the archive in order to grant access to others.

  5. Choose for how long the temporary access is valid by entering an expiry time in the 'Expiry' field.

  6. Choose which users should have access by entering this in the 'Users' field.

  7. Click on the button 'Submit'.