Eldre-versjoner/3.1-EN-How-to-set-access-control-and-screening-for-a-case.md

+# 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\'.