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# How to set access control and screening for a case
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Pre-requisites:\
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Logged-in user has documentation manager role (x_steas_uh_core.
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customer_manager)\
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Logged in user has English as their preferred language
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## About access control and screening in UH Sak
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1. The process (FUP) determines the default access control and
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screening for a case.
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2. Access control and screening can be set for cases and registrations.
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3. When access control is set, screening must also be set.
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4. It can be administered on three levels:
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a. None -- All employees have access to view the case as well as
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completed registrations.
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b. ROLF -- Only employees with a corresponding ROLF role has
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access.
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c. Case officers -- Only case workers on the case have access.
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5. Access control of registration must be equal to or stricter than
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access control on the associated case.
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## Change access control and screening on case
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1. Log in as a case worker.
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2. Open a case in UH Workspace where you are a case worker.
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3. Open the tab \'Overview\'.
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4. Select access control in the \'Access control\' field.
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5. Select screening in the \'Screening\' field.
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6. Click the \'Save\' button.
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## Change access control and screening on registration
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1. Log in as a case worker.
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2. Open a case in UH Workspace where you are a case worker.
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3. Open the \'Documentation\' tab.
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4. Click on one of the registrations to the left.
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5. Click the three horizontal lines at the top of the middle pane.
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6. Select screening in the \'Screening\' field.
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7. Select access control in the \'Access control\' field.
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8. Click the \'Save documentation properties\' button.
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## Grant temporary access to the historical archive
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1. Log on as a documentation manager.
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2. Open the module \'UH Custom Access\'.
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3. Click the \'New\' button.
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4. Select the archive object that you want to grant temporary access to
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by defining the archive instance, the archive object type, and the
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archive object ID. Note that you as a documentation manager must
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have access to this archive object in the archive in order to grant
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access to others.
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5. Choose for how long the temporary access is valid by entering an
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expiry time in the \'Expiry\' field.
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6. Choose which users should have access by entering this in the
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\'Users\' field.
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7. Click on the button \'Submit\'. |