Case management access - HR users

As an HR user, you'll usually already have broader system access than managers and employees. However, if Case Management is part of your setup, there are a few specific permissions worth checking to make sure your HR team has the right level of access.

This guide walks you through the permissions to consider when setting up Case Management for HR user roles.

To view/change Page access security

• Go to System Configuration > Role Management
• A list of user roles will be presented
• Click on the required user role and from the list of Actions, choose Pages
• The screen will display the name of the role in the top left corner and the check boxes can be clicked to filter All Pages, Pages with access, Pages without access
• Search Case within the search menu

These pages need consideration:

• Case Correspondence Types (Case Management Configuration): With this permission, HR users can set up the correspondence types used to manage the different communications involved in a case.
• Case Outcome Types (Case Management Configuration): This gives HR users the ability to configure the outcome types that can be applied to cases.
• Case Priorities (Case Management Configuration): HR users with this access can build a priority list for cases.
• Case Statuses (Case Management Configuration): This lets HR users define the statuses a case moves through during its lifecycle.
• Case Type Entities: Required if your system has Multi Entity enabled
• Case Types (Case Management Configuration): HR users with this permission can create the case types available in your system, for example Disciplinary or Grievance.
• Cases (Case Management): The page where HR users view cases logged against their own profile, or against employee profiles.

To view/change Case Type access 

Once page access has been applied you need to decide on the individual Case Type access. Typically, HR user roles are granted access to all Case Types.

• Go to Case Management >Case Types
• A list of all the Case Types will be listed
• Click on each Case Type and apply the permission type as required.

Permission Types:

• Create - User can create a case for this type.
• Contribute - User can add comments (Correspondence) to the case.
• With Delete - User can delete their comments (Correspondence).
• View - User can view the case detail.
• With History - User can view the case history tab.
• Manage - User can edit the case and manage access.
• Delete - User can delete the case.