Supplementary case manager

The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2.

The “Supplementary case manager” field is used for appointing users, units, teams and/or distribution lists to assist with processing a record or case without being directly responsible. Any supplementary case managers remain unchanged when the responsibility for a record is reallocated.

Adding a supplementary case manager

In order to add a supplementary case manager, the record or case must be in edit mode. Add a user, unit, team and/or distribution list to the “Suppl. case mgr.” field and click on Save.

Figure 1. Add supplementary case manager to record

When a user or unit is added as a supplementary case manager to a record, it appears in the user’s or unit’s inbox.

Figure 2. Supplementary case manager notification in inbox

Users will see the info icon next to the record, indicating that they have been added as a supplementary case manager.

Access rights for supplementary case managers

In the record window it is possible to add a user/unit/team/distribution list as a supplementary case manager.

The supplementary case manager’s access rights are based on what is defined in the responsible user’s personal setup.

It is possible for the responsible user or unit to change the access rights to a record. Three levels exist:

Read access: The supplementary case manager or unit has read-only access to the record.
Write access to documents: The supplementary case manager or unit can edit the documents attached to the record (including the record document), but not its metadata.
Full write access: The supplementary case manager or unit can edit the documents attached to the record (including the record document) as well as its metadata.

By default, the access right for supplementary users and units is “Full write access”.

A supplementary case manager’s access rights can be viewed and changed by right-clicking the participant. In the context menu, select “Access rights for the record”. Here, the current access rights are shown and may be changed.

Figure 3. View access rights for supplementary case manager

A user who is removed from the “Suppl. case mgr.” field on a record will also lose read access if no other circumstances grant the user access. For records with the access level “Involved”, this means that only the users/units currently involved in the record have access to it.