Accessing cases

You can find and open a case in F2 if you have read access to at least one of its records. This also allows you to add new records to the case.

Access to a case may be restricted, meaning you can neither find nor open the case. If you attempt to open a case to which you don’t have access, F2 shows a dialogue called "You do not have access to the object". You will not be able to attach records to a case you cannot access.

You can edit the metadata of a case if you have write access.

Access restrictions on cases

Access to a case can be restricted, meaning only certain users can view the case and its records.

Restrict access to a case

You can restrict access to a case and its records so it can only be accessed by specific users or groups of users. To do this, add one or more security groups, users, units, or teams to the "Access restriction" field. The case must be in edit mode.

Figure 1. Restrict access to the case

You can also add an access restriction to one or more cases via the context menu in the main window.

Records are affected by the case access restriction

By default, records inherit any access restriction set on the case.

In the record window, you can see who has access to the case in the "Case access restricted to" field. Tick or untick the "Case access" checkbox to decide whether the record should inherit the case’s access restriction.

F2 can be configured to tick the "Case access" checkbox by default. F2 is configured in cooperation with cBrain.

Click the info icon next to the “Case access” checkbox to show an info box with information about access to the record.

Figure 2. The "Case access" tooltip in the record window

Write access to case metadata

You can edit the metadata of a case if you have write access to the case. You have write access if you are responsible on the case or a supplementary case manager.

Your write access is independent of the role you are logged in with. If you have multiple job roles, you don’t need to log into the unit that is responsible for a given case. You will automatically have access through your job roles.

It is possible to configure write access to case metadata, expanding it beyond the responsible user or unit and any supplementary case managers. F2 is configured in cooperation with cBrain.