Case Audit Security

For each case audit configuration an administrator can specify that a security identifier is required by the audit coordinator to create an audit plan for the case type being configured. This provides an organization with a way to ensure that an audit coordinator cannot create an audit plan outside of their business area. For example, an audit coordinator who specializes in Child Welfare can be prevented from creating an audit plan for Income Support types of cases by identifying a security identifier for the case audit configuration for an Income Support type case. An audit coordinator will also be prevented from reassigning the audit plan to another audit coordinator who is not authorized for the type of case being audited.

Audit-level security also ensures that case audit details can only be viewed and modified by the auditor or audit coordinator assigned to perform the case audit, and that case audits can only be assigned to auditors or audit coordinators within their business area. Security restrictions equally apply to the display of audit plans and case audits, for example, searching for an audit plan or case audit.

Location-based Security
Location-based security is used to prevent users from viewing cases outside of their assigned location. In order to ensure that auditors and audit coordinators have the necessary access to view cases assigned to them for audit, any restrictions that location based security might present to view a case will be overridden if the user is an auditor or audit coordinator that is assigned to a case being audited. Location-based security restrictions will still apply for whether or not the auditor or audit coordinator is able to maintain the case.