Introduction

Case security allows the agency to secure case information. When a case worker attempts to access case information, case participant information, or perform operations on a case, the system checks the case worker's security access to ensure that he or she has the appropriate user rights. A user's security access is set up as part of security administration. The user's security rights determine what case information can be accessed, viewed, and changed by users. Certain users may not have the same access as other users. For example, case supervisor users may be permitted to approve cases and a trainee case worker user may be restricted from approving cases because of his or her lack of experience. Case security is provided at various levels within the application.

Each level is geared towards securing a particular aspect of a case. The organization can use one or a combination of these levels of security to enable or restrict a user's ability to perform the following activities:

This chapter provides an overview of each aspect of a case that can be secured using the levels of security available.