Manage Case Access

Part of

Corrections (MCV)

This Quick Reference Guide shows how to manage case access in CMS Portal.

Prerequisite: Before start, log in as CV Admin user.

 

Case Access Search

User Access Search

 

Case Access Search

Note: Process used to see list of users with access to case. 

 

1. From Home page, select: Organisation Administration 

    Organisation Administration screen displays.

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2. Click: Manage Case Access

    Manage Case Access screen displays:

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3. Click: Case Access Search

    Case Access Search screen displays.

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4. Type case number into Case Number field. 

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5. Click: Search

    Search results display.

 

Note: If no results returned, no user within your Organisation has access to the case.  

 

User Access Search

Prerequisite: Before start, conduct Case Access Search to ensure Organisation has access to case. 

Note: Process used to search for a user and manage their case access. 

 

1. From Home page, select: Organisation Administration 

    Organisation Administration screen displays.

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2. Click: Manage Case Access

    Manage Case Access screen displays.

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3. Click: User Access Search

    Manage Case Access screen displays.

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4. Complete required panels and fields. 

    Manage Case Access

• First name: Type first name. 

• Last name: Type last name. 

• Email: Type email address. 

 

Note: At least one search criteria must be completed. 

 

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5. Click: Search

    Search result displays.

 

Note: If more than one result, click Edit Access link for relevant user. 

 

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6. Does case access need to be granted?

• Yes: Go to next step

• No: Go to step 12

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7. Click: + Add New Case

    Add User Case Access screen displays.

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8. Complete required panels and fields. 

    Add User Case Access

• Case / Record Number: Type number. 

 

Note: If case commenced as a Record Number (RN), user must type this number into field. 

 

• N/A: -

• My Reference: Type reference.  

• Filed by (Email): Type name. 

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9. Click: Search

    Search results display:

 

Note: Cases will only be available if a user within your Organisation already has access to the case.

 

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10. For relevant case, select case checkbox. 

 

Note: To notify user of access to case, select Notify user of new case access checkbox.  

 

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11. Click: + Add

      Confirmation message displays.

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12. Does case access need to be removed?

• Yes: Go to next step

• No: End of process. 

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13. For relevant case, select case checkbox. 

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14. In Update Associations field, select: Inactive

 

Note:

• Update Status to Active if required

• Do not select Delete. If selected, no record kept that user previously had access to case

 

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15. Click: Update

      Confirmation screen displays.