Case Security Group Code Fields
Case Security Group codes indicate the rights certain users have in connection with a case type. Certain cases need to be
secured (for example, adoption cases), and you can set security so only users with specific rights can access them. These
security groups can be associated with specific case types. When adding security for a case, users can only select from the
list of security groups that have been assigned to the selected case type. The following fields are displayed when configuring
these codes.
System-Wide Code and Description Fields
| Field Name | Field Description |
|---|---|
| Show this code for Location | Select this check box to enable the code for the selected location. |
| Use for API only | Select this check box to indicate that the code is only for use with an application program interface (API). |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed, as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and
parentheses. The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
| Mappings (ALT+M) | This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
System-Wide Effective Information Fields
| Field Name | Field Description |
|---|---|
| Effective Date | If the code is not available until a specific date, enter the date that the code becomes available. |
| Obsolete Date | If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an
obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
Case Categories
Type the case category codes to include. Separate each code with a comma or semicolon. Type All to include all available codes. Click 
, or press F4 to search for and select multiple codes.
, or press F4 to search for and select multiple codes.
System-Wide Case Security Groups Behavior
In the Document Type section, click 
to add secured document type mappings.
to add secured document type mappings.
In the Original Document Security Group section, click to add secured document security group mappings.
to add secured document security group mappings.
Location Behavior
| Field Name | Field Description |
|---|---|
| Show Hidden Users | Select this check box to display hidden users. |
| Show Hidden Roles | Select this check box to display hidden roles. |
| Full Access | Indicates which users and roles have full access to codes that have been assigned this security type. Click to select users or roles to the list. Users or roles cannot be members of both the Full and Restricted Access lists.
|
| Restricted Access | Indicates which users and roles have restricted access to codes with this security type. Click to select users or roles to the list. Users or roles cannot be members of both the Full and Restricted Access lists.
|
| Public Access Behavior | Type what should display for Limited Access Text and Restricted Access Text.
Click Options to select the case summary options for limited- and restricted-access users in Public Access.
|