The Case Folder group controls access to each tab in a Case Folder along with any special function available on an individual tab. Select the Set All option above the Enabled, Add, Modify and Delete columns to give full access or no access to all the areas contained within the Case Folder.
If “set all” is used for Add, Modify or Delete, all check boxes under the “Enabled” level for that group will automatically be selected as well.
Below is a list of the permissions that can be set to control access to the Case Folder in the Needles program.
The Party Tab permissions are displayed below. In addition to standard access to the tab, there is an additional permission for Change Party Name to control who can make changes to a party's name in the system. This is particularly critical when a firm is synchronizing names in their system with Outlook, QuickBooks or other third-party product with which they may be integrating.
Setting all options as shown above will grant the following permissions:
A separate permission exists for access to Name Details information such as addresses, phone numbers and online account information. Name Details permissions will need to be granted in order to add this type of information for a name.
The Case Tab permissions are displayed below. In addition to standard access to the tab, there are also special permissions to provide additional access control over specific critical data fields, such as Case Dates, Staff Assigned, Date of Incident, and Date Closed, where modifying the information on the Case Tab could impact checklist items, LIM Dates, reports or other critical data. Because changing a case type can have a dramatic effect on the case data and checklist, an additional permission exists to allow only certain staff to have this capability.
Setting all options as shown above will grant the following permissions:
The permissions that control access to the Companion Cases Tab are displayed below. In order to add or modify companion group information for a case, permission will need to be granted to the Companion Cases Tab.
Setting all options as shown above will grant the following permissions:
The permissions to the Checklist Tab are displayed below. Due to the critical nature of a LIM Date in a case, there is an additional permission to control the ability to modify or delete LIM items on a case checklist.
Setting all options as shown above will grant the following permissions:
The permissions to the Case Calendar Tab are displayed below. This set of permissions will govern whether a user can add, modify or delete items from the Case Calendar tab. Access permissions to individual Staff Calendars are separate.
Setting all options as shown above will grant the following permissions:
The permissions to the Notes Tab are displayed below. This section controls access only to the notes in a case entered by that Staff.
Setting all options as shown above will grant the following permissions:
When the Modify check box for Others’ Notes is selected, the corresponding Delete check box will also be selected. If a staff is given permission to modify another staff’s notes, they can also delete that staff’s notes.
The permissions to the Insurance Tab are displayed below. This section controls access to the Insurance Tab when active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Negotiation Tab in the Case Folder are displayed below. This section controls access to the Negotiations Tab when active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Counsel Tab in the Case Folder are displayed below. This section controls access to the Counsel Tab when active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Police Tab are displayed below. This section controls access to the Police Tab when active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Documents Tab are displayed below. This section controls access to the Documents Tab in a case.
Setting all options as shown above will grant the following permissions:
The permissions to User Tab List/Entry Tabs 1-5 are displayed below. This section controls access to the User Tab List/Entry Tabs 1-5 when they are active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to User Tab Entry Tabs 6-10 are displayed below. This section controls access to User Tab Entry 6-10 tabs when they are active in a case. Since this type of user tab allows only a single entry screen, the Add and Delete buttons on the Needles ribbon are disabled.
Setting all options as shown above will grant the following permissions:
The permissions to the Value Tab are displayed below. This section controls access to the Value Tab in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Status Tab are displayed below. This section controls the ability to view the Status Tab when active in a case folder. Because the Status Tab is a static representation of fields on other tabs within the case folder, the Add, Modify and Delete options are disabled.
Setting all options as shown above will grant the following permissions:
The permissions to the CRM Tab are displayed below. This section controls access to the CRM Tab when active in a case.
Setting all options as shown above will grant the following permissions:
The permissions to the Time Tab are displayed below. This section controls access to the Time Tab when active in a case.
Setting all options as shown above will grant the following permissions: