Select Options for Users Entering Information
The Options screen for Case Note, Incident Report, Information Report, and Task Result entity types allows you to specify the behaviour options that are available to users when entering information.
To specify options for source entities (other than a case):
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Select the Overflow
tab > Select Options.
The options available depend on the entity type.
A task entity type will have default review options as shown above while case note entity type will have file upload options.
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Select a default classification in the Default classification drop-down, to apply a classification to all entities of that type.
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To hide the entity from a user's search results if the user doesn't have access to the entity, check the Hide no access results on searches checkbox.
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If you're managing a source entity type and want to exclude it from the duplicate identification process, check the Exclude from duplicate identification checkbox.
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The Exclude from duplicate identification setting can only be placed on source entity types.
It determines whether any tangible entities that will be contained within these source entities will be subject to the process of identifying duplicate tangible entities in the system.
A “duplicate” is a tangible entity which has exactly the same attributes as another tangible entity and probably refers to the same real world item (for example, Person, Vehicle).
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Adding a potential duplicate won't result in a warning if a user is adding a tangible entity with the same unique values as one already contained in the system.
The system allows the user to add the duplicate instead of warning them of a potential duplicate.
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Once the Exclude from duplicate identification is selected, you must restart the DbServer before it takes effect.
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Once the option is selected, it can't be reversed.
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If you're managing a Case Note entity type, check the Can only be created from a Case Note checkbox to specify that the entity type can be created only within the context of a case.
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If you want a task type entity to always be authorised before being sent, then select the Requires Authorisation checkbox.
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In some areas of the application entity types are displayed to the user you may not want to display because the user doesn't have access to any entities of that type.
For instance, the Lines of Enquiry and Phases tabs display all entity types that are associated with the case but would not display any entity itself unless the user has access to that entity.
But even showing that a particular entity type is used by the case might breach security.
For example, you might not want to display an entity type of “Covert Operation Note” unless the user has access to entities of this type already.
To prevent display of entity types, unless the user has access to some entities of this type then select the Check access at run time checkbox.
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Check the Allow file upload checkbox, to allow text files to be uploaded to this source entity type.
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Check the Allow bulk upload checkbox, to allow document and image entities to be uploaded to this source entity type.
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Check the Allow direct document checkbox, to allow Word documents to be directly attached to Incident Report and Information Report document types.
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Select Save.