Case Assignments and Access

The Assignments & Access case section includes the following details about a case.

Case assignee(s)

This is a list of users assigned to work on a case. If your access level includes the privilege to assign cases, you can assign any number of users to work on a case. The administrator of a tier may automatically assign some users to incoming cases with specific issues. In this situation, you may not need to assign any users, or you may want to assign additional users to handle the case. Automatic assignees are immediately listed as assignees when you create the case.

Restricted access

This indicates the access level. When a case is submitted through the EPIM, it is reviewed for the names and titles of any users in the reported tier. Any listed users that are named in the case will not have access to it, either through Automatic Case Assignment or an access level that grants access to all cases in the tier. During the course of your investigation, if you find that someone incorrectly identified a named user, you can remove that user from this list. If the user has an access level that grants access to all cases in the tier, then that user will have access to the case. Conversely, if you learn that a user is involved in a case, you can add that user to the Restricted Access list. Despite the user’s access level, that user will no longer have access to the case.

Case access list

This is a list of users with an access level that grants access to all cases in the tier and users with automatic or manual assignments. You cannot directly edit this list.

Changing Case Assignees

From the navigation menu, select Cases > All Cases.
Select the desired case.
From the case menu, select Assignments & Access.
For Case assignee(s), select , and in the Case Assignment and Notification pane, select the names of the users who should work on this case. You can designate any listed user as a Primary Case Assignee.
To send an email message to notify the assignee about their assignment, select the Send Email box.
Select the option to use a preformatted email message or write your own.
(Optional) Type a due date for the case. EthicsPoint Incident Management regards cases with due dates in the past as overdue.
Click Submit, and then select Return to Case.

Changing Restricted Access

From the navigation menu, select Cases > All Cases.
Select the desired case.
From the case menu, select Assignments & Access.
Select in the Restricted Access field.
In the Restricted Access pane, select the names of users who should be restricted from the case. If a user is already assigned to the case, their assignment will be removed.

Note: After adding an assigned user to the Restricted Access list, you must manually remove the user from the case assignment.
Click Submit.