Collaborative work features refer to the different policies or habits that an organisation can adopt: they are usually a compromise between the privacy of the clients and collaboration between the users (office staff).
Collaborative work features (or access rights) are separated into two options for users who are not explicitly assigned to a case: who has access to read the information of a case and who has access to add information.
For each option, the system will recommend a setting to the user, based on the typical habits of the organisation. This allows the user to select how the information of the case is shared with other users.
Administrators can also impose a strict policy, where users cannot decide how the case information is shared. The right to read or add information to a case can then be modified on a case by case basis only by the administrators.
This is only for the criteria that influence access rights for a given case. For each case, one of the following criteria apply:
Note: If the above options are changed, it will not affect the settings of existing cases.
Self-registration of new users is aimed at Internet-based organisations who allow new members to register by themselves. In other words, the case management system is open to all, but registration is required in order to access it.