Uploaded image for project: 'CiviCRM'
  1. CiviCRM
  2. CRM-11964

"My Cases" is counter-intuitive

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Won't Fix
    • Affects Version/s: 4.2.7
    • Fix Version/s: Unscheduled
    • Component/s: CiviCase
    • Labels:
      None
    • Documentation Required?:
      None
    • Funding Source:
      Core Team Funds

      Description

      I am finding the "my cases" feature in civicase to be confusing. The "my case" vs "all cases" is used in the following areas (among others

      -PERMISSIONS
      -The civicase dashboard
      -Searches involving cases.
      -Reports involving cases.

      Right now for a case to be considered one of "my cases" the user must be a client of a case. This does not take into account users who are assigned activities in a case or, more importantly, those who are assigned case roles. This has some negative effects.

      -First and foremost, anyone who works with cases must be assigned the "all cases" permissions. You cannot simply give a user permission to access cases they are assigned a role in; they must be assigned the "all cases" permissions to work with any cases.

      -Users who are using the dashboard to view cases cannot see any cases they are assigned to without clicking the "all cases" button. The view then shows every case in the system, not the cases the user is assigned a role in. This is confusing for users and necessitates them having to search to find their cases

      -When creating reports for users to view the cases cannot be limited to those of which the user is a part because the "my cases" option will not show any cases for which the user is not a client..

      I propose that one of two option be selected to fix these problems:

      -The simplest solution would be to expand the definition of "my cases" to include users who are assigned a role in the case (and possibly those who are assigned to an activity in the case).

      -The second possible solution would be to create a new permission with corresponding dashboard and report options,

        Attachments

          Activity

            People

            • Assignee:
              Unassigned
              Reporter:
              joshathedone Josh
            • Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved: