Creating a New Operational Team

  1. Overview
  2. System Management
  3. Creating a New Operational Team

The following steps allow you to establish a New Internal Team.

Replace “Test” throughout this process with the relevant Operation Team Name

Create User Role

Daisy / Administration / User Roles

  1. Add a User Role

Name: Test Role
Active: Yes
Client User Role: No

  1. Add Privilege

AddressRetrieveMetadata
UserCheckPrivilege

  1. Add a Role

uk.co.iizuka.casemanagement.axiom.kozo.role.InternalDataSubmissionServiceRole
Create Permission Policy

Daisy / Administration / Permission Policies

  1. Create Policy

Name: Test Policy
Description: Blank
Enabled: Yes

  1. Add Permission (x5)

Operation: Read
Access Type: Grant
User Role: Test Role
 
Operation: Read
Access Type: Grant
User Role: Administrator
 
Operation: Read
Access Type: Grant
User Role: Service Manager Role
 
Operation: Read
Access Type: Grant
User Role: Auditor Role
 
Operation: List
Access Type: Grant
Partnership: Default Partnership

Create Client Type

Daisy / Administration / Client Types

  1. Add Client Type

Name: Test Clients
Enabled: Yes
Create Permission for Client User: No

  1. Click Test Clients from the list

Enable All Fields
Yes
Click YES button for <Title> to disable
Click YES button for <Gender> to disable

  1. Add Permission

Operation: Execute
User Role: Test Role
Create Case Type(s)

Daiksy / Administration / Case Types

  1. + Case Type Group

Name: Test Cases

  1. Click the symbol to the left of Group Name

  2. Create Child Case Type

  3. Select the appropriate Workflow from the list

Name: Test IDVA v2 / Test CYP v2 / Test MMP v2
Initial State: 01. Referral Entered
View: Default Victim/Survivor / Default Perpetrator
Client Type: Test Clients
Case Policy Permission: Test Policy
Create Permission for Client User: No

  1. Select New Case Type from the left-hand list

  2. Add Field List

Reporting Authority
Referral Information
Risk Rating

  1. Add Permission (x2)

Grant / Deny: Grant
Access: Execute
Permission For: Test Role
 
Grant / Deny: Grant
Access: Read
Permission For: Test Role
Create Team

Daisy / Administration / Organisations / Cranstoun (arrow under actions)

  1. Add a Team

Team Name: Test Team
Email: <Blank>
Type: Casework
Notifiable by Email: Yes
Enabled: Yes
Address Details: <Blank>
Add Caseworker(s)

Daisy / Administration / Organisation / Cranstoun (arrow under actions)

  1. Add a New Caseworker

User ID: Email Address
First Name: First Name
Last Name: Last Name
Email: Email Address
Caseworker Type: Case Worker
Team: Test Team
Default Channel: EMail
Always Active: Yes
FTE Status: 1.0 for full time, 0.8 for 4 days etc
Team Coverage: Any additional Teams as appropriate
 
All other fields remain blank

  1. Add a role

Role: User
Role: Test Role
 
Add other roles as appropriate to additional teams added in previous step

  1. Manage Dashboards

Enable All Dashboards in the following order
 
My Case Actions
My Cases
My Primary teams Case Action
My Primary teams Cases
My Teams Case Actions
My Teams Cases
Calendar
Organisation
Organisation Inbox
Personal
Team
Team Inbox
Work Queues

  1. Change Password

New Password: Complex Random Password (not recorded)
Confirm New Password: as above