Purpose: The purpose of this job aid is to provide the steps needed by each role to add a View Only User to a case.
Process: The State Administrator or ICPC Coordinator must create the View Only Agency. The State Administrator must create the View Only User BEFORE the user can be given access to a specific case.
Create a View Only Agency (Administrator or Coordinator Roles)
A State Admin or ICPC Coordinator can create a View Only Agency in their state.
- Search for an existing agency by:
- Agency Name,
- City, and or,
- If the Agency is returned in the search results, select the checkbox next to the Agency # and select either Edit or Delete from the Action box.
- If the Agency is not returned in the search results, select the + Add button
Create a View Only User (Administrator Role)
Once you have created the View Only agency, you can add View Only users as the State Admin.
The process to create a View Only User is the same as Manage User.
How to Add a View Only User to a Case (Assignment Coordinator)
The Assignment Coordinator may give View-Only Users access to additional cases individually as needed.
- Select Case
- Select the Access tab
- Select the + Add button
- Select Role View Only
- Select Agency
- Select User
- Select Save
Above is current Job Aid on 2.0