CiviCRM Community Forums (archive)

Use case. An Admin person creates the Case and they start therefore as Creator/Manager in Role = Intake Coordinator

There is then a meeting where all cases get discussed and 'allocated'.

Intake Coordinator then goes off to assign the cases to the 'Assigned Worker' and needs to remove themselves from the Case as they should no longer have access to it.

In the XML do I therefore need to set both
- Intake Coordinator
- Assigned Worker
thus
  <CaseRoles>
    <RelationshipType>
        <name>Intake Coordinator for</name>
        <creator>1</creator>
        <manager>1</manager>
        </RelationshipType>
    <RelationshipType>
        <name>Assigned worker for</name>
        <manager>1</manager>
    </RelationshipType>
    </CaseRoles>


ie when the Intake Worker has done their job there will be no one assigned in this role, and the Assigned Worker will be 'in charge'

Thanks for the suggestion - I will suggest that - and see if it overcomes their logic for the current approach.

Meanwhile the issue that seems more problematic is that the permission to 'Edit Case Roles' seems to be a component of 'Access all Cases and Activities' which I am hoping others agree is not how it should be and that we can get it changed.

See http://forum.civicrm.org/index.php/topic,25656