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Avatar Incident Tracking 2024 Update 2

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Product Requirements and Recommendations

Avatar Incident Tracking required
Avatar PM required
RADplus required
Avatar Cal-PM

Known Limitations

Please note: the user-based incident record access permissions will only apply to newly created Incidents moving forward.

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.02
Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Incident Tracking is enhanced to optionally enable user-based incident record access permissions.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Incident Tracking - User-based Incident Permissions
Incident Tracking is enhanced to optionally enable user-based incident record access permissions.
This is accomplished with the addition of the 'Apply Incident Access Restrictions' registry setting. When set to "Y", the new 'Open/Close Incident Management' form will be added. The 'Open Incident', 'Close Incident' and any modeled "Incident" entity forms will only display incidents based on permissions defined in this form.
Value Added: The ability to apply incident access restrictions, if desired.
Topics
• Incident Tracking • Registry Settings
 
Acceptance Tests
AV-97611 Summary | Details
Incident Tracking - User-based Incident Permissions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Open/Close Incident Management
  • Registry Settings (PM)
  • User Definition
  • Close Incident
  • Open Incident
  • IncidentForm
Scenario 1: Validate the 'Apply Incident Access Restrictions' registry setting
Steps
  1. Access the 'Registry settings' form.
  2. Enter "Apply Incident Access Restrictions" in the 'Limit Registry Settings' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar Incident Tracking->General->Settings->->->Apply Incident Access Restrictions.
  5. Validate the 'Registry Setting Details' field contains: When set to 'Y', the Open Incident, Close Incident, and any modeled Incident entity forms will only present incident numbers for selections that match permissions defined in 'Open/Close Incident Management'. Select 'N' for the default functionality.
  6. Validate the 'Registry Setting Value' field contains "N" by default.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Submit the form.
  9. Access the 'User Definition' form.
  10. Select the logged in user in the 'Select User' field.
  11. Select the "Forms and Tables" Section.
  12. Click [Select Forms for User Access].
  13. Validate the 'Open/Close Incident Management' form is displayed and select it.
  14. Submit the form.
  15. Refresh forms.
  16. Access the 'Open/Close Incident Management' form.
  17. Validate the form is displayed.
  18. Close the form.
  19. Access the 'Registry settings' form.
  20. Enter "Apply Incident Access Restrictions" in the 'Limit Registry Settings' field.
  21. Click [View Registry Settings].
  22. Enter "N" in the 'Registry Setting Value' field.
  23. Submit the form.
  24. Refresh forms.
  25. Validate the 'Open/Close Incident Management' form is no longer displayed.
Scenario 2: Open/Close Incident Management - Validate 'Incident Administrator' user permissions
Specific Setup:
  • The 'Apply Incident Access Restrictions' registry setting must be set to "Y".
  • Three users must be defined in 'User Definition' (User A, User B, User C).
  • An "Incident" entity user-modeled form must be defined (Form A).
Steps
  1. Log in as "User A".
  2. Access the 'Open/Close Incident Management' form.
  3. Select the "Incident Administrator" section.
  4. Validate there is text stating: Select Users and/or User Roles that will receive Incident Manager permissions. An incident Manager may access any incident record.
  5. Select "User A" in the 'Select User' field.
  6. Click [File] and close the form.
  7. Log out.
  8. Log in as "User B".
  9. Access the 'Open Incident' form.
  10. Add a new incident. This will be referred to as "Incident A".
  11. Populate all required fields and submit the form.
  12. Access the 'Open Incident' form.
  13. Validate "Incident A" is available for selection.
  14. Validate the ability to select/view the incident.
  15. Close the form.
  16. Access the 'Close Incident' form.
  17. Validate "Incident A" is available for selection.
  18. Validate the ability to select the incident.
  19. Close the form.
  20. Access "Form A".
  21. Validate "Incident A" is available for selection.
  22. Validate the ability to select the incident.
  23. Close the form.
  24. Log out.
  25. Log in as "User A".
  26. Access the 'Open Incident' form.
  27. Validate "Incident A" is available for selection.
  28. Validate the ability to select/view the incident.
  29. Close the form.
  30. Access the 'Close Incident' form.
  31. Validate "Incident A" is available for selection.
  32. Validate the ability to select the incident.
  33. Close the form.
  34. Access "Form A".
  35. Validate "Incident A" is available for selection.
  36. Validate the ability to select the incident.
  37. Close the form.
  38. Log out.
  39. Log in as "User C".
  40. Access the 'Open Incident' form.
  41. Validate "Incident A" is not available for selection.
  42. Access the 'Close Incident' form.
  43. Validate "Incident A" is not available for selection.
  44. Access "Form A".
  45. Validate "Incident A" is not available for selection.
  46. Log out.
Scenario 3: Open/Close Incident Management - Validate 'Incident Administrator' user role permissions
Specific Setup:
  • The 'Apply Incident Access Restrictions' registry setting must be set to "Y".
  • A user role is defined in 'User Role Definition' (Role A).
  • Three users must be defined in 'User Definition' (User A, User B, User C).
  • "User A" must be associated to "Role A".
  • An "Incident" entity user-modeled form must be defined (Form A).
Steps
  1. Log in as "User A".
  2. Access the 'Open/Close Incident Management' form.
  3. Select the "Incident Administrator" section.
  4. Validate there is text stating: Select Users and/or User Roles that will receive Incident Manager permissions. An incident Manager may access any incident record.
  5. Select "Role A" in the 'Select User Role' field.
  6. Click [File] and close the form.
  7. Log out.
  8. Log in as "User B".
  9. Access the 'Open Incident' form.
  10. Add a new incident. This will be referred to as "Incident A".
  11. Populate all required fields and submit the form.
  12. Access the 'Open Incident' form.
  13. Validate "Incident A" is available for selection.
  14. Validate the ability to select/view the incident.
  15. Close the form.
  16. Access the 'Close Incident' form.
  17. Validate "Incident A" is available for selection.
  18. Validate the ability to select the incident.
  19. Close the form.
  20. Access "Form A".
  21. Validate "Incident A" is available for selection.
  22. Validate the ability to select the incident.
  23. Close the form.
  24. Log out.
  25. Log in as "User A".
  26. Access the 'Open Incident' form.
  27. Validate "Incident A" is available for selection.
  28. Validate the ability to select/view the incident.
  29. Close the form.
  30. Access the 'Close Incident' form.
  31. Validate "Incident A" is available for selection.
  32. Validate the ability to select the incident.
  33. Close the form.
  34. Access "Form A".
  35. Validate "Incident A" is available for selection.
  36. Validate the ability to select the incident.
  37. Close the form.
  38. Log out.
  39. Log in as "User C".
  40. Access the 'Open Incident' form.
  41. Validate "Incident A" is not available for selection.
  42. Access the 'Close Incident' form.
  43. Validate "Incident A" is not available for selection.
  44. Access "Form A".
  45. Validate "Incident A" is not available for selection.
  46. Log out.
Scenario 4: Open/Close Incident Management - Validate 'Incident Program Manager' user permissions
Specific Setup:
  • The 'Apply Incident Access Restrictions' registry setting must be set to "Y".
  • Three users must be defined in 'User Definition' (User A, User B, User C).
  • An "Incident" entity user-modeled form must be defined (Form A).
Steps
  1. Log in as "User A".
  2. Access the 'Open/Close Incident Management' form.
  3. Validate there is text stating: Select Users and/or User Roles that will receive Incident Program Manager permissions. An incident Manager may access any incident record where that incident is associated to a configured program.
  4. Select the desired program in the 'Select Program' field. This will be referred to as "Program A".
  5. Select "User A" in the 'Select User' field.
  6. Click [File] and close the form.
  7. Log out.
  8. Log in as "User B".
  9. Access the 'Open Incident' form.
  10. Add a new incident. This will be referred to as "Incident A".
  11. Select "Program A" in the 'Program Of Incident' field.
  12. Populate all required fields and submit the form.
  13. Access the 'Open Incident' form.
  14. Validate "Incident A" is available for selection.
  15. Validate the ability to select/view the incident.
  16. Close the form.
  17. Access the 'Close Incident' form.
  18. Validate "Incident A" is available for selection.
  19. Validate the ability to select the incident.
  20. Close the form.
  21. Access "Form A".
  22. Validate "Incident A" is available for selection.
  23. Validate the ability to select the incident.
  24. Close the form.
  25. Log out.
  26. Log in as "User A".
  27. Access the 'Open Incident' form.
  28. Validate "Incident A" is available for selection.
  29. Validate the ability to select/view the incident.
  30. Close the form.
  31. Access the 'Close Incident' form.
  32. Validate "Incident A" is available for selection.
  33. Validate the ability to select the incident.
  34. Close the form.
  35. Access "Form A".
  36. Validate "Incident A" is available for selection.
  37. Validate the ability to select the incident.
  38. Close the form.
  39. Log out.
  40. Log in as "User C".
  41. Access the 'Open Incident' form.
  42. Validate "Incident A" is not available for selection.
  43. Access the 'Close Incident' form.
  44. Validate "Incident A" is not available for selection.
  45. Access "Form A".
  46. Validate "Incident A" is not available for selection.
  47. Log out.
Scenario 5: Open/Close Incident Management - Validate 'Incident Program Manager' user role permissions
Specific Setup:
  • The 'Apply Incident Access Restrictions' registry setting must be set to "Y".
  • A user role is defined in 'User Role Definition' (Role A).
  • Three users must be defined in 'User Definition' (User A, User B, User C).
  • "User A" must be associated to "Role A".
  • An "Incident" entity user-modeled form must be defined (Form A).
Steps
  1. Log in as "User A".
  2. Access the 'Open/Close Incident Management' form.
  3. Validate there is text stating: Select Users and/or User Roles that will receive Incident Program Manager permissions. An incident Manager may access any incident record where that incident is associated to a configured program.
  4. Select the desired program in the 'Select Program' field. This will be referred to as "Program A".
  5. Select "Role A" in the 'Select User Role' field.
  6. Click [File] and close the form.
  7. Log out.
  8. Log in as "User B".
  9. Access the 'Open Incident' form.
  10. Add a new incident. This will be referred to as "Incident A".
  11. Select "Program A" in the 'Program Of Incident' field.
  12. Populate all required fields and submit the form.
  13. Access the 'Open Incident' form.
  14. Validate "Incident A" is available for selection.
  15. Validate the ability to select/view the incident.
  16. Close the form.
  17. Access the 'Close Incident' form.
  18. Validate "Incident A" is available for selection.
  19. Validate the ability to select the incident.
  20. Close the form.
  21. Access "Form A".
  22. Validate "Incident A" is available for selection.
  23. Validate the ability to select the incident.
  24. Close the form.
  25. Log out.
  26. Log in as "User A".
  27. Access the 'Open Incident' form.
  28. Validate "Incident A" is available for selection.
  29. Validate the ability to select/view the incident.
  30. Close the form.
  31. Access the 'Close Incident' form.
  32. Validate "Incident A" is available for selection.
  33. Validate the ability to select the incident.
  34. Close the form.
  35. Access "Form A".
  36. Validate "Incident A" is available for selection.
  37. Validate the ability to select the incident.
  38. Close the form.
  39. Log out.
  40. Log in as "User C".
  41. Access the 'Open Incident' form.
  42. Validate "Incident A" is not available for selection.
  43. Access the 'Close Incident' form.
  44. Validate "Incident A" is not available for selection.
  45. Access "Form A".
  46. Validate "Incident A" is not available for selection.
  47. Log out.
Scenario 6: Incident Tracking - Validate supervisor permissions
Specific Setup:
  • The 'Apply Incident Access Restrictions' registry setting must be set to "Y".
  • Two users must be defined in 'User Definition' (User A, User B).
  • "User A" and "User B" do not have any elevated permissions in the 'Open/Close Incident Management' form.
  • An "Incident" entity user-modeled form must be defined (Form A).
Steps
  1. Log in as "User A".
  2. Access the 'Open Incident' form.
  3. Add a new incident. This will be referred to as "Incident A".
  4. Populate all required fields and submit the form.
  5. Access the 'Open Incident' form.
  6. Validate "Incident A" is available for selection.
  7. Validate the ability to select/view the incident.
  8. Close the form.
  9. Access the 'Close Incident' form.
  10. Validate "Incident A" is available for selection.
  11. Validate the ability to select the incident.
  12. Close the form.
  13. Access "Form A".
  14. Validate "Incident A" is available for selection.
  15. Validate the ability to select the incident.
  16. Close the form.
  17. Log out.
  18. Log in as "User B".
  19. Access the 'Open Incident' form.
  20. Validate "Incident A" is not available for selection.
  21. Access the 'Close Incident' form.
  22. Validate "Incident A" is not available for selection.
  23. Access "Form A".
  24. Validate "Incident A" is not available for selection.
  25. Access the 'User Definition' form.
  26. Select "User A" in the 'Select User' field.
  27. Select the "User Caseload" section.
  28. Select "User B" in the 'Supervisor' field.
  29. Submit the form.
  30. Refresh forms.
  31. Access the 'Open Incident' form.
  32. Validate "Incident A" is available for selection.
  33. Supervisors will always have access to their direct report subordinate incidents without requiring elevated permissions in the 'Open/Close Incident Management' form.
  34. Validate the ability to select/view the incident.
  35. Close the form.
  36. Access the 'Close Incident' form.
  37. Validate "Incident A" is available for selection.
  38. Validate the ability to select the incident.
  39. Close the form.
  40. Access "Form A".
  41. Validate "Incident A" is available for selection.
  42. Validate the ability to select the incident.
  43. Close the form.
  44. Log out.
Topics
• Incident Tracking • Registry Settings
Table Changes
Table Column Change
INCIDENT.administrator FACILITY Added
INCIDENT.administrator data_entry_by Added
INCIDENT.administrator data_entry_by_option Added
INCIDENT.administrator data_entry_date Added
INCIDENT.administrator data_entry_offset Added
INCIDENT.administrator data_entry_source Added
INCIDENT.administrator data_entry_time Added
INCIDENT.administrator data_entry_time_j Added
INCIDENT.administrator data_entry_timezone_info_all Added
INCIDENT.administrator data_entry_timezone_short Added
INCIDENT.administrator data_entry_user_id Added
INCIDENT.administrator data_entry_user_name Added
INCIDENT.administrator data_entry_utc Added
INCIDENT.administrator option_desc Added
INCIDENT.administrator option_id Added
INCIDENT.administrator user_roles Added
INCIDENT.administrator users Added
INCIDENT.audit_administrator FACILITY Added
INCIDENT.audit_administrator data_entry_by Added
INCIDENT.audit_administrator data_entry_by_option Added
INCIDENT.audit_administrator data_entry_date Added
INCIDENT.audit_administrator data_entry_offset Added
INCIDENT.audit_administrator data_entry_source Added
INCIDENT.audit_administrator data_entry_time Added
INCIDENT.audit_administrator data_entry_time_j Added
INCIDENT.audit_administrator data_entry_timezone_info_all Added
INCIDENT.audit_administrator data_entry_timezone_short Added
INCIDENT.audit_administrator data_entry_user_id Added
INCIDENT.audit_administrator data_entry_user_name Added
INCIDENT.audit_administrator data_entry_utc Added
INCIDENT.audit_administrator option_desc Added
INCIDENT.audit_administrator option_id Added
INCIDENT.audit_administrator user_roles Added
INCIDENT.audit_administrator users Added
INCIDENT.program_managers FACILITY Added
INCIDENT.program_managers data_entry_by Added
INCIDENT.program_managers data_entry_by_option Added
INCIDENT.program_managers data_entry_date Added
INCIDENT.program_managers data_entry_offset Added
INCIDENT.program_managers data_entry_source Added
INCIDENT.program_managers data_entry_time Added
INCIDENT.program_managers data_entry_time_j Added
INCIDENT.program_managers data_entry_timezone_info_all Added
INCIDENT.program_managers data_entry_timezone_short Added
INCIDENT.program_managers data_entry_user_id Added
INCIDENT.program_managers data_entry_user_name Added
INCIDENT.program_managers data_entry_utc Added
INCIDENT.program_managers option_desc Added
INCIDENT.program_managers option_id Added
INCIDENT.program_managers program_code Added
INCIDENT.program_managers program_value Added
INCIDENT.program_managers user_roles Added
INCIDENT.program_managers users Added
INCIDENT.audit_program_managers FACILITY Added
INCIDENT.audit_program_managers data_entry_by Added
INCIDENT.audit_program_managers data_entry_by_option Added
INCIDENT.audit_program_managers data_entry_date Added
INCIDENT.audit_program_managers data_entry_offset Added
INCIDENT.audit_program_managers data_entry_source Added
INCIDENT.audit_program_managers data_entry_time Added
INCIDENT.audit_program_managers data_entry_time_j Added
INCIDENT.audit_program_managers data_entry_timezone_info_all Added
INCIDENT.audit_program_managers data_entry_timezone_short Added
INCIDENT.audit_program_managers data_entry_user_id Added
INCIDENT.audit_program_managers data_entry_user_name Added
INCIDENT.audit_program_managers data_entry_utc Added
INCIDENT.audit_program_managers option_desc Added
INCIDENT.audit_program_managers option_id Added
INCIDENT.audit_program_managers program_code Added
INCIDENT.audit_program_managers program_value Added
INCIDENT.audit_program_managers user_roles Added
INCIDENT.audit_program_managers users Added
INCIDENT.incident_data_all original_user_id Added
INCIDENT.incident_data_all original_user_name Added