Case Copy Does not Retain Site Security (SITE_ID) Settings From Original Case (Doc ID 2764511.1)

Last updated on FEBRUARY 03, 2025

Applies to:

Symptoms

Currently when a case is copied, it picks up the SITE_ID / security settings of the current user performing the copy activity, and does not retain the original case SITE_ID privacy settings

For example Case A is created by a User in Site A

Privacy settings are enabled for SITE A, so that users assigned that site cannot see Personally identifiable information (PII) for reporter or patient i.e.

If user in SITE B copies this exact same case then the security settings for SITE B are assigned to the copied case i.e.

To Reproduce:

• [Argus Console] > [Access Management] > Argus > Sites > Set up a new Site 'SITE_A' with below options:
  
    [x] Protect Patient Confidentiality - Default
    [x] Protect Reporter Confidentiality - Default
    [ ] Bulk Report By Form (Approved Reports) - Default
  
  
• [Argus Console] > [Access Management] > Argus > Groups > Group 'Privacy'  also set 'no access' to Case Reporter-Personal Reporter Information
  
  
  
• Configure a user 'Site_A_User' assigned  site 'SITE_A'
• Under Site Security other sites have access to all but utilizing the Privacy group settings
  
  
• Set up another global user in a different site e.g. Site_B_user, who has Full access to SITE_A but respecting PRIVACY group only settings for site security
  
  
• Login as new user 'Site_A_user' and create a simple case
• New Case CASE_A
• By default all reporter and patient information is marked as confidential.
  
  
  
• Log in as global user 'Site_B_user' and open this case   all the privacy information for Reporter are hidden/not displayed for this case as expected (Due to Privacy Group restrictions)
  
  
• However, as Global user (Site_B_user) if now select [Case Actions] > Copy, opt   to create 1 copy of case, and select ALL fields [Select All].
  
  
• In the copy of the case (created by Site_A_User), all fields including privacy  information are visible, so site_id of original case is not respected on copied case.
  
  
  This is because the site id is now that of the global user group in the copied case

Changes

Cause

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