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Bug #2444

open

Group Head Specification [Role based issue]- GH behaves like TM, If the GH does not involve in the matter,specific matter-related documents should not be listed in their account in view documents and View Relationships.However, currently they are listing.

Added by Neela Chinnappa 3 months ago. Updated about 1 month ago.

Status:
Feedback
Priority:
Normal
Assignee:
Start date:
04/05/2024
Due date:
% Done:

0%

Estimated time:

Description

Group Name: Civil Law
Team members: 3 TM's and Group Head [4 members are part of that group]
Client : business client
Document: File- A
Matter Name: Matter A

1. Login the lauditor with TM 1 account
2. Click on Matters
3. Click on Legal/ General/ Create
4. Select Civil Law and business client
5. GH does not involve in the matter [don't select GH]
6. Attach the document 'File A'
7. Click on save [matter creation is finished]
8. Login the Lauditor with Group Head
9. Click on Documents
10. Click on View Documents
11. Select the same business client and select the Matter A in matters drop down
12. File - A is listed below [note that file-A is matter related]
13. Click on View Relationships
14. Select the same business client
15. Click on Exchange Information - share by us

If the GH does not involve in the matter, specific matter-related documents should not be listed in their account in view documents and View Relationships[share by us] unshared section. However, currently they are listing.

List of documents if it is related to matter should be restricted in GH account who are not part of that matter.

https://drive.google.com/file/d/1-8mJPHCKtWl59x5wmin7nYb4mDXVvZLT/view?usp=drive_link

Actions #1

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #2

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #3

Updated by Neela Chinnappa 3 months ago

  • Project changed from Document Web to Document - Flow Issue
Actions #4

Updated by akhila bs 3 months ago

  • Assignee set to muskan mathur
Actions #5

Updated by muskan mathur 2 months ago

  • Status changed from New to Resolved
Actions #6

Updated by muskan mathur 2 months ago

  • Assignee changed from muskan mathur to akhila bs
Actions #7

Updated by Neela Chinnappa about 1 month ago

  • Status changed from Resolved to Feedback

Fix it Later

Actions

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