Open a case with special personal data

Some cases hold special categories of personal data: health, a criminal record, an income test. The AVG asks that every look at such data has a purpose. Dossiq records that purpose for you, with your name and the time, in the case's history.

When Dossiq asks

Dossiq asks when two things are true:

• The case type lists special categories of personal data. An administrator sets these on the case type's Privacy tab.
• You are not this case's handler.

You are the handler when the case is assigned to you, or when you are on the case in a handler role. The handler opens the case without the question. Dossiq records "Behandeling" as the purpose for you, with your name and the time, as it does for everyone else.

What you see

The dialog "Waarom open je deze zaak?" opens before anything of the case shows. Its first line says why: you are not this case's handler. Pick a purpose and click Openen.

Purpose	What it records	What else happens
Behandeling van de zaak	You open the case to work on it.	You become a handler of the case. The dialog says so under this option.
Advies of overleg over de zaak	You give advice or talk the case over.	Nothing else.
Toezicht of een kwaliteitscontrole	You supervise or check the work.	Nothing else.
Een wettelijke verplichting	A law requires you to look.	Nothing else.
Een verzoek van de betrokkene	The person in the case asked for it.	Nothing else.
Overig	Your own words, up to 500 characters.	Nothing else.

Dossiq asks once per case per browser session. Close the dialog and the case stays closed: click Doel opgeven to answer after all.

Behandeling makes you the handler

When you pick "Behandeling van de zaak", Dossiq adds you to the case in a handler role after you confirm. The case's assignee stays as it was. You find yourself on the case's People tab.

The case's history then shows two lines:

• "Zaak ingezien, doel behandeling", with your name and the time.
• "Bij het openen toegevoegd als behandelaar", with your name and the time.

Next time you open the case, you are its handler, and Dossiq does not ask again.

For administrators

Which roles skip the question, which purpose Dossiq records for them, and which purpose makes the reader a handler is app configuration, not code. The key is access_purpose_roles in the Dossiq app config:

{
  "skipFor": ["handler"],
  "skipPurpose": "handling",
  "assign": { "handling": "handler" }
}

The roles are generic roles: the "Generic role" a role type carries on the case type's Roles tab. Dossiq binds a reader with the case type's own role type for that generic role, or with one every case type shares. Give a case type a role type with the generic role "handler" before you rely on this.

Set it with occ config:app:set dossiq access_purpose_roles --value '<json>', then open a case with special personal data as a colleague who is not its handler and check the history.