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Preventing users from being able to view or edit cases is straightforward with Security Roles. Adding the tables to their own Model Driven App further siloes the data. The Custom Page simulates a standard case creation form without the necessity for them to access the table and can be seamlessly incorporated in other MDAs and forms.
A two-stage reporting process uses the out-of-the-box case entity and then a custom Safeguarding entity. They are linked using a Business Process Flow which also guides users through key steps and ensures all processes are followed.
Automated processes notify users that their cases have been raised and updates them on progress and resolution, keeping them informed without the need to give them direct access to the data.
Company Information
What Was Delivered
Most users only interaction with the Safeguarding process will be the Custom Page they can use to submit new cases.
It’s been added to the ribbon for all instances of the organisation table in all Model Driven Apps which gives users the ability to submit cases no matter where they are in the system. The Custom Page creates a case without the submitting user needing access to the case table. It retains access to the table itself allowing it to render option all set values.
Both Safeguarding tables, Case and Safeguarding, are only within their own Safeguarding Model Driven App to further strengthen the siloed security model.
Additionally, the use of relationships was avoided in favour of free text fields to prevent data leaks through looking up related records. The MDA also includes a Business Process Flow between Case and Safeguarding that guides users through the Safeguarding procedure and triggers automated alerts that keep users updated.
A three-tiered security model gives users the ability to create Cases only, create and view Cases, or full access to create, view, and edit Cases.
What The Client Said
“Before approaching FormusPro, DofE had multiple data systems that were not integrated with each other, leading to difficulties in generating business-wide reports. Our business data was spread across an existing Dynamics 365 system used by the fundraising team, eDofE (a custom system managed by a team in India), Business Central (with no integration to the D365 CRM), and another custom system called Illuminator that is outdated and uses an MS Access database with a basic UI.
The compounding problems caused by the lack of integration and outdated systems lead to higher internal costs and cumbersome processes. Many employees were avoiding proper processes and relying on Excel spreadsheets, leading to data discrepancies and reduced efficiency. We needed to find a solution that would reduce maintenance costs, eliminate double entry, and increase employee engagement.”
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