Temporary Case Access for External Users

Temporary access supports several business scenarios:

1. A recruiting team collects the data required from a candidate.
2. A company collects information from a new contractor before starting its internal contractor assessment.
3. External lawyers occasionally receive cases for review without receiving permanent AMODIT accounts.
4. External appraisers provide an opinion on a specific case.
5. Potential suppliers submit structured responses to a request for proposal, giving the buyer comparable data for selecting an offer.

Each scenario requires information from someone outside the organization using AMODIT. Email alone does not provide a controlled way to collect specific fields. Temporary access makes a form available to a person without an account and lets that person submit it with an action such as Send.

The process designer defines:

• the stage at which temporary access is granted;
• the recipient;
• the access period;
• the case elements available to that person, such as documents, comments, related cases and case history—the form is the only element available by default;
• the form fields that are visible or required;
• the action triggered when the person selects the button.

The case continues within the configured time and rules, and the structured data is immediately available to subsequent workflow stages.

Collect external input in the process