Screening V2: Document Management Permissions for Supporting Documents

Working with supporting documents in Screening V2 now also requires the Document Management permissions, in addition to Screening Edit. Check that the teams who work on screening tasks have the permissions they need before this change applies to them.

In the ODS and OGS screening tasks, each document action now checks the matching Document Management permission. Users who do not have it do not see the control.

Permissions Impact:

Changed:

Permission Name	What it now also controls in Screening	Scope Reference
Document Management Access	Opening a supporting document. Without it, document names are shown as plain text and cannot be opened	DocumentManagementAccess
Document Management Create	Uploading a supporting document, and reusing an uploaded document	DocumentManagementCreate
Document Management Create Virtual	Adding a virtual document, and reusing a virtual document	DocumentManagementCreateVirtual
Document Management Delete	Deleting a supporting document	DocumentManagementDelete

Screening Edit is still required to upload, add, reuse or delete supporting documents.

What to check: review the Teams of users who resolve screening hits or provide entity supporting documents, and add the Document Management permissions above where they are missing. Otherwise those users will no longer see the upload, virtual document, reuse or delete controls in screening tasks, and will not be able to open documents.

See the Permissions Catalogue for the full list of Document Management permissions.

User Guide Reference: Using ODS: Screening Resolution & Materiality — Supporting document permissions