TABLE OF CONTENTS

• Create a Case Restriction
• Edit an Existing Restriction
• Remove/Delete an Existing Restriction

Create a Case Restriction

The Restrict Case Access function allows you to “lock” a case so that only certain users can access it. The list of authorized users is determined by the user that establishes the Case Restriction.

If an unauthorized user attempts to access the case’s information, that User will be unable to view case details and will receive a message stating that the case has been marked for Restricted Access.

To Restrict Case Access use the following steps:

1. Navigate to the Case Profile for the case that needs restrictions
2. Click Case Actions to expand the list of actions
3. Click Manage Restrictions

4. Fill out the fields on the Add Case Restriction Update form
   • Restriction Title - The title will display in an Alert at the top of the Case Profile screen.
   • Restriction Reason - Details for restriction reason. This field will display in an Alert on the Case Profile screen.
   • Color Scheme - Select the color for the Alert that will be displayed on the Case Profile screen
   • Start and End time  - You can enter the start and end dates and times for the case restriction. If the end date is entered, the restriction will automatically expire on that date and time
   • Active - Choose whether the restriction is Active
   • Authorized Users - Select which users SHOULD be able to access the case while it is restricted
5. Click Continue to save the restriction

Once the restriction has been created, it will appear as an Alert banner across the top of the Case’s Profile page. The case will now also display (Restricted Case) next to the name.

Edit an Existing Restriction

To edit an existing restriction, use the following steps:

1. Navigate to the Case Profile for the case that needs restrictions
2. Click Case Actions to expand the list of actions
3. Click Manage Restrictions

4. Make any changes on the Edit Case Restriction form
5. Click Continue

Remove/Delete an Existing Restriction

There are two ways to remove an existing restriction:

Method 1:

1. Navigate to the Case Profile for the case that has a restriction
2. Click Manage Restrictions in the Case Actions dropdown
3. Change the Active field to No
4. Save the page by clicking Continue

There are two ways to remove an existing restriction:

Method 2:

5. Navigate to the Case Profile for the case that has a restriction
6. Click Add/Edit Alerts in the Case Actions dropdown

7. Click the Red X  to delete an existing restriction 

8. Confirm your intent to delete by clicking Yes, Continue