Confidential Forms
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The following Confidentiality types were added in the August 2024 pack:
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Forms and cases may be marked Not For Public Release. This will cause the records to not appear in the search results unless the search criteria also include the Not for Public Release records. This will help prevent your agency from accidentally releasing sensitive information inappropriately.
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Select the form you wish to work with.
Click the Edit Form Confidentiality button or the Edit Case Confidentiality button. (The Edit Case Confidentiality button will mark all forms in the case, not just the form selected.)
Remove the confidentiality by clicking the Unmark Confidential button.(Click OK when prompted.)
Or, adjust who can see the record by selecting users and/or user groups and using the < and > buttons to add and remove users and users’ groups. Then click OK.
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