An intake may be restricted by the screening decision maker who recorded the screening decision or by that person's supervisor. A case can be restricted by the assigned screening decision maker, supervisor, agency security administrator, or an agency system administrator. An agency system administrator or an agency security administrator can also restrict or un-restrict a case that was last open to that worker’s employing agency.
A restricted intake or case appears in the search results. However, once the user clicks the Edit link, the actual case can only be accessed by an assigned worker, supervisor, or a user in the user group of restricted case viewer (for the agency who owns the case). A restricted case viewer can also access a case that was last open to their agency. If an intake or case was restricted in error, it can be corrected by the agency security administrator or the agency system administrator.
To restrict an intake or case, complete the following steps:
From the Home screen, click the Administration tab.
Click the Utilities tab.
Click the Restrict Case/Intake link in the navigation bar on the left. The Restriction Type screen appears.
Select either Intake or Case in the Restriction Type field.
Click the Select button. The system displays either the Intake Search Criteria or Case Search Criteria screen.
Enter your search criteria, then click the Search button. The intakes or cases that meet your criteria appear in the Intake Search Results table.
Click the Select link for the intake or case you want to restrict. The Restriction Details screen appears. The details of the intake or case you selected appear in the header of this screen.
Select the check box next to Restricted.
Click the Save button. The system displays a dialog box asking you to confirm the action.
Click OK. You are returned to the Restriction Type screen.