In addition to the Decision Card you can also restrict a Report via the Actions menu

• • Anyone who can edit the Report can use Report Restrictions on the Decision card

  • Use the Actions menu when you can no longer edit the Report; examples include:

    • Workers once the Report is in the Hotline Queue and beyond

    • Supervisors when the Report is in the County Queue

    • Workers and above once the Report is Approved

  • County Supervisors always have access to set restrictions via the Actions menu

See Restricting a Report for more information on restricting Reports via the Decision Card as well as rules when setting restrictions.

• • The Set Restrictions modal appears

    • Click the tooltip for more information on the requirements for restricting a Report

  • Select Yes, Restrict to Selected Users

  • Add the authorized users via the auto-completer

  • Click Save

If you are authorized to access a restricted Report, you can also remove the restriction.

To Remove Restrictions from a Report:

• • Click the Action Menu and select Set Restrictions

  • On the modal that appears:

    • Select No, Make Accessible to All Users

  • Click Save

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