Question: How Do I Restrict a Case or Intake in SACWIS?

 

Restricting a Case (or Intake) in SACWIS

Restricting a case (or intake) limits access to only those workers who are assigned to the case (or intake).

Note: A Supervisor must complete this action (not a worker).

 

1. From the SACWIS Home screen, click the Administration tab.

2. Click the Utilities tab.

3. In the Navigation menu on the left, click the Restrict Case / Intake link.

4. In the Restriction Type field, choose Case or Intake.

5. Click the Select button. The Case Search Criteria screen appears.

6. Enter data in the filter fields to search for the Case (or Intake) that you want to restrict.

7. Click the Search button.

8. In the Case Search Results section, click the Select link in the appropriate row. The Restriction Details screen appears.

9. Check the Restricted check box.

10. Click the Save button.

11. When confirmation box appears, click the OK button.