Restrict an intake or case

An intake may be restricted by the screening decision maker who recorded the screening decision or by this person's supervisor. A case may be restricted by the assigned screening decision maker or supervisor.

A restricted intake or case appears in search results; however, the details are visible only to the assigned workers. If an intake or case was restricted in error, it can be corrected by the security administrator.  

Restrict an intake or case as follows:

1. From the Home screen, click Administration > Utilities. The RMS Basis Items screen appears.

2. Click Restrict Case/Intake in the link menu. The Restriction Type screen appears.

3. In the Restriction Type field, select Intake or Case.

4. Click Select. The system displays either the Intake Search or Case Search screen.

5. Enter your search criteria, then click Search. The intakes or cases that meet your criteria appear in the search results table.

6. Click select 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.

7. Select the Restricted check box.

8. Click Save.

9. In the confirmation message, click OK. You are returned to the Restriction Type screen.