Marking a procedure as sensitive

If procedure allocation has been implemented for the client file, and you were granted Assigner or Reviewer permissions when the client file was created, you can mark a procedure or sub procedure in a checklist as sensitive. This means that only Assigners, Reviewers and the person to which the procedure was assigned can view the response.

To mark a procedure or sub procedure as sensitive:

1. Open the checklist.

2. Position your cursor on the procedure or sub procedure to be marked as sensitive.

3. Right-click and select Sensitive.

If the procedure or sub procedure is already marked as sensitive, a check box appears next to the Sensitive entry in the menu. Selecting Sensitive again will unmark the procedure.