From the CaseWorks Home page, select Add/Remove Privileged Case from the Left Navigation Panel.
Click on Add New Item.
Complete the Privileged Case – New Item screen.
- Enter a Title for this Privileged Case
- Enter the client’s Case Number (MAXIS, PRISM, Workgroup, etc).
- Select the desired Privilege Access Group from the drop-down menu.
Note: This will be the folder name of the worker or team for whom you are granting privilege access. Go to “Create a New Privileged Folder” if you need to define a new folder/access group.
- Examples of Access Group names might include the reason, such as: “Secure to Chemical” or “Secure to Supervisor”, as well as any folders you have created for Privilege purposes.
Click on the Save button.
Note: From this point forward, any document that is in the EFC for this case is privileged and can only be viewed by workers who have been assigned permission to the case folder.