Procedure 5.1 Restricting a case on EOS
Use this procedure with caution! Once a case has been restricted, only the persons to which the case has been restricted can access the case. There is no way for IT to remove a restriction placed on a case – only a user to whom the case has been restricted can do so.
- Click on the twisty beside the case number and person’s name.
- Click the “Restrict Case” link
- Use the “Resources for case law centre” combo box to select the names of the users to which you are restricting the case to.
- Click the “Restrict Case” button.
Only persons to whom the case has been restricted have access to the case on EOS. This also means that, if a case is restricted by a user in Legal Services, and they do not include law centre staff on the list of users to whom the cases is restricted, a situation may arise where a law centre is unable to access its own case.
A restricted case will not appear on EOS reports that are run by staff, including Head Office staff, who do not have access to the case.