Report Settings - Confidential Reasons

Katie Miles
Katie Miles
  • Updated

When a user marks a report as confidential, they are able to optionally select a reason why the report is confidential. Typically, this list is populated with specific reasons that are allowed by your organization. For example, Identifiable Individual or Legal matter.

To add a new reason to the list, leave Add a new Reason selected in the drop-down menu. Enter the reason into the textbox and click Add.

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To modify an existing reason, select it from the dropdown menu. Make changes in the textbox and click Update, or click Delete to delete the reason.

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Note: Reasons are displayed to contributors in the order in which they were entered. To change this order, all reasons must be removed and re-added in the correct order.

Related Articles:

  1. Report Settings – Submission Deadline Management
  2. Report Settings – Signature Pages
  3. Report Settings – Allow Uploading of Report Documents
  4. Report Settings - Branches

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