Lockbox (5)

Apply full and partial lockboxes for client privacy, add items to a partial lock, and break a lock with full auditing.

Understanding Lockboxes

Created by Michael Marchese, Modified on Fri, 28 Aug at 3:02 PM by Shannon Russell
Creating a Full or Partial Lockbox

Created by Michael Marchese, Modified on Tue, 1 Sep at 12:20 PM by Shannon Russell
Adding Items to a Partial Lock

Created by Michael Marchese, Modified on Fri, 28 Aug at 3:02 PM by Shannon Russell
Breaking a Lock

Created by Michael Marchese, Modified on Fri, 28 Aug at 3:03 PM by Shannon Russell
Lockbox Reasons, Notifications, and Audit (TREAT Admin)

Created by Michael Marchese, Modified on Tue, 1 Sep at 12:20 PM by Shannon Russell