Setting up security levels

  1. Select Security Levels from the Manage ribbon.

    Alternatively, from the File menu, select New, select the Other tab and select the Security Level icon.

    The Security Levels - All window appears.

  2. Right-click in the window and select New Security Level.

    The Security Level - New dialogue box appears.

    Complete the required fields:

    • Description - name of the security level
    • Ranking - order of precedence for the security level.

      For example, a Top Secret level with a ranking of 30 represents a higher security level than an Unclassified level with a ranking of 1.

    • Abbreviation - abbreviated version of the level's name or description.

      This field is limited to ten characters.

  3. You can type instructions about the correct use of the security level in the Notes tab.
  4. Active Dates tab - if the current date falls outside the Active date range, then the security level cannot be assigned to any records or Locations; however, it will be enforced if it has already been applied.

    You cannot deactivate a security level if it has been used in the record defaults setting for either Classifications or Record Types.

  5. Click OK.

    The new security level appears in the list.

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