Setting up security caveats

1. On the Manage ribbon, click Security Caveats.

   The Security Caveats - all window appears with all existing security caveats.

2. Right-click in the window and click New Security Caveat.

   The New Security Caveat dialogue box appears.

   Complete the fields you need:

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

     This field is limited to ten characters.

   • Notes tab - you can type instructions about the correct use of the security caveats, for example
   • Active tab - if the current date falls outside the active date range, then the security caveat cannot be assigned to any records or Locations.

     However, it will be enforced if it has already been applied.

     You cannot deactivate a security caveat if it is in use in the record defaults setting for either Classifications or Record Types.

3. Click OK.

   Content Manager saves the new caveat.

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