To use this feature you will first need to go to the Register and Form Template that you want (provided you have access to the template) and on the Details page make sure that Ability to make Register and Form Confidential is set to ‘Yes’.

Then, directly below that field you will see a new field labelled Users with access to Confidential Registers and Forms. This is where you can select what users will be able to access the Register and Form entry that you have marked confidential.

Note: As well as these users, both the Person Responsible and any Stage Approvers will retain access to the Register and Form entry. These users need to keep their access in order to still perform their required tasks. It should be noted that Super Users and Administrators will also lose access to the Register and Form entry unless they are part of the group that has explicitly been given access.

Once the template has been set up correctly, to mark a Register and Form entry as confidential first go to the entry that you want, then on the Details page click on the Ellipsis and select ‘Make Confidential’:

A warning will appear asking you to confirm the action, select Confirm:

You will now see a bar under the Status of the Register and Form entry confirming that the entry has been marked Confidential:

To remove the confidential status from a Register and Form entry, click on the Ellipsis again and select ‘Remove Confidential’:

Because marking a Register and Form as Confidential removes it from the normal Register and Form List Screens, to view any Confidential entries that you have access to, click on Registers and Forms at the top left hand side of the screen and select Confidential Registers and Forms: