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Assigning Records to Partitions

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Partitions allow your agency to restrict access to specific records. For example, your administrator might create a partition for drug investigations or incidents involving juveniles.

NOTE: Always follow your agency's policies when assigning records to partitions.

Records can be assigned to partitions when they are created or edited.

To assign a record to a partition:
  1. Open the Adding New screen or Editing screen for the record.
  2. In the Partition field, located in the upper-right corner of the record, select the partition to which to assign the record. Your administrator creates the partitions, and determines to which partitions each user can assign records. 

    NOTE: If your administrator has not created partitions, then the Partition field is not displayed.

  3. Finish adding or editing the record.
  4. Click Save and Close to close the Adding New or Editing screen and view the record. The partition name is displayed in the upper-right corner of the record.

    NOTE: Depending on the settings established by your administrator, it might be possible to assign a record to a partition for which permission to view has not been given. In which case, once the record is saved to the partition, the View screen does not display the record. The record was saved correctly, but the software is enforcing the privileges your administrator has set up.
To remove a record from a partition:
  1. Open the Editing screen for the record.
  2. In the Partition field, select the blank option. Your administrator determines whether users can remove records from partitions.
  3. Click Save and Close to close the screen and view the record. The record is removed from the partition, and the partition name is removed from the record.

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