Restricted Fields

Restricted Fields

What is a Restricted Field Used For?

Administrators
I have a form that requires information that only a few people in my organization have access to. How do I allow some users to add this information and prevent everyone else from changing it?
SETWorks offers the ability to add a Restricted Field to a form. This can be used for sensitive or strictly controlled information. 

What is a Restricted Field?

Restricted Fields allow the creation of form fields that are locked, so that only roles with the appropriate permission can edit that field.
This will not affect viewing the completed form and users without the ability to edit a field will see the field if there is data in it as a read-only version.
Fields added to a form can now be marked as restricted in the form question edit screen.


A column on the forms builder will show a checkbox next to any question that is restricted.

The following privilege controls which roles have permission to edit a restricted field:

Settings > Provider Build > Maintain Privileges > Forms:
“Enables the editing of restricted fields assigned to certain forms".
With the privilege set to ON, the form will behave as normal. With the privilege set to OFF, if there is no previous data in the field, the user will not be able to see the field. If data is present in the Restricted Field, the user will be able to view it but not make changes.

Privilege Enabled (Admin View): 


Privilege Not Enabled (Staff View):

    • Related Articles

    • Training/Certifications/Reviews - Staff (Expiration Fields)

      How do I track Training/Certifications/Reviews for Staff? How do I set requirements? Administrators, Managers In SETWorks, administrators have the ability to create customized fields that can be used to track Training/Certifications/Review Expiration ...
    • Restricted Reports

      Reports with Restrictions Administrators I noticed that some reports don't allow my staff to change the staff dropdown. Why is this? Some reports in SETWorks have limits placed on who is allowed to run the report for all staff.  This is controlled ...
    • SETWorks Webinar - April 2024 - Consumer Details and Custom Fields

      Webinar Recording On April 17th 2024, SETWorks hosted a live webinar about Consumer Details and Custom Fields in SETWorks. You can view the recording here: https://youtu.be/CRiXqI70XBI References Privileges Settings > Provider Build > Maintain ...
    • Forms Enhancements - Fall 2021

      Major Forms Enhancements We’re introducing several new features for Forms: Draft Mode - The Save Draft feature allows the user to save copies of their form entries without needing to complete all required fields. Draft forms can not be signed. Once a ...
    • April 5, 2024 Staff Training/Certifications/Reviews Expiration Fields - Required Prior To Billing

      Please review the following article if you received communication from SETWorks the week of February 19, 2024 regarding important changes to the Staff Training/Certifications/Reviews Expiration Fields - Required Prior to Billing. What Is Changing? ...