Update Several Disclosure Items

If a case has lots of disclosable items, you can update, finalise, and verify them in bulk:

  1. Open the required case.

  2. Select the Disclosure tab.

  3. Select the Disclosure Items subtab.

  4. Update items in bulk:

    1. Select items with a Not Started or Under Review status.

    2. Select the disclosure items you want to update.

    3. Select Update.

    4. Select Bulk Update.

    5. Use the Select icon to apply attributes to these disclosure items.

    6. Specify values for the attributes you've selected.

    7. Select either of these options:

      • Update selected attribute values only

        Only set the attributes you select.

      • Update all attribute values

        Set all attributes you select and set attributes you haven't selected to blank if you want to overwrite any values they had before.

    8. Select Save.

  5. Finalise items that don't need to be updated further:

    1. Select items with a Not Started or Under Review status.

    2. Select Finalise.

    3. Enter a comment about why you're finalising the items in the field provided (optional).

    4. Select Bulk Finalise > Select OK.

  6. Get another user that has access to the case to verify the finalised items.

    You can't verify items you have finalised.

    This user will need to:

    1. Select Verify.

    2. Enter an optional comment

    3. Select Bulk Verify.

      Double-click a disclosure item to access more details about it.