Update Several Disclosure Items
If a case has lots of disclosable items, you can update, finalise, and verify them in bulk:
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Open the required case.
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Select the Disclosure tab.
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Select the Disclosure Items subtab.
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Update items in bulk:
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Select items with a Not Started or Under Review status.
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Select the disclosure items you want to update.
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Select Update.
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Select Bulk Update.
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Use the Select
icon to apply attributes to these disclosure items.
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Specify values for the attributes you've selected.
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Select either of these options:
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Update selected attribute values only
Only set the attributes you select.
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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.
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Select Save.
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Finalise items that don't need to be updated further:
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Select items with a Not Started or Under Review status.
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Select Finalise.
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Enter a comment about why you're finalising the items in the field provided (optional).
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Select Bulk Finalise > Select OK.
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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: