If a user doesn't have the required security clearance, then they won't be able to see records that have been classified. For example, if a record has been classified as Top Secret, then:
- User 1 (Top Secret clearance) - can see and work with the record, following the usual SkyVault permission rules
- User 2 (Confidential clearance) - doesn't see the record
- You must have permissions to edit the record. This means having a Read and File permission on the record.
- You must have been given a security clearance higher than No Clearance
You also can't classify a record higher than your own security level. So if your security clearance is Confidential, you can't classify a record as Top Secret.
- In the File Plan hover over a record and select More, then Classify.
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Select a classification from:
- Top Secret
- Secret
- Confidential
- Unclassified
Tip: If you select unclassified then the record will be available to all users. - Enter a classification agency, for example, government or other body (optional).
- Select one or more classification reasons from the list of available reasons.
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You can optionally set a Downgrade Schedule or a
Declassification Schedule.
Downgrade Schedule
Set a schedule for when the record will be downgraded, for example, from Top Secret to Secret. You can enter a specific date for the downgrade to take place, an event that means a downgrade should be considered, and instructions on how to carry out the downgrade. All of these are optional, but once you've entered a downgrade date, event, or both, you're required to enter instructions.
Declassification Schedule
Set a schedule for when the record will be declassified. These means setting it's classification level to Unclassified. You can enter a specific date for the declassification to take place, an event that means declassification should be considered, and exemptions for when declassification shouldn't take place. All of these are optional.
Note: Downgrade and declassification schedules are not automated. Any reclassification needs to be done manually. -
Click Classify.
The record now displays its classification level, and can only be seen by those with the required security clearance (unless it has been set as Unclassified).
The classification reason and all classification-related properties can be seen in the Properties when you preview the record.