Heratio Help Center article. Category: Compliance.

Security Classification

User Guide

Manage access to sensitive records using security clearance levels and classification markings.

Overview

Classification Levels

How It Works

Viewing Your Clearance Level

Check Your Profile

1. Click your username in the top right
2. Select Profile
3. Your clearance level is displayed

Classifying Records

For Editors and Above

When creating or editing a record:

Classification Guidelines

What You See When Access is Denied

If you try to view a record above your clearance:

Searching Classified Records

When you search, you only see records you have clearance for:

Classification Markings on Records

Classified records show their level clearly:

Declassification

Records may be reviewed and declassified over time:

Audit Trail

All classification changes are logged:

Automated Security Tasks

The system automatically performs security maintenance tasks:

Clearance Expiry Notifications

When your clearance is about to expire, you'll receive an email:

Note: Warnings are sent once per week until the clearance expires or is renewed.

Best Practices

Need Help?

Contact your security administrator or records manager if you:

• Need a higher clearance level
• Are unsure how to classify a record
• Need to request access to restricted materials

Part of the Heratio AHG Framework