PracticeMaster Q&A: Secure Records in Conflict of Interest Search

June 2019    Tags: ,

When running the PracticeMaster Conflict of Interest Search, sometimes I get a hit on a fee or cost, but it displays “This is a secure record” instead of the results. I checked one of the transactions, and the associated client is not a secure client. Why is this happening?

Aside from the fee or cost belonging to a secure client, this message is also displayed when the user running the report is assigned specific timekeepers, and the particular fee or cost is for a timekeeper to which the user is not assigned.

When a user is assigned specific timekeepers, they can only view records for the timekeepers that they are assigned. If a user is needing to run the Conflict of Interest Search or other firm wide reports for additional timekeepers, a user with Manager Access Rights can change their assigned timekeepers in System Configuration.

To change assigned timekeepers

  1. From the System Configuration File menu, point to Open and select Users.
  2. Select the desired User ID.
  3. Below the Assign Tabs3/PracticeMaster Timekeepers check box, select any timekeepers the user needs to be able to run conflict searches or reports for. Clear the Assign Tabs3/PracticeMaster Timekeepers check box to give the user access to all timekeepers.
  4. Press Ctrl+S.

For more information on how assigning Tabs3 Timekeepers affects report generation and other tasks, refer to Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers.”

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