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Demo: Worried about performance review confidentiality? IRM can help

Applies to: Microsoft Office Excel 2003, Outlook 2003, PowerPoint 2003, Word 2003

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Making sure that confidential information stays confidential is an ongoing challenge for all HR professionals, especially when it comes to performance evaluations. The Information Rights Management (IRM) capability in Microsoft Office Professional Edition 2003 enables you to control who can see or change a confidential document. It’s one less thing to worry about.

Note For screen reader text detailing the content of the video and a screen reader version of the audio script, click Demo text version.

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Screen Action	Audio Script
Microsoft Office Word 2003 is open displaying an employee performance review document.	Making sure that confidential information stays confidential is an important responsibility for anyone who deals with employee records.
The pointer clicks the Permission button on the toolbar, and the Permission dialog box opens.	Today I’m working on Neil’s performance review. Before I send it out in an e-mail message, I want to set some limits on who can read it.
In the Permission dialog box, the pointer selects the Restrict permission to this document check box, and the Read and Change boxes change from dimmed (which means unavailable) to white (which means editable).	Information Rights Management in Office 2003 will help me control who can see or change this confidential document.
The names Neil Charney and Judy Lew are typed into the Change box. The pointer clicks the Check Names button next to the Change box and the names become underlined. The pointer clicks OK to close the Permission dialog box, leaving the performance review document visible on the screen.	Neil and his manager both need to be able to edit Neil’s review, so I type their names in the Change box. Since I’m the one who created the document, none of the restrictions will apply to me.
The pointer moves to the Shared Workspace task pane on the right-hand side of the screen. It highlights the indicators showing that permission to this document is restricted and who set the permissions.	Back in my document, the task pane on the right hand side shows that this document is restricted. If I wanted to, I could add more names and make other changes, but for now everything’s fine.
The pointer clicks the File menu, points to Send To, and selects Mail Recipient (for Review).	Now I can send this file to Neil and Judy in an e-mail message, and I’m done. And thanks to Information Rights Management, I have one less thing to worry about.
Word 2003 disappears. The animated text Experience your own great moments appears. Under it appears the URL http://www.microsoft.com/office.