Lock Placement Fields after Placement is Approved

What 

Placement fields can be locked at various statuses. Users may want to configure that once a Placement has been approved, fields are then locked into a read-only status. This is particularly useful for customers who are transferring data to a Timesheet system or Finance system and need to make sure that any changes to the Placement, once approved, are also reflected in external systems.

NOTE: If implementing this config item, ensure that the config item Placement Live Locked Field List does not contain any fields that would need to be changed by a user with the relevant permissions.  Historically it is Start Date that remains non-editable by anyone when a Placement is ‘Live’.

NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.

Where 

Config files are updated within the Configuration area of the Mercury CRM within Support work area.

How 

1. Select at what status(es) editing is locked:

• Config File Name: PREVENT_PLACEMENT_EDIT_AT_STATUS
• Fields to update:
  • “Value – Boolean” - Change drop-down value from No > Yes
  • “Value – string” - Enter comma separated values of the status ID numbers required (no spaces). See the table at the bottom of this article for full details.

2. Select what role(s) can override any Placement status locking:

• Config File Name: ROLES_ALLOWED_PLACEMENT_EDIT_AT_STATUS
• Fields to update:
  • “Value – Boolean" - Change drop-down value from No > Yes
  • “Value – string” - Enter the security role that you wish to allow access. The default and most common is 'Mercury xRM (bolt-on role) - Can update Placements'.

 3. Add a list of users who will have the ability to amend a Placement even when it has reached a locked status.

• Add the security role chosen in the previous step to any required users.
• NOTE: These roles must be added directly to the Users - this role cannot be inherited from a Team.   

Status Reasons and ID Number Values
 

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