There are two areas where security can be set on individual statuses: Tools > Security (controls whether a user can access Status and at what level), and Tools > Status (ie., restricting sales staff from editing a job once its status has changed to Picking would be done via Tools > Status).
Status security levels can be a value from 1 (everyone) to 10 (administrators), set via Tools > Security. When Jim2 is first installed, all security groups and statuses are set to a level of 10 by default. From there, administrators can choose which security groups have access to which Status security level, and also whether they have access to view, add, edit.
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The Status level flag in existing security groups allows for restricting who can use each status in the strict workflow.
For example, restrict the users who can change a sales job to Finish to those whose security level is 8 or higher. To do this:
▪on the ribbon, go to Tools > Status, select the Sales Job tab, then select the row containing the FINISH status
▪click Edit
▪select Security Level to set the security level to 8
▪click Save.
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When setting the status security level, it is important to remember which users can move a job onto a specific status. Ensure the Security grid corresponds with the choices here.
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Example:
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Booked
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Ticked
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1 – anyone can book a job.
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Checked
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Proceed, Booked
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1 – anyone can proceed.
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FINISH
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Booked, Checked, Proceed
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8 – only users with this security level or higher can change a job to Finish status. In fact, this Status option is not visible if the user does not have this security level or higher.
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There is also a security setting here that allows/disallows users to edit statuses:
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Please contact sales@happen.biz to discuss report development that includes status benchmarking.
Further information
Add a New Status
Change a Status
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