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Jim2® Business Engine Help File

Navigation: Configuring Your Database > Tools > Status

Security on Individual Statuses

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A security level can be set on individual statuses. For example, restricting sales staff from editing a job once its status has changed to Picking.

 

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, edit which security groups have access to which Status security level.

 

security on status

 

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 correct job tab (Sales Job or Service Job), then select the row containing the Finish status

click Edit

select Security Level to set the security level to 8

click Save.

status finish

 

Quality

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.

 

Example:

 

Status

Linked Statuses

Status Security Level

Booked

Ticked

1 – anyone can book a job.

Checked

Proceed, Booked

1 – anyone can proceed.

Finish

Booked, Checked, Proceed

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.

 

Please contact sales@happen.biz to discuss report development that includes status benchmarking.

 

Further information

Setting up or Changing a Status

Add a New Status