You can set a security level on individual statuses. This allows you to do things like restrict sales staff from editing a job once its status has changed to Picking, for example.
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. You can then edit which security groups have access to which status security level.
Using the status level flag in your existing security groups, you can also restrict who can use each status in your strict workflow.
For example, you might want to restrict the users who can select a sales job as Finish to those whose security level is 8 or higher. To do this:
▪Go to Tools > Status, select the correct 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 you are setting the status security level, it's important to remember that you are selecting which users can move a job onto a specific status. You must make sure your Security grid corresponds with your choices here. |
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 if you would like to discuss report development that includes status benchmarking.
Further information: