What

Placement fields can be locked at various statuses. For example, you may want to configure that once a Placement has been approved, fields are then locked into a read-only status. This is particularly useful when you 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 these external systems.

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 Status Reason and Values for Placement Fields table at the end 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 Mercury - 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. These roles must be added directly to the Users - this role cannot be inherited from a Team. 
   

Fields that will remain unlocked:

• Actual End Date
• Candidate Docs Issued
• Candidate Docs Received
• Client Docs Issues
• Client Docs Received
• Likely to Extend

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 Mercury - Can Update Placements Permission. Historically it is Start Date that remains non-editable by anyone when a Placement is ‘Live’.
 

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