Quick Start Steps

• From a Placement record in Pending status, click the ‘Validate Placement’ button on the top ribbon.
• A pop-up window will open loading all forms related to the Placement Validation. A banner (or banners, if multiple fields require additional information) at the top of the Placement Validation popup will appear if any required fields have not been completed.
• Update the fields indicated in the banner(s) at the top of the Placement Validation popup.
• Click ‘Finalize’. A popup should appear indicating that ‘all mandatory fields have been validated and the required information is present.’
• Click ‘OK’ to Finalise the Placement.

Related Articles

https://portal.wearemercury.com/knowledgebase/article/KA-01570