Job Status Security Levels

The Job Status Security levels allow companies to control which Job Statuses a user can assign or change on the Invoice Header. Each Job Status is assigned a Security Level (0-9). To assign or change a Job Status on an Invoice, users must have the corresponding Security Level options enabled.

Example

The FIRM DELIVERY/PICKUP Job Status has a Security Level of 9. To use this Job Status, users need the Level 9 Security options enabled.

Security Options

There are two types of Job Status security options:

1. Edit FROM Job Status Level (0-9): Allows users to change a Job Status with the same Security Level.
2. Edit TO Job Status Level (0-9): Allows users to assign a Job Status with the same Security Level.

Example

The SCHEDULED Job Status has a Security Level of 2, and the COMPLETED Job Status has a Security Level of 7.
To change the SCHEDULED Job Status to COMPLETED, the user must have:

• EDIT FROM Job Status Level 2, and
• EDIT TO Job Status Level 7 security options enabled.

info

These security options also apply to Mobile Tech.

Assigning Job Status Security Options

1. Go to Tools > System Maintenance.
2. On the Tables tab, select User Security, then click Open.
3. Select a User or Group from the list, and click Security.
4. In the Keyword search box, enter JOB STATUS.
5. Select the appropriate Job Status Security Levels for the user or group.
   
6. Click OK.

Notes

• The visibility of the Job Status list in the Invoice Header is restricted by the Edit TO Job Status security options. If a user lacks the required Edit TO security level, the corresponding Job Status won't appear in the drop-down menu.
• If an Invoice is in a Job Status and the user does not have the required Edit FROM security level, the Job Status field is locked and cannot be modified.
• These rules also apply to Copy Invoice, Split Invoice, and Multi Edit Invoice.

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See Also

• Update the Job Status of Multiple Invoices
• About Invoices in EPASS
• Invoice Header

Updated

August 16, 2022