Locking a form once the task associated with it has been billed
S
Sunny Nair
Every form has a task associated
We use the PA screen to match task's with the weekly PA's
Any form associated with a matched task should not be edited once that PA period or record has been billed for.
We have different ways in which the form can be edited. Timesheet page. Client page->Forms
S
Sunny Nair
It is a day program agency who has requested this.
Not every agency wants to follow the same process but for Jean decker from peace by piece they bill on the understanding that the note has been entered(Which is the billable) and then they submit the claim through the PA screen.
The employees should not be able to edit this form post claim submission.
FieldWorker Support
This will be closed if there are no updates here.
FieldWorker Support
No updates here ... will close this request.
FieldWorker Support
Who is requesting it .. and what is the use case?
We have had companies that want to have edit access at all times.