Assurance Certificates Locking
Certificate Locking affects the following:
Certificate Locking prevents the creation, deletion and reassignment of Location Association / Work Breakdown Association for Assets, Loops, Packs, Tasks and Punchlists.
The process for Certificate Locking is outlined below:
Step |
Action |
1 |
Assets, Loops and Packs: If a user tries to create an Asset, Loop or Pack and assign it to a ‘Location Association’ that is locked via Certificate Locking they cannot as the location is not available for selection.
Delete Function. |
2 |
If a user tries to delete an Asset, Loop or Pack they cannot.
Location Association Locked. |
3 |
A user CAN edit Asset, Loop or Pack information excluding ‘Location Association’ as it is locked and displayed only as a label.
Tasks and Punchlists. |
4 |
Tasks and Punchlists: If a user tries to create a Task or Punchlist and assign it to a ‘Work Breakdown Association’ and ‘Location Association’ that is locked via Certificate Locking they cannot as the location is not available for selection.
NOTE: The ‘Work Breakdown Association’ and ‘Location Association’ have to be an exact match with the completed certificate in order for the Certificate Locking to be enforced. Delete Function. |
5 |
If a user tries to delete a Task or Punchlist they cannot.
Work Breakdown and Location Association Locked. |
6 |
A user CAN edit Task and Punchlist, excluding ‘Work Breakdown Association’ and ‘Location Association’ as it is locked and displayed only as a label.
Next Training: Certificate Completion with Punchlist Exceptions |
For internal use only
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