To fully optimise our Audit functionalities and assist with planning compliance, we have created the 'Planning Lockdown' feature
Locating and setting the severity of 'Planning Lockdown'
To navigate to the firm settings within the application,
Click on the Tool icon drop-down menu in the top right-hand corner of the screen.
Select the Settings button;
- You will now be taken to the firm details screen.
- You will now be able to expand each menu to update. A guide to each section can be found here
Note: This can only be accessed by staff members who have the permission of Firm Settings
Planning Lockdown
Once located within the firm settings, you can change the severity of Planning Lockdown from:
- High - Allows Override Prompt & Giving a reason as to why its being overriden is mandatory
- Medium - Allows Override Prompt & Giving a reason as to why its being overriden is optional
- Off
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