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User based status limitation

JP Kavanagh-Calitz's Avatar

JP Kavanagh-Calitz

25 Nov, 2015 10:00 AM

We have teams on-site that are performing the data collection, thereafter the in office team is required to perform a quality check prior to final reports being produced and issued.

Would it be possible to limit a user to only select certain statuses? In our case I am looking at having the on-site staff not being able to select the "Completed" status as we use this as a trigger for reporting. Instead they will be limited to choosing a QC status, which notifies the office team to perform the required checks and change the status to "Completed".

Thanks

  1. Support Staff 1 Posted by Alex Helms on 25 Nov, 2015 01:27 PM

    Alex Helms's Avatar

    Hello,

    Thanks a lot for reaching out.

    Right now, there is no way to limit what status options a member role or user can see. I think this feature could be very useful for some workflows and I will share this with the development team.

    Thanks,
    Alex

  2. 2 Posted by toryalaihart on 17 Jan, 2016 06:15 PM

    toryalaihart's Avatar

    Agreed. After my technicians have installed cold chain equipment in the field, I conduct a remote / virtual inspection and change status from "Complete" to 1 of 3 statuses:
    • "Validated" (perfect)
    • "Validated*" (ok but not great)
    • Re-install (fail)
    After that, a technical supervisor inspects units flagged as problematic, and final status will be adjusted as required.

    At the moment though, any technician can self validate records... even by mistake, which isn't good at all.

    That said, having certain fields in a Fulcrum app, or certain statuses only accessible to specific user types would be awesome... and is actually critical for my applications.

    Cheers,

    Tory

  3. Support Staff 3 Posted by Alex Helms on 09 Sep, 2016 12:21 PM

    Alex Helms's Avatar

    Hello,

    We are currently going through the all the feedback received to begin planning our roadmap for the next calendar year.

    I just wanted to let you know all know that this is now something that is possible with data events. Here is an example where the status choice options are filtered based on the user's role.

    Thanks,
    Alex

  4. 4 Posted by toryalaihart on 14 Sep, 2016 07:46 AM

    toryalaihart's Avatar

    Thanks Alex -- I already implemented the fix with data events last month and very pleased. A lot more to do with these new capabilities for me but on leave for the time being so likely to get around to upgrades next month.

    All the best,

    Tory

    ___________________________
    Toryalai Hart
    Cold chain specialist to UNICEF
    Email: [email blocked]
    Cell: +223 77 56 37 96

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