Restrictions on editing/deleting tasks - configuration options
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.132
Configurable options for Enterprise customers
To request one/both of these options to be enabled on your system, click here to contact Reapit Support
Two configuration options are available for tasks
When enabled, a user is restricted from:
1. Editing or deleting tasks
Once a task is sent, then no detail can be changed, the task becomes read-only and cannot be deleted
When this configuration is not in use, tasks can be set-up to be edited/deleted by all users or just by the original author of the task only - you may also only be able to view tasks for your office
2. Editing or deleting follow up notes on completed tasks
When a task is marked as completed, the follow-up notes will become read-only
1. When editing/deleting tasks is restricted
When a task has no restrictions:
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2. When editing/deleting follow up notes on completed tasks is restricted When opening a task that has been marked as completed:
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