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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Jul 8, 2024

Schedule template restrictions

Customer expressed a need to restrict non-System Supervisor users from changing the default field values on any given schedule template that is created for, or already associated with a child record:

  • Classroom Name

  • Day

  • In

  • Out

'Start Date' and 'End Date' fields would need to remain configurable by the user.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

This would provide a greater degree of control over scheduling and ensure that the templates being applied by their staff do not deviate from what has been approved. This would also make it easier for them to align the data and form more accurate insights into what is happening in their ecosystem.

Requesting Customer Creme de la Creme - 62563000
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  • Admin
    Zack Marty
    Reply
    |
    Sep 16, 2024

    They don't want users to change historical information, so if a date period has passed for a given schedule, the schedule would no longer be editable, except by a system supervisor. Could make it a permission that prevents or allows users to change historical information for schedules.

  • Admin
    Zack Marty
    Reply
    |
    Sep 6, 2024

    Do they not want people to touch the child's schedule if it has a template attached, or do they not want the users touching templates?