Add Flags

This section discusses how to set up new flags.

PREREQUISITES: The Flags security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You will need to have at least one case type. See Case Types for more information. You need at least one condition. See Conditions for more information. You must have users set up. See Users (Permit) for more information.

1. From the home page, click Permitting and click Flags.
2. On the Flags panel, click Add record.

3. Enter a name in the Flag field.
4. Enter a brief explanation in the Description field.
5. Select a flag severity from the Severity drop-down list.

NOTE: If you select DISCIPLINE from the drop-down list, you will need to select a Discipline Code to select a discipline or trade necessary to complete this flag.

6. Select the Anonymous and Registered check box if the flag will be available to guest users and registered Public Access users respectively.
7. Select a Case Stop to set up the case type(s) this flag can apply a Case Stop flag severity.
8. Click Condition to set up the conditions that can be applied to the flag and must be met before the case may progress.
9. Click View Stop(Allowed Users) to set up users that are allowed to view the case if the flag is active.

10. Click Add or Add and New to add the flag and create another one.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, user, status code, or other Trimble Unity Permit item) is being used. See Review Permit Configurations for more information.