When an organization is the practice managing organization, their users will have the ability to lock a rate table. Rates will be locked at a shift level.
By default, all rates will be 'unlocked'. If rates are unlocked, anyone with access to the rate table will be able to make changes to the rates.
Once a rate table is locked, all users with access to the rate table will view the table as a 'read-only' version. If a rate table is locked, this means the following:
- A user will not be able to edit a rate when in the timesheet
- A user will not be able to edit a rate from the schedule
- A user will not be able to edit a rate from the rates manager
- Rate Table dates will not be editable/new rate tables can be created/rate table cannot be deleted if the rates are locked and there are shifts on the calendar before the rate table end date.
- 'Reset to rate table values' functionality will be blocked if rates are locked.
- Users cannot bulk update rates using the upload template if rates are locked - Kimedics will notify you which rates were not added/updated.
Users who do not have these permissions will see the lock/unlock as text and not a drop down.
Any and all changes around the rate table can be viewed in the changelog.
The changelog will show:
- if rates were changed - what they were before and what they were updated to
- if someone locked/unlocked a rate
- if someone updated the rate table end date