Levels of locking a residence
A residence can be locked either manually by the admin or project manager or automatically when a specific stop date passes. When the residence is not locked, the customer is free to change the residence options. There are four different locking levels. When a new residence is created, it is automatically set to Not locked.
Choices not locked - Green level
Customers and admin / project managers can make changes to the home.
Choices locked for customers - Yellow level
Options are locked for customers, but the admin / project manager can still make changes to the residence.
Choices locked for customers and admin - Orange level
No changes can be made by customers or admin / project manager. At the orange level, you can create agreements and send them out to your customers for signing.
Final version - Red level
The residence is ready for construction, this locking makes printouts with version numbers available to contractors. If you make changes to the residence after this, a revision of the residence is created with a new version number.
FAQ
Q: What happens if a customer wants to change a products but they have already sent in their choices?
A: You have two options:
- Change to the green level and make all the choices available again.
- Change to the yellow level and change products in the admin view.