Add Period States

To only allow a specific group of users to access a period, set up a period state, then assign it to the required period.

  1. Go to Maintenance, then select Period States.
  2. Select ADD NEW.
  3. In General
    1. To help staff members identify the purpose of the state, enter a meaningful Name.
    2. If the state must be displayed in a particular position in the list when being assigned to a period, enter the required list number in Order.
  4. In Security, select the required security role for each option.
  5. SAVE the state.