Enabling Confirmation for Deleting or Archiving Jobs in Okappy

In Okappy, you can enhance the security and control over your job management by enabling confirmations for deleting or archiving jobs. This feature requires users to enter their name or initials as a confirmation step, ensuring that such actions are intentional and authorised.

This article will guide you through the process of turning on this feature.

Steps to Enable Confirmation Settings

1. Access Settings

  • Navigate to the Profile Dropdown: Click on the profile dropdown icon located towards the top right of the screen.

Profile Menu - System Settings

  • Select ‘System Settings’: In the dropdown menu, select ‘System Settings’ to access the main settings page.

2. Go to Company Settings

  • Choose ‘Company Settings’: Within the system settings, find and select the ‘Company Settings’ option.

3. Modify Confirmation Settings

  • Open Confirmation Settings: In the company settings, look for the ‘Confirmation Settings’ section.
  • Enable Confirmation for Deleting Jobs: To require confirmation when deleting jobs, check the box next to ‘Confirm when deleting jobs’.
  • Enable Confirmation for Archiving Jobs: Similarly, to require confirmation when archiving jobs, check the box next to ‘Confirm when archiving jobs’.

4. Confirmation Process

  • Entering Confirmation Details: Once these settings are enabled, whenever you attempt to delete or archive a job, a prompt will appear asking for your name or initials (minimum 3 characters) as a confirmation.

Delete Job Confirmation

Additional Information

  • Importance of Confirmation: Enabling these confirmations adds an extra layer of security and accountability, preventing accidental deletions or archiving of jobs.
  • Regular Review Recommended: It’s advisable to review these settings periodically to ensure they align with your company’s operational procedures and security policies.
  • Check out our video: We’ve also got a video taking you through the process above, check out the video here.
  • Support and Assistance: For further assistance or queries, please check our support pages, forums and videos.