Locking match records

There is an option in configuration that allows you to turn on match record locking for negotiators. What this would mean is that negotiators 'claim' match results as they are processing them - you no longer see applicant contact details from the match grid, to process a match result you must click into it - which automatically assigns it to your name and prevents colleagues from seeing the applicant's contact details. This is useful in offices where somebody runs a match and then multiple negotiators work on calling it out at the same time, as it ensures only one person can be working on each match result.

To turn on match record locking, a super user would need to enter a number of minutes a match record should be locked for in the Matching Defaults section of configuration. For example, entering 10 would mean that when a negotiator clicks on a match result it is locked for them for 10 minutes.

The way that you will know if a match record is locked or not is by clicking on it - if it is, then a message will appear telling you that the record is currently locked. If it isn't, then the record will open and be locked to you.