You can modify the WEX configuration options to change the default behaviour of Access Core+ to meet your requirements.
These are found in the administration menu.
⚠️ Warning: Changing the configuration settings can affect users and data within your live Access Core+ system.
Click Administration, then click Configuration.
Click the Drop-in Module tab.
Configuration options
The following options are configurable:
Wex Auto Placement Status | Specifies whether the status of a placement will be automatically updated when it is changed. Select True or False from the drop-down list. |
Wex Auto Confirm Placement Assignment | Specifies whether Wex Placement assignments made by a user are automatically confirmed. Select True or False from the drop-down list. |
Wex Generate Batch Reference | Indicates if the batch reference key should be generated. Select True or False from the drop-down list. |
Wex HS Approaching Expiry Threshold Days | Enter the number of days before the expiry date that a Wex Health & Safety record is considered approaching expiry. |
Wex HS Request Filter Days | Enter the default number of days used for displaying records on the Wex Entity Health and Safety Request list. |
Wex Placement Copy Batch Dates | Specifies whether the start and end dates are copied from the selected Wex Batch when creating a new Wex Placement. Select True or False from the drop-down list. |
Wex Placement Status Available | Select the Wex Placement Status code to use if the auto-placement status is detected as available. |
Wex Placement Status Placed | Select the Wex Placement Status code to use if the auto-placement status is detected as placed. |
Wex Placement Status Provisional | Select the Wex Placement Status code to use if the auto-placement status is detected as provisional. |
Wex Placement Status Self | Select the Wex Placement Status code to use if the auto-placement status is detected as self-placement. |
Wex Placement Status Withdrawn | Select the Wex Placement Status code to use if the auto-placement status is detected as withdrawn. |
Wex Placement Prompt No Health and Safety | Specifies whether a prompt is displayed when creating a new Wex Placement if the entity does not have a valid health and safety record. Select True or False from the drop-down list. |
Wex Risk Assessment Approaching Expiry Threshold Days | Enter the number of days before the expiry date that a Wex Risk Assessment Visit record is considered approaching expiry. |
Wex Teacher Resource Entity Ref | Select the entity against which teacher resources will be stored, as multimedia records. |
Wex Auto-Populate Preferences From YP Choices | Defines if a new batch member's choice preference (CRCI) should be automatically populated from the linked YP's choice records. Select True or False from the drop-down list. |
Wex Auto-Populate Travel Zones From YP Details | Defines if a new batch member's travel zones should be automatically populated from the linked YP's details. Select True or False from the drop-down list. |
Wex Batch Matching on Job Code | Controls whether batch matching should be performed against Job codes, CRCI codes or placements. Select the required option from the drop-down list. |
Wex Batch Membership Placement List Mode | Controls how placement details are displayed on the YP Membership page. Select the required option from the drop-down list. |
Entity Placements Filter Option | Select the check box to display a checkbox for listing historic placements outside the current financial year on the Entity Placement page. |
Wex Withdrawn Placement Clear Link | Controls whether on setting a Placement to Withdrawn, the Placement is cleared from the YP's placement slot. Select True or False from the drop-down list. |
Wex Doc Track Message Subject | Enter the message subject to be used when emailing the recipient for Wex document tracking. |
Wex Doc Track Message Body | Enter the message body details to be used when emailing the recipient for Wex document tracking. |
Use Risk Band From Entity | Controls whether the risk band is only taken from the Entity. Select True or False from the drop-down list. |
Wex Placement Withdrawn Internal Message Subject | Enter the subject of the internal message that is sent to the batch access list when a placement is withdrawn. If no value is specified, an internal message will not be sent. |
Wex Placement Withdrawn Send Email | Select the check box if an email is to be sent to the batch access list when a placement is withdrawn. |
WEX Placement - Disable Health and Safety record check | Select True from the drop-down list to disable validation on the Placement Record checking for a valid health and safety record. The default is set to False. |
WEX Portal - Student Single Login | Allow students to log in with one login and not pre batch. Select True or False from the drop-down list. |
