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WEX configuration overview

In this article, we explain how you can configure WEX.

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Written by David Bayley-Hamilton
Updated over 2 months ago

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.

  1. Click Administration, then click Configuration.

  2. 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Wex Placement Status Withdrawn

Select the Wex Placement Status code to use if the auto-placement status is detected as withdrawn.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.

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