Add service lock conditions

You can choose to limit one or more services to a particular licensed professional or address. The Service Lock Condition feature is particularly useful if you want to lock out services from a particular agency at an address or licensed professional, but still offer services from other agencies.

Select the service from the Condition name drop-down list to lock out that service from the licensed professional or an address. If you only want to lock out one service, create a Lock condition and associate it with a Service name. Create as many conditions to limit the available services for the licensed professional or address.

Add a service lock condition to a licensed professional

Your agency can filter available services for a licensed professional using the Conditions portlet. This includes providing a service lock on all services for the licensed professional or creating a condition to lock out one particular service.

To add a service lock to a licensed professional

From Civic Platform, select the user account icon and select Classic admin.
Select People > Licensed professional.
Enter the search criteria for the licensed professional and select Submit, or select Submit to view all licensed professionals.
Select the red dot next to the licensed professional to which you want to associate a service lock condition.
Select Condition next to the item you want to service lock.
From the Severity field, select Service lock from the list.
In the Condition field, enter the condition.
Select Submit.