Order entry screen security

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The following security group settings apply to all work order forms: Service Workorders, Preventive Maintenance and Quote entry screens.

 

 

The following is the structure of a workorder entry screen’s rights

 

Object.Workorder = parent

       Object.WorkorderItem = child

               Object.WorkorderItemUnit =grandchild

               Object.WorkorderItemScheduledUser = grandchild

               Object.WorkorderItemTasks = grandchild

               Object.WorkorderItemLabor = grandchild

               Object.WorkorderItemParts = grandchild

               Object.WorkorderItemTravel = grandchild

               Object.WorkorderItemOutsideService = grandchild

               Object.WorkorderItemMiscExpenses = grandchild

               Object.WorkorderItemLoan = grandchild

               Object.WorkorderItemCustom = grandchild

 

•Note how the WorkorderItem is a "child" of the Workorder; and the WorkorderItemLabor is a child of the WorkorderItem and a "grandchild" of the Workorder

 

•If the object is a “child” of another object, the “child” will only ever have at maximum the rights of the “parent”

 

•Only access rights set for a “child” less or equal to the rights of the “parent” will take effect

 

•Access rights set for a “child” that are greater than the rights of the “parent” will not take effect.

 

•A "grandchild" will only be given the maximum rights set of the "child" regardless what you set in the security group. And the "child" will only be given the maximum rights set of the "parent" regardless what you set in the security group.

 

Example 1:

If you have set Read Only access to the Workorder root object (Object.Workorder) for a security group, even if you set Read/Write access to any of the child objects – Read / Write access will be ignored as the Workorder root object access right takes precedence. Users of the security group where you set this will only be able to view a workorder and its items and subsections (labor, parts, etc) but not edit.

 

Example 2:

If you want users of the security group to be able to view and edit all aspects of the workorder except only view the Scheduled Users subsection, you would set all the workorder related objects to Read/Write, but set Object.WorkorderItemScheduledUser to Read Only

 

 

 

Object Name in Security Group screen

What this object refers to

What to set to give users of this security group minimum ability to edit and create a service workorder

Object.Workorder

service workorder, quote and preventive maintenance order entry screens

**NOTE: access given to this affects all Object.WorkorderItem type objects which are children of Object.Workorder**

Read/Write

 

 

Object.WorkorderItem

Workorder item section of a service workorder, quote and preventive maintenance

Read/Write

 

 

Object.WorkorderItemLabor

Labor section of a service workorder, quote and preventive maintenance

Read/Write

Object.WorkorderItemLoan

Loans section of a service workorder, quote and preventive maintenance

Read/Write

Object.WorkorderItemMiscExpress

Misc Expenses section of a service workorder

Read/Write

Object.WorkorderItemOutsideService

Outside Service section of a service workorder

Read/Write

Object.WorkorderItemPart

Parts section of a service workorder, quote and preventive maintenance

Read/Write

Object.WorkorderItemScheduledUser

Scheduled Users section of a service workorder, quote and preventive maintenance

Read/Write

Object.WorkorderItemTask

Tasks section of a service workorder, quote and preventive maintenance

Read/Write

Object.WorkorderItemTravel

Travel section of a service workorder, quote and preventive maintenance

Read/Write

 

 

Object.Workorder.Close

Close checkmark field in Service Workorder entry screens

**Example of use: you do not want users of a certain security group to be able to Close a workorder until you yourself as mgmt have checked it. **

Object.WorkorderService.CloseByDate

Close By Date field in the Service Workorder entry screen

**Example of use: if mgmt is subscribed to be notified if a workorder is not closed by a certain time period and you do not want your staff to change the Close By Date**

The Objects listed below must be set to minimum Read-Only for the users of the Security Group to be able to view in a workorder

 

Object.Client

To be able to select a client

Object.Contract

To be able to select a client with a contract

Object.ContractRate

To be able to select a client with a contract

Object.Task

To be able to select the Task jump button

Object.TaskGroup

To be able to select the Task jump button

Object.TaskGroupTask

To be able to select the Task jump button

Object.Unit

To be able to select a unit

Object.UnitModel

To be able to select a unit

Object.Priority

To be able to view the Priorities subgrid

Object.Project

To be able to view the Project jump button

Object.Report

To be able to print

Object.WorkorderCategory

To be able to view via the Workorder Category subgrid

Object.WorkorderStatus

To be able to view the Workorder Statuses subgrid

Object.WorkorderItemType

To be able to view the Workorder Item Types subgrid

Object.ScheduleMarker

To be able to view Follow Ups

Object.ServiceBank

To be able to view client's banked service

Object.UnitMeterReading

To be able to view unit's meter reading

Object.Part

To be able to create a new part from within a workorder