Feature Details > Service Workorders > Service Workorder entry screen

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

Object.WorkorderService = 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

•All object settings under the parent apply to all three: service workorders, quotes and PM's entry screens.

For example, the Scheduled Users subsection will NOT show in any service workorder entry screen, quote entry screen or PM entry screen for users of that security group if you set Object.WorkorderItemScheduledUser to Forbidden in that security group.

This is because what you set for Object.WorkorderItemScheduledUser is applied to all three - service workorders, quotes and PM's.

•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 Service Workorder root object (Object.WorkorderService) 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 Service 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

Example 3:

If you want users of a specific security group to not even see the Expenses subsection nor the Loans subsection but be able to create and edit all other parts of the workorder, you would set all the workorder related objects to Read/Write but set Object.WorkorderItemMiscExpense and Object.WorkorderItemLoan to Forbidden.

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.WorkorderService	service workorder entry screen 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.WorkorderItemUnit	Unit section of a service workorder, quote or PM	Read/Write
Object.WorkorderItemLabor	Labor section of a service workorder, quote and preventive maintenance	Read/Write
Object.WorkorderItemLoan	Loans section of a service workorder	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
Object.Region	To be able to have client notifications sent out if enabled

Order entry screen security settings

Order entry screen security settings