Quote order entry screen security

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Quote order entry screen security

 

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

 

Object.WorkorderQuote = 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 that all objects 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 Quote root object (Object.WorkorderQuote) 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 Quote root object access right takes precedence.  Users of the security group where you set this will only be able to view a quote 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 quote except only view the Scheduled Users subsection, you would set all the 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 Tasks subsection, you would set all the workorder related objects to Read/Write but set Object.WorkorderItemTask 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.WorkorderQuote

quote entry screen

**NOTE: access given to this affects all Object.WorkorderItem type objects**

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









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










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 quote



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