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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
Object.WorkorderQuote applies to any quote, and Object.WorkorderPreventiveMaintenance applies to any preventive maintenance order, while Object.WorkorderService applies to any service workorder.
•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 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
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** |
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, 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 Also Scheduled Users grid for Service, Quotes and Preventive Maintenance navigation panes |
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. ** |
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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** |
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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 |
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Object.Client |
To be able to select a client |
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Object.Contract |
To be able to select a client with a contract |
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Object.ContractRate |
To be able to select a client with a contract |
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Object.Task |
To be able to select the Task jump button |
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Object.TaskGroup |
To be able to select the Task jump button |
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Object.TaskGroupTask |
To be able to select the Task jump button |
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Object.Unit |
To be able to select a unit |
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Object.UnitModel |
To be able to select a unit |
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Object.Priority |
To be able to view the Priorities subgrid |
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Object.Project |
To be able to view the Project jump button |
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Object.Report |
To be able to print |
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Object.WorkorderCategory |
To be able to view via the Workorder Category subgrid |
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Object.WorkorderStatus |
To be able to view the Workorder Statuses subgrid |
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Object.WorkorderItemType |
To be able to view the Workorder Item Types subgrid |
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Object.ScheduleMarker |
To be able to view Follow Ups |
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Object.ServiceBank |
To be able to view client's banked service |
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Object.UnitMeterReading |
To be able to view unit's meter reading |
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Object.Part |
To be able to create a new part from within a workorder |