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@@ -424,38 +424,6 @@ todo: many biz objects are not using new PUT methodology
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CURRENTLY DOING:
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tasks:
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Test again and ensure it looks correct and works correct for each role
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Test each of the three restricted roles and one full role
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Test reporting, does it really not show reports outside of roles??
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once "done" Update the docs for joyce below with the latest copy from manual of wo restrictions as it was edited there to add new info
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value.userIsRestrictedType
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value.userIsTechRestricted
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value.userIsSubContractorFull
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value.userIsSubContractorRestricted
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value.userCanViewPartCosts
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value.userCanViewLaborOrTravelRateCosts
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value.userCanViewLoanerCosts
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value.userIsSubContractorFull ||
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value.userIsSubContractorRestricted
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Subcontractor / tech limited modifications
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- At client have code to set restricted user restricted fields to read-only or hide as necessary per below
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- Remove sections from work order for low rights users as per below
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- Test login as each low rights type and confirm works as planned below
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DO THIS CAREFULLY, IT"S COMPLEX AND DEFINITELY WILL HAVE BUGS
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TODO: Outside Service repair COST is still showing for restricted and other users
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should it?
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@@ -470,7 +438,7 @@ todo: Status on work order doesn't seem to be preventing "Who can select" by rol
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todo: expose Roles as optional column for report templates list
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TODO 1: Test address / units select alternate when have units working
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@@ -1271,9 +1239,12 @@ WORK ORDER RESTRICTIONS ADDED:
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* Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs
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## Sub contractors / Technician - Restricted users and Work Orders
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If a User is set to User type of Sub contractor or if they are a Service type user and are assigned the "Technician - Restricted" role then special limitations apply to them:
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* Service -> Work order list menu area
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* These restricted Esers are not shown the option of viewing the full work order list. They will access their work orders via their Home -> Schedule form
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* Service -> Work order list navigation pane area
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* These restricted Users are not shown the option of viewing the full work order list. They will access their work orders via their Home -> Schedule form
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* Work order main menu
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* limited to Report, Save and Help options only
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* Work order / work order item can not be created or deleted
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* Work order *Item* restrictions
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@@ -1294,11 +1265,11 @@ WORK ORDER RESTRICTIONS ADDED:
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* Part requests: view only
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* Expenses: add (no user selection defaults to themselves), view, partial fields available to edit or delete only where they are the selected user and only edit fields Summary, Cost, Tax paid, Description
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* Loans: view only and limited fields to identify unit and dates
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* Outside services: view only, limited fields
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* Outside services: Not available
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* "Sub contractor" User type user role specific restrictions
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* All restrictions listed above in Work order *Item* restrictions plus:
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* No work order header fields visible except for Customer name and service address
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* No work order header fields visible except for Customer name, Customer contact name and service address
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* Form main menu items available: none except for Report which has a separately configurable role restriction setting
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* Tasks: view and edit existing tasks, set completion type and date only, no add or remove or changing other fields
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* Scheduled Users: view only where they are the selected User and convert to labor record
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@@ -1307,29 +1278,38 @@ WORK ORDER RESTRICTIONS ADDED:
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* Units: view only and limited to fields to identify unit
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* Parts: view only and limited to fields to identify part
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* Part requests: view only
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* Expenses: No access / not shown
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* Expenses: Not available
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* Loans: view only and limited fields to identify unit and dates
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* Outside services: No access / not shown
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* Outside services: Not available
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* "Sub contractor - restricted" User type specific restrictions
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* All restrictions listed above in Work order *Item* restrictions plus:
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* No work order header fields visible except for Customer name
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* No work order header fields visible except for Customer name and Customer contact name
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* Form main menu items available: none except for Report which has a separately configurable role restriction setting
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* Tasks: view and edit existing tasks, set completion type and date only, no add or remove or changing other fields
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* Scheduled Users: view only where they are the selected User and convert to labor record
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* Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User
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* Travels: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User
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* NO ACCESS TO: Units, Parts, Part Requests, Expenses, Loans, Outside Services
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* Units: Not available
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* Parts: Not available
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* Part requests: Not available
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* Expenses: Not available
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* Loans: Not available
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* Outside services: Not available
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- Work order reporting convenience fields to work with above in reports if necessary:
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UserIsRestrictedType
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UserIsTechRestricted
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UserIsSubContractorFull
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UserIsSubContractorRestricted
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UserCanViewPartCosts
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UserCanViewLaborOrTravelRateCosts
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UserCanViewLoanerCosts
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IsCompleteRecord - false if some work order items were removed as not available to current restricted user
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### Restricted work order User report fields
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As some Work order data is not shown or available to restricted Users, several flag fields are provided in the work order header which are available to use in Report templates as required:
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* IsCompleteRecord - false if some Work order Item records were removed as not available to current restricted user
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* UserIsRestrictedType
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* UserIsTechRestricted
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* UserIsSubContractorFull
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* UserIsSubContractorRestricted
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* UserCanViewPartCosts
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* UserCanViewLaborOrTravelRateCosts
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* UserCanViewLoanerCosts
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- Seeding work order data, fixed so no longer uses Customer users as techs on work order and ensure that known scheduleable type users that are listed in the evaluation login page appear on plenty of work orders as scheduled user
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