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2021-07-12 20:07:14 +00:00
parent 1b76ea31a2
commit 1684e19235

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@@ -421,6 +421,12 @@ todo: many biz objects are not using new PUT methodology
CURRENTLY DOING:
todo: who really needs to see part costs on workorders?
there are many cases of customers asking us to not show costs to service techs, I'd always assumed they were in the know but apparently this is not as common as I thought
maybe a tech restricted can not see costs anywhere but substantially the rest is the same?? Unlike a contractor who is far more limited even than that.
also a tech restricted cannot see other techs shit?
so maybe service full can see everything and so can a tech full??
Viewing Costs and being able to adjust anyone else's records seem to be the two pillars of what people care most about in restricting techs / subcontractors
todo 2:
1465 - several subcontractor / tech limited restriction features in this case
@@ -435,13 +441,30 @@ todo 2:
One user suggested that a restricted tech would just be able to enter a labor type record on it's own in the UI not tied to a work order then the service manager could move that to the correct work order so they would never actually see a work order at all
Costs should never show or be sent over the wire for this type of user
Maybe the way to think about it is to just restrict *everything* be default and then consider what to *allow* instead of the other way around
The suggestions and notes all seem to indicate these roles just fill in some labor and basically nothing else is allowed
view their own schedule only
*can not create schedule markers
*can not create service workorders
*can not look up workorders by number, quotes, pm's
Restricted to reports that they are the allowed role on (need to check that out)
iow they can't just print a report showing all the shit they're not supposed to see so unless the report allows subcontractor or tech restricted it's not going to work
Possibly this type of user just can't see any work order lists etc, they have to punch in the workorder they are allowed to see
or maybe it's only accessed via schedule form and they only see their own shit so easy peasy not data list at all
May be easiest to have alternative data lists for them so the workorder data list might be a very limited version just for them that shows in place of regular
those forms are pretty light so it could even be a whole other form
maybe even a whole other work order etc in teh bundle??
*ability to hyperlink open any other object via these grids other then the workorder is removed
**Service workorder entry screen**
*remove menu options Contract, Client Notes, Follow Up
*remove jump button ability as subcontractor can not access
This is looking like potentially just a different work order form entirely based on a list of scheduled items that day they open it and see their scheduled item on top and an area to enter their labor below, they can copy down then enter what they need to and that's it??
so parts are assigned by others maybe and other types of shit like that
This does leave no middle ground though unless a restricted subcontractor is back on the table for labor only and non restricted is labor + parts or something
But ideally they don't see parts forms at all so nothing to hide it's just not there only labor
All scheduleable user Roles from fullest to most restricted:
Tech, Tech Restricted, Subcontractor, Subcontractor restricted
that's 4 roles to fine grain what people want, should be enough