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worked out scheduleable user role rights

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John Cardinal
2021-07-12 23:42:14 +00:00
parent c7325c8625
commit 689a9cd1ce
1 changed files with 94 additions and 74 deletions
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ayanova/devdocs/todo.txt
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@@ -436,51 +436,7 @@ todo: who really needs to see part costs on workorders?
todo 2:
1465 - several subcontractor / tech limited restriction features in this case
subcontractor not seeing prices but still able to make workorder case (not determined how this would work yet as do not want user being able to look at network traffic and see costs etc)
HOLD off on this until hit the cases where it's mentioned so working with exact specs not speculation (HA!)
leaning toward a different model perhaps as it may only be a particular subset???
(Or, if it's just hiding cost fields then just don't populate viz them. Viz fields can be safely set to anything really)
DON"T SEND AND ALSO AT CLIENT DON"T SHOW THOSE FIELDS IF SUBCONTRACTOR
Notes to work this out:
* For purposes of figuring this out a Restricted Tech and a SubContractor are the same thing and a Subcontractor restricted role is likely to go away
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
What if it was a administration setting to control what things each role can see in wo??
so admin decides what tech can see, what tech restricted can see etc
Just a checkbox to include a workorderitem section
another checkbox to include only those items that they are scheduled on maybe??
Not sure I like this as it adds a big level of configuration complexity, convention and pre-set would be better maybe.
What if a restricted user is *scheduled* for a woitem they can automatically see anything on *that* woitem
except costs and or anything outright restricted Completely
This way it works by convention and simply and is easy to understand and requires nothing special in the UI to control it other than the presence of the user
HYPOTHETICAL SCHEDULEABLE USER ROLE RIGHTS
@@ -488,45 +444,109 @@ HYPOTHETICAL SCHEDULEABLE USER ROLE RIGHTS
Tech (full)
Full access to Work order all areas
costs visibility still not determined, maybe only if they are also an inventory or whatever full roles are allowed to see part costs
can enter price overrides and see prices
can see all wo items and subitems and edit any of them
Tech (limited)
Like a subcontractor but also has access to full range of peripheral standard AyaNova 8 features like reminders, ancillary objects like customer etc, contract, customer notes, follow up, attachments etc
Can only see Workorder items that *they* are *scheduled* on
Can not create a scheduled user record
No costs anywhere
can see all other children in that item
Full readonly access to header of workorder
Can only add/edit their own labor, no one else's
this means they can add a new labor record with themselves as the tech (defaults no choice)
?? can see the other tech's labor but can't edit or change it (not sure about this one)
Subcontractor (full)
No access to peripheral ayanova features (notification, Links from workorder picklists like customer etc, contract, customer notes, follow up, attachments etc)
No costs anywhere
Can only see workorder items they are scheduled on
Rights to Work order areas:
Header - restricted to customer name, address, ??signatures??, nothing else, no wiki, no contract, no tags etc
Main menu only available menu item is "Report" and only work order reports that are set to be available to a Subcontractor full role
Tech (limited)
Like a subcontractor but as they are staff they also have access to full range of peripheral standard AyaNova 8 features like reminders, ancillary objects like customer etc, contract, customer notes, follow up, attachments etc
Can not create or delete a work order or work order item
No costs or prices anywhere
Can only see workorder items they are scheduled on
Specific rights to Work order areas:
Header - all visible but all read only, can see wiki, attachments, status, contract etc but not change them
??Signatures fields not sure if read only or available
Main menu only available menu items are:
"Report" and only work order reports that are available to their role
probably nothing else as they are not able to create nor delete a work order
Work order items - only their own work order item they are scheduled on is visible, no others
No fields visible other than Summary, technotes, ??priority??
No Work order item menu (no access to any menu items in woitem)
Units - view only and barebones, just enough to confirm the unit to be worked on matches
Scheduled Users - view only and only their own, no one else's, can convert to labor record
Tasks - can set a task result but not edit or change the list
Parts - can view but not edit and no price or costs, just the barebones enough to confirm they have the correct parts in hand, assumed pre-entered for them by another user
Units - view only and barebones, just enough to confirm the unit to be worked on matches, no context menu access
Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
Tasks - can set a task result but not edit or change the list, no context menu access
Parts - can view but not edit, no context menu access, and no price or costs, just the barebones enough to confirm they have the correct parts in hand, assumed pre-entered for them by another user
part, quantity, name, upc, description, serial numbers
Part Requests - no access / not shown
Part Requests - read only
Labors - view and edit their own, no price or cost fields visible, can create new but the user will always default to themselves and can't be changed
Travels - same as labors
??Expenses - Not sure but if allowed then only summary, cost, tax paid and defaults to themselves, other fields not shown assumed edited by another user with rights
Loans - view only and barebones, just enough for them to see what item they are supposed to bring in case they do and possibly the time frame in case the customer asks?
Outside service - no access / not shown
Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
Travels - same as labors, same menu options
Expenses - Only fields are summary, cost, tax paid and defaults to themselves, other fields not shown assumed edited by another user with rights
Loans - view only and barebones, no menu, just enough for them to see what item they are supposed to bring in case they do and possibly the time frame in case the customer asks?
Outside service - read only no control or menu access
Subcontractor (full)
Overall UI access
Home
Schedule READ ONLY, can view the schedule which shows only their own scheduled user items on workorders so they can open them
Notification widget (bell icon)
Can view notifications sent to them, but have no control over subscribing etc, this is so someone can direct notify them or they can receive errors from system
General menu items
About (all sections shown except the two license related sections at bottom)
WORK ORDER ACCESS
No access to peripheral ayanova features (notification, Links from workorder picklists like customer etc, contract, customer notes, follow up, attachments etc)
No costs / prices anywhere
Can not create nor delete a work order or woitem
Can only see workorder items they are scheduled on
Specific rights to Work order areas:
Header - restricted to customer name, address, ??signatures??, nothing else, no wiki, no contract, no tags etc
Main menu only available menu item is "Report" and only work order reports that are set to be available to a Subcontractor full role
Work order items - only their own work order item they are scheduled on is visible, no others
No fields visible other than Summary, technotes, ??priority??
No Work order item menu (no access to any menu items in woitem)
Units - view only and barebones, just enough to confirm the unit to be worked on matches, no context menu access
Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
Tasks - can set a task result but not edit or change the list, no context menu access
Parts - can view but not edit, no context menu access, and no price or costs, just the barebones enough to confirm they have the correct parts in hand, assumed pre-entered for them by another user
part, quantity, name, upc, description, serial numbers
Part Requests - no access / not shown
Labors - view and edit their own, no price or cost fields visible, can create new but the user will always default to themselves and can't be changed
Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
Travels - same as labors, same menu options
??Expenses - Not sure but if allowed then only summary, cost, tax paid and defaults to themselves, other fields not shown assumed edited by another user with rights
Loans - view only and barebones, just enough for them to see what item they are supposed to bring in case they do and possibly the time frame in case the customer asks?
Outside service - no access / not shown
Sub-contractor (limited)
Overall UI access
Home
Schedule READ ONLY, can view the schedule which shows only their own scheduled user items on workorders so they can open them
Notification widget (bell icon)
Can view notifications sent to them, but have no control over subscribing etc, this is so someone can direct notify them or they can receive errors from system
General menu items
About (all sections shown except the two license related sections at bottom)
WORK ORDER ACCESS
Essentially it's a labor entry only user
No access to peripheral ayanova features (notification, Links from workorder picklists like customer etc, contract, customer notes, follow up, attachments etc)
No costs / prices anywhere
Can not create nor delete a work order or woitem
Can only see workorder items they are scheduled on
Specific rights to Work order areas:
Header - restricted to customer name for confirmation nothing else
Main menu only available menu item is "Report" and only work order reports that are set to be available to a Subcontractor limited role
Work order items - only their own work order item they are scheduled on is visible, no others
No fields visible other than Sequence, Summary, technotes
No Work order item menu (no access to any menu items in woitem)
Units - not shown / no access
Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
Tasks - can set a task result but not edit or change the list, no context menu access
Parts - not shown / no access
Part Requests - not shown / no access
Labors - view and edit their own, no price or cost fields visible, can create new but the user will always default to themselves and can't be changed
Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
Travels - same as labors, same menu options
Expenses - not shown / no access
Loans - not shown / no access
Outside service - not shown / no access
TODO 1: Test address / units select alternate when have units working