From 3cd70bdf71025ab256c23771fee3f61a678f0fc6 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 13 Jul 2021 23:57:36 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/svc-workorders.md | 17 ++++++++++++----- 1 file changed, 12 insertions(+), 5 deletions(-) diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index a73d4020..7db5dd5e 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -50,9 +50,12 @@ docs / sections required * Work order *Item* restrictions * These restricted Users will only be able to access the Work order Items for which they are Scheduled in the work order editing form. In other words if you do not want a Sub contractor or tech - restricted user to see parts of a work order do not add them to the Scheduled users collection on those work order items * Reporting convenience field: IsCompleteRecord field is included with the report header data to indicate if any items were removed due to restricted user + * No fields available in work order item section other than view only the Sequence, Summary and Technotes fields - * "Tech - Limited" user role specific restrictions + * "Tech - Limited" User role specific restrictions * All restrictions listed above in Work order *Item* restrictions plus: + * All work order header fields visible but not editable other than work order status which has a separately configurable role restriction setting + * Form main menu items available: none except for Report which has a separately configurable role restriction setting * Tasks: view and edit existing tasks only, no add or remove or changing task text * Scheduled Users: view only where they are the selected User and convert to labor record * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User @@ -64,8 +67,10 @@ docs / sections required * Loans: view only and limited fields to identify unit and dates * Outside services: view only, limited fields - * "Sub contractor" User type and "Tech - Limited" user role specific restrictions + * "Sub contractor" User type user role specific restrictions * All restrictions listed above in Work order *Item* restrictions plus: + * No work order header fields visible except for Customer name and service address + * Form main menu items available: none except for Report which has a separately configurable role restriction setting * Tasks: view and edit existing tasks only, no add or remove or changing task text * Scheduled Users: view only where they are the selected User and convert to labor record * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User @@ -73,12 +78,14 @@ docs / sections required * Units: view only and limited to fields to identify unit * Parts: view only and limited to fields to identify part * Part requests: view only - * Expenses: add (no user selection defaults to themselves), view, partial fields available to edit only where they are the selected user and only edit fields Summary, Cost, Tax paid, Description + * Expenses: No access / not shown * Loans: view only and limited fields to identify unit and dates - * Outside services: view only, limited fields + * Outside services: No access / not shown - * "Sub contractor - restricted" user type specific restrictions + * "Sub contractor - restricted" User type specific restrictions * All restrictions listed above in Work order *Item* restrictions plus: + * No work order header fields visible except for Customer name + * Form main menu items available: none except for Report which has a separately configurable role restriction setting * Tasks: view and edit existing tasks only, no add or remove or changing task text * Scheduled Users: view only where they are the selected User and convert to labor record * Labors: add (no user selection defaults to themselves), remove, view and edit only when they are the selected User