This commit is contained in:
2022-02-04 16:11:34 +00:00
parent 24e64ad63c
commit 8055c2187d

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@@ -50,11 +50,17 @@ Read only access
### Limited access role rights
#### Service technician - restricted
| Feature | Service technician - restricted | Subcontractor | Subcontractor - restricted |
| ---------------- | :-----------------------------: | :-----------: | :------------------------: |
| Header | - [x] | [x] | [x] |
| Work order items | - [] | [] | [x] |
| Units | [x] | [] | [x] |
#### Service technician - restricted role
- Opening a work order
Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only access work orders from their own personal schedule when they are scheduled on one.
Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
- Menu
@@ -76,6 +82,10 @@ Read only access to the work order item Units for reference purposes only.
They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
- Tasks
They are permitted to edit and complete tasks.
- Parts
Read only access to the work order item Parts for reference purposes only.
@@ -90,9 +100,61 @@ Service technician - restricted role User can add and edit work order item Trave
- Expenses
Service technician - restricted role User can add and edit work order item Expense records fully but only when they are the User selected in the expense record.
Service technician - restricted role User can add and edit work order item Expense records fully when they are the User selected in the expense record.
#####
- Outside services
No access / not visible.
#### Subcontractor role
- Opening a work order
Subcontractor role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
- Menu
_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
- Header
View none of the header fields at the top of the work order except for _Customer_, _Address_ and _Contact_.
- Work order items
Subcontractor role User will only see work order items if they are a scheduled User contained in that particular work order item. Other work order items where they are not a scheduled user will be invisible to them. The only work order item fields visible to them are _Summary_ and _Service notes_.
- Units
Read only access to the work order item Units for reference purposes only. The only fields visible are the _Unit_ name, _Model_, _Model vendor_ and _Description_.
- Scheduled users
They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
- Tasks
They are permitted to edit and complete tasks.
- Parts
Read only access to the work order item Parts for reference purposes only. No pricing is visible.
- Labors
Subcontractor role User can add and edit work order item Labor records fully but only when they are the User selected in the labor record. They can not see other users labor records.
- Travels
Subcontractor role User can add and edit work order item Travel records fully but only when they are the User selected in the travel record. They can not see other users travel records.
- Expenses
No access / not visible.
- Outside services
No access / not visible.
## How to access Work orders