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John Cardinal
2022-02-04 20:09:24 +00:00
parent 33c223a251
commit f6a67d9acf
1 changed files with 50 additions and 16 deletions
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docs/8.0/ayanova/docs/svc-workorders.md
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@@ -48,29 +48,63 @@ Read only access
- Sales
- Sales - restricted
A Work order also has some special restrictions:
### Cost restrictions
Loan unit, Travel rate and Labor **costs** are only visible on the work order to Users with the following roles:
- Accounting
- Business administration
- Service manager
- Service manager restricted
Part **costs** are only visible on the work order to Users with the following roles:
- Accounting
- Business administration
- Inventory
- Inventory - restricted
### Negative part quantity restrictions
No User is permitted to enter negative amounts in Work order item Part records except for Users with the **Inventory** role.
Only parts that were previously consumed on a work order but unusued and later returned should be entered here as negative quantities, in all other cases an [inventory adjustment](inv-part-inventory-transactions.md) should be made to manually increase inventory.
### Limited access role rights
Limited access roles have further special restrictions to limit what they can see and interact with to the minimum required to do their job.
Limited access roles have further special restrictions to limit what they can see and interact with to the minimum required to do their job:
| Feature | Service technician - restricted | Subcontractor | Subcontractor - restricted |
| ---------------- | :-----------------------------: | :-----------: | :------------------------: |
| Header | ❌ | △ | [x] |
| Work order items | ╱ | ╱ | [x] |
| Units | ✔️ | [] | [x] |
| Scheduled users | ✔️ | [] | [x] |
| Tasks | ✔️ | [] | [x] |
| Parts | ✔️ | [] | [x] |
| Labor | ✔️ | [] | [x] |
| Travel | ✔️ | [] | [x] |
| Expense | ✔️ | [] | [x] |
| Loaner | ✔️ | [] | [x] |
| Outside service | ✔️ | [] | [x] |
- No access to the `Service` navigation pane items so they will only be able to open work orders from their [personal schedule](home-schedule.md) form
- No access to any work order items where _they_ are not one of the selected Scheduled users
- No or partial only access to specific areas of the work order form (in the table below)
Limited access roles are restricted in what they can see and do on the work order form:
✔️ full access
❌ no access / not visible
**╱** partial or restricted access
**╱** partially restricted
| Feature | Service technician - restricted | Subcontractor | Subcontractor - restricted |
| ---------------- | :-----------------------------: | :----------------: | :------------------------: |
| Header | **╱ <sup>1</sup>** | **╱ <sup>2</sup>** | **╱ <sup>3</sup>** |
| Work order items | . | **╱ <sup>2</sup>** | ╱ <sup>3</sup> |
| Units | ✔️ | [] | [x] |
| Scheduled users | ✔️ | [] | [x] |
| Tasks | ✔️ | [] | [x] |
| Parts | ✔️ | [] | [x] |
| Labor | ✔️ | [] | [x] |
| Travel | ✔️ | [] | [x] |
| Expense | ✔️ | [] | [x] |
| Loan units | ✔️ | [] | [x] |
| Outside service | ✔️ | [] | [x] |
1. View entire header but only change Status
2. View only the Customer name, Address and Contact fields
3. third item
#### Service technician - restricted role
@@ -136,7 +170,7 @@ _Report_, _View on map_ and _Help_ are the only options available in the menu to
View none of the header fields at the top of the work order except for _Customer_, _Address_ and _Contact_.
- Work order items
###### Subcontractor 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_.