From f6a67d9acf6cc3516130a7f3bf44b010aefec9b4 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Fri, 4 Feb 2022 20:09:24 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/svc-workorders.md | 66 +++++++++++++++++++------ 1 file changed, 50 insertions(+), 16 deletions(-) diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 540c079a..3a3e8b72 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -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 | **╱ 1** | **╱ 2** | **╱ 3** | +| Work order items | . | **╱ 2** | ╱ 3 | +| 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_.