SCHEDULEABLE USER ROLE RIGHTS Tech (full) Full access to Work order all areas costs not visible unless they have a separate role that allows that, at minimum inventory - restricted can enter price overrides and see prices can see all wo items and subitems and edit any of them Tech (limited) This person basically fills out a workorder that someone else created / does the work but has no control over the details and can't see anyone else's stuff 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 Status can be changed if role allows since there are roles tied to status now this supports process control where a limited tech can edit then "hand off" to a superior for final editing by changing status ??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, 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 - 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 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 (just these, NOTHING else) 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 (just these, NOTHING else) 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