112 lines
7.8 KiB
Plaintext
112 lines
7.8 KiB
Plaintext
SCHEDULEABLE USER ROLE RIGHTS
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Tech (full)
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Full access to Work order all areas
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costs not visible unless they have a separate role that allows that, at minimum inventory - restricted
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can enter price overrides and see prices
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can see all wo items and subitems and edit any of them
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Tech (limited)
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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
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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
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Can not create or delete a work order or work order item
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No costs or prices anywhere
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Can only see workorder items they are scheduled on
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Specific rights to Work order areas:
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Header - all visible but all read only, can see wiki, attachments, status, contract etc but not change them
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Status can be changed if role allows since there are roles tied to status now
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this supports process control where a limited tech can edit then "hand off" to a superior for final editing by changing status
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??Signatures fields not sure if read only or available
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Main menu only available menu items are:
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"Report" and only work order reports that are available to their role
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probably nothing else as they are not able to create nor delete a work order
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Work order items - only their own work order item they are scheduled on is visible, no others
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No fields visible other than Summary, technotes, ??priority??
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No Work order item menu (no access to any menu items in woitem)
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Units - view only and barebones, just enough to confirm the unit to be worked on matches, no context menu access
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Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
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Tasks - can set a task result but not edit or change the list, no context menu access
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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
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part, quantity, name, upc, description, serial numbers
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Part Requests - read only
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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
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Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
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Travels - same as labors, same menu options
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Expenses - Only fields are summary, cost, tax paid and defaults to themselves, other fields not shown assumed edited by another user with rights
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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?
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Outside service - read only no control or menu access
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Subcontractor (full)
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Overall UI access (just these, NOTHING else)
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Home
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Schedule READ ONLY, can view the schedule which shows only their own scheduled user items on workorders so they can open them
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Notification widget (bell icon)
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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
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General menu items
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About (all sections shown except the two license related sections at bottom)
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WORK ORDER ACCESS
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No access to peripheral ayanova features (notification, Links from workorder picklists like customer etc, contract, customer notes, follow up, attachments etc)
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No costs / prices anywhere
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Can not create nor delete a work order or woitem
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Can only see workorder items they are scheduled on
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Specific rights to Work order areas:
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Header - restricted to customer name, address, ??signatures??, nothing else, no wiki, no contract, no tags etc
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Main menu only available menu item is "Report" and only work order reports that are set to be available to a Subcontractor full role
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Work order items - only their own work order item they are scheduled on is visible, no others
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No fields visible other than Summary, technotes, ??priority??
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No Work order item menu (no access to any menu items in woitem)
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Units - view only and barebones, just enough to confirm the unit to be worked on matches, no context menu access
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Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
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Tasks - can set a task result but not edit or change the list, no context menu access
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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
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part, quantity, name, upc, description, serial numbers
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Part Requests - no access / not shown
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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
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Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
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Travels - same as labors, same menu options
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??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
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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?
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Outside service - no access / not shown
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Sub-contractor (limited)
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Overall UI access (just these, NOTHING else)
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Home
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Schedule READ ONLY, can view the schedule which shows only their own scheduled user items on workorders so they can open them
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Notification widget (bell icon)
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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
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General menu items
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About (all sections shown except the two license related sections at bottom)
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WORK ORDER ACCESS
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Essentially it's a labor entry only user
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No access to peripheral ayanova features (notification, Links from workorder picklists like customer etc, contract, customer notes, follow up, attachments etc)
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No costs / prices anywhere
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Can not create nor delete a work order or woitem
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Can only see workorder items they are scheduled on
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Specific rights to Work order areas:
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Header - restricted to customer name for confirmation nothing else
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Main menu only available menu item is "Report" and only work order reports that are set to be available to a Subcontractor limited role
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Work order items - only their own work order item they are scheduled on is visible, no others
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No fields visible other than Sequence, Summary, technotes
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No Work order item menu (no access to any menu items in woitem)
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Units - not shown / no access
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Scheduled Users - view only and only their own, no one else's, can convert to labor record but no other context menu access
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Tasks - can set a task result but not edit or change the list, no context menu access
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Parts - not shown / no access
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Part Requests - not shown / no access
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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
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Menu items available are: New, Append Tasks, mark for deletion (no mark all for deletion)
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Travels - same as labors, same menu options
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Expenses - not shown / no access
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Loans - not shown / no access
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Outside service - not shown / no access
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