| Permission Name |
Associated Category |
Purpose |
Dependencies |
| Can Accept Job |
Work Order Actions |
Ability to accept the currently selected job. Enables Accept Job option in the Agent, Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists |
| Can Accept/Refuse Additional Engineers |
Work Order Actions |
Provides the ability to accept or refuse a request for additional engineers. Enables the Accept/Refuse Additional Engineers button in the Portal and the Work Order tabs |
Can List Work Order Filters, Can Make and Receive Calls, Can Perform Agent Actions, Can Manage Instant Work Order Lists |
| Can Acknowledge |
Work Order Actions |
Ability to acknowledge that a Purchase Order has been received by the Supplier |
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| Can Add Information |
Work Order Actions |
Ability to add information to a work order. Enables the Add Information action in the Agent, Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Add or Edit Certificates |
Work Order Actions |
Allows Users to add and remove certificates on a work order. Enables the Add/View/Delete Certificates action in the Agent action drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Add Parts/Equipment |
Work Order Actions |
User can parts/equipment/materials to different areas of the system. Enables the ability to add parts to Work Orders during Stop Job and to Invoices. |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Stop Job - Field Team OR Can Stop Job - Admin |
| Can Add Quote Item |
Work Order Actions |
Ability to add or amend quotes to a quote work order. Enables Add or Amend Quotes action in Agent action drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Add Visit |
Work Order Actions |
Ability to add an additional visit to a Work Order should the Resource have failed to complete the correct actions |
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| Can Add Work Order Activity Public Notes |
Work Order Actions |
Ability to add Public Notes to Work Orders |
|
| Can Add/Edit Waste Collections |
Work Order Actions |
Allows Users to add and edit Waste Collections on a Waste Work Order |
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| Can Add/Remove Quote Notifications |
Work Order Actions |
Allows Users to add and remove Notifications from Quote Work Orders |
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| Can Add/Remove Reactive Notifications |
Work Order Actions |
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| Can Allocate Resource And Schedule |
Work Order Actions |
User can allocate a Resource and set the schedule for a Work Order. Enables the Allocate Resource and/or Set Schedule action in the Agent, Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Allocate Supplier and/or Set Delivery Date |
Work Order Actions |
User can allocate a Supplier and set the schedule for a Work Order. Enables the Allocate Supplier and/or Set Delivery Date action in the Agent, Call In and Call Out drop down menus |
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| Can Amend job start/stop times |
Work Order Actions |
Ability to amend the start and stop times of a work order. Enables the Amend Start and Stop times action in Agent action drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Assign Job - External Resource |
Work Order Actions |
Ability to assign an External Resource a Work Order. Enables the Assign Job action in Call In & Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Assign Job - Internal Resource |
Work Order Actions |
Ability to assign an Internal Resource a Work Order. Enables the Assign Job action in Call In & Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Batch Release |
Work Order Actions |
Enables the ability to release the existing pending batch Work Orders as a batch. This can be used to release currently pending batch Work Orders before having to wait for the threshold of the Batch Rule to be released |
Can Batch Release, Can Create Reactive Work Orders, Can List Work Orders, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Bulk Confirm Work Order Invoiced to Client |
Work Order Actions |
Provides User with the ability to bulk set either all Work Orders in the list, all Work Orders filtered in the list or all the selected Work Orders in the list to invoiced to client. Enables the Invoiced to Client drop down menu in the Work Orders tab |
Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Bulk Edit Work Orders |
| Can Bulk Reset Work Order Invoiced to Client |
Work Order Actions |
Ability to bulk reset invoiced to client flag on either all Work Orders in the list, all Work Orders filtered in the list or all the selected Work Orders in the list. Enables the Reset Invoiced to Client drop down menu in Work Orders tab |
Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Bulk Edit Work Orders |
| Can Bulk Set ETA |
Work Order Actions |
Ability to bulk set the ETA on either all Work Orders in the list, all Work Orders filtered in the list or all the selected Work Orders in the list. |
Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Bulk Edit Work Orders |
| Can Bulk Stop Job (Not Completed) |
Work Order Actions |
Ability to bulk set to not done on either all Work Orders in the list, all Work Orders filtered in the list or all the selected Work Orders in the list. Enables the Reset Invoiced to Client drop down menu in Work Orders tab |
Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Bulk Edit Work Orders |
| Can Cancel Audit Work Orders |
Work Order Actions |
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| Can Cancel PPM Work Orders |
Work Order Actions |
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| Can Cancel Purchase Order |
Work Order Actions |
Provides the ability to the User to cancel a Purchase Order |
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| Can Cancel Quote Work Orders |
Work Order Actions |
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| Can Cancel Reactive Work Orders |
Work Order Actions |
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| Can Cancel Work Orders Not Created By Me |
Work Order Actions |
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| Can Change Creation Notes |
Work Order Actions |
Provides the User with the ability to edit Creation Notes once they’ve been entered |
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| Can Change Delivery |
Work Order Actions |
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| Can Change Delivery Dates |
Work Order Actions |
Provides the User with the ability to change Delivery Dates on a Purchase Order |
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| Can Change Equipment/Service Type |
Work Order Actions |
Provides the User with the ability to change the Equipment/Service Type added to a Work Order |
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| Can Change Purchase Order Items |
Work Order Actions |
Provides the ability to the User to change the line items on a Purchase Order, but only prior to submission of the Order |
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| Can Change Purchase Order Items (After Acknowledgement) |
Work Order Actions |
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| Can Change Purchase Order Items (After Submission) |
Work Order Actions |
Provides the ability to the User to change the line items on a Purchase Order, but only after submission of the Order |
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| Can Change Resource |
Work Order Actions |
Provides the User with the ability to change the Resource added to a Work Order |
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| Can Chase Quote Request (Email) |
Work Order Actions |
Ability to chase for a Quote Request Update via Email |
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| Can Chase Quote Request (Phone) |
Work Order Actions |
Ability to chase for a Quote Request Update via Phone |
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| Can Clear ETA |
Work Order Actions |
Ability to clear the ETA from a Work Order |
|
| Can Confirm Invoice To Client |
Work Order Actions |
Ability to mark a Work Order as Invoiced to Client |
|
| Can Confirm Specification/Send Quote Requests |
Work Order Actions |
Ability to release Quotations to Resources following a review |
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| Can Convert Work Order |
Work Order Actions |
Provides ability to convert a Reactive WO to a Quote WO. Enables Convert Work Order to Quote action in Agent action drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Create Meter Readings |
Work Order Actions |
Allows Users to add, view and remove meter readings on a work order. Enables the Add/View/Delete Meter Readings action in the Call Out, Call In & Agent action drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Create Quote Remedial Works |
Work Order Actions |
Allows Users to create Remedial Works (Quotes) following the completion of a PPM Work Order |
|
| Can Create Reactive Remedial Works |
Work Order Actions |
Allows Users to create Remedial Works (Reactive) following the completion of a PPM Work Order |
|
| Can Deallocate Work Order |
Work Order Actions |
Ability to deallocate Resource from a work order. Enables the Deallocate action in the Agent action drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Decline To Quote |
Work Order Actions |
Provides the User with the ability to decline to provide a Quote to the Client |
|
| Can Define Specification |
Work Order Actions |
Allows Users to define specifications for quotes as well as set the schedule. Enables the Define Specification and/or Set Schedule action in the Call Out, Call In & Agent action drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Deselect Quote |
Work Order Actions |
Ability to deselect a previously selected Quotation on a Quote Work Order |
|
| Can Dispatch |
Work Order Actions |
Ability to mark a Purchasing Work Order as Dispatched |
|
| Can Edit Items Received |
Work Order Actions |
Ability to edit receipted items on a Purchasing Work Order to correct errors |
|
| Can Edit Parts/Equipment |
Work Order Actions |
Provides the User the ability to edit parts/equipment/material that have been added already. Enables the ability to edit parts on an Invoice and the Amend Parts/Equipment action/button |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order, Can Stop Job - Field Team OR Can Stop Job - Admin |
| Can Edit Project Budget |
Work Order Actions |
Provides the User with the ability to edit the Project Budget against a Work Order |
|
| Can Edit Staged Payments |
Work Order Actions |
Provides the User with the ability to edit Staged Payments against a Work Order |
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| Can Edit Work Orders |
Work Order Actions |
Enables the User to edit work order details through the Agent, Call In and Call Out actions. Enables the Edit Work Order Change options in the Agent, Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Escalate |
Work Order Actions |
|
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| Can Link Work Orders |
Work Order Actions |
User has the ability to link a work order to another either by linking to an existing work order or by creating a new work order. Enables the Link Work Order section in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Log On Other Engineers (PPM) |
Work Order Actions |
Allow engineers to log on other engineers onto PPM Work Orders on the Mobile App. Without this, the engineer can only log themselves on. |
Can Log On/Off/Jobs, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Log On Other Engineers (Quote) |
Work Order Actions |
Allow engineers to log on other engineers onto Quote Work Orders on the Mobile App. Without this, the engineer can only log themselves on. |
Can Log On/Off/Jobs, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Log On Other Engineers (Reactive) |
Work Order Actions |
Allow engineers to log on other engineers onto Reactive Work Orders on the Mobile App. Without this, the engineer can only log themselves on. |
Can Log On/Off/Jobs, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Log On/Off Jobs |
Work Order Actions |
Allows users to log themselves on to the Mobile app when starting WOs. This will also allow them to log themselves off as well. Other engineers will also have the ability to log engineers off of WOs that have been started, even if they are not logged on themselves (so long as they are checked in) |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Login Resource |
Work Order Actions |
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|
| Can Make CIS |
Work Order Actions |
Ability to make a work order CIS Confirmed. Enables the Make CIS action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Mark Work Orders For Audit |
Work Order Actions |
Allows the User to mark a Work Order as Audit Required from an Agent Action |
|
| Can Nominate Attendees |
Work Order Actions |
|
|
| Can Offer Feedback on Work Order |
Work Order Actions |
User can provide either positive or negative feedback for the work done on a work order. Enables the Feedback section in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Pass To External Resource |
Work Order Actions |
Users with this permission are able to pass a Work Order onto an External Resource following review by Internal Resource |
|
| Can Perform Desktop Audit |
Work Order Actions |
Ability to perform a Desktop Audit |
|
| Can Perform Post-Visit Verification |
Work Order Actions |
Provides the ability to perform Verification RFIs on completed Work Orders (that require it). Enables the Post-Visit Verification button on the Portal and the View/Edit RFI’s button on the Work Order |
Can List Work Order Filters, Can Perform Agent Actions, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Provide Authorisation Information |
Work Order Actions |
User can provide authorisation information on a work order that is currently in the authorisation process that requires further information. Enables the Provide Authorisation Information action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Provide ETA |
Work Order Actions |
User can provide an estimated time of arrival for when the work will take place on the work order. Enables the Provide ETA action in the Call In actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Provide Quote Details |
Work Order Actions |
Allows the User provide details for the quote(s) outstanding to in the portal. Enables the Provide Quote Details button on the Work Order detail screen on the Portal |
Can List Work Orders, Can View Portal Work Order Selection List, Can View Quote Requests |
| Can Provide Reference |
Work Order Actions |
Ability to provide a resource reference on a work order. Enables the Reference Provided action in the Call In actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Reallocate Resource And Schedule |
Work Order Actions |
User can reallocate a Resource and change the schedule for a Work Order. Enables the Allocate Resource and/or Set Schedule action in the Agent, Call In and Call Out drop down menus |
|
| Can Recall Job |
Work Order Actions |
Provides the ability to recall a completed work order. Enables the Recall Job action in the Call Out and Agent actions drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Receipt Assets |
Work Order Actions |
Provides the User with the ability to Receipt items as Assets into the system |
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| Can Receipt Checked |
Work Order Actions |
Provides the User with the ability to Receipt items as Checked |
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| Can Receipt Unchecked |
Work Order Actions |
Provides the User with the ability to Receipt items as Unchecked |
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| Can Record Site Access Refused |
Work Order Actions |
Ability for a User to mark a Work Order as ’Refused Access’ should an engineer be turned away from site |
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| Can Refuse Jobs |
Work Order Actions |
Allows the User to refuse jobs assigned to them on the portal. Enables the Refuse Job button in the Work Order details screen in the Portal |
Can List Work Orders, Can View Portal Work Order Selection List |
| Can Reinstate PPM Work Orders |
Work Order Actions |
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| Can Reinstate Work Order With Visit |
Work Order Actions |
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| Can Remote Fix |
Work Order Actions |
User is able to provide a completion time and date for a remote fix. Enables the Remote Fix action in the Call In, Call Out & Agent actions menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Remove Approved Estimate |
Work Order Actions |
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| Can Remove CIS |
Work Order Actions |
Ability to remove CIS Confirmation from a work order. Enables the Remove CIS action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Remove Parts/Equipment |
Work Order Actions |
Provides the ability to remove parts/equipment/materials from a Work Order or Invoice |
Can List Work Order Filters, Can Perform Agent Actions, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Request Additional Engineers |
Work Order Actions |
Provides the ability to request additional engineers for the work. Enables the Request Additional Engineers button/action against a Work Order |
Can List Work Order Filters, Can Perform Agent Actions OR Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Request ETA (Email) |
Work Order Actions |
Ability to request an ETA from the contractor for a Work Order via Email. Enables the Request ETA update (Email) action in the Agent actions menu in the Call Out drop down menu |
Can List Work Order Filters, Can Perform Agent Actions, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Request ETA (Phone) |
Work Order Actions |
Ability to request an ETA from the contractor for a Work Order via Phone. Enables the Request ETA update (Phone) action in the Call Out drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Request Quote Review |
Work Order Actions |
Ability for a User to return a Quote back to a Resource for a further review prior to approval |
|
| Can Reset Invoiced To Client |
Work Order Actions |
Ability to remove the Invoiced to Client setting against a Work Order |
|
| Can Return Items |
Work Order Actions |
Ability to mark items as Returned on a Purchase Order |
|
| Can Select Quote |
Work Order Actions |
Ability for a User to select a Quote and progress it on to either authorisation or attendance depending on the workflow |
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| Can Send Email |
Work Order Actions |
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| Can Set Assigned By Adding To Work List - External Resource |
Work Order Actions |
User can assign a Work Order to an External Resource by adding it to the Resource Work List. Enables the Assign Job > By Adding to Work List action in the Agent actions drop down menu |
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| Can Set Assigned By Adding To Work List - Internal Resource |
Work Order Actions |
User can assign a Work Order to an Internal Resource by adding it to the Resource Work List. Enables the Assign Job > By Adding to Work List action in the Agent actions drop down menu |
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| Can Set Assigned By Email - External Resource |
Work Order Actions |
User can assign a Work Order to an External Resource by email. Enables the Assign Job > By Email action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Set Assigned By Email - Internal Resource |
Work Order Actions |
User can assign a Work Order to an Internal Resource by email. Enables the Assign Job > By Email action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Set Assigned By Phone - External Resource |
Work Order Actions |
User can assign a Work Order to an External Resource by phone. Enables the Assign Job > By Phone action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Set Assigned By Phone - Internal Resource |
Work Order Actions |
User can assign a Work Order to an Internal Resource by phone. Enables the Assign Job > By Phone action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Set Client Reference |
Work Order Actions |
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| Can Set Estimate |
Work Order Actions |
Ability for a User to set an Estimate against a Work Order. Usually used as an alternative to the Set Fixed Cost option |
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| Can Set Estimate on Completed Jobs |
Work Order Actions |
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| Can Set Estimate on Invoiced Jobs |
Work Order Actions |
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| Can Set Estimated Duration |
Work Order Actions |
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| Can Set Fail to Pass Via Remedial |
Work Order Actions |
Ability for a User to mark a previously failed Certificate as a Pass once a Remedial Work Order has been completed |
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| Can Set Fixed Cost |
Work Order Actions |
Allows the User to set a fixed cost for a work order. Enables the Set Fixed Cost action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Set Fixed Cost on Completed Jobs |
Work Order Actions |
Allows the User to set a fixed cost on Completed Work Orders |
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| Can Set Fixed Cost on Invoiced Jobs |
Work Order Actions |
Allows the User to set a fixed cost on previously Invoiced Work Orders |
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| Can Set New Pass Certificate Required |
Work Order Actions |
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| Can Set Remaining Items As Not Required |
Work Order Actions |
Ability for the User to mark the remaining undelivered items on a Purchase Order as Not Required |
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| Can Set Schedule |
Work Order Actions |
Ability for the User to Set the Schedule against a Work Order |
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| Can Set Simple Schedule |
Work Order Actions |
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| Can set/unset accrual to zero |
Work Order Actions |
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| Can Specify Additional Information Required |
Work Order Actions |
Provides ability to request that additional information is required for a work order. Enables the Additional Information Required action in the Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Specify ETA Provided |
Work Order Actions |
Provides the ability to state that an ETA has been provided for a work order. Enables the ETA Provided action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Specify No Answer |
Work Order Actions |
Provides the ability to state that there was no answer from the contractor. Enables the No Answer action in the Call Out drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Specify Resource Unable To Accept Work |
Work Order Actions |
Ability to state that the resource is unable to accept the work for the selected work order. Enables the Resource Unable to Accept Work action in the Call In, Call Out & Agent actions menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Start and Stop Jobs (Admin) |
Work Order Actions |
User can perform the Start Job Admin and Stop Job Admin for a Work Order. Enables the Start Job > Admin and Stop Job > Admin actions in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Start and Stop Jobs (Certificate Only) |
Work Order Actions |
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| Can Start and Stop Jobs (Field Team) |
Work Order Actions |
User can perform the Start Job Field Team and Stop Job Field Team for a Work Order. Enables the Start Job > Field Team and Stop Job > Field Team actions in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Start Jobs Concurrently |
Work Order Actions |
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| Can Start Non-Accepted Jobs (Field Team) |
Work Order Actions |
User can perform the Start Job Field Team and Stop Job Field Team for a Not Accepted Work Order |
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| Can Start Travel For Job |
Work Order Actions |
Ability for a Work Order to be identified as being attended by a Resource - travel time will start against the Work Order |
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| Can Start/Stop PPMs Outside Financial Dates |
Work Order Actions |
Ability for a User to ignore the Financial Dates of a PPM when starting and stopping them |
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| Can Stop Job Not Completed |
Work Order Actions |
User can perform the Stop Job Work Not Completed action on a Work Order. Enables the Stop Job > Work Not Completed action in the Agent actions drop down menu |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Stop Paused Jobs (Admin) |
Work Order Actions |
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| Can Submit |
Work Order Actions |
Ability to Submit a Purchase Order |
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| Can Substitute Purchase Order Items |
Work Order Actions |
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| Can Take Work Order Photo |
Work Order Actions |
Ability to take photographs via the Ostara Mobile Application against Work Orders |
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| Can Undo Work Order Actions |
Work Order Actions |
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| Can Update Date Time |
Work Order Actions |
Provides the ability to update the date and time of the work to be taken place. Enables the Update Date/Time action in the Call In and Call Out drop down menus |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can View Certificates |
Work Order Actions |
Allows Users to view certificates on a Work Order. Enables the Add/View/Delete Certificates action in the Agent action drop down menu and on the Portal |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can Visit Link Work Orders |
Work Order Actions |
Provides the ability to link Work Orders upon Work Order creation. Enables the View and Link buttons on the Verification tab during the Reactive Work Order creation process |
Can Create Reactive Work Orders |
| Restrict Quote Work Order Allocation to SRA/Contract Only |
Work Order Actions |
Restricts the Resources seen in the Allocate Resource screen so that only Associated Resources are shown. This is for Quote Work Orders only. |
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| Restrict Reactive Work Order Allocation to SRA/Contract Only |
Work Order Actions |
Restricts the Resources seen in the Allocate Resource screen so that only Associated Resources are shown. This is for Reactive Work Orders only. |
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