Work Orders
| Permission Name | Associated Category | Purpose | Dependencies |
| Allow Resource To List And View Work Orders In Authorisation | Work Orders | ||
| Can Add or Edit Work Order Documents | Work Orders |
Allows User to Add and Edit documents attached to the Work Order selected. Enables the Add/Edit/View Documents button once a Work Order has been opened |
Can List Work Order Filters, Can Manage Private Work Order Filters OR Can Manage Instant Work Order Filters OR Can Quick Search Work Order |
| Can Add/Edit Helpdesk Work Order Lists | Work Orders | ||
| Can Bulk Edit Work Orders | Work Orders | Provides the User with the ability to bulk edit a set of Work Orders. Enables the Invoiced to Client and Stop Job Not Completed buttons (different options are available depending on the permissions granted) in the Work Orders tab | Can List Work Order Filters, Can Manage Private Work Order Filters, Can Manage Instant Work Order Filters. |
| The following can be used separately or together: | |||
| Can Bulk Confirm Work Order Invoiced to Client | |||
| Can Bulk Reset Work Order Invoiced to Client | |||
| Can Bulk Stop Job (Not Completed) | |||
| Can Bulk Search Work Orders | Work Orders | Allows Users to search multiple specific Work Order numbers at once. Enables the Bulk Search Work Orders button in the Work Orders tab | Can List Work Order Filters, Can Manage Private Work Order Filters, Can Manage Instant Work Order Filters |
| Can Change Another Users To Do List | Work Orders | ||
| Can Check For Work Order Duplicates | Work Orders | Allows the User to check for duplicates when creating a work order | Can Create Reactive Work Orders OR Can Create Audits |
| Can Contract Number Search Work Order | Work Orders | Allows User to perform a quick search by Contract Number and returns all Work Orders associated to that Contract. Enables the Contract Number Quick Search button in Work Orders tab | |
| Can Create Audits | Work Orders | Allows the User to create audit work orders. Enables the Create Audit button in Work Orders tab | |
| Can Create Batch Rule | Work Orders | Allows the User to create Batch Rules. Enables the Batch Rule button in Work Orders tab | |
| Can Create Public Work Order Filters | Work Orders | Allows User to create and view public work order searches. Enables the Select Work Order List button in Work Orders tab | Can List Work Order Filters |
| Can Create Purchasing | Work Orders | Provides User ability to create Purchasing Work Orders. Enables Create Purchasing Work Order button in Work Orders tab | |
| Can Create Purchasing For Review | Work Orders | ||
| Can Create Reactive Work Orders | Work Orders | Provides User ability to create Reactive Work Orders. Enables Create Reactive Work Order button in Work Orders tab | |
| Can Create Work Order Activity Private Notes | Work Orders | Allows the User to add new Private Notes to Work Orders that are only visible to Users that can view Private Notes | |
| Can Delete Helpdesk Work Order Lists | Work Orders | ||
| Can Delete Public Work Order Lists | Work Orders | Allows User to delete public work order searches. Enables the Modify Work Order List in Select Work Order List drop down menu in Work Orders tab | Can Create Public Work Order Filters, Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Manage Private Work Order Lists |
| Can Delete Work Order Documents | Work Orders | Allows User to delete documents attached to the Work Order selected. Enables the Add/Edit/View Documents button once a Work Order has been opened | Can List Work Order Filters, Can Manage Private Work Order Filters OR Can Manage Instant Work Order Filters OR Can Quick Search Work Order, Can View Work Order Documents |
| Can Edit Batch Rule | Work Orders | Provides the ability to edit the currently viewed Batch Rule. Enables the Edit Batch Rule button in the Work Orders tab | Can View Batch Rule List |
| Can Edit Public Lists | Work Orders | Allows User to modify public work order searches. Enables the Modify Work Order List in Select Work Order List drop down menu in Work Orders tab | Can Create Public Work Order Filters, Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Manage Private Work Order Lists |
| Can Edit Work Order Certificate Valid From Date | Work Orders | Allows the User to edit the "Valid From" date when uploading a Certificate | Can List Work Orders, Can View Portal Work Order Selection List, Can Create Certificates |
| Can Edit Work Order Certificate Valid To Date | Work Orders | Allows the User to edit the "Valid To" date when uploading a Certificate | Can List Work Orders, Can View Portal Work Order Selection List, Can Create Certificates |
| Can Edit Work Order Custom Data | Work Orders | User can edit any custom data on the selected work order. Enables the Add/Edit/View Custom Data button on the Work Order details screen in the Work Orders tab | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters. Can View Work Order Custom Data |
| Can Edit Work Order Message Mappings | Work Orders | Provides the User with the ability to edit the mappings of Work Order Messaging (senders and recipients) | |
| Can Filter Age General | Work Orders | ||
| Can Filter Asset General | Work Orders | ||
| Can Filter Date (basic) | Work Orders | ||
| Can Filter Date (detailed) | Work Orders | ||
| Can Filter Detail (basic) | Work Orders | ||
| Can Filter Detail (detailed) | Work Orders | ||
| Can Filter Finance Associations | Work Orders | ||
| Can Filter Finance General | Work Orders | ||
| Can Filter General (basic) | Work Orders | ||
| Can Filter General (detailed) | Work Orders | ||
| Can List Work Order Filters | Work Orders | Enables the list permissions to be used in Work Orders section | |
| Can List Work Orders | Work Orders | Provides ability to see work orders on the Portal | |
| Can Make and Receive Calls | Work Orders | Allows Users to perform actions from the Call In and Call Out menus on a Work Order. Enables Call In and Call Out drop down menus in Work Order screen | Can Edit Work Orders, Can List Work Order Filters, Can Manage Instant Work Order Lists, Can Edit Work Orders, Any Agent Action menu permissions (See Work Order Actions section) |
| Can Manage Instant Work Order Lists | Work Orders | Allows Users to create instant work order searches. Enables the Select Work Order List button in Work Orders tab | Can List Work Order Filters, Can Manage Private Work Order Filters |
| Can Manage Other Profile Work Order Filters | Work Orders | ||
| Can Manage Private Work Order Filters | Work Orders | Allows Users to create instant and private work order searches. Enables the Select Work Order List button in Work Orders tab | Can List Work Order Filters |
| Can Manage Standard Work Order Filters | Work Orders | ||
| Can Override Authorisation Rules | Work Orders | ||
| Can Override Recall Period | Work Orders | ||
| Can Override SLA | Work Orders | Allows Users to request a Service Level that is shorter than the Service Level specified on the SRA/Contract | |
| Can Perform Agent Actions | Work Orders | Allows Users to perform actions from the Agent actions menu on a Work Order. Enables Agent drop down menus in Work Order screen | Can Edit Work Orders, Can List Work Order Filters, Can Manage Instant Work Order Lists, Can Edit Work Orders, Any Agent Action menu permissions (See Work Order Actions section) |
| Can Quick Search Related Work Order | Work Orders | Allows Users to quickly populate the Define Work Order List screen from a Work Order to find related Work Orders | |
| Can Quick Search Work Order | Work Orders | Allows User to perform a quick search and search for a specific work order number. Enables the Quick Search Work Order button in Work Orders tab | |
| Can Reinstate Work Order | Work Orders | Provides ability to reinstate a cancelled work order. Enables the Reinstate Work Order 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 Linked Work Order | Work Orders | Allows the User to remove any work orders linked to the currently selected work order. Enables the Remove Linked Work Order 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 Review Work Orders | Work Orders | ||
| Can Scan Asset On Work Order Creation | Work Orders | ||
| Can Select Multiple Locations on Unplanned Work Orders |
Work Orders | ||
| Can Set Fixed Cost On Creation |
Work Orders | ||
| Can Update Authorisation Reason On Work Order | Work Orders | Allows Users to change the Authorisation Reason specified on a Work Order | |
| Can View Another Users To Do List |
Work Orders | ||
| Can View Batch Rule List | Work Orders | User has the ability view the Batch Rule List for the selected client. Batch Rules can be viewed by double-clicking the rule from the list. Enables the Batch Rule List button in the Work Orders tab | |
| Can View Call Centre Work Page | Work Orders | Ability to quick search for work orders using a contract number. Also allows the User to view Work Order Page lists if the User has created one. Enables the Quick Search Contract Number button and the Helpdesk Work Page drop down menu in Work Orders tab | Can List Work Order Filters |
| Can View Cost Mark-Ups | Work Orders | Ability to show the Mark Up breakdown in the Accrual Field, Total Paid (Net) field and the Approved (Net) field on a Work Order | |
| Can View Estimate Details |
Work Orders | ||
| Can View Extended Quote Columns on Work Order Lists |
Work Orders | ||
| Can View Extended Work Order Columns on Work Order Lists |
Work Orders | ||
| Can View Finance Columns on Work Order Lists | Work Orders | ||
| Can View Frequently Used Equipment Types | Work Orders | ||
| Can View Not Maintained Reasons on Work Order Creation | Work Orders | User is able to see Equipment/Service Types that are not supported/maintained when creating a Work Order | For App: |
| Can Create Reactive Work Orders OR Can Create Quotations | |||
| For Portal: | |||
| Can List Work Order, Can View Portal Work Order Selection List, Can Create Reactive Work | |||
| Can View Parts Cost In Stop Summary | Work Orders | ||
| Can View Pending Acceptance Jobs (Mobile) | Work Orders | ||
| Can View PPM Work Order Instructions | Work Orders | Allows User to view the PPM Instructions against a PPM Work Order | |
| Can View Public Work Order Lists | Work Orders | Allows Users to view Public Work Order Lists | |
| Can View Scope Resource Allocation | Work Orders | Provides the User with the ability to view the SRA information on the work order detail screen | Can List Work Orders, Can Manage Instant Work Order Lists OR Can Quick Search Work Order Number |
| Can View Sla Calculation Event Data | Work Orders | ||
| Can View Work Order Activity Private Notes | Work Orders | Allows User to view any Private Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Activity Public Notes | Work Orders | Allows User to view any Public Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Additional Information | Work Orders | Allows User to view any Additional Information added to a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Calc Cost Breakdown | Work Orders | ||
| Can View Work Order Contract Asset Notes | Work Orders | Allows User to view any Contract Asset Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Contract Finance Notes | Work Orders | Allows User to view any Contract Finance Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Contract Notes | Work Orders | Allows User to view any Contract Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Contractor Notes | Work Orders | Allows User to view any Contractor Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Cost Code | Work Orders | Allows User to view the Cost Codes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Creation Notes | Work Orders | Allows User to view the Creation Notes added to a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Custom Data | Work Orders | User can view any custom data on the selected work order. Enables the Add/Edit/View Custom Data button on the Work Order details screen in the Work Orders tab | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Documents | Work Orders | Allows User to view documents attached to the Work Order selected. Enables the Add/Edit/View Documents button once a Work Order has been opened | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Finance Information | Work Orders | Allows User to view the financial information for the selected Work Order | Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can View Work Order Message Mappings | Work Orders | Provides the User with the ability to view the mappings of Work Order Messaging (senders and recipients) | |
| Can View Work Order Messages | Work Orders | Provides the ability to see view Work Order message. Enables the Work Order Messages button in the Work Orders tab and the Messages tab in the Portal | Can List Work Order Filters, Can Manage Instant Work Order Lists OR Can Quick Search Work Order |
| Can View Work Order Quote Documents | Work Orders | Allows User to view any documents uploaded to a quote on the portal and on the application. Enables the View Documents button when looking at the details of a quote on the Portal and Documents button in the Add/Amend Quotes screen in the application | For App: |
| Can List Work Order Filters, Can Make and Receive Calls, Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can Add Quote Item | |||
| For Portal: | |||
| Can List Work Order, Can View Portal Work Order Selection List | |||
| Can View Work Order Reactive Contract/SRA Task Notes | Work Orders | Allows User to view any Reactive Contract/SRA Task Notes against a Work Order | Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can List Work Order Filters |
| Can View Work Order Related Documents | Work Orders | Ability to view documents related to the Work Order documents currently being viewed. Enables the "Include related documents" button on the Add/Edit/View Documents screen | For App: |
| Can List Work Order Filters, Can Make and Receive Calls, Can Quick Search Work Order OR Can Manage Instant Work Order Lists, Can View Work Order Documents | |||
| For Portal: | |||
| Can List Work Order, Can View Portal Work Order Selection List, Can View Work Order Documents | |||
| Can View Work Order Sla Analysis | Work Orders | ||
| Can View Work Order Spend Analysis | Work Orders | ||
| Can View Work Orders Pending Review/Authorisation | Work Orders | Allows User to view any Work Orders currently pending Authorisation | |