Data Authorization Requirements for Inspections

The table explains the various roles that can be defined for the activities related to Service.

Authorized Roles Tasks Associated Attributes Permissions
Service Planner
  • Handles inspections and maintenance notifications
  • Transfers maintenance notification to service order, maintenance sales order or work order
  • Assigns maintenance notifications to service order, work order
  • Serialized Items
  • Service Orders
  • Maintenance Sales Order
  • Work Order

Other Attributes:

  • Item
  • Project
  • PCS Project
  • The employee can only see, use and modify inspections and maintenance notifications of assigned serialized items.
  • The employee can only view and use assigned (PCS) projects.
  • The employee can only view and use assigned items.
  • The employee can only generate or assign to service orders for which the employee has modify permission.
  • The employee can only generate maintenance sales orders for which the employee has modify permission.
  • The employee can only generate or assigns to work orders for which the employee has modify permission.