Data Authorization Requirements for Internal Work Orders and Batch Repair Work Orders

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

Authorized Roles Tasks Associated Attributes Permissions
Service Planner
  • Creates and maintains work order
  • Plans and releases work order
  • Work Order
    • Service Department
    • Enterprise Unit
    • Service Type
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Warehouse
  • The employee can only see, create or modify assigned work orders.
  • In the header of the order:
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
  • In the lines of the order:
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
 
  • Reports work order complete
  • Closes work order
  • Work Order
    • Service Department
    • Enterprise Unit
    • Service Type
  • The employee can only report assigned work orders complete.
  • The employee can only close assigned work orders.
Service Engineer
  • Registers actuals to work order
  • Assignments*