Data Authorization Requirements for Preventive Maintenance

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

Authorized Roles Tasks Associated Attributes Permissions
Service Administrator
  • Creates preventive maintenance scenarios
  • Installation Group
  • Serialized Item

Other Attributes:

  • Item
  • Project
  • PCS Project
  • The employee can only view and use assigned Installation groups in the scenario.
  • The employee can only view and use assigned (PCS) projects in the scenario.
  • The employee can only view and use assigned items in the scenario.
  • The employee can only view and use assigned serialized items in the scenario.
 
  • Assigns scenarios to serialized items
  • Serialized Item
  • The employee can only assign scenarios to assigned (use-permission) serialized items.
 
  • Generates maintenance plan
  • Serialized Item
  • Installation Group

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • The employee can only generate maintenance plan for assigned (use-permission) serialized items.
  • The employee can only view the assigned business partners.
  • The employee can only view the assigned installation groups.
  • The employee can only view the assigned (PCS) projects.
  • The employee can only view the assigned items.
Service Planner
  • Modifies and releases planned preventive maintenance activities
  • Serialized Item

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Warehouse
  • The employee can only view, use and modify planned preventive maintenance activities of assigned serialized items.
  • In the planned activity lines:
    • 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 warehouses.
 
  • Transfers planned preventive maintenance activities to field service or depot repair
  • Serialized Item
  • Service Orders
  • Maintenance Sales Orders
  • Work Orders
  • The employee can only transfer planned preventive maintenance activities of assigned serialized items.
  • The employee can only generate assigned service orders.
  • The employee can only generate assigned maintenance sales orders.
  • The employee can only generate assigned work orders.