Work Management

The Work Management access group includes permissions for the functionality found in the Work Management menu.

The access group also includes a sets of permissions for each asset type. Each of these access groups has three permissions that define the actions a user can take on work orders for those asset types:


Permission	Description
Add “Asset” WO	Affects the Create Work Order link on the asset menu page in Asset Management, the Generate Work Order option in the Action button of the Asset InfoViewer, the Generate Work Order option in the Action button of the Scheduled Maintenance Lookup, the ability to create work orders in Work Management, and the group project functionality in both Work Management and Asset Management. For example, the Work Management > Work Order > Building > Building > Add Building WO permission affects the create ability for building assets in all of these locations.
Update “Asset” WO	Provides the ability to update work orders that use the asset type. For example, the Work Management > Work Order > Building > Building > Update Building WO permission affects work orders that are for building asset types.
View “Asset” WO	Affects the Lookup Work Order link on the asset’s menu page in Asset Management and the ability to open work orders that use the asset type in the Work Order InfoViewer from the Work Order Lookup in Work Management. For example, the Work Management > Work Order > Building > Building > View Building WO permission affects the Building menu page and the ability to open work orders for a building asset. Determines whether the asset is displayed in the Asset Type lists used in both Work Management and Asset Management on forms that create work orders. For example, if Work Management > Work Order > Building > Building > View Building WO is cleared, then Building is not available on the Asset Type list in Create Work Order. It is still available, however, in Lookup Work Order.

This table describes the access groups under Work Management in the Permissions tree:


Access group	Description
Activity Details	Grants access to each activity detail type set up in the system.
Group Project	Affects the Create Group Project and Lookup Group Project items under Work Order in the Work Management menu.
Resource Manager	Affects the Resource Manager item in the Work Management menu.
Setup	Includes access groups that provide rights to set up code definitions in the Work Management system, such as crew type, tool, and unit of measure.
Setup > Activity Workflows	Affects the Activity Workflow item under Setup in the Work Management menu.
Setup > Standard Work Order	Affects the Create Standard Work Order and Lookup Standard Work Orders items under Setup in the Work Management menu.
Setup > Work Order Approval Types	Affects the Create Approval Type and Lookup Approval Types items under Setup in the Work Management menu.
Work Order > Building	Provides add, update, and view access for building assets. Includes Building.
Work Order > Change Activity Code	Provides the ability to change the activity code on a work order.
Work Order > Close Work Order	Provides the ability to close a work order.
Work Order > Configured Assets	Provides add, update, and view access for each configured asset an agency creates.
Work Order > Cost Viewer	Affects the Work Order Cost Viewer item under Work Order in the Work Management menu.
Work Order > Create Work Order	Affects the Create Work Order item under Work Order in the Work Management menu. Affects the ability to create new work orders in various forms in the Work Management system, such as the Group Project InfoViewer. Note: This does not affect the Create Work Order link under Asset Inventory on the asset menu pages.
Work Order > Delete Work Order	Provides the ability to delete a work order.
Work Order > Fleet	Provides add, update, and view access for fleet assets. Includes Fleet Equipment and Vehicles.
Work Order > Industrial Waste	Provides add, update, and view access for industrial waste assets. Includes Industrial Waste Backflow Preventer, Main, Manhole, Miscellaneous, Node, and Service Line.
Work Order > Log	Affects the log entry functionality in the Work Order InfoViewer.
Work Order > Lookup Work Order	Affects the Lookup Work Order item under Work Order in the Work Management menu.
Work Order > Park	Provides add, update, and view access for park assets. Includes Park.
Work Order > Planned Task	Affects the Planned Tasks functionality on the Planned Tasks tab of the Work Order InfoViewer.
Work Order > Plant	Provides add, update, and view access for plant assets. Includes Plant Facility, Fluid Storage Unit, Equipment, and Miscellaneous.
Work Order > Railway	Provides add, update, and view access for railway assets. Includes Railway Appurtenance, Bridge, Crossing, Segment, Sign, Signal, Station, and Yard.
Work Order > Reservoir	Provides add, update, and view access for reservoir assets. Includes Reservoir Embankment, Instrument, Miscellaneous, Spillway, StorageBasin, and Reservoir.
Work Order > Resource Usage	Affects the Resource Usage feature in the Work Order InfoViewer and other forms. Includes access groups for each resource usage type, such as estimates, job class, service contract, and tool.
Work Order > Roadway	Provides add, update, and view access for roadway assets. Includes Roadway.
Work Order > Sewer	Provides add, update, and view access for sewer assets. Includes Sewer Backflow Preventer, Lift Station, Main, Manhole, Meter, Meter Component, Meter Register, Miscellaneous, Node, Pump, Service Line, Treatment Plant, and Valve.
Work Order > Solid Waste	Provides add, update, and view access for solid waste assets. Includes Waste Container.
Work Order > Storm	Provides add, update, and view access for storm assets. Includes Storm Backflow Preventer, Channel, Intel, Levee, Lift Station, Main, Manhole, Meter, Meter Component, Meter Register, Miscellaneous, Node, Pump, Service Line, Storage Basin, and Valve.
Work Order > Street	Provides add, update, and view access for street assets. Includes Street Bridge, Culvert, Intersection, Landscape, Sidewalk, Appurtenance, Light, Segment, Sign, Signal, Support, and Tree.
Work Order > Update Work Order	Provides the ability to edit/update a work order.
Work Order > Usage Area	Provides add, update, and view access for usage area assets. Includes Complex and Usage Area.
Work Order > Usage Costs	Affects the Total Cost column in the Resource Usage grid of the Work Order InfoViewer. Also includes extra item, fleet equipment, labor, materials, plant equipment, professional services, tool, and vehicle permissions that show/hide the total cost column when adding/editing usage records of the indicated type. For example, the Tool permission shows/hides the Total Cost column when adding/editing tool usage.
Work Order > Usage Rates	Affects the Rate column in the Resource Usage grid of the Work Order InfoViewer. Also includes extra item, fleet equipment, labor, materials, plant equipment, professional services, tool, and vehicle permissions that show/hide the rate column when adding/editing usage records of the indicated type. For example, the Tool permission shows/hides the Rate column when adding/editing tool usage.
Work Order > Water	Provides add, update, and view access for water assets. Includes Water Backflow Preventer, Hydrant, Main, Meter, Meter Component, Meter Register, Miscellaneous, Node, Pump, Pump Station, Service Line, Storage Unit, Treatment Plant, Valve, and Well.

Tips and hints

Access control for pay type is tied to the Resource > Employee > Setup > Pay Type access group