Before you begin
Version: v6 Work Orders (what does this mean?)
Audience: Administrators
Deleting work orders and tasks is not currently supported in the mobile app. Users with delete permissions can only delete these records in the web app.
These permissions allows you to determine how different user groups access and use v6 work orders.
In this article:
Permission categories
There are four categories of v6 Work Order permissions, View, Create, Edit, and Delete:
- View permissions allow users to see but not edit work orders and tasks. Best for users who need access these records but should not make changes.
- Create permissions allow users to create new work orders and tasks, but do not include making changes to existing records.
- Edit permissions allow users to make changes to existing work orders and tasks.
- Delete permissions allow users to delete existing work orders and tasks.
Some permissions have prerequisite permissions that are required for the permission to work properly (e.g. “View work orders and work order details” is required for “Edit work orders”). Activating a permission with a prerequisite will automatically activate its prerequisite permissions. Deactivating a prerequisite will deactivate any permissions that require it.
For more information on permission prerequisites, see Permission prerequisite details below.
Permissions and behavior
| Permission name | Behavior | Additional details |
|---|---|---|
| View work orders and work order details | See the work orders list in Maintenance > Work Orders and view a work order's details (including the content of all tabs). Permission is view-only. | |
| Create work orders | Create new work orders in Maintenance > Work Orders. This does not include editing work orders. | Checking this permission will automatically check "View work orders and work order details". |
| Create tasks | Create tasks from within a work order. This does not include editing tasks. | Checking this permission will automatically check "View work orders and work order details". |
| Edit work order details |
Make changes to all fields on a work order, except Assign to User and Suggested start date and time. This does not include creating new work orders. |
Checking this permission will automatically check "View work orders and work order details". |
| Edit task details |
Make changes to all fields in a task, except Assigned to and Suggested start date and time. This does not include creating new tasks. |
Checking this permission will automatically check "View work orders and work order details". |
| Assign users or user groups to work orders | Edit the Assign to User field in the Summary tab of a work order. | Checking this permission will automatically check "View work orders and work order details" and "Edit work order details". |
| Assign users or user groups to tasks |
Use the Users slide-out panel accessible through the Actions menu > Assign on tasks in the task list. |
Checking this permission will automatically check "View work orders and work order details" and "Edit task details". |
| Set suggested start and completion dates for work orders |
Edit the Suggested start date and time field in the Summary tab of a work order. |
Checking this permission will automatically check "View work orders and work order details" and "Edit work order details". |
| Set suggested start date for tasks |
Edit the Suggested start date and time field on a task's details through the Actions menu > Edit. |
Checking this permission will automatically check "View work orders and work order details" and "Edit task details". |
| Delete work orders | Delete any existing work orders. | Checking this permission will automatically check "View work orders and work order details". |
| Delete tasks | Delete any existing tasks on a work order. | Checking this permission will automatically check "View work orders and work order details". |
Permission prerequisite details
Activating a permission with a prerequisite will automatically activate its required prerequisite permission. Unchecking a permission will not deactivate its prerequisites, but unchecking a prerequisite will uncheck its required permissions.
| Permission | Prerequisite permissions (will be automatically activated) |
|---|---|
| Create work orders | View work orders and work order details |
| Create tasks | |
| Edit work order details | |
| Edit task details | |
| Delete work orders | |
| Delete tasks | |
| Assign users or user groups to work orders | View work orders and work order details and Edit work order details |
| Set suggested start and completion dates for work orders | |
| Assign users or user groups to tasks | View work orders and work order details and Edit task details |
| Set suggested start date for tasks |