Access and Permissions
The following table lists the levels of permissions required for Complex Work Execution objects:
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Object
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Permissions Required
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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Assigning Permissions
Business administrator and end user capabilities are driven by the permissions assigned to the respective user profiles. User-profile level permissions determine which users can perform which part of the work plan execution workflows. You can create permission sets for different types of users and define the object and field-level permissions in those permission sets and assign different permission sets to different user profiles to drive the privileges. For example, administrator and planners can revise service tasks, whereas service engineers can only update the service tasks or mark them complete.
• User must have access (View, Create, Read, and Edit) to the following objects to create work plan templates:
◦ Work Plan
◦ Work Plan Association
◦ Work Plan Part
◦ Work Plan Task
• User must have access (View, Create, Read, and Edit) to the following objects to assign and manage work plans and service tasks:
◦ Work Plan
◦ Work Plan Assignment
◦ Service Task
◦ Recommended Part
◦ Service Product
• User must have (View, Read, and Edit) permission to the following objects to execute service tasks:
◦ Work Plan
◦ Work Plan Assignment
◦ Service Task
◦ Service Task History
◦ Recommended Part
◦ Service Product
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User must be assigned the Create permission for the Service Task object to add and revise task.
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• User must have access (View, Create, Read, and Edit) to the following object to manage parts:
◦ Part Usage Transaction
Custom Permissions
The following custom permissions are packaged. These permissions are assigned to user profiles by the administrator.
• SVMXC.SMAX-WPLN - Manage Service Task
◦ Assign this permission to the user who is responsible for adding and editing advanced type of service tasks.
◦ Without this permission user can only add and manage simple tasks.
• SVMXC.SMAX-WPLN - Manage Tools
◦ If you want to recommend tools as part of the work plan, then assign this permission to the user who is responsible for creating the work plan template.
◦ If you want the service engineer to confirm usage of recommended tool, then assign this permission to those users.
◦ Tools option will be hidden on work plan template, and the Tools button will be hidden on the Work Plan when user does not have this permission assigned.
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For Community user permissions, see Access and Permissions for Community Users.
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