Work Order Access and Permissions
The following table lists the permissions needed to perform various actions on the Work Order object.
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Action
|
User Permissions Needed
|
|---|---|
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To view the Work Orders tab
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"Read" on Work Order
|
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To view Work Orders
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"Read" on Work Order and Work Details
|
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To create or clone Work Orders
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"Create" on Work Order, Account, Contact, Installed Product, Case, Service Team, Technician, and Work Details
|
|
To change Work Orders
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"Edit" on Work Order, Account, Contact, Installed Product, Case, Service Team, Technician, and Work Details
|
|
To delete Work Orders
|
"Delete" on Work Order
|
|
To perform Work Order Entitlement
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"Edit" on Work Order
"Read" on Account, Contact, Installed Product, Service Contract, Covered Products, Entitled Contacts, Warranty Terms, Product Warranty, and Product
"Create" on Entitlement History
|
|
To find and assign a Service Team to a Work Order
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"Edit" on Work Order
"Read" on Service Team
|
|
To find and assign a Work Order
|
"Edit" on Work Order
"Read" on Technician/Equipment
|
|
To perform Advanced Dispatch
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"Edit" on Work Order
"Read" on Service Team, Technician/Equipment
"Modify All Data" enabled in login user's profile
|
|
To create an RMA from a Work Order
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"Read" on Work Order, Account, Contact, Installed Product, Product, Location, and Work Order Details
"Create" on Parts Order and Parts Order Line
|
|
To create Work Order Lines
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"Create" and 'Edit' on Work Details
"Read" on Installed Product, Location, and Product
|
|
To edit Work Order Lines
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"Edit" on Work Details
"Read" on Installed Product, Location, and Product
|
|
To delete Work Order Lines
|
"Delete" on Work Details
|
|
To create Usage Lines from Estimates
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"Create" on Work Details
"Read" on Installed Product, Location, and Product
|
|
To create quotations
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"Read" on Work Order, Product, Account, Contact, and Work Details
"Create" on Service Quotes, and Quote Item
|
|
To cancel all parts request
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"Edit" on Work Order and Work Details
|
|
To perform a stock lookup
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"Read" on Location, Product and Product Stock
"Edit" on Work Details
|
|
To create a Shipment Order
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"Read" on Work Order, Account, Contact, Product, and Work Details
"Create" on Parts and Parts Order Line
|
|
To process receipts on Work Order
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"Read" on Location
"Edit" on Work Order and Work Details
"Create" and "Edit" on Product Stock, Stocked Serial, and Stock History
|
|
To view process bottlenecks
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“Read” on Process Bottlenecks, Case, Contact and Work Order
|
|
To create process bottlenecks
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"Create" on Process Bottlenecks "Read" on Case, Work Order, and Contact
|
|
To change process bottlenecks
|
"Edit" on Process Bottlenecks
"Read" on Case, Work Order, and Contact
|
|
To delete process bottlenecks
|
"Delete" on Process Bottlenecks
|
|
To close a Work Order
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"Edit" on Work Order and Work Details
|
|
To post usage to inventory
|
"Edit" on Work Order, Product, Location, and Work Details
"Create" and "Edit" on Product Stock, Stocked Serial, and Stock History
|
 |
When deleting Work Orders, you will not be warned if the Work Order is used in a related record. Since Work Orders are strongly tied to Cases, installed products, and Parts orders, review and make sure the Work Order record is not used in any related records.
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