Overview
The Roles Tab is where determine the roles of individuals that will be a part of your process. Think of it like "mini permissions". You want certain users to be able to create Work Orders and you want others to be only able to move work Orders through a process. This allows you to create users with those specific abilities. Typically, you will create an "Admin" role and a "Standard User" role.
Note: These are actually assigned to specific users when you are creating a Process from the Template in the Work Orders screen.
Role
| • | Default - When selected, the role will be the default role assigned to all users filled in. |
| • | Role Name - Name of the Role. |
Items
| • | View All - When selected, the users in this group can see all work orders within the Process. When unselected, they can only see items where they are assigned or a team member. |
| • | Create - When selected, the user can create new Work Orders in the process. |
| • | Delete - When selected, the user can delete new Work Orders in the process. |
| • | Close - When selected, the change the status of the Work Order to Closed in the process. |
| • | Complete - When selected, the change the status of the Work Order to Complete in the process. |
View Closed
| • | Instance - When selected, the user can view closed Instances that were created using this process. For example, if you create sprints using a process. The User would be able to view closed sprints that were worked in the past. |
| • | Item - When selected, the user can view closed Work Orders associated with the process. |
Project
| • | Assign Any - When selected, the user can assign any project to a specific Work Order. |
ToDo's
| • | Manage - When selected, the user can create ToDo's on a Work Order. |
| • | Complete - When selected, a user can mark ToDo's complete on a Work Order. |
Time
| • | Enter Time - When selected, users can enter time against Work Orders in this Process. |
Modify
| • | Key Fields - When selected, the User can modify Key fields located on the Info Tab of the Work Order. |
| • | Assignments - When selected, the user can modify the assignee of a Work Order in the process. |
| • | Tags - When selected, the user can check the Tags associated with a Work Order in the process. |
| • | Docs - When selected, the user can add documents to Work Orders in the process. This still honors the Original Permissions set up in Document Types. |
Delete
| • | When selected, the row is deleted. |
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