Configure Work Order Template Security

Template Security is used to set the group access rights for the work order template. Permission is given to view, add, update, delete, or view cost.

PREREQUISITES: Groups must be created under General > Groups. See Add or Edit a Group for more information.

1. From the Work Orders tab, click Template Security.

The Templates panel lists all the work order templates. You can filter the list by typing the first few letters of the template in the search box in the top-right corner, or by selecting a Group and Type to filter the templates by asset group and type.

2. Select the work order template.

The Employee Groups panel lists all of the groups and gives options for assigning permissions for each one.

3. Select the appropriate permissions for each group for View, Add, Update, Delete and View Cost. You can also select the check box to the left of the group name to assign all the permissions to that group. Alternatively, select the check box directly below View, Add, Update, Delete, or View Cost to give that type of permission to all groups.
4. Click Advanced to select more specific permissions for each group relating to Work Order, Equipment, Labor, Material, Tasks, and Line Items.

For more information on permissions, see Template Security Fields.

NOTE: Designer automatically saves the changes you make. A notification will appear in the top-right corner of the window that says Data Saved when you make changes to the page.