This is an important step because it will allow you to customize who will:
- Be able to see MRs
- Receive notifications regarding MRs
- Be able to action MRs
Section One: Permissions
Firstly, in order to allow your employees access to manage MRs, they will need to have the following permissions included in their roles. These permissions are:
- Work Order Basic
- Maintenance Basic
- Maintenance Advanced
- Maintenance Full
In order to edit permissions connected with roles:
Administration -> Security -> User roles -> Select a User Role
Click the edit icon
Scroll down and click 'Add'. Then add the permissions mentioned above.
See HERE for link to User Role article for more details.
Section Two: Policy Setup
Administration -> Policies -> Maintenance & Inspection -> Maintenance Request Policies
From here, click into the Organization Policy and navigate to 'Policy Details' tab. You will be able to edit 'Assigned To' (Visible to) to include the User Roles that you would like to be able to view new maintenance requests. In our example below, any employee who is a Super Administrator will have MRs visible to them.
Section Three: Communications
Administration -> Settings -> Communication -> Communication Categories -> Select 'Maintenance' Category
From here there are 2 areas to edit:
- Access Roles
The user roles under this section will be able to see all communication/tickets relating to MRs.
- Response Group
The user roles under this section will receive notifications when new MRs are created.
