×
Menu
Index

Maintenance and project permissions

Permission description
Task
User
Notes
Add schedule
Access
Maintenance user
Overall access permission. Same permissions apply to copying of existing maintenance schedules
Add repeat schedules
Add
Maintenance user
Create a schedule to be repeated over multiple dates. User must have permission to add schedules
Allow schedules before todays date
Authorise
Maintenance user
User may backdate schedules to a date before now
Update schedule
Access
Maintenance user
Overall access permission
Update schedule date
Update
Maintenance user
The date cannot be updated if there are existing tasks on a schedule
Update schedule time
Update
Maintenance user
The time cannot be updated if there are existing tasks on a schedule
Update schedule duration
Update
Maintenance user
The duration cannot be updated if there are existing tasks on a schedule. For Projects this permission applies to the finish date
Update date schedule was raised
Update
Maintenance user
 
Update facility hireable status on schedule
Update
Maintenance user
 
Update facility maintainable status on project
Update
Maintenance user
 
Update staff member who requested maintenance/project
Update
Maintenance user
 
Update schedule purpose
Update
Maintenance user
 
Update appointed keyholder
Update
Maintenance user
 
Update schedule nonspecific costs
Update
Maintenance user
Any additional costs not attributable to tasks or purchase items. User must have price viewing permission
Update schedule taxable status
Update
Maintenance user
This permission will override the default maintenance tax status setup in the Admin module by the administrator
Update schedule quote or invoice reference
Update
Maintenance user
Overall and for specified tasks
Update schedule comments
Update
Maintenance user
 
Add tasks to schedule
Add
Maintenance user
This applies to updating of existing schedules
Override standard cost of scheduled task
Update
Administrator
 
Update schedule tasks
Access
Maintenance user
Overall access permission
Update scheduled task duration
Update
Maintenance user
 
Update cost of scheduled task
Update
Administrator
User must have 'View cost prices' and 'Update schedule task' permission
Remove task from existing schedule
Remove
Maintenance user
 
Manage images assigned to schedule task
Access
Maintenance user
 
Print images assigned to schedule task
Print
Maintenance user
 
Allocate purchase item to schedule
Add
Maintenance user
 
Update purchase item allocated to schedule
Update
Maintenance user
 
Remove purchase item allocated to schedule
Remove
Maintenance user
 
View purchase item availability report
Access
Maintenance user
Overall access permission
Print purchase item availability report
Print
Maintenance user
 
Send purchase item availability report to spreadsheet
View
Maintenance user
 
Authorise schedule
Authorise
Administrator
 
Revoke schedule authorisation
Authorise
Administrator
 
Sign off schedule
Authorise
Administrator
This applies to individual tasks and the schedule as a whole
Revoke schedule sign off status
Authorise
Maintenance user
 
Remove schedule
Remove
Maintenance user
 
View schedule summary document
Access
Maintenance user
Overall access permission
Print schedule summary document
Print
Maintenance user
 
View schedule status summary
Access
Maintenance user
Overall access permission
Print schedule status summary
Print
Maintenance user
 
Send schedule status summary to spreadsheet
View
Maintenance user
 
General access to schedule document management
Access
Maintenance user
Overall access permission
Add document to schedule
Update
Maintenance user
 
Update schedule document description
Update
Maintenance user
 
Remove schedule document
Remove
Maintenance user
 
View assigned schedule documents
View
Maintenance user
 
Print assigned schedule documents
Print
Maintenance user
 
View supplier resource utilisation
Access
Maintenance user
Overall access permission. Summary of how a supplier has been allocated to various maintenance and project schedules over a period of time
Print supplier resource utilisation
Print
Maintenance user
 
Send supplier resource utilisation to spreadsheet
View
Maintenance user
 
Print facility and daily maintenance/project grids
Print
Maintenance user
 
Send maintenance grids to spreadsheet
View
Maintenance user
 
View cost prices
View
Maintenance user
Costs will be masked and cannot be updated if this is disabled