Category Level Security

The Work Administrative Options allow you to set Category Level Security. This limits a user's rights to Add, Edit, or Delete records in Work Orders when a particular category is selected. You can use this to indicate security levels for employees specific to their areas of work. For example, you may have a sewer employee that needs full access to sewer records, but does not need full access to water and street records. You can set Category Level Security to reflect these needs.

The following items of importance should be considered when using Category Level Security:

• If the Category Level Security is turned on, then all employees will automatically receive Read Only rights to all work orders. Additional rights must be individually assigned to each employee for the various categories.
• The available rights are defined as follows:

  1 = Edit Only Rights: Employees can modify existing data in the main work order for that category; however, data in the linked tables, such as work order locations, assets, tasks, resources, and events can be added, edited, and deleted.

  2 = Add/Edit Rights: Employees can add new work orders as well as edit existing ones for that category.

  3 = Full Rights (Add/Edit/Delete): Employees can add, edit, and delete a work order for that category.

  Note: In order to use this security setting, the Use Category Level Security option must be turned on and Categories and Security levels must be selected in the Employee module, Categories tab.