Category-Level Security

Category-Level Security provides administrators a way to limit what types of work orders and requests users can Add, Edit or Delete. Each user will have some sort of permission level with each category. When they view or add a work order the system checks the selected category to see if they have permission to add, edit, or delete that work order. If they do not have the proper permission as setup in this module they will not be able to complete the action.

Example

All of your employees need access to the work orders or requests modules, however you don't want users from the sewer department editing or deleting work orders or requests for the water department. You can select all of the sewer users and give them permissions to the sewer categories, but not give them permissions to the water categories. When the sewer users look at a water work order/request they will not be able to edit it or delete it.

Considerations

• 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 (WO General Options, http://help.lucity.com/webhelp/v201/desktop/index.htm#375.htm) option must be turned on and Categories and Security levels must be selected in the Employee module, Categories tab.

• Requests don't require categories. All users can add/edit/delete categories without a Category.
• Category level security still follows the rules of module security in the Security program. If a user does not have permissions to add/edit/delete records in the work orders or requests module, they will still not be able to even if they have the Category Level Security to add/edit/delete a record for the selected category.