Under Tab 2 of the User Permissions Report you will find the following reports:
- Invoice/Proposal Approval Limits displays the proposal and invoice limits for each user.
- Service Request Permissions displays whether the user has access to the Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read-Only).
- Service Request/WO Permissions displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read-Only or Read/Edit).
You can download these reports onto your local drive for sharing, viewing, and further data manipulationthe data and email reports to recipients.
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Invoice/Proposal Approval Report
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The Invoice/Proposal Approval report displays the proposal and invoice limits for each user.
The following data is listed in the report, sortable by these column headers:
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| Column |
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| - UserID
- ProposalLimit
- ProposalLimitCurrency
- ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed user
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| title | Invoice Limit and Proposal Limit Maintenance |
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An A null (empty ∅) value ) under InvoiceApprovalLimitUpdatedBy and ProposalApprovalLimitUpdatedBy indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under InvoiceApprovalLimitUpdateDate and ProposalApprovalLimitUpdateDate (see Service Request Permissions, below) to check when either was last updated. You may need to make adjustments if the limits have not been adjusted in a number of years. |
Service Request Permissions Report
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The Service Request Permissions report displays whether the user has access to the Classic dashboard, the Service Request dashboard, and use the Assets module (Full Control or Read-Only).
The following data is listed in the report, sortable by these column headers:
| Section |
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| Column |
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| - UserID
- InvoiceApprovalLimitUpdateDate displays the date the UserID in the InvoiceApprovalLimitUpdatedBy field listed above updated the Invoice Limit for the listed user
- ProposalApprovalLimitUpdateDate displays the date the UserID in the ProposalApprovalLimitUpdatedBy field listed above updated the Proposal Limit for the listed user
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| - Place_Service_Request indicates whether the user has access to Classic Service Request
- Service_Request_Dashboard indicates whether the user has access to the Service Request Dashboard
- Asset_Mgmt_Full_Control indicates whether the user has Read and Edit access to the Assets module
- Asset_Mgmt_Read indicates whether the user has Read-Only access to the Assets module
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The value (empty value) A null (∅) value indicates the user does not have that level of permissionaccess. |
Service Request/WO Permissions Report
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The Service Request/WO Permissions report displays whether the user has access to Service Providers (Full Control, Edit, Read Only, or Request For), and access to Work Orders (Read-Only or Read/Edit).
The following data is listed in the report, sortable by these column headers:
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| Column |
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| UserID Service_Providers_Full_Control indicates whether the user has Full Access to the Providers module Service_Providers_Read indicates whether the user has Read-Only access to the Providers module Service_Providers_Read_Edit indicates whether the user has Read and Edit access to the Providers module
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The value (empty value) A null (∅) value indicates the user does not have that level of permissionaccess. |
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