Versions Compared

Version Old Version 15 New Version Current
Changes made by

Chellie Esters

Caroline Antoun

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Removed

Under Tab 2 of

Under the Proposal and Invoice dashboard 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 manipulation.

AnchorinvpropapprovalinvpropapprovalInvoice/Proposal Approval Report

Image Removed

The Invoice/Proposal Approval report displays the proposal and invoice limits for each user

You can download the data and email reports to recipients.

Anchor
ProposalsReport
ProposalsReport

Anchor
proprptprms
proprptprms
Proposals/Report Permissions Table

Image Added

The Proposal/Report Permissions report displays each user's access level to Proposals and proposal processing.

The following data is listed in the report, sortable by these column headers:

Section


Column
width50%
  • UserID
  • ProposalLimit
  • ProposalLimitCurrency
  • ProposalApprovalLimitUpdatedBy shows the UserID that last updated the Proposal Limit for the listed userProposals Full Control indicates whether the user has full access to the Proposals module
  • Proposals Read indicates whether the user has Read-Only access to the Proposals module
  • Proposals Create indicates whether the user can create invoices in the Proposals module


Column
width50%

  • InvoiceLimit

  • InvoiceLimitCurrency

  • InvoiceApprovalLimitUpdatedBy shows the UserID that last updated the Invoice Limit for the listed user

Tip
titleInvoice Limit and Proposal Limit Maintenance

An (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.

AnchorsrvreqpermssrvreqpermsService Request Permissions Report

Image Removed

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)
  • Proposals Process indicates whether the user can process proposals in the Proposals module
  • Reports Read indicates whether the user has Read-Only access to the Reports module
  • Reports Read Edit indicates whether the user has edit rights to the Reports module



Info

A null (∅) value indicates the user does not have access.


Anchor
invperms
invperms
Invoice Permissions Table

Image Added

The Invoice Permissions report shows each user's access level to Invoices and invoice processing.

The following data is listed in the report, sortable by these column headers:

Section


Column
width50%
  • 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 userInvoices Full Control indicates whether the user has full access to the Invoices module
  • Invoices Read All indicates whether the user has Read-Only access to the Invoices module
  • Invoices Create indicates whether the user can create invoices in the Invoices module


The value (empty value)
Column
width50%
    Place_Service_Request
  • Invoices Process 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
  • can take action on invoices in the Invoices module
  • Invoices Read Appr Paid 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
Info
  • can read and approve invoices, and mark invoices as 'paid' in the Invoices module

  • Dashboard User indicates whether the user can take action on invoices in the Service Request Dashboard



Info

A null (∅) value indicates the user does not have that level of permissionaccess.


Anchor

srvreqwoprms

Approvals

srvreqwoprms

Approvals

Service Request/WO Permissions Report

Image Removed

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)

Invoice/Proposal ApprovalTable

Image Added

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:


Section


Column
width50%
  • 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 moduleProposal Limit
  • Proposal Limit Currency
  • Proposal Approval Limit Updated By shows the UserID that last updated the Proposal Limit for the listed user


The value (empty value) indicates the user does not have that level of permission
Column
width50%
  • Service_Providers_Request_For indicates whether the user has Request access to the Providers module
  • Track_WO_PO_Read indicates whether the user has Read-Only access to Work Orders

  • Track_WO_PO_Read_Edit indicates whether the user has Read and Edit access to Work Orders

Info
  • Invoice Limit

  • Invoice Limit Currency shows the original currency of the invoice limit

  • Invoice Approval Limit Updated By shows the UserID that last updated the Invoice Limit for the listed user



Tip
titleInvoice and Proposal Limit Maintenance

A null (∅) value under Invoice Approval Limit Updated By and Proposal Approval Limit Updated By indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under Invoice Approval Limit Update Date and Proposal Approval Limit Update Date (see Service Request Permissions) 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.



Anchor
commondatafeatures
commondatafeatures

Insert excerpt
All Calls Tab
All Calls Tab
nopaneltrue

Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel = "label" in ( "enhancedanalytics" , "analytics" , "budgets" , "users" ) and space = currentSpace ( )