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Restrict Work Order Editability

Currently the work order fields are open for editing by any staff member, which would have serious implications for the business. For example, if the text is edited by an unauthorised staff member and the plant travels on the road and meets with an accident, the work order will be part of the legal proceedings causing significant damage to the business. The business will be responsible for the damages which they haven't authorised. Therefore, it is important to restrict the fields in the work order (for editing) to nominated few authorised staff. All other staff members can have 'View Only' access

  • Guest
  • Jun 22 2022
  • Already exists
Company Bild Group
Job Title / Role CIO
I need it... 3 months
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  • Admin
    Michael Smith commented
    July 08, 2022 18:49

    Thanks for posting this. Currently, Work Order header information and scope information is only editable in the portal if the user are part of a user group that has permissions to edit. This can be found in Admin > Portal Settings > Field Service > General > User Group to allow adding and editing of work order header information. If they are not in the group selected in this portal setting they cannot make any edits to the work order header or scope information.

    WIll that resolve the needs you have?

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