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Way to make certain users "exempt" from an approval path?

Is there a way to make certain users "exempt" from an approval path? We are trying a different approach to WO approval, and in the building where we're piloting it the admin assistant or asst principal is the Step 1 approval. Then it moves to the ...
Dan Grassel 2 months ago in Roles / Work Orders 0 Being Reviewed

Create crew / group (Allow Roles to be assigned WOs)

On pest control work orders, there are times when I want to assign them to our grounds crew and it would be nice if we can create 'crews' and name them, for example, Grounds Crew-Zone 1. Then instead of having to find four or five names to assign ...
Salvatore Topino 10 months ago in Roles / Work Orders 0 Future consideration

Allow staff from within a single role to be able to assign workorders to only themselves - not to other staff members from within that role.

This addition would be useful because it would allow our maintenance staff, who enter their own workorders for record keeping, to be able to complete the actual work, assign it to themselves and close the ticket. We do not want the staff in our 'm...
Salvatore Topino 9 months ago in Roles / Users 0 Future consideration

The ability to limit a user's budget codes

It would be very helpful to limit the budget codes a user can see when adding a budget code in inventory (or work orders I suppose). If under "edit user" there was a column on the role line that you could limit which budget code(s) that user has a...
Rebekah Leslie 6 months ago in Roles 2 Future consideration

Make roles only able to create/view only specific problem types and purposes

Make so that we can assign certain roles limited amount "Purpose" and "Problem types" to fill out. Also the same sort of setting for Viewing access too, if the "View all WOs" is checked in role rights to view only the selected "Purposes" and "Prob...
Salvatore Topino 10 months ago in Roles / Users 0 Future consideration