How do permissions and roles affect work order assignments in Click Maint?
In Click Maint, the ability to assign users to work orders is governed by specific permissions and the active status of the user. This article explains how permissions and roles interact to determine assignability, and provides steps to enable assignment for users.
Overview of Work Order Assignments
Work order assignments in Click Maint are not strictly tied to a user's role, such as Technician or Limited Admin. Instead, they depend on two key factors:
Active Status: The user must be marked as active in their profile.
Assign to Permission: The user must have the "Assign to" permission enabled in their profile.
If these conditions are met, the user will appear in the "Assign to" dropdown list on the work order form, regardless of their role.
Role of Permissions in Assignments
The "Assign to" permission is a critical setting that determines whether a user can be assigned to work orders or preventive maintenance (PM) tasks. If a user does not appear in the assignment dropdown, it is likely because this permission has not been enabled in their profile.
Steps to Enable Assignment for Users
To make a user assignable to work orders or PMs, follow these steps:
Navigate to the user's profile in the Admin settings.
Ensure the user is marked as "Active."
Locate the "Assign to" permission toggle in their profile settings.
Enable the "Assign to" permission.
Once these steps are completed, the user will appear in the "Assign to" dropdown list for work orders and PMs.
Common Scenarios and Troubleshooting
Switching Roles: Changing a user's role (e.g., from Limited Admin to Technician) is not necessary to make them assignable. Instead, focus on enabling the "Assign to" permission in their profile.
Missing Technicians in Dropdown: If a technician does not appear in the assignment list, verify that their "Assign to" permission is enabled and that they are marked as active.
By understanding and managing these permissions, you can ensure that the appropriate users are available for work order assignments in Click Maint.