Authorizing a Work Order

This Help File Page was last Modified on 05/20/2016

<< Click to Display Table of Contents >>

Navigation:  Service Tracking System > Work Orders - Entering a Request for Service > Starting a New Work Order >

Authorizing a Work Order

This Help File Page was last Modified on 05/20/2016

Based on certain settings, an Authorization step may be required prior to entering a Service Request or a Quick Work Order

If the RestrictServiceCreation option is set to False ("F"), the User will be able to add a new Service Request or Quick Work Order with no additional authorization required.

However, if the RestrictServiceCreation option is set to True ("T") in the Company Settings dialog accessed from the Company tab on the Users Options Form, when adding a new Service Request or entering a Quick Work Order:

If the current User has Accounting Administrator Rights assigned to her/him on the Security tab of the Employee Form, that User will need to Click the OK button to re-confirm authorization to make this Work Order entry.

 

HelpFilesServiceRequestAuthorizeTransaction

Authorize Transaction

 

If the current User does not have Accounting Administrator Rights assigned to her/him on the Security tab of the Employee Form, that User must Click the OK button, and then answer Yes to the Invalid Credentials message dialog.

 

HelpFilesServiceRequestInvalidCredentials

Invalid Credentials warning

 

They must then have an Employee with the Accounting Administrator Rights enter their Name and Password.

 

HelpFilesServiceRequestAuthorizeTransactionAuthorization

Authorize Transaction with User and Password required

 

The Employee with the Accounting Administrator Rights who is authorizing this entry must Click the Authorize button.

The current User may then proceed with the Work Order entry.