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.

 

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.

 

Invalid Credentials warning

 

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

 

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.