Access Areas | Definition of Permission | |||
Admin | ||||
Groups | User Group Maintenance | |||
Edit Groups | Edit Existing Custom User Groups | |||
Delete Groups | Delete Custom User Groups | |||
Access Groups | Access User Groups (Read Only) | |||
Add Groups | Add New Custom User Groups | |||
Users | User Maintenance | |||
Add Users | Add New Users | |||
Delete Users | Delete Existing Users | |||
Access Users | Access Users (Read Only) | |||
Manage Licensing | Managing User Licenses | |||
Edit Users | Edit Existing Users | |||
Access Reset Password Options | Access User Password Reset Options | |||
Data Grid Presets | This permission set will be removed-it currently does not have anything tied to it. | |||
Remove Data Grid Presets | N/A | |||
Add Data Grid Presets | N/A | |||
View Data Grid Presets | N/A | |||
Edit Data Grid Presets | N/A | |||
Notification Subscription | Other User Notification Subscription Maintenance (Other Users in the RTA Software) | |||
Edit Notification Subscription | Edit Notification Subscription for other Users | |||
Delete Notification Subscription | Delete Notification Subscription for other Users | |||
Access Notification Subscription | Access Notification Subscription for other Users | |||
Add Notification Subscription | Add Notification Subscription for other Users | |||
User Notification Subscription | User Notification Subscription (Your User Notifications) | |||
Edit User Notification Subscription | Edit Your User Notification Subscription | |||
Access User Notification Subscription | Access Your User Notification Subscription | |||
Delete User Notification Subscription | Delete Your User Notification Subscription | |||
Add User Notification Subscription | Add Your User Notification Subscription | |||
Integration | Intergration Maintenance (GPS, DVIR, Other Software solutions) | |||
Add Integrations | Add or Set up Integrations | |||
Delete Integrations | Delete Existing Integrations | |||
Access Integrations | View Integrations (Read Only) | |||
Edit Integrations | Edit Existing Integrations | |||
Report Writer | Create and Edit Reports | |||
Create Standard Reports | Create Standard Reports | |||
Created Advanced Reports | Create Advanced Reports | |||
Create Express Reports | Create Express Reports | |||
Access Adhoc Report Writer | View Reports (Read Only) | |||
Fleet Success | Fleet Success Scorecard Maintenance | |||
FSS View Summary Charts | View Summary Charts | |||
FSS View Tabular Charts | View Tabular Charts | |||
FSS Edit Settings | Edit Settings | |||
Manage Navigation Items | Custom Navigation Page Maintenance | |||
Manage Navigation Menu Items | Manage Navigation Menu Items | |||
Fleet Wiki | ||||
Add Custom Page | Add a New Custom Page | |||
Edit Custom Page | Edit Custom Page | |||
Delete Custom Page | Delete Custom Page | |||
Data Imports | Data Import Maintenance | |||
Access Import/ Export Utilities | Access Import/ Export Utilities | |||
Global Settings | ||||
Edit Facility System Switches | Edit Facility Specific System Switches | |||
Edit System Switches | Edit Global System Switches (System Switches affect entire Orgaization) | Dashboards | Access Dashboards | Access/ View DashboardsOrganization) |
Dashboards | ||||
Access Dashboards | Access/ View Dashboards | |||
Custom Dashboards | ||||
Delete Custom Dashboard | Deletes Custom Dashboards | |||
Edit Custom Dashboards | Edit Custom Dashboards | |||
Create Custon Dashboards | Create a New Custom Dashboard | |||
View Custom Dashboard | View Custom Dashboards (Read Only) | |||
Master/Setup | ||||
Facilities/ Regions | Facility Maintenance | |||
Add Regions | Add New Regions | |||
Edit Regions | Edit Existing Regions | |||
Edit Kiosks | Edit Existing Kiosks | |||
Access Facility Information | Access Existing Facility Files (Read Only) | |||
Access Regions | Access Existing Regions (Read Only) | |||
Delete Regions | Delete Existing Regions | |||
Start Kiosk Mode | Start Kiosk Mode | |||
Edit Facilities | Edit Existing Facility Files | |||
Delete Facilities | Delete Existing Facility Files | |||
Add Facilities | Add New Facility Files | |||
Vendors | Vendor File Maintenance | |||
Delete Vendors | Delete Existing Vendor Files | |||
Add Vendors | Add New Vendors | |||
Access Vendor Information | Access Existing Vendor Files (Read Only) | |||
Edit Vendors | Edit Existing Vendor Files | |||
Warranties | Warranty Maintenance | |||
Edit Warranties | Edit Existing Warranties | |||
Add Warranties | Add New Warranties | |||
Delete Warranties | Delete Existing Warranties | |||
View Warranties | View Existing Warranties (Read Only) | |||
Class Codes | Class Code File Maintenance | |||
Access Class Code Information | Access Existing Class Code File Information (Read Only) | |||
Delete Class | Delete Existing Class Code Files | |||
Create Class | Create a New Class Code File | |||
Edit Class | Edit Existing Class Code Files | |||
Configurations | ||||
Manage Configurations | This grants permissions to Status Codes (Asset and Work Order) System Codes and Updating Company Configurations. *These permissions will be placed into their respective sections in a future release* | |||
Work Order VMRS | Work Order VMRS File Maintenance | |||
Edit Work Order VMRS | Edit Existing Work Order VMRS Code Files | |||
Delete Work Order VMRS | Delete Existing Work Order VMRS Code Files | |||
Access Work Order VMRS Information | Access Existing Work Order VMRS Code Files (Read Only) | |||
Add Work Order VMRS | Add New Work Order VMRS Code Files | |||
Customer | Customer File Maintenance | |||
Edit Customer | Edit Existing Customer Files | |||
Delete Customer | Delete Existing Customer Files | |||
Access Customer Information | Access Existing Customer Files (Read Only) | |||
Create Customer | Create a New Customer File | |||
Part VMRS | Part VMRS Code File Maintenance | |||
Update Part VMRS | Update Existing Part VMRS Code Files | |||
Access Part VMRS Information | Access Part VMRS Code Files (Read Only) | |||
Delete Part VMRS | Delete Existing Part VMRS Code Files | |||
Add Part VMRS | Add a New Part VMRS Code Files | |||
EFI | Electronic Fuel Integration Maintenance | |||
Delete EFI Module | Deletes EFI Modules | |||
Edit EFI | Edit Existing EFI | |||
Create EFI Module | Create a New EFI Module | |||
View EFI | View Existing EFI (Read Only) | |||
Edit EFI Module | Edit Existing EFI Module | |||
PM | Preventive Maintenance | |||
Access PM | Access Existing PM Schedules (Read Only) | |||
Delete PM | Delete Existing PM Schedules | |||
Edit PM | Edit Existing PM Schedules | |||
Create PM | Create a New PM Schedule | |||
Accident Forms | Accident Form Maintenance | |||
View Accident Forms | View Existing Accident Forms (Read Only) | |||
Remove Accident Forms | Remove Existing Accident Forms | |||
Edit Accident Forms | Edit Existing Accident Forms | |||
Add Accident Forms | Add New Accident Forms | |||
Reservation | Motor Pool Reservation Maintenance | |||
Add Reservation | Add a New Motor Pool Reservation | |||
Edit Reservation | Edit an existing a Motor Pool Reservation | |||
Remove Reservation | Remove an Existing Motor Pool Reservation | |||
View Reservation | View an Existing Motor Pool Reservation | |||
Barcode Printer | Barcode Printer Maintenance | |||
Add Barcode Printer | Add a Barcode Printer | |||
Add Barcode Printer | Add a Barcode Printer | |||
Add Barcode Printer | Add a Barcode Printer | |||
Add Barcode Printer | Add a Barcode PrinterBarcode Printer | |||
Zones | ||||
Create Zones | Create New Zone | |||
Edit Zones | Edit Existing Zone | |||
Delete Zones | Delete Existing Zone | |||
Access Zones | View Existing Zone | |||
Parts | ||||
Parts Management | Part File Maintenance | |||
Add Parts | Add a New Part File | |||
Adjust Req QuanityQuantity | Edit Requisition QuanityQuantity | |||
Run Create Req QuanityQuantity | Create New Requisition | |||
Delete Requisition | Delete Requisition | |||
Upload Tricoder Data | Upload Data from Tricoder Scanner | |||
Access Parts | Access Part Files (Read Only) | |||
Delete Parts | Delete Existing Part Files | |||
Update Parts | Update Existing Part Files | |||
Inventory | Part Inventory Maintenance | |||
Add Part Qty | Add Part Qty to Inventory | |||
Access Part Tag Options | Access Part Tag Options (Read Only) | |||
Edit Part Qty | Edit Part QTY in Inventory | |||
Edit Alt Part # | Edit Alternate Part Numbers | |||
Edit Price Parts | Edit Existing Part Pricing | |||
Fuel Management | Fuel Entry Maintenance | |||
Enter Fuel Transactions | Enter New Fuel Transactions | |||
Access Fuel Entry | Access Fuel Entry (Read Only) | |||
Fuel Type Management | Fuel Type Maintenance | |||
Delete Fuel Types | Delete Existing Fuel Types | |||
Add Fuel Types | Add New Fuel Types | |||
Edit Fuel Types | Edit Existing Fuel Types | |||
Centralized Parts | Centralized Parts Maintenance | |||
Add parts to main facility | Add New Parts to the Main Part Facility | |||
Parts System Codes | ||||
View Parts System Codes | View Parts System Codes (Read Only) | |||
Delete Parts System Codes | Delete Existing Parts System Codes | |||
Edit Parts System Codes | Edit Exisiting Existing Parts System Codes | |||
Create Parts System Codes | Create New Parts System Codes | |||
Part Account Codes | ||||
Edit Part Account Codes | Edit Existing Part Account Codes | |||
Delete Part Account Codes | Delete Existing Part Account Codes | |||
Add Part Account Codes | Add Part Account Codes | |||
Parts Requests | Part Request Maintenance | |||
Delete Part Requests | Delete Existing Part Requests | |||
Edit Part Requests | Edit Existing Part Requests | |||
View Part Requests | View Existing Part Request (Read Only) | |||
Work Orders | ||||
Work Order Management | Work Order Maintenance | |||
Access Work Orders | Access Existing Work Orders (Read Only) | |||
Post Quick Repair | Create a Quick Repair Work Order | |||
Edit Work Orders | Edit Existing Work Orders | |||
Create Work Orders | Create New Work Orders | |||
Delete Work Order Lines | Delete Existing Work Order Lines | |||
Edit Work Order Notes | Edit Existing Work Order Notes | |||
Edit Closed Work Order Lines | Edit Closed Work Order Lines | |||
Add Quick Repair | Add New Quick Repair to the List | |||
Reopen Closed Work Order Lines | Reopen Closed Work Order Lines | |||
Delete Work Orders | Delete Existing Work Orders | |||
Reopen Closed Work Orders | Reopen Closed Work Orders | |||
Edit Work Order Meter | Edit Work Order Meter (Update mileage, Hours, Ect.) | |||
Add Work Order Lines | Add New Work Order Lines | |||
View Quick Repair | View the Quick Repair List | |||
Change Vehicle Facility | Change the Vehicle (Asset) Facility | |||
Close Work Order Lines | Close Work Order Lines | |||
Create Paperless Shop Kiosks | Create New Paperless Kiosks | |||
Delete Quick Repair | Delete Quick Repairs from the List | |||
Print Work Order Inspections | Print Work Order Inspections | |||
Plan Work Order Lines | Plan (Reschedule) Work Order Lines | |||
Close Work Orders | Close Work Orders When All Lines are Closed | |||
Work Order Audit Management | Work Order Audit Maintenance | |||
Access Audit Work Order Info | Access Work Order Audit Information (Read Only) | |||
Edit Audit Purchase Order Number | Edit the Purchase Order Number on the Information Tab of the Work Order | |||
Work Order Posting | ||||
Post Parts | Post Parts to Work Order | |||
Post Miscellaneous | Post Micellaneous Miscellaneous Charges to Work Order | |||
Post Outside Tires | Post Outside Tires to Work Order | |||
Post Labor | Post Labor to Work Order | |||
Post Outside Parts | Post Outside Parts to Work Order | |||
Reverse Work Order Posting | Reverse Work Order Postings | |||
Post Non-File Parts | Post Non-file/ Non-Inventory Parts to Work Order | |||
Post Outside Labor | Post Outside Labor to Work Order | |||
Post Warranty Credits | Post Warranty Credits to Work Order | |||
Edit Estimated Hours | Edit Estimate Hours on Work Order | |||
Post Tires | Post Tires to Work Order | |||
Templates | ||||
Access Template Work Orders | Access Existing Work Order Templates | |||
Driver Reports | ||||
Edit Driver Reports | Edit Existing Driver Reports | |||
Add Driver Reports | Add New Driver Reports | |||
Access Driver Reports | Access Existing Driver Reports (Read Only) | |||
Delete Driver Reports | Delete Existing Driver Reports | |||
Maintenance System Codes | ||||
Delete Maintenance System Codes | Delete Exisiting Existing Maintenance System Codes | |||
View Maintenance System Codes | View Maintenance System Codes (Read Only) | |||
Edit Maintenance System Codes | Edit Existing Maintenance System Codes | |||
Create Maintenance System Codes | Create New Maintenance System Codes | |||
Job Account Codes | ||||
Delete Job Account Codes | Delete Existing Job Account Codes | |||
Edit Job Account Codes | Edit Existing Job Account Codes | |||
Add Job Account Codes | Add New Job Account Codes | |||
Work Order Estimates | ||||
Add Work Order Estimates | Add New Work Order Estimates | |||
Approve Work Order Estimates | Approve Work Order Estimates | |||
Edit Work Order Estimates | Edit Existing Work Order Estimates | |||
Convert Work Order Estimates to Work Orders | Convert Work Order Estimates to Work Orders | |||
Access Work Order Estimates | Access Existing Work Order Estimates (Read Only) | |||
Campaigns | ||||
Add Campaigns | Add New Campaigns | |||
Delete Campaigns | Delete Existing Campaigns | |||
Access Campaigns | Access Existing Campaigns (Read Only) | |||
Edit Campaigns | Edit Existing Campaigns | |||
Shop | ||||
Shop Management | ||||
Perform Inspections | Complete Paperless Inspections | |||
Access Shop | Access Shop | |||
End Technician Shift | End Technician Shift | |||
Access Tool Checkout | Access Tool Checkout (Read Only) | |||
Access Shop Management Features | Access Shop Management Features (Read Only) | |||
Create Inspection Template | Create New Inspection Templates | |||
View Assign Jobs | View Assign Jobs (Read Only) | |||
Edit Assign Jobs | Edit Assign Jobs | |||
Allow Employee Time Override in Shop | Allow Employee Time Override in Shop | |||
Edit Technician Inspections | Edit Existing Technician Inspections | |||
Access Technician Inspections | Access Existing Technician Inspections (Read Only) | |||
Scheduler View | ||||
Edit Scheduler View | Edit Shop Scheduler View | |||
Vehicles (Assets) | ||||
Create Assets | Create New Asset Files | |||
View Assets | View Existing Asset Files (Read Only) | |||
Update Assets | Update Existing Asset Files | |||
Delete Assets | Delete Existing Asset Files | |||
Edit Fees | Edit Asset Fees | |||
Update Asset Meters | Update Asset Meters | |||
Allow Meter Override | Allow Meter Override | Update Asset Meters | Update Asset Meters | |
Create Fees | Create a New Asset Fee | |||
Delete Fees | Delete Existing Asset Fee | |||
Edit Asset Justification | Edit Asset Justification | |||
Edit Alt Meter in Asset File | Edit Alt Meter in Asset File | |||
Update Asset Status | Update Asset Status | |||
Asset Custom Fields | ||||
View Asset Custom Fields | View Asset Custom Fields (Read Only) | |||
Access Department Information | Access Department Information (Read Only) | |||
Delete Asset Custom Fields | Delete Existing Asset Custom Fields | |||
Edit Department | Edit Existing Department Files | |||
Edit Asset Custom Fields | Edit Existing Asset Custom Fields | |||
Delete Department | Delete Existing Department | |||
Add Asset Custom Fields | Add New Asset Custom Fields | |||
Create Department | Create a New Department File | |||
Mechanic Vehicle Inspections | ||||
Delete Inspection from Work Order Line | Delete Inspection from Work Order Line | |||
Purchasing | ||||
Purchase Orders | ||||
Access POs | Access Purchase Orders (Read Only) | |||
Allow Reverse PO Receipts | Allow Reverse PO Receipts | |||
Add Purchase Orders | Add New Purchase Orders | |||
Delete Purchase Orders | Delete Existing Purchase Orders | |||
Receive Parts | Receive Parts | |||
Update Account Number | Update Account Number on Purchase Order | |||
Edit Purchase Orders | Edit Existing Purchase Orders | |||
Receive Quick Purchase Orders | Receive Quick Purchase Orders | |||
Order Non-file Parts | Order Non-file/ Non-Inventory Parts | |||
Accidents | ||||
View Accidents | View Existing Accidents (Read Only) | |||
Remove Accidents | Remove Existing Accidents | |||
Edit Accidents | Edit Existing Accidents | |||
Add Accidents | Add New Accidents | |||
Motor Pool | ||||
Manage Reservation Rates | Manage Reservation Rates | |||
Service Requests | ||||
Create WO from Service Request | Create WO from Service Request | |||
Close Service Requests | Close Service Requests | |||
Schedule Service Requests | Schedule New Service Requests | |||
Access Service Requests | Access Existing Service Requests | |||
Flat Rates | ||||
Delete Flat Rates | Delete Existing Flat Rates | |||
Access Flat Rates | Access Existing Flat Rates (Read Only) | |||
Create Flat Rates | Create New Flat Rates | |||
Edit Flat Rates | Edit Existing Flat Rates | |||
Tires/Brakes | ||||
Edit Brake/ Tire Inspection Set Up | Edit Existing Brake/ Tire Inspection Settings | |||
Axle Set Up | Create a New Axle Set Up | |||
Submit Tire Inspections | Submit Tire Inspections | |||
Submit Brake Inspections | Submit Brake Inspections | |||
Brake Set Up | Create a New Brake Set Up | |||
Asset System Codes | ||||
Create Asset System Codes | Create New Asset System Codes | |||
Delete Asset System Codes | Delete Existing Asset System Codes | |||
View Asset System Codes | View Asset System Codes (Read Only) | |||
Edit Asset System Codes | Edit Existing Asset System Codes | |||
Shift | ||||
View Shift | View Technician Shift | |||
Manage Shift | Manage Technician Shift | |||
Tools | ||||
Check In Tools | Check In Tools | |||
Check Out Tools | Check Out Tools | |||
Update Tools | Update Existing Tools | |||
Add Tools | Add New Tools | |||
Check Out Tools for Other Users | Check Out Tools for Other Users | |||
Delete Tools | Delete Existing Tools | |||
Imports | ||||
Export Utilities | Export Utilities | |||
Access Imports | Access Imports | |||
Equipment | Equipment Maintenance | |||
Delete Equipment | Delete Existing Equipment | |||
Edit Equipment | Edit Existing Equipment | |||
Delete Service Reminder | Delete Service Reminder | |||
Mount Equipment | Mount Existing Equipment | |||
Service Equipment | Add Service Records/ Information | |||
Dismount Equipment | Dismount Mounted Equipment | |||
View Equipment | View Equipment (Read Only) | |||
Add Equipment | Add New Equipment | |||
Create Service Reminder | Create Service Reminder | |||
Custom Reports | ||||
View Custom Reports | View Existing Custom Reports (Read Only) | |||
Delete Custom Reports | Delete Existing Custom Reports | |||
Add Custom Reports | Add new Custome Reports | |||
Legacy Reports | ||||
View Legacy Reports | View Legacy Reports | |||
Fueling | ||||
Edit Tanks | Edit Existing Tanks | |||
Edit Pump Meter Readings | Edit Pump Meter Readings | |||
Delete Tanks | Delete Existing Tanks | |||
Add Fuel Transaction | Add New Fuel Transaction | |||
Receive Fuel Deliveries | Receive Fuel Deliveries | |||
Edit Stick Readings | Edit Stick Readings | |||
View Pumps | View Existing Pumps (Read Only) | |||
Edit Pumps | Edit Existing Pumps | |||
Add Pumps | Add New Pumps | |||
View Tanks | View Existing Tanks (Read Only) | |||
Add Tanks | Add New Tanks | |||
Delete Pumps | Delete Existing Pumps | |||
Workflows | ||||
Forms | ||||
Print Forms | Print Forms | |||
Edit Forms | Edit Existing Forms | |||
Delete Forms | Delete Existing Forms | |||
Create Form Kiosk | Create a Form Kiosk to Share | |||
Digital SignitureSignature | Digitaly Digitally Sign Forms | |||
View Forms | View Existing Forms (Read Only) | |||
Add Forms | Add New Forms |
Content Comparison
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Integrations