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User Role Setup

You can use the Role Setup feature to set certain customization options for your user roles.

How to Define your Role Setup

  • Click on the Account Setup tab.
  • Click on the Role Setup link.
  • Select the User Role from the drop down list and click Submit to access the options for that role.
  • Click Save when you have made selections for that user role.

Administrator

  • Check the box to notify the Comptroller when a new Administrator is added.
  • Select the default work order form from the drop down box that all Administrators will use when entering work orders.

Supervisor I

  • Check the box to notify the Comptroller when a new Supervisor I is added.
  • Select the default work order form from the drop down box that all Supervisor I users will use when entering work orders.

Supervisor II

  • Check the box next to the Information & Analysis fields and reports that you would like to make available to your Supervisor II users. These links will show under the Information & Analysis section of their homepage.

Manager

  • Check the box next to the Information & Analysis fields and reports that you would like to make available to your Managers. These links will show under the Information & Analysis section of their homepage.

Technician

  • Check the box if you would like to display the requested completion date to technicians.
  • Check the box if you would like to allow technicians to enter requested completion dates on work orders.
  • Select the available Priority codes and the default Priority code for Technicians.
  • Important - Check the box if you would like to require your Technicians to enter their labor hours before they are able to mark the work order as complete or closed.
  • Important - Check the box set the default to "Will you perform this work?" to Yes.
  • Check the box to notify the Comptroller when a new Technician is added.
  • Under Budget Code Options, you can choose to make Budget codes visible, required, and select the codes available for Technicians to use.
  • Select the default work order form from the drop down box that all Technicians will use when entering work orders.

Requester

  • Check the box to notify the Comptroller when a Requester is added.

Clerk I

  • Check the box to notify the Comptroller when a new Clerk I is added.
  • Select the default work order form from the drop down box that all Clerk I users will use when entering work orders.

 

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