ML Work Orders™ uses a series of Roles which contain specific Permissions to determine what aspects of the system a user can access and what they can do.  Each district can create custom names of the roles which they want to use and assign the appropriate permissions. 

For example: The Role of "Teacher" should be given Permission to submit a work order, but not assign that work order to facilities staff, etc.

To set this up while logged in as an Admin in ML Work Orders™:

1. Select Users >  Manage Roles.

2. To add a new Role, click the Add Icon () or to edit an existing Role, select the Edit icon()

The Manage Role page will be displayed.

3. Give the Role a name and assign the necessary Permissions.

  • Can Assign WO To: Select the roles that the user is able to assign work orders to. If they can assign work orders to any role then select the "Select All" button.
  • Add Inventory to WOs: Gives the User the ability to add inventory items to work orders
  • Approve Inventory Requests on Behalf of Others - User can approve Inventory Requests pending somebody else.
  • Approve WOs – Can approve work order requests
  • Assign WOs to Others – Can assign work orders to other users
  • Associate WOs with Project - Can assign a Work Order to a Project
  • Can be Assigned Inventory Requests - User can be assigned to complete an inventory request
  • Can be Assigned WOs – Can be assigned work orders to perform work
  • Cancel WOs - User can Cancel a WO
  • Close WOs – Can officially close out work orders
  • Complete Inventory Requests on Behalf of Others User can complete inventory requests that are assigned to other users
  • Complete WOs on Behalf of Others – Can complete work orders that are assigned to other users
  • Edit WOs – Can edit work order information
  • Enter Asset on WOs – Can link assets (Equipment) to work orders
  • Enter Budget Code on WOs – Can enter budget code information on work orders
  • Enter Labor on WOs – Can enter labor hours on work orders
  • Enter Purpose on WOs – Can enter a purpose for work orders
  • Manage Assets – Can add/edit assets within the system
  • Manage Inventory: Gives User the ability to Add, Edit, or Adjust inventory items
  • Manage PMs – Can add/edit PMs within the system
  • Manage Project's - Can manage projects within the system
  • Reroute WO - User has the ability to reroute a Work Order. If the WO is approved it will be moved back to Pending with the new last step
  • Request Inventory - Can request inventory items
  • Submit Work Order - Can submit work orders
  • View All WOs – Can view all work orders at a specific building
  • View Assets – Can view all assets within a specific building
  • View Inventory: Gives the User the ability to view inventory items, but does not allow them to edit these items.
  • View Inventory Requests - User can access the Inventory Requests listings
  • View Labor Report – Can access the work order labor report
  • View PMs – Can view all PMs within a specific building
  • View WO Report – Can access the Work Order Report

4. Repeat Steps 1 - 3 for any other Roles you would like to set up.

NOTE: A user must log out and back in for any new role assignment to take effect.