Manage Roles:


MLWorkOrders™ Software Creating a New User Account & Managing Roles from MasterLibrary.Com, LLC on Vimeo.


1. Select Settings > Setup Items > Manage Roles


The Manage Roles page will be displayed. 




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 a inventory request
  • Can be Assigned WOs – Can be assigned work orders to perform work
  • 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
  • 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. Select the Save button and repeat steps 1-3 for any new Roles




Manage Users:


1. Select Settings > Setup Items > Manage Users


The Manage My Users page will be displayed. 




2. Select the Add Icon (New Organization) to add a new User.

            


3. Enter the User's Organization, First Name, Last Name, Phone Number, and Email Address. A labor rate can be added for those users that will be entering labor hours on the work orders. A default Building and Space for submitting work order requests can also be added.




4. To add a Role to the user, select the Add Icon (New Organization) in the Roles section to add a new role.





5. Select the Role, Building, and Work Order type then select the Save Role Button to add the role. 





  


Repeat step 4-5 for any additional roles you would like to grant the user.




6. To grant the user Administrative Permissions, check off the necessary check boxes for: 


  • Approve on Behalf of Others
  • Manage Site Settings
  • Manage User and Permission



7. Select the Save button and repeat steps 1-5 for any new users.