Yes = Has been configured manually
√ = Already configured
BLANK = No entries in test environment
| WORKDESK | |||
| ROLE | CHANNELS | QUERIES | QUICK LINKS |
| GLOBAL (ALL USERS) | Yes | – | – |
| SUPERVISORS | Yes | Yes | Yes |
| MANAGERS | Yes | ||
| DIRECTORS | Yes | ||
| OPERATIONS CENTER ADMIN | Yes | Yes | Yes |
| OPERATION CENTER MANAGEMENT | Yes | Yes | Yes |
| TECHNICIANS | Yes | ||
| FINANCE | |||
| ROLES & PRIVILEGES | |||
| N# | ROLE | ROLE CREATED | PRIVILEGES CONFIGURED |
| 1 | AD HOC DATA ENTRY | Yes | Loaded from Test/Validated |
| 2 | AIMCAD | Yes | Loaded from Test/Validated |
| 3 | ASSET MANAGER | Yes | Loaded from Test/Validated |
| 4 | CONTRACT TECHNICIAN | Yes | Loaded from Test/Validated |
| 5 | CUSTOMER | Yes | Loaded from Test/Validated |
| 6 | DEVELOPER | √ | Loaded from Test/Validated |
| 7 | DIRECTOR | Yes | Loaded from Test/Validated |
| 8 | FINANCE | Yes | Loaded from Test/Validated |
| 9 | HR SUPERVISOR | Yes | Loaded from Test/Validated |
| 10 | KEY APPROVER | √ | Loaded from Test/Validated |
| 11 | KEY CONTROL | √ | Loaded from Test/Validated |
| 12 | KEY MANANGER | √ | Loaded from Test/Validated |
| 13 | LOCKSMITH | √ | Loaded from Test |
| 14 | MANAGER | Yes | Loaded from Test/Validated |
| 15 | MATERIALS MANAGEMENT | Yes | Loaded from Test/Validated |
| 16 | OPERATIONS ADMIN | Yes | Loaded from Test/Validated |
| 17 | OPERATIONS CENTER MANAGEMENT | Yes | Loaded from Test/Validated |
| 18 | OPERATIONS DATA ENTRY | Yes | Loaded from Test/Validated |
| 19 | PROJECT MANAGER | Yes | Loaded from Test/Validated |
| 20 | READ ONLY | Yes | Loaded from Test/Validated |
| 21 | REPORTS ONLY | Yes | Loaded from Test/Validated |
| 22 | SPACE MANAGER | Yes | Loaded from Test/Validated |
| 23 | SPACE READ ONLY | Yes | Loaded from Test/Validated |
| 24 | SUPERVISOR | Yes | Loaded from Test/Validated |
| 25 | SYSADMIN | √ | Loaded from Test/Validated |
| 26 | SYSTEM SUPPORT | Yes | Loaded from Test/Validated |
| 27 | TECHNICIAN | Yes | Loaded from Test/Validated |
| HIDDEN LINKS | ||
| MODULE | HIDDEN LINKS | COMPLETE |
| Work Management | Quick Work Order | Yes (hidden by role) |
| Work Management | Shop Stock Approval | Yes (hidden by role) |
| Work Management | Shop Stock Adjustment | Yes (hidden by role) |
| Work Management | Limited Work Order | Yes (hidden by role) |
| Work Management | Job Priority | Yes (hidden by role) |
| Fix Asset Management | Yes (hidden by role) | |
| Inventory | Yes (hidden by role) | |
| Time and Attendance | Timecard Generator | Yes (hidden by role) |
| MODULE CONFIGURATION | ||
| MODULE | SETUP | COMPLETE |
| Work Management | Work Classification | Yes |
| Work Management | Work Code Group | (Not Using) |
| Work Management | Work Code | Yes |
| Work Management | Action Taken | Loaded from Test |
| Work Management | Work Order Status | Yes |
| Work Management | Phase Status | Yes |
| Work Management | Priority | Yes |
| Work Management | Job Priority | (Not Using) |
| Work Management | Problem Code | |
| Work Management | Request Method | Yes |
| Work Management | Purchase Request Status | Yes |
| Work Management | Stock Location | (Waiting shops be loaded) |
| Work Management | Stock Number | (Not Using) |
| Work Management | Unit Cost Rates | BLANK |
| Accounts Payable | Purchase Order Invoice Status | Yes |
| Accounts Payable | Service Contract Invoice Status | Yes |
| Asset Management | Master Asset Profile | Loaded via Loader (needs validation) |
| Asset Management | Asset Meter | Blank |
| Asset Management | Asset Package | Blank |
| Asset Management | Asset Type | Yes |
| Asset Management | Asset Group | Manual (just what is needed for load) |
| Asset Management | Asset Status | Yes |
| Asset Management | Failure Code | |
| Asset Management | Manufacturer | Loaded via Loader |
| Asset Management | Standard | Yes |
| Asset Management | Classification | Manual (just what is needed for load) |
| Asset Management | Unit of Measure | Loaded from Prod |
| Contract Administration | Specialty | BLANK |
| Contract Administration | MBE/WBE | BLANK |
| Contract Administration | 1099 Code | BLANK |
| Contract Administration | Rating | BLANK |
| Contract Administration | Contractor Address Reason | BLANK |
| Contract Administration | Terms | BLANK |
| Contract Administration | Change Order Reason | BLANK |
| Contract Administration | Service Contract Type | √ |
| Contract Administration | Service Contract Status | √ |
| Contract Administration | Service Contract Change Order Status | √ |
| Customer Service | Customer Request Status | Yes |
| Finance | Subcode | Loaded via Loader |
| Finance | Account Administrator | |
| Finance | Work Order Billing Setup | Yes |
| Finance | Invoice Group | √ |
| Finance | External Charges Import | BLANK |
| Finance | External Charges Import Error | |
| Finance | Load Bank Card Transactions | BLANK |
| Human Resources | Institution | Yes |
| Human Resources | Department | Yes |
| Human Resources | Job Family | BLANK |
| Human Resources | Job Class | BLANK |
| Human Resources | Position Control Number | BLANK |
| Human Resources | Payroll Class | BLANK |
| Human Resources | Payroll Status | BLANK |
| Human Resources | Pay Basis | BLANK |
| Human Resources | Citizenship | BLANK |
| Human Resources | Education Level | BLANK |
| Human Resources | Emergency Relationship | BLANK |
| Human Resources | Ethinicity | BLANK |
| Human Resources | Exit Reason | BLANK |
| Human Resources | Hire Code | BLANK |
| Human Resources | School | BLANK |
| Human Resources | Major | BLANK |
| Human Resources | Salary Grade | BLANK |
| Human Resources | Impairment | BLANK |
| Human Resources | Overtime Rotation Definition | BLANK |
| Human Resources | Training Course | |
| Human Resources | Trade Definition | Yes |
| Human Resources | Contact Group | BLANK |
| Human Resources | Contact Type | BLANK |
| Human Resources | Training Course Language | BLANK |
| IQ | … | |
| Key & Access Control | … | |
| Preventive Management | PM Template | |
| Preventive Management | PM Standards | Loaded via Loader |
| Preventive Management | PM Schedule Date Generator | |
| Preventive Management | Frequency | |
| Preventive Management | PM Route | |
| Project Management | Project Type | √ |
| Project Management | Project Status | √ |
| Project Management | Planned Work Order Status | Yes |
| Property | Region | √ |
| Property | Property Status | √ |
| Property | Property Type | TBD (phase 2) |
| Property | Property Class | TBD (phase 2) |
| Property | Location Status | TBD (phase 2) |
| Property | Location Type | √ |
| Property | Usage | √ |
| Property | Zone Type | √ *added Circuit Zones |
| Property | Property Profile | Loaded from Loader
(needs validation) |
| Property | Location Profile | Loaded from Loader (needs validation) |
| Property | Property Zones for FOBS | Loaded from Loader *added Circuit Zones |
| Purchasing | Purchase Order Type | Yes |
| Purchasing | Purchase Order Status | Yes |
| Purchasing | Bank | BLANK |
| Purchasing | Blanket Purchase Order Status | Yes |
| Purchasing | Shipment Type | BLANK |
| Purchasing | Rejection Reason | BLANK |
| Purchasing | Expediting Actions | BLANK |
| Purchasing | External Reference Code | BLANK |
| Purchasing | Blanket Purchase Order Type | √ |
| Purchasing | Purchase Card Status | Yes |
| Purchasing | Purchase Receive Status | Yes |
| Purchasing | Spot Purchase Status | BLANK |
| Space Management | … | |
| Time and Attendance | Time Type | √ |
| Time and Attendance | Labor Class | √ |
| Time and Attendance | Shift Code | BLANK |
| Time and Attendance | Leave Class | √ |
| Time and Attendance | Leave Code | √ |
| Time and Attendance | Holiday | BLANK |
| Time and Attendance | Attendance Adjustment Reason | BLANK |
| System Administration | Role | See table above |
| System Administration | User Security | Yes |
| System Administration | Action Code | TBD |
| System Administration | Authentication | √ |
| System Administration | Barcode Setup | √ |
| System Administration | Content Store | √ |
| System Administration | Currency Code | √ |
| System Administration | Document Type | √ |
| System Administration | Email Configuration | √ |
| System Administration | External URL | |
| System Administration | GIS Setup | |
| System Administration | Label Utility | √ |
| System Administration | License Manager | √ |
| System Administration | Mime Type Setup | √ |
| System Administration | Note Type | Yes |
| System Administration | Survey Definition | TBD |
| System Administration | Survey Type | TBD |
| System Administration | Transaction Numbers | √ |
| System Administration | User Defined Manager | √ |