Job Creation Process Rights

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Summary

Creating jobs in Oneserve is a process that includes many moving parts. Sometimes, you may wish to restrict the extent to which a user type can specify the details of a job. For example, making the inclusion of a bespoke job reference mandatory.

User Type Rights

Note: Creating jobs requires the parent page access right QJOBC to allow users to access the job creation screen

Code Name Description Additional Details
QJCFTS Quick Job Full Text Search This right will allow the job creation screen to use the same technology behind the search pages to load sites and contacts within the create job screen. This right will improve the ordering of results if more than one record matches the criteria. Instead of using the ID to order results it will return the best fit first  
CJA Create Job for Any Supplier The right will be required to create a job against any supplier/team. The job supplier/team is a mandatory field for jobs which will be determined using the details in the following order if it has been configured Site preferred team, work type preferred team or it will fall back to alphabetically using the team name for the teams available for the job  
QJCNSL QJC - Add New Site Location The job creation screen will support the option to create a new site during the job creation process. This right will control the '+ Add New Site' link against the site/contact field  
QJCAD QJC Show Advanced Fields This right will grant visibility to the Usage Type, location ref and Site type fields. To change the values the user will need the following 3 rights  
QJCEUT QJC - Edit Usage Type Ability to change a usage type for a site or set the value whilst creating a new site  
QJCESLT QJC - Edit Site Location Type Ability to change a location type for a site or set the value whilst creating a new site  
QJCESLR QJC - Edit Site Location Ref Ability to change a site reference number for a site or set the value whilst creating a new site  
QJCESA QJC - Edit Site Address Ability to edit or set address lines. This will be required for users who need to create a new sites  
QJCECN QJC - Edit Contact Name The option to edit or populate the contact name fields Users will also need the "[MCO] - Modify Contacts" right to edit the contact details
MCO Modify Contacts This right will allow the contact details to be modified whilst creating a job This right will allow the contact numbers to be altered/added but the user will also need the "[QJCECN] - QJC - Edit Contact Name" right to change the name field
AJWC Add job without contact This right will allow the Not Required? option against the Contact section to be used. The job will be created without any contact details  
QJCREF QJC - Edit Your Ref Ability for the user to enter a value in the You Ref field for the create job screen  
QJC_REF_MANDATORY QJC - Make Ref Mandatory Users will be required to enter a value in the Your Ref field before it can be created, this will populate the Client Reference field on the Job If you would like to make the Ref field mandatory you will need to add the "[QJCREF] - QJC-Edit Your Ref" right for users to add a value to the field
QJCJO QJC and Job - Edit Owner Field The owner field on the create job page will default to the logged in user. This right will allow a user to change the owner value whilst they are creating the job and on the edit job details page once it has been created If this right has been assigned to a user type the owner dropdown will be filtered to users who have a user type with the "[AOQJC] - Available in Owner field on QJC'" right
AOQJC Available in Owner field on QJC The job creation screen will default to the logged in user if they have this right assigned. The owner can be changed to another user as long as their user type has this right  
MTD MTD-Modify Target Date Selecting a priority for a job will automatically set the target date. This right will allow the target date to be modified manually but you should check your workflows configuration because set one can recalculate the target date which will override a value entered by a user  
QJCLOCF Show Location/Asset field on QJC Sub locations and assets can be stored against sites, Activities can be assigned to a asset and location to help engineers identify where they need to perform the task (e.g. bedroom number/kitchen). Without this right the location and asset fields will be hidden from the view  
QJCJOC QJC - Edit Coding Field Allows the user to choose a code from the drop down menu  
QJC_CODING_MANDATORY QJC - Make Coding Mandatory The coding field is non mandatory by default but this right can force a user to select a value before they can create the job  
CRCJ Create Clone Job After completing the create job form this right will allow users to create the job and keep the form open with the same details to create a clone job. The option for clone job will also be available at the top of every job