Access Areas

Definition of Permission

Admin

Groups

User Group Maintenance

Edit Groups

Edit Existing Custom User Groups

Delete Groups

Delete Custom User Groups

Access Groups

Access User Groups (Read Only)

Add Groups

Add New Custom User Groups

Users

User Maintenance

Add Users

Add New Users

Delete Users

Delete Existing Users

Access Users

Access Users (Read Only)

Manage Licensing

Managing User Licenses

Edit Users

Edit Existing Users

Access Reset Password Options

Access User Password Reset Options

Data Grid Presets

This permission set will be removed-it currently does not have anything tied to it.

Remove Data Grid Presets

N/A

Add Data Grid Presets

N/A

View Data Grid Presets

N/A

Edit Data Grid Presets

N/A

Notification Subscription

Other User Notification Subscription Maintenance (Other Users in the RTA Software)

Edit Notification Subscription

Edit Notification Subscription for other Users

Delete Notification Subscription

Delete Notification Subscription for other Users

Access Notification Subscription

Access Notification Subscription for other Users

Add Notification Subscription

Add Notification Subscription for other Users

User Notification Subscription

User Notification Subscription (Your User Notifications)

Edit User Notification Subscription

Edit Your User Notification Subscription

Access User Notification Subscription

Access Your User Notification Subscription

Delete User Notification Subscription

Delete Your User Notification Subscription

Add User Notification Subscription

Add Your User Notification Subscription

Integration

Intergration Maintenance (GPS, DVIR, Other Software solutions)

Add Integrations

Add or Set up Integrations

Delete Integrations

Delete Existing Integrations

Access Integrations

View Integrations (Read Only)

Edit Integrations

Edit Existing Integrations

Report Writer

Create and Edit Reports

Create Standard Reports

Create Standard Reports

Created Advanced Reports

Create Advanced Reports

Create Express Reports

Create Express Reports

Access Adhoc Report Writer

View Reports (Read Only)

Fleet Success

Fleet Success Scorecard Maintenance

FSS View Summary Charts

View Summary Charts

FSS View Tabular Charts

View Tabular Charts

FSS Edit Settings

Edit Settings

Manage Navigation Items

Custom Navigation Page Maintenance

Manage Navigation Menu Items

Manage Navigation Menu Items

Fleet Wiki

Add Custom Page

Add a New Custom Page

Edit Custom Page

Edit Custom Page

Delete Custom Page

Delete Custom Page

Data Imports

Data Import Maintenance

Access Import/ Export Utilities

Access Import/ Export Utilities

Global Settings

Edit Facility System Switches

Edit Facility Specific System Switches

Edit System Switches

Edit Global System Switches (System Switches affect entire Orgaization)

Dashboards

Access Dashboards

Access/ View Dashboards

Master/Setup

Facilities/ Regions

Facility Maintenance

Add Regions

Add New Regions

Edit Regions

Edit Existing Regions

Edit Kiosks

Edit Existing Kiosks

Access Facility Information

Access Existing Facility Files (Read Only)

Access Regions

Access Existing Regions (Read Only)

Delete Regions

Delete Existing Regions

Start Kiosk Mode

Start Kiosk Mode

Edit Facilities

Edit Existing Facility Files

Delete Facilities

Delete Existing Facility Files

Add Facilities

Add New Facility Files

Vendors

Vendor File Maintenance

Delete Vendors

Delete Existing Vendor Files

Add Vendors

Add New Vendors

Access Vendor Information

Access Existing Vendor Files (Read Only)

Edit Vendors

Edit Existing Vendor Files

Warranties

Warranty Maintenance

Edit Warranties

Edit Existing Warranties

Add Warranties

Add New Warranties

Delete Warranties

Delete Existing Warranties

View Warranties

View Existing Warranties (Read Only)

Class Codes

Class Code File Maintenance

Access Class Code Information

Access Existing Class Code File Information (Read Only)

Delete Class

Delete Existing Class Code Files

Create Class

Create a New Class Code File

Edit Class

Edit Existing Class Code Files

Configurations

Manage Configurations

This grants permissions to Status Codes (Asset and Work Order) System Codes and Updating Company Configurations. *These permissions will be placed into their respective sections in a future release*

Work Order VMRS

Work Order VMRS File Maintenance

Edit Work Order VMRS

Edit Existing Work Order VMRS Code Files

Delete Work Order VMRS

Delete Existing Work Order VMRS Code Files

Access Work Order VMRS Information

Access Existing Work Order VMRS Code Files (Read Only)

Add Work Order VMRS

Add New Work Order VMRS Code Files

Customer

Customer File Maintenance

Edit Customer

Edit Existing Customer Files

Delete Customer

Delete Existing Customer Files

Access Customer Information

Access Existing Customer Files (Read Only)

Create Customer

Create a New Customer File

Part VMRS

Part VMRS Code File Maintenance

Update Part VMRS

Update Existing Part VMRS Code Files

Access Part VMRS Information

Access Part VMRS Code Files (Read Only)

Delete Part VMRS

Delete Existing Part VMRS Code Files

Add Part VMRS

Add a New Part VMRS Code Files

EFI

Electronic Fuel Integration Maintenance

Edit EFI

Edit Existing EFI

View EFI

View Existing EFI (Read Only)

PM

Preventive Maintenance

Access PM

Access Existing PM Schedules (Read Only)

Delete PM

Delete Existing PM Schedules

Edit PM

Edit Existing PM Schedules

Create PM

Create a New PM Schedule

Accident Forms

Accident Form Maintenance

View Accident Forms

View Existing Accident Forms (Read Only)

Remove Accident Forms

Remove Existing Accident Forms

Edit Accident Forms

Edit Existing Accident Forms

Add Accident Forms

Add New Accident Forms

Reservation

Motor Pool Reservation Maintenance

Add Reservation

Add a New Motor Pool Reservation

Edit Reservation

Edit an existing a Motor Pool Reservation

Remove Reservation

Remove an Existing Motor Pool Reservation

View Reservation

View an Existing Motor Pool Reservation

Barcode Printer

Barcode Printer Maintenance

Add Barcode Printer

Add a Barcode Printer

Add Barcode Printer

Add a Barcode Printer

Add Barcode Printer

Add a Barcode Printer

Add Barcode Printer

Add a Barcode Printer

Parts

Parts Management

Part File Maintenance

Add Parts

Add a New Part File

Adjust Req Quanity

Edit Requisition Quanity

Run Create Req Quanity

Create New Requisition

Delete Requisition

Delete Requisition

Access Parts

Access Part Files (Read Only)

Delete Parts

Delete Existing Part Files

Update Parts

Update Existing Part Files

Inventory

Part Inventory Maintenance

Add Part Qty

Add Part Qty to Inventory

Access Part Tag Options

Access Part Tag Options (Read Only)

Edit Part Qty

Edit Part QTY in Inventory

Edit Alt Part #

Edit Alternate Part Numbers

Edit Price Parts

Edit Existing Part Pricing

Fuel Management

Fuel Entry Maintenance

Enter Fuel Transactions

Enter New Fuel Transactions

Access Fuel Entry

Access Fuel Entry (Read Only)

Fuel Type Management

Fuel Type Maintenance

Delete Fuel Types

Delete Existing Fuel Types

Add Fuel Types

Add New Fuel Types

Edit Fuel Types

Edit Existing Fuel Types

Centralized Parts

Centralized Parts Maintenance

Add parts to main facility

Add New Parts to the Main Part Facility

Parts System Codes

View Parts System Codes

View Parts System Codes (Read Only)

Delete Parts System Codes

Delete Existing Parts System Codes

Edit Parts System Codes

Edit Exisiting Parts System Codes

Create Parts System Codes

Create New Parts System Codes

Part Account Codes

Edit Part Account Codes

Edit Existing Part Account Codes

Delete Part Account Codes

Delete Existing Part Account Codes

Add Part Account Codes

Add Part Account Codes

Parts Requests

Part Request Maintenance

Delete Part Requests

Delete Existing Part Requests

Edit Part Requests

Edit Existing Part Requests

View Part Requests

View Existing Part Request (Read Only)

Work Orders

Work Order Management

Work Order Maintenance

Access Work Orders

Access Existing Work Orders (Read Only)

Post Quick Repair

Create a Quick Repair Work Order

Edit Work Orders

Edit Existing Work Orders

Create Work Orders

Create New Work Orders

Delete Work Order Lines

Delete Existing Work Order Lines

Edit Work Order Notes

Edit Existing Work Order Notes

Edit Closed Work Order Lines

Edit Closed Work Order Lines

Add Quick Repair

Add New Quick Repair to the List

Reopen Closed Work Order Lines

Reopen Closed Work Order Lines

Delete Work Orders

Delete Existing Work Orders

Reopen Closed Work Orders

Reopen Closed Work Orders

Edit Work Order Meter

Edit Work Order Meter (Update mileage, Hours, Ect.)

Add Work Order Lines

Add New Work Order Lines

View Quick Repair

View the Quick Repair List

Change Vehicle Facility

Change the Vehicle (Asset) Facility

Close Work Order Lines

Close Work Order Lines

Create Paperless Shop Kiosks

Create New Paperless Kiosks

Delete Quick Repair

Delete Quick Repairs from the List

Print Work Order Inspections

Print Work Order Inspections

Plan Work Order Lines

Plan (Reschedule) Work Order Lines

Close Work Orders

Close Work Orders When All Lines are Closed

Work Order Audit Management

Work Order Audit Maintenance

Access Audit Work Order Info

Access Work Order Audit Information (Read Only)

Edit Audit Purchase Order Number

Edit the Purchase Order Number on the Information Tab of the Work Order

Work Order Posting

Post Parts

Post Parts to Work Order

Post Miscellaneous

Post Micellaneous Charges to Work Order

Post Outside Tires

Post Outside Tires to Work Order

Post Labor

Post Labor to Work Order

Post Outside Parts

Post Outside Parts to Work Order

Reverse Work Order Posting

Reverse Work Order Postings

Post Non-File Parts

Post Non-file/ Non-Inventory Parts to Work Order

Post Outside Labor

Post Outside Labor to Work Order

Post Warranty Credits

Post Warranty Credits to Work Order

Edit Estimated Hours

Edit Estimate Hours on Work Order

Post Tires

Post Tires to Work Order

Templates

Access Template Work Orders

Access Existing Work Order Templates

Driver Reports

Edit Driver Reports

Edit Existing Driver Reports

Add Driver Reports

Add New Driver Reports

Access Driver Reports

Access Existing Driver Reports (Read Only)

Delete Driver Reports

Delete Existing Driver Reports

Maintenance System Codes

Delete Maintenance System Codes

Delete Exisiting Maintenance System Codes

View Maintenance System Codes

View Maintenance System Codes (Read Only)

Edit Maintenance System Codes

Edit Existing Maintenance System Codes

Create Maintenance System Codes

Create New Maintenance System Codes

Job Account Codes

Delete Job Account Codes

Delete Existing Job Account Codes

Edit Job Account Codes

Edit Existing Job Account Codes

Add Job Account Codes

Add New Job Account Codes

Work Order Estimates

Add Work Order Estimates

Add New Work Order Estimates

Approve Work Order Estimates

Approve Work Order Estimates

Edit Work Order Estimates

Edit Existing Work Order Estimates

Convert Work Order Estimates to Work Orders

Convert Work Order Estimates to Work Orders

Access Work Order Estimates

Access Existing Work Order Estimates (Read Only)

Campaigns

Add Campaigns

Add New Campaigns

Delete Campaigns

Delete Existing Campaigns

Access Campaigns

Access Existing Campaigns (Read Only)

Edit Campaigns

Edit Existing Campaigns

Shop

Shop Management

Perform Inspections

Complete Paperless Inspections

Access Shop

Access Shop

End Technician Shift

End Technician Shift

Access Tool Checkout

Access Tool Checkout (Read Only)

Access Shop Management Features

Access Shop Management Features (Read Only)

Create Inspection Template

Create New Inspection Templates

View Assign Jobs

View Assign Jobs (Read Only)

Edit Assign Jobs

Edit Assign Jobs

Allow Employee Time Override in Shop

Allow Employee Time Override in Shop

Edit Technician Inspections

Edit Existing Technician Inspections

Access Technician Inspections

Access Existing Technician Inspections (Read Only)

Scheduler View

Edit Scheduler View

Edit Shop Scheduler View

Vehicles (Assets)

Create Assets

Create New Asset Files

View Assets

View Existing Asset Files (Read Only)

Update Assets

Update Existing Asset Files

Delete Assets

Delete Existing Asset Files

Allow Meter Override

Allow Meter Override

Update Asset Meters

Update Asset Meters

Edit Alt Meter in Asset File

Edit Alt Meter in Asset File

Update Asset Status

Update Asset Status

Asset Custom Fields

View Asset Custom Fields

View Asset Custom Fields (Read Only)

Access Department Information

Access Department Information (Read Only)

Delete Asset Custom Fields

Delete Existing Asset Custom Fields

Edit Department

Edit Existing Department Files

Edit Asset Custom Fields

Edit Existing Asset Custom Fields

Delete Department

Delete Existing Department

Add Asset Custom Fields

Add New Asset Custom Fields

Create Department

Create a New Department File

Mechanic Vehicle Inspections

Delete Inspection from Work Order Line

Delete Inspection from Work Order Line

Purchasing

Purchase Orders

Access POs

Access Purchase Orders (Read Only)

Allow Reverse PO Receipts

Allow Reverse PO Receipts

Add Purchase Orders

Add New Purchase Orders

Delete Purchase Orders

Delete Existing Purchase Orders

Receive Parts

Receive Parts

Update Account Number

Update Account Number on Purchase Order

Edit Purchase Orders

Edit Existing Purchase Orders

Receive Quick Purchase Orders

Receive Quick Purchase Orders

Order Non-file Parts

Order Non-file/ Non-Inventory Parts

Accidents

View Accidents

View Existing Accidents (Read Only)

Remove Accidents

Remove Existing Accidents

Edit Accidents

Edit Existing Accidents

Add Accidents

Add New Accidents

Motor Pool

Manage Reservation Rates

Manage Reservation Rates

Service Requests

Create WO from Service Request

Create WO from Service Request

Close Service Requests

Close Service Requests

Schedule Service Requests

Schedule New Service Requests

Access Service Requests

Access Existing Service Requests

Flat Rates

Delete Flat Rates

Delete Existing Flat Rates

Access Flat Rates

Access Existing Flat Rates (Read Only)

Create Flat Rates

Create New Flat Rates

Edit Flat Rates

Edit Existing Flat Rates

Tires/Brakes

Edit Brake/ Tire Inspection Set Up

Edit Existing Brake/ Tire Inspection Settings

Axle Set Up

Create a New Axle Set Up

Submit Tire Inspections

Submit Tire Inspections

Submit Brake Inspections

Submit Brake Inspections

Brake Set Up

Create a New Brake Set Up

Asset System Codes

Create Asset System Codes

Create New Asset System Codes

Delete Asset System Codes

Delete Existing Asset System Codes

View Asset System Codes

View Asset System Codes (Read Only)

Edit Asset System Codes

Edit Existing Asset System Codes

Shift

View Shift

View Technician Shift

Manage Shift

Manage Technician Shift

Tools

Check In Tools

Check In Tools

Check Out Tools

Check Out Tools

Update Tools

Update Existing Tools

Add Tools

Add New Tools

Check Out Tools for Other Users

Check Out Tools for Other Users

Delete Tools

Delete Existing Tools

Imports

Export Utilities

Export Utilities

Access Imports

Access Imports

Equipment

Equipment Maintenance

Delete Equipment

Delete Existing Equipment

Edit Equipment

Edit Existing Equipment

Delete Service Reminder

Delete Service Reminder

Mount Equipment

Mount Existing Equipment

Service Equipment

Add Service Records/ Information

Dismount Equipment

Dismount Mounted Equipment

View Equipment

View Equipment (Read Only)

Add Equipment

Add New Equipment

Create Service Reminder

Create Service Reminder

Custom Reports

View Custom Reports

View Existing Custom Reports (Read Only)

Delete Custom Reports

Delete Existing Custom Reports

Add Custom Reports

Add new Custome Reports

Legacy Reports

View Legacy Reports

View Legacy Reports

Fueling

Edit Tanks

Edit Existing Tanks

Edit Pump Meter Readings

Edit Pump Meter Readings

Delete Tanks

Delete Existing Tanks

Add Fuel Transaction

Add New Fuel Transaction

Receive Fuel Deliveries

Receive Fuel Deliveries

Edit Stick Readings

Edit Stick Readings

View Pumps

View Existing Pumps (Read Only)

Edit Pumps

Edit Existing Pumps

Add Pumps

Add New Pumps

View Tanks

View Existing Tanks (Read Only)

Add Tanks

Add New Tanks

Delete Pumps

Delete Existing Pumps

Workflows

Forms

Print Forms

Print Forms

Edit Forms

Edit Existing Forms

Delete Forms

Delete Existing Forms

Create Form Kiosk

Create a Form Kiosk to Share

Digital Signiture

Digitaly Sign Forms

View Forms

View Existing Forms (Read Only)

Add Forms

Add New Forms