Work Order permissions
Overview
Permissions control which Work Order actions and screens a user can see and use — for example, whether they can create a Work Order, close a job, edit a posted cost, or reverse a transaction. An administrator assigns permissions to a user by assigning the user a role that includes those permissions (link pending). Use this reference to look up what a specific permission controls; it does not describe how to set up roles or assign them.
Reference content
Work Order access and lifecycle
Permission | What it gates | Notes |
|---|---|---|
View Work Orders | View the Work Order search screen and open a Work Order's detail screen. | Required to see a Work Order at all; without it, Work Order navigation and detail routes are blocked. |
Add Work Orders | Create a new Work Order. | Gates the Create Work Order screen. |
Edit Work Orders | Edit a Work Order's header, summary, PO information, accounting codes, audit information, and asset header fields. | The single broadest edit permission on the Work Order itself, checked across most of the Work Order's expansion panels. |
Close Work Orders | Close a Work Order once its jobs are complete. | Checked in both the legacy and redesigned Work Order screens. |
Reopen Work Orders | Reopen a closed Work Order. | Checked in both the legacy and redesigned Work Order screens. |
Manage Work Orders | Perform job-card actions from Shop Activity and edit the assigned-technician list on a job. | Broader "manage" scope used in Shop Activity views rather than the Work Order detail screen itself. |
Delete Work Orders | Not observed gating any screen or action in the client. | Enum value exists; no UI usage found. Confirm with engineering whether this is enforced server-side only. |
Jobs (work order lines)
Permission | What it gates | Notes |
|---|---|---|
Add Jobs | Add a job to a Work Order. | Also gates the job/line-detail routes alongside View Work Orders. |
Close Jobs | Close an individual job. | Checked wherever a job's Close action appears (job templates, job cards, header panel, line-actions mixin). |
Reopen Jobs | Reopen a closed job so another transaction can be posted to it. | The most frequently checked permission in the module — every posting panel (Labor, Parts, Tires, Misc, Warranty, Outside) needs it to reopen a closed job before posting again. |
Void Jobs | Void a job. | Distinct from closing — voids the job rather than completing it. |
Defer Jobs | Defer a job. | Checked in the job transactions body and job-detail panels. |
Restore Jobs | Not observed gating any screen or action in the client. | Enum value exists; no UI usage found. |
Edit Closed Jobs | Edit notes or attachments on a job that is already closed. | Checked in attachment components and the notes template. |
Close Jobs With Open PO Link | Not observed gating any screen or action in the client. | Enum value exists; no UI usage found. Name suggests it relates to closing a job that still has an open purchase-order link, but this is inferred from the constant name, not confirmed. |
Edit Job Notes | Edit a job's free-text notes. | Distinct from Edit Closed Jobs, which covers notes/attachments specifically on a closed job. |
Edit Estimated Hours | Edit the estimated-hours field on the technician list for a job. |
Postings and transactions
Permission | What it gates | Notes |
|---|---|---|
Post: Labor | Post a Labor transaction to a job. | Also gates the Labor tab appearing in Add Posting. |
Post: Parts | Post a Parts transaction to a job. | Also used by Part Requests when posting a requested part to a job. |
Post: Tires | Post a Tires transaction to a job. | Only relevant where Tire Posting is enabled for the tenant — see Posting types. |
Post: Miscellaneous | Post a Miscellaneous transaction to a job. | |
Post: Non-inventory Parts | Post a part that isn't tracked in parts inventory. | Checked within the Parts posting panel, separately from the base Post: Parts permission. |
Post: Warranty Credits | Post a Warranty transaction (parts, labor, or tires sub-type). | Named "Warranty Credits" in the enum; gates the Warranty posting tab. |
Post: Outside Labor | Post an Outside (sublet) Labor transaction. | Only relevant on jobs marked Outside Work. |
Post: Outside Parts | Post an Outside (sublet) Parts transaction. | Only relevant on jobs marked Outside Work. |
Post: Outside Tires | Post an Outside (sublet) Tires transaction. | Only relevant on jobs marked Outside Work. |
Post: Edit Labor Cost | Override the cost value on a Labor posting. | Distinct from posting Labor itself. |
Post: Edit Parts Cost | Override the cost value on a Parts posting. | Distinct from posting Parts itself. |
Post: Edit Tire Cost | Override the cost value on a Tires posting. | Distinct from posting Tires itself. |
Post: Free-form Labor Price | Enter a free-form labor price instead of using the standard labor rate. | Checked alongside Post: Edit Labor Cost in the Labor posting panel. |
Post: Reverse | Reverse a previously posted transaction. | Only available while the job/line is Open or Partial; see Transaction types for how a reversal is recorded. |
Work Order detail and asset fields
Permission | What it gates | Notes |
|---|---|---|
Edit Meter | Update an asset's meter reading from a Work Order. | Checked in both meter-update drawers and the job-end and asset-details panels. |
Change Asset Facility | Not observed gating any screen or action in the client. | Enum value exists ( |
View Audit Info | Not observed gating any screen or action in the client. | Enum value exists; no UI usage found. The Work Order's Audit expansion panel gates its edit affordance with Edit Work Orders, not this permission. |
Edit Audit PO Number | Edit the PO Number field within a Work Order's audit information. | More specific than the general Edit Work Orders permission. |
Work Order templates
Permission | What it gates | Notes |
|---|---|---|
Edit Work Order Templates | Edit a Work Order template, including its line notes. | Gates the Work Order Templates screen and its line-note fields. |
Quick Repair
Permission | What it gates | Notes |
|---|---|---|
View Quick Repair | View Quick Repair settings and use the Quick Repair option from Paperless Shop. | Gates several Quick Repair settings routes as well as the Paperless Shop banner control. |
Add Quick Repair | Add a new Quick Repair configuration. | Settings-screen permission. |
Delete Quick Repair | Delete a Quick Repair configuration. | Settings-screen permission; also referenced for sublet Quick Repair settings. |
Post Quick Repair | Post a Quick Repair from Paperless Shop. | Checked alongside View Quick Repair on the Paperless Shop banner action. |
Print Work Order Inspections | Not observed gating any screen or action in the client. | Enum value exists; no UI usage found. |
Work Order Estimates
Permission | What it gates | Notes |
|---|---|---|
View Estimates | View an estimate Work Order and its lines. | Also appears in navigation-menu visibility logic. |
Add Estimates | Create an estimate Work Order or add a line to one. | |
Edit Estimates | Edit an estimate Work Order's lines. | Also used by the Maintenance Settings and status-setup admin screens for estimate-related configuration. |
Approve Estimates | Approve a pending estimate Work Order. | Checked in the Work Order header panel's approval controls. |
Convert Estimates | Convert an approved estimate into a regular Work Order. |
Related module permissions (share the Work Order permission namespace)
These permission names begin with the Work Order prefix in the codebase but gate screens in the Recalls/Campaigns module and VMRS code administration — both are outside the Work Orders module proper. Included for completeness since a customer searching by permission name would find them here; flagged in open questions as a possible domain-boundary issue for IA review.
Permission | What it gates | Notes |
|---|---|---|
View Campaigns | View the Campaigns/Recalls screen. | Recalls/Campaigns domain, not Work Orders. |
Add Campaigns | Add a campaign or add an asset to a campaign. | Recalls/Campaigns domain. |
Edit Campaigns | Edit a campaign. | Recalls/Campaigns domain. |
Delete Campaigns | Remove an asset from a campaign. | Recalls/Campaigns domain. |
View VMRS Codes | View VMRS code administration screens. | Administration domain; VMRS codes are referenced from the Job VMRS field — see Job fields. |
Add VMRS Codes | Add a new VMRS code. | Administration domain. |
Edit VMRS Codes | Edit an existing VMRS code. | Administration domain. |
Delete VMRS Codes | Delete a VMRS code. | Enum value exists ( |
Related tasks
Create a Work Order — requires Add Work Orders.
Close or reopen a Work Order — requires Close Work Orders or Reopen Work Orders.
Add a job — requires Add Jobs.
Close or reopen a job — requires Close Jobs, or Reopen Jobs when posting to an already-closed job.
Post labor to a job — requires Post: Labor.
Post parts to a job — requires Post: Parts (and Post: Non-inventory Parts for non-file parts).
Post tires to a job — requires Post: Tires.
Post miscellaneous charges to a job — requires Post: Miscellaneous.
Reverse a transaction — requires Post: Reverse.
Update the work order meter — requires Edit Meter.
Update job notes — requires Edit Job Notes (or Edit Closed Jobs if the job is closed).
Use work order templates — requires Edit Work Order Templates to make changes.
Request estimate work order approval — requires Add Estimates or Edit Estimates; approval itself requires Approve Estimates.
Convert an approved estimate to a work order — requires Convert Estimates.
See also
Administration domain — assigning permissions to a role (link pending)