New work order status permission reports are available in the coming release of Calem R2024f planned for December 2024.
- Work Order status permission can be managed by groups (see this blog). For example, MaintenanceStaff group cannot change a work order to the statuses listed in the screenshot below.
- Service Request status permission can be managed the same way.
1. Work Order Status Permission Report by Profile
The first report is to show work order status permission by profile.
- Menu: Admin | Report | Profile and Module Access
- WO and SR status permissions are listed by profiles.
- The report can be exported to excel.
2. Work Order Status Permission Report by User
The second report is to show work order status permission by user.
- Menu: Admin | Report | User Profile and Module Access
- WO and SR status permissions are listed by user.
- One can search the report by user to show WO/SR status permissions.
- The report can be exported to excel.
Additional Resources
- Work Order Life-Cycle Diagrams
- Part I - Work Order Status Control
- Work Order Status Access Control
- Work Order Step Enforcement by Status
- Work Order Required Fields by Status
- Work Order Open Alert
- User Guide and Admin Guide (customer account required)
- Calem Enterprise Training Site
- Calem Enterprise Blogs
- Calem Enterprise demo