Inventory & Maintenance Profiles (Back-Office)
Overview
Configure inventory and maintenance profiles to access and edit configuration pages such as Inventory/Maintenance Requirements and Apparatuses in the Admin Back-Office, and Apparatus Details and Item Details in the Web App.
Configuring Inventory and Maintenance Profiles
This procedure explains how to set up Inventory and Maintenance Profiles. See the Inventory and Maintenance Permission Key below for details on each permission.
In the Admin Back-Office, navigate to User Profiles (Management > Staff Settings > User Profiles).
Double-click the desired profile.
In the Profile Permissions window, go to Inventory.
Select a user profile from the Inventory and Maintenance Profile dropdown.
Double-click the desired user profile or click the pencil icon.
In the Inventory - Edit Profile pop-up, select permissions according to the key below. When done, click Exit.
Inventory and Maintenance Permissions Key
This section explains the Inventory and Maintenance Profile permissions.
Note:
Permissions designated as Web App apply to the Apparatus Details section within the Inventory and Maintenance tabs (unless specified otherwise), as explained in detail in the following section.
The Request Management permissions section relates to features scheduled for future release. These permissions are not currently active in the system.
Permission | Designation | Description |
|---|---|---|
Apparatus > Edit Inventory & Maintenance Settings | Web App | This permission lets you add, delete, and modify checks in the Maintenance Check Requirements and Inventory Check Requirements sections. |
Apparatus > Edit Details And Specifications | Web App | This permission allows you to edit the Technical Details section. |
Apparatus > Edit In Service/OOS Fields | Web App | This permission lets you edit the Unit Status field in Apparatus Details and the Status field in inventory/maintenance check headers. |
Apparatus > Edit Apparatus Notes | Web App | This permission allows you to edit the Vehicle/Warehouse Notes field. |
Apparatus > Add Apparatus | Admin Back-Office | This permission allows you to add new apparatuses to the Apparatuses page (Management > Department Settings > Apparatuses). |
Apparatus > Delete Apparatus | Admin Back-Office | This permission lets you delete apparatuses from the Apparatuses list (Management > Department Settings > Apparatuses). |
Apparatus > Change Apparatus ID | Admin Back-Office | This permission lets you edit the apparatus ID on the Apparatuses list (Management > Department Settings > Apparatuses). Note: This field cannot be edited in the Apparatus Details popup window. |
Apparatus > View Apparatus Details | Web App | This permission activates the Apparatus Details button in Inventory and Maintenance check pages/lists, granting access to the Apparatus Details popup window. Important: Without this permission, you cannot edit apparatus details or modify inventory and maintenance check requirements. |
Apparatus > Mark Apparatus Active/Not Active | Web App | This permission activates the apparatus to active/not active. |
Apparatus > Edit Station Designation | Web App | Edit the Station field. |
Inventory & Maintenance > Complete Checks | Web App | This permission lets you submit inventory and maintenance checks. |
Inventory & Maintenance > Edit Requirements | Admin Back-Office | This permission lets you edit the Inventory Requirements and Maintenance Requirements pages. |
Inventory & Maintenance > Can Move Items | Admin Back-Office | This permission enables the Move Items feature in the Inventory Requirements page, letting you move items between inventory levels and between apparatuses and warehouses. |
Inventory & Maintenance > View Requirements | Admin Back-Office | This permission grants view-only access to the Inventory Requirements and Maintenance Requirements pages. |
Inventory & Maintenance > Can Move Locations | Admin Back-Office | Note: This permission enables the Enable Moving/Copying Locations feature in the Inventory Requirements page, letting you move locations along with their items within the apparatus. |
Department Item > Edit Station/Unit/Staff Designation | Web App | This permission lets you edit the Item Details section in the Items Check page. |
Next: Web App Apparatus/Warehouse Configuration (Apparatus Details)