This article goes in depth with the user rights for a specific part of SERTICA. If you need a general introduction to user rights, you can access the article here.
How to access user rights
- To find the user rights, click the gear icon in the header menu. This opens a pop‑up menu.
- When you click User Rights in the pop‑up menu, the User Rights screen opens.
- In the menu on the left side, you can select the item for which you want to edit user rights.
- Under Select User Groups, you can include or exclude the user groups you want to change rights for. You can select multiple user groups at the same time.
User Rights Tables
The tables below describe what the different user rights provide access to, and Typical User Groups shows who most often has these rights.
In this article, the user groups Administrator, Superuser, and Daily User are used. The hierarchy of these user groups is understood as follows:
- Administrator is typically an office employee who manages SERTICA. They have all user rights — they can view, create, and delete all data.
- Superuser is typically a team lead responsible for managing the people performing the maintenance. They have fewer rights than administrators. They can view and create data but usually cannot delete it.
- Daily User are the people performing the maintenance tasks. They typically have very limited rights. They can execute jobs but generally should not create data such as components and jobs (except run-once jobs).
If the table lists Daily User as the typical user group, then Superusers and Administrators also have this right because they are higher in the hierarchy.
If the table lists Administrator, then Superusers and Daily Users do not have this right because they are lower in the hierarchy.
Saved Job Lists | |||
| A job list is a filtered view of jobs. For example, it may show all jobs in the upcoming week. This list can be saved and shared with relevant users so they can see which tasks they must perform. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view created job lists | Disabled | Daily User |
| Show in Menu | Permission to view and access the Job List Searches screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create and edit Job Lists | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on a Job List | Disabled | Superuser |
| Delete | Permission to delete Saved Job Lists | Disabled | Superuser |
Job | |||
| A job is a maintenance task that must be performed on a component (e.g., a machine or building). | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view created Jobs | Disabled | Daily User |
| Show in Menu | Permission to view and access the Job screen in the left‑side menu under the Job main menu | Disabled | Daily User |
| Create One‑Off Job | Allows creating one‑off jobs without having write permissions to jobs. Useful when a user should not create frequency‑based jobs but still needs to work with one‑off tasks. | Disabled | Daily User |
| Approve Job Postponement | Permission to approve postponement of a Job | Disabled | Superuser |
| Allow Change Component | Permission to move the job and existing job history to another component | Disabled | Superuser |
| Request Postponement | Permission to request postponement of a Job | Disabled | Daily User |
| Write | Can create and edit Jobs | Disabled | Daily User |
| Allow Multi‑Edit | Allows editing multiple jobs at the same time in the job screen, including adding, replacing, removing, or clearing resources and job groups | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on a Job | Disabled | Superuser |
| Delete | Permission to delete Jobs that do not have any job history | Disabled | Superuser |
| Force Delete | Permission to delete jobs even if they have job history. Note: this also deletes job history. Only possible to force delete if "Delete" is enabled. | Admin only | Administrator |
Job E‑mail Template | |||
A Job E‑mail Template defines how a reminder e‑mail should appear when an employee needs to be notified that a job is about to start. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view existing e‑mail templates | Disabled | Superuser |
| Show in Menu | Permission to view and access the Job E‑mail Template screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create and edit Job E‑mail Templates | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on a Job E‑mail Template | Disabled | Superuser |
| Delete | Permission to delete Job E‑mail Templates | Disabled | Superuser |
Job Request | |||
| Allows people without access to SERTICA to send a job request to SERTICA through a web link or QR-code | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view created job requests | Disabled | Superuser |
| Show in Menu | Permission to view and access the Job Request screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create jobs based on job requests or reject them | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on job requests | Disabled | Superuser |
| Delete | Permission to delete job requests | Disabled | Superuser |
Job Request E‑mail Templates | |||
Job Request E‑mail Templates define how the e‑mails should look that are sent to the user who created the job request, for example if the request is rejected. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view Job Request E‑mail Templates | Disabled | Superuser |
| Show in Menu | Permission to view and access the Job Request E‑mail Template screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create Job Request E‑mail Templates | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on Job Request E‑mail Templates | Disabled | Superuser |
| Delete | Permission to delete Job Request E‑mail Templates | Disabled | Superuser |
Job Request Template | |||
Job Request Templates define which information must be filled in when creating a job request. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view Job Request Templates | Disabled | Superuser |
| Show in Menu | Permission to view and access the Job Request Template screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create Job Request Templates | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on Job Request Templates | Disabled | Superuser |
| Delete | Permission to delete Job Request Templates | Disabled | Superuser |
Job Groups | |||
| Used to group jobs. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view job groups | Disabled | Daily User |
| Show in Menu | Permission to view and access the Job Group screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create Job Groups | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on job groups | Disabled | Superuser |
| Delete | Permission to delete job groups | Disabled | Superuser |
Job History | |||
| Job history contains stored data for previous executions of a job. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view job histories | Disabled | Daily User |
| Show in Menu | Permission to view and access the Job History screen in the left‑side menu under Job | Disabled | Daily User |
| Reopen | Allows a user to reopen a completed job history to make changes afterwards. Note: Only the most recent job history can be reopened. | Disabled | Daily User |
| Write | Permission to reopen the most recent job history for a job and make changes | Disabled | Daily User |
| Allow Update Approval | Permission to approve updates to job histories | Disabled | Daily User |
| Change Log | The Change Log screen can be accessed on job history | Disabled | Superuser |
| Delete | Permission to delete a job history; requires reopening the job history first | Disabled | Administrator |
Job List | |||
Job lists are filters of jobs that can be saved and shared with employees so they can see which jobs to perform — for example, filtered by Resource or Next Date. | |||
| Rettighed | Aktiveret | Deaktiveret | Typiske brugergrupper |
| Læse | Rettighed til at se joblister | Deaktiveret | Daglig bruger |
| Del joblister | Giver rettighed til at dele gemte joblister, så de er tilgængelige for andre brugere både i INEXTIA og på mobile enheder | Deaktiveret | Superbruger |
Job Planning | |||
With Job Planning in SERTICA, you can assign maintenance tasks to other users in the system and see when they have must complete the job in the Gantt Diagram and calandar. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Show in Menu | Permission to view and access the Job Planning screen in the left‑side menu | Menu not visible | Superuser |
| Show Calendar on Job List | Permission to see list‑view of jobs, calendar with jobs, and map with job positions on the Job List screen | List view, calendar, and map not visible on Job List | Daily User |
Job Sequence | |||
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Jobsekvens benyttes, når der er behov for, at INEXTIA selv skifter mellem de forskellige typer vedligehold, der skal udføres på en komponent. Det kan f.eks. være at der skal skiftes mellem et lille eftersyn og et stort eftersyn. Job sequences are used when SERTICA should automatically switch between different types of maintenance jobs on the same component.
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| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view job sequences | Disabled | Daily User |
| Show in Menu | Permission to view and access the Job Sequence screen in the left‑side menu under Job | Disabled | Daily User |
| Write | Can create job sequences | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on job sequences | Disabled | Superuser |
| Delete | Permission to delete job sequences | Disabled | Superuser |
Calendar | |||
| My Calendar provides an overview of when maintenance tasks should be performed if the user is assigned a job. It can also display meetings from the Outlook calendar if configured. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Show in Menu | Permission to view and access the My Calendar screen in the left‑side menu | Menu not visible | Daily User |
Defect Job | |||
Defect jobs function like one‑off jobs but are assigned their own job group because they are often critical and must be completed as quickly as possible. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Show in Menu | Permission to view and access the Breakdown Job screen in the left‑side menu under the Job main menu | Disabled | Daily User |
Priority | |||
Priority is another way to group jobs. As with job groups, the grouping is not predefined, but since it is called "priority", the expected use is to categorize jobs by urgency. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view priorities | Disabled | Daily User |
| Show in Menu | Permission to view and access the Priority screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create Priorities | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on priorities | Disabled | Superuser |
| Delete | Permission to delete priorities | Disabled | Superuser |
Procedure | |||
| The procedure contains a description of how a job should be performed. The procedure text is also shown — like job text — both in the app and on job printouts. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view procedures | Disabled | Daily User |
| Show in Menu | Permission to view and access the Procedure screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create procedures | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on procedures | Disabled | Superuser |
| Delete | Permission to delete procedures | Disabled | Superuser |
Postponement Reason | |||
| When a job must be postponed, a predefined postponement reason can be selected. These can be created in SERTICA. | |||
| Permission | Enabled | Disabled | Typical User Groups |
| Read | Permission to view postponement reasons on the Postponement Reason screen | Disabled | Superuser |
| Show in Menu | Permission to view and access the Postponement Reason screen in the left‑side menu under Job | Disabled | Superuser |
| Write | Can create Postponement Reasons | Disabled | Superuser |
| Change Log | The Change Log screen can be accessed on Postponement Reasons | Disabled | Superuser |
| Delete | Permission to delete Postponement Reasons | Disabled | Superuser |
| Force Delete | Permission to forcibly delete postponement reasons even if they are used in the system | Disabled | Administrator |
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