Assigning Permissions for Service Contract Functionality

 

If Service Contract functionality is enabled in the Core Settings | Feature Basics screen, select Service Contracts on the Permissions tab in the Support Representatives | Roles screen to allow or disallow access to service contract functions such as creating, viewing, and updating service contract fields.

Reader

Click the Reader checkbox to select all Reader permissions, or select one or more of the following:

  • View Active: Select to allow the support representative to view the service contracts with a status of Active (current duration timeframe and/or the count of incidents and/or changes is greater than zero).

  • View All: Select to allow the support representative to view all service contracts, regardless of status level.

Author

Click the Author checkbox to select all Author permissions, or select one or more of the following:

  • Create New: Select to allow the support representative to create new service contracts. If this option is not selected, the Create Change option will not be included on the Desktop menu and the New menu in the Service Contract screen for the support representative.

  • Create Courtesy Work Items: A courtesy work item is an incident or change that does not count against the service contract in effect for a customer, company, or asset; it is created for an incident or change if the Mark This a Courtesy Work Item checkbox is enabled in the Select Service Contract dialog that appears after a customer is selected. Select this permission to allow the support representative to select the Mark This a Courtesy Work Item checkbox in the Select Service Contract dialog.

If this option is not selected, the customer, company, or asset associated with an incident or change must have an active associated service contract in order for the record to be saved.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following.

Note: if a support representative has the Author | Create New permission but no Editor | Edit permission, the Save and Close Window menu option and icon will not be available after a service contract is initially saved.

  • Edit All: Select to allow the support representative to update any service contract record in the iSupport application. Note: The View All permission is required for this permission.

  • Edit Expired Contracts: Select to allow the support representative to update service contracts with a status of Expired.

  • Change Asset/Company/Customer: Select to allow the support representative to add or remove an asset, customer, or company for a service contract. If this option is not selected, for all members of the group, customers or companies that have been selected for a saved contract will appear but the Add and Delete links will be disabled. Note: one of the View permissions is required for this permission.

  • Change Status: Select to allow the support representative to make a selection in the Status field for a saved service contract. If this option is not selected, the Status field will display in the Service Contract screen but the drop-down list will be disabled. Note: one of the View permissions is required for this permission.

  • Change Hours of Operation: Select to allow the support representative to make a selection in the fields on the Hours of Operation tab for a saved service contract. If this option is not selected, the tab will display in the Service Contract screen but the drop-down list will be disabled. Note: one of the View permissions is required for this permission.

  • Override Used Count: Select to allow the support representative to make a selection in the Used field for a saved service contract. If this option is not selected, the Used field will display in the Service Contract screen but the entry field will be disabled. Note: one of the View permissions is required for this permission.

  • Delete: Select to allow the support representative to delete service contracts. If this option is not selected, the Delete option will not be included in the Service Contract screen. Note: one of the View permissions is required for this permission.