Dynamic Forms - Permissions

Introduction

The Dynamic Forms is a vital tool for gathering and managing critical operational data. To ensure data integrity, security, and appropriate access for different roles, the DCS module incorporates a robust permission management system. This system allows administrators to meticulously define and control user authorizations, granting specific access to various features within both the server and mobile applications. By tailoring permissions for each user type, organizations can ensure that individuals or groups have precisely the level of access necessary to perform their job functions efficiently and securely, without compromising sensitive information or system functionality.

Server Application Permissions

The "Data Collection" section manages the following permissions for the server application:

1. View Data Collection Configuration

• Description: Allows users to access and view all configuration entities, including:

  • Types

  • Option Groups

  • WO Creation Rules

• Database function code: wfm.datacollection.viewconfiguration

• Suggested user profile: Users who need to consult the configuration of Data Collection elements.

2. View and Edit Data Collection Configuration

• Description: Allows users to access, view, and edit all configuration entities, including:

  • Types

  • Option Groups

  • WO Creation Rules This permission broadly includes all operations that modify existing entities, create new ones, or change their status.

• Database function code: wfm.datacollection.viewandeditconfiguration

• Suggested user profile: System administrators or Power Users responsible for setting or changing the configuration of Data Collection elements.

3. View Data Collection Template

• Description: Allows users to consult existing Data Collection Templates on the backend system.

• Database function code: wfm.datacollection.viewtemplate

• Suggested user profile: Users who only need to view Data Collection Templates on the backend system.

4. View and Edit Data Collection Template

• Description: Allows users to access, view, and edit existing Data Collection Templates on the backend system. This permission broadly includes all operations that modify existing entities, create new ones, add/change fields to template properties, and publish new template releases on the backend system.

• Database function code: wfm.datacollection.viewandedittemplate

• Suggested user profile: Users who need to create new templates, add fields to templates, change template field properties, and publish new template releases on the backend system.

5. View Data Collection Sheet

• Description: Allows users to consult existing Data Collection Sheets on the backend system.

• Database function code: wfm.datacollection.viewsheet

• Suggested user profile: Users who only need to view Data Collection Sheets on the backend system.

6. View and Edit Data Collection Sheet

• Description: Allows users to access, view, and edit existing Data Collection Sheets on the backend system. This permission broadly includes all operations that modify existing entities, create new ones, compile data or change its current value, assign sheets to a work order or a scheduling resource, change the status of a sheet, and other activities that modify the sheet entity on the backend system.

• Database function code: wfm.datacollection.viewandedittemplate (Note: This is likely a typo in the original source and should typically be wfm.datacollection.viewandedit sheet for sheets.)

• Suggested user profile: Users who need to create new sheets, compile data, or change their current values, operating on the backend system to modify the sheet entity.

7. Superuser/Override Data Collection Sheet

• Description: This is the highest level of authorization for Data Collection Sheets. It allows users to override normal update logic and edit sheets that are usually in a final status (e.g., closed or cancelled).

• Database function code: wfm.datacollection.superuseroverridesheet

• Suggested user profile: System administrators. Evaluation is required for other user types based on specific project needs.

Mobile Application Permission

The "Mobile" section manages the following permission for the mobile application:

Data Collection Sheets

• Description: Allows mobile users to access, view, and edit Data Collection Sheets assigned to their technician profile. A new main menu item will be displayed on the mobile application to access these tabs.