Work Tickets Permissions

The following information describes the work tickets-oriented {{glossary.Permissions }} that can be assigned to user roles.

Approve Work Ticket 

Allows you to approve work tickets. If you have this permission, the option is available on the Work Ticket and Work Tickets Search List screens. You must also have either full access to the Schedule Board or Read-Only access to the Schedule Board permission.

As Needed Exception Report 

It allows you to schedule as-needed tickets to view and as-needed exception reports. 

Cancel Work Ticket 

Allows you to cancel or uncancel opportunities or individual work tickets. This permission determines whether the Cancel and Uncancel options are available on the Bulk Actions menu of the Work Tickets Search List screen or the Action menu on the Work Ticket screen.  It also determines whether the Cancel option is available on the Options menu of the Opportunity screen. 

Complete Work Ticket 

Allows you to complete work tickets. If you have this permission, the Complete and Uncomplete options are available on the Work Ticket and Work Tickets Search List screens. You must also have either full access to the Schedule Board or Read-Only access to the Schedule Board permission. 

Delete Work Ticket

Allows you to delete work tickets. If you have this permission, the option is available on the Work Ticket screen or the Work Tickets Search List screen. You must also have either full access to Schedule Board or Read-Only access to the Schedule Board permission.  

Edit Budgeted Hours and Revenue 

You can change the budgeted hours and revenue from the work ticket estimate. If you have this permission, the option is available on the Work Ticket screen, provided the displayed work ticket is incomplete. You must also have either full access to the Schedule Board or Read-Only access to the Schedule Board permission. 

Edit Earned Revenue

Allows you to edit the current earned revenue on a ticket that is not canceled. This allows you to change the amount of revenue earned for the ticket in any given month to more closely match reality than the formula used by Aspire (Actual Cost / Estimated Cost). If you have this permission, Aspire adds the Edit Earned Revenue option to the Action menu at the bottom of the Work Ticket screen. 

Edit Route  

Allows you to edit routes, including their associated lists of crews and properties.  For users having this permission, the route name on the schedule board is a hyperlink that goes to the Route screen to modify information associated with the route. You must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. 

Full Access to Schedule Board (overrides read-only) 

Provides access to the Schedule Board screen. You must view and edit the schedule making available the scheduling option from the scheduling icon in the Aspire Navigation Bar. Unlike the Read-Only Access to Schedule Board permission, this permission displays the magnifying glass icon in the lower right corner of the Schedule Board screen, allowing you to place work tickets on the schedule board. Allows you to access the menu when right-clicking on a visit tile on the schedule board. Allows you to view and update work tickets providing access to the Work Ticket Search List screen from the Work Ticket icon on the Aspire Navigation Bar. You will not have visibility to the Weekly Time Review icon on the Schedule Board screen or the Weekly Time Review option in the Aspire Navigation Bar unless they have the Approve Time or View All Time permission. 

Override Total Cost 

Allows you to override the total cost on a work ticket. If you have this permission, Aspire will include the Override Total Cost option in the Action menu at the bottom of the Work Ticket screen, provided that the work ticket is in Open or Scheduled status. Selecting this option will allow you to override the total cost of the work ticket. When costs have been overridden in this manner for a given work ticket, Aspire adds the Undo Override Total Cost option to the menu, provided you continue to have the Override Total Cost permission.   

Partial Occur 

Allows you to complete per-service work tickets for a portion of the work. If you have this permission, the Partial Occurrence option is available on the Work Ticket screen or the Work Tickets Search List screen. You must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. Notice that the System Admin permission will also allow access to the partial occurrence function.   

Read Only Access to Schedule Board 

Allows you read-only access to the Schedule Board screen by providing visibility to the Schedule and Work Ticket icons in the Aspire Navigation Bar. You will not have visibility to the Weekly Time Review icon on the Schedule Board screen or the Weekly Time Review option in the Aspire Navigation Bar unless they have the Approve Time or View All Time permission. 

Route Scheduling 

This permission lets you view the route scheduling option in the More actions menuing in the Scheduling module. 

Schedule an Event 

As an administrative user, you can provide the option for internal contacts within your company to Create/Schedule a visit without having to enable a branch or system permission under their user roles.  

Swap As Needed Services 

Allows you to swap the services associated with As Needed work tickets. If you have this permission, the option is available on the Work Ticket screen or the Work Tickets Search List screen. You must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. 

Swap Work Ticket Costs 

Allows you to move costs from one work ticket to another. If you have this permission, they can access the Swap Work Ticket Cost option from the Actions menu of the Work Ticket screen or from the Work Ticket Popup menu on the Time Entry screen. You must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. If you have the System Admin permission, you can also move work ticket costs. 

Ticket Bulk Email

 Allows you to send bulk email notifications, including PDFs of work tickets if desired for a selected group of work tickets. If you have this permission, Aspire provides the Email option on the Bulk Actions menu of the Work Tickets Search List screen that allows you to send emails to the primary and/or billing contacts of the properties for selected tickets.

Trigger Auto Expense Creation

Allows you to create auto expenses for selected work tickets on the Work Ticket Search List screen.