Security to access Work Orders and 360Facility Integration
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Account Setup
To set up the Accruent 360Facility integration you will require the following secured actions:
Secured Action |
Description |
---|---|
General - Save BAU |
Allows the user to save the integration. |
Service Requests - Edit All Request Queues |
Allows the user to create and update Service Requests for the integration. |
Service Request - View All Request Queues |
Allows the user to query the Service Requests for the integration. |
Service Request – Delete Comments | Allows the deletion of comments. |
API - Access | Access to Serraview Core API. |
API - Access Test Page |
API access Service Request Integrations. |
Facilities Work Order
To view and create facilities work orders you will need the following secured actions:
Secured Action |
Description |
---|---|
Service Requests - Access Work Orders |
Allows the user to view the work orders. Serraview will not display the work orders until the Service Request Integration is turned on.
|
Service Requests - Create Work Order Facilities Request |
Allows the user to create a 360Facility Child Work Order. |
Configuration
To change the configuration settings:
Secured Action | Description |
---|---|
Configuration - Service Request - Access | Gives you access to the Configuration for Service Requests. |
Service Request - Manage Status Mappings |
Allows the administrator to update the status mapping between Serraview and 360Facility. Serraview cannot activate the Status Mapping tab until the API is setup and connected. |