To set repair authorisation limits for a user account

The procedure to set repair authorisation limits is as follows:

1. Navigate to Quick Menu > Security > Access Rights > User Details. The User Details window is displayed.
2. Select a user account from the alphabetical list or type their name into the Search Users field. By default the list is filtered to show Current users. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct user account displayed, click on Repair Limits. The Repair Limits tab is activated.
4. Click on Set Repair Limits. The Set Repair Limits window is displayed.
5. Enter the Maximum works order value and Maximum inspection value into the fields provided i.e. the thresholds above which authorisation is required.
6. Enter the Maximum variation value or Maximum variation percentage into the fields provided i.e. the difference between an original order value and the proposed variation (applied through the adjustment of any component tasks) that can be processed without authorisation.
7. Where Variation above contract maximum value is permitted, activate the tick box provided.
8. Enter the Maximum invoice value into the field provided i.e. the threshold above which authorisation is required.
9. Where First level invoice authorisation is to be granted for this user account, activate the tick box required.
10. Where Second level invoice authorisation is to be granted for this user account, activate the tick box required.
11. Enter the Maximum quote value into the field provided i.e. the threshold above which authorisation is required.
12. Where Planned program authorisation is to be granted for this user account, activate the tick box provided.
13. Enter the Planned program maximum value into the field provided i.e. the threshold above which authorisation is required 2.
14. Where the ability to Override contract selection is permitted, activate the tick box provided i.e. offering greater control in bypassing those contracts that have been automatically identified for a works order based on the SLA rules in operation.
15. Enter the Maximum recharge value into the field provided i.e. the threshold above which authorisation is required for a recharged repair.
16. Enter the Maximum PSL charge value into the field provided i.e. the threshold above which authorisation is required on the value being paid back to a private landlord at an agreed frequency for leasing out a property.
17. Click on Confirm. The new repair limits and authorisation permissions are displayed in the Element Authorisation summary table.
18. Click on Save 3.

Note

1 The Search users field will match against the Full name of the user account and not their User name.

2 The threshold value represents the cumulative total of all works orders raised against each asset included within the planned works programme.

3 To amend the repair limits for a user account, double-click on the data row in the Element Authorisation summary table and repeat steps 5 through 17.

See related topics...

To create a new user account

To authorise a contractor invoice

To set rent authorisation limits for a user account