FastTrack360 Version 12 Online Help
Security Permission Changes for Rate Management in Job Orders
- Fiona Sims
Description
Currently permission items that allow access to rates in a Job Order, also apply to rates in a Job Template and there is no way to protect rates on a Job Order, where they have been inherited from a Job Template.
In this release existing permission items that provide access to rates on a Job Order and Job Template, have been separated to provide more flexibility. This will assist where for example:
You wish to create separate roles between users who view / manage rates on a Job Template and users who view / manage rates on a Job Order
You wish to create separate roles between users who are able to edit rates on a job where the rates have been inherited from a Job Template or who are not able to edit rates inherited from a Job Template.
The table below lists each old permission that has been replaced, and describes the new permissions that have been introduced. All the listed permissions apply to agency users only.
Old Permission | New Permissions | Permission Level | Description |
Assign Pay Agreement | Job Order – Pay Agreement (excl. Rates from a Job Template) | View | For Job Orders that do not have a Job Template with a Pay Agreement assigned, allows the user to view the Pay Agreement. |
 |  | Add | For Job Orders that do not have a Job Template with a Pay Agreement assigned, allows the user to do the following:
|
 |  | Edit | For Job Orders that do not have a Job Template with a Pay Agreement assigned, allows the user to do the following:
|
 |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Order - Pay Agreement from a Job Template | View | For Job Orders that have a Job Template with Agreement Rates assigned, allows the user to view the Pay Agreement. |
 |  | Add | For Job Orders that have a Job Template with a Pay Agreement assigned, allows the user to do the following:
|
 |  | Edit | For Job Orders that have a Job Template with a Pay Agreement assigned, allows the user to do the following:
|
 |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Template - Pay Agreement | View | Allows the user to view the Pay Agreement that has been assigned to a Job Template. |
 |  | Add | Allows the user to do the following in a Job Template:
|
 |  | Edit | Allows the user to do the following in a Job Template:
|
Assign Bill Agreement |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Order - Bill Agreement (excl. Rates from a Job Template) | View | For Job Orders that do not have a Job Template with a Bill Agreement assigned, allows the user to view the Bill Agreement |
 |  | Add | For Job Orders that do not have a Job Template with a Bill Agreement assigned, allows the user to do the following:
|
 |  | Edit | For Job Orders that do not have a Job Template with a Bill Agreement assigned, allows the user to do the following:
|
 |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Order - Bill Agreement from a Job Template | View | For Job Orders that have a Job Template with Bill Rates assigned, allows the user to view the Bill Agreement. |
 |  | Add | For Job Orders that have a Job Template with Bill Rates assigned, allows the user to do the following:
|
 |  | Edit | For Job Orders that have a Job Template with Bill Rates assigned, allows the user to do the following:
|
 |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Template - Bill Agreement | View | Allows the user to view the Bill Agreement that has been assigned to a Job Template. |
 |  | Add | Allows the user to do the following in a Job Template:
|
Set Pay Agreement Below Min Value | Â | Edit | Allows the user to do the following in a Job Template:
|
 |  | Full Control | Auto ticks ‘Add’, ‘Edit’ and ‘View’. No additional actions with Full Control. |
 | Job Order – Pay Value below Agreement Value (excl. Rates from a Job Template) | Full | For Job Orders do not have a Job Template with a Pay Agreement, allows the user to edit a pay rate so that the rate is less than the rate in the Pay Agreement. |
Set Bill Agreement Below Min Value | Job Order - Pay Value below Agreement Value (Rates from a Job Template) | Full | For Job Orders that have a Job Template with a Pay Agreement, allows the user to edit a pay rate so that the rate is less than the rate in the Pay Agreement. |
 | Job Template - Pay Value below Agreement Value | Full | Allows the user to edit a pay rate on a Job Template so that the rate is less than the rate in the Pay Agreement. |
 | Job Order – Bill Value below Agreement Value (excl. Rates from a Job Template) | Full | For Job Orders that do not have a Job Template with a Bill Agreement, allows the user to edit a bill rate so that the rate is less than the rate in the Bill Agreement. |
Standard Rates (Full Control, Add, Edit View) | Job Order – Bill Value below Agreement Value (Rates from a Job Template) | Full | For Job Orders have a Job Template with a Bill Agreement, allows the user to edit a bill rate so that the rate is less than the rate in the Bill Agreement. |
 | Job Template - Bill Value below Agreement Value | Full | Allows the user to edit a bill rate on a Job Template so that the rate is less than the rate in the Bill Agreement. |
 | Job Order - Standard Rates (excl. Rates from a Job Template) | View | For Job Orders that do not have a Job Template with Standard Rates, allows the user to view the Standard Rates |
 |  | Full Control | For Job Orders that do not have a Job Template with Standard Rates, allows the user to view, add, edit and delete Standard Rates Note: Add / Edit has been replaced with Full Control, as these levels provide access to the same functionality. |
 | Job Order – Standard Rates from a Job Template | View | For Job Orders that have a Job Template with Standard Rates, allows the user to view the Standard Rates |
 |  | Full Control | For Job Orders that have a Job Template with Standard Rates, allows the user to view, add, edit and delete the rates. Note: Add / Edit has been replaced with Full Control, as these levels provide access to the same functionality. |
 | Job Template – Standard Rates | View | Allows the user to view Standard Rates on Job Template |
 |  | Full Control | Allows the user to view, add, edit and delete Standard Rates on a Job Template. Note: Add / Edit has been replaced with Full Control, as these levels provide access to the same functionality. |
The Standard Rates current Permission Actions include Full Control, Add, Edit and View. Ticking either 'Add', or 'Edit' make both of these items and 'View' true automatically, as Add / Edit permission allows the same actions in a Job Order's Standard Rates. As such with changes to the permission items above, we have simplified the permission actions to 'Full Control' and 'View'.
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Where a user has edit rights to a Job Order's Agreement Rates, a users' ability to edit rates can be overwritten by the existing Lock Agreement, Cannot Set Pay Rate to < Agreement Rate flags and Cannot Set Bill Rate to < Agreement Rate flags in an agreement header. Please also note, the existing Lock Agreement item where flagged in an Agreement Header can now be overridden by assigning the new 11.37 permission item 'Edit Locked Agreement Rates'. See Maintenance > Security – New Edit Locked Agreement Rates Permission for details.
Benefits
This enhancement provides improved granularity in regards to controlling which users can access rates in Job Orders and Job Templates (independently), and what actions they can perform. For example, it is now possible to grant a user permission to edit rates on a Job Order so long as the rates are not from a Job Template, and restrict who can edit rates on a Job Order, where the rates are from Job Template. You may also wish to have users that can only manage rates in Job Templates, but not in Job Orders or vice versa.
Configuration
User permissions are created and maintained via the existing Maintenance > Role-Data Groups > Permissions screen.
On upgrade to this release all Agency and Connect users who have security roles with the old permission items assigned, will automatically inherit the corresponding three new permissions for each item - so they will not experience any change to what they currently can or cannot do. For example, if a user has the Standard Rates permission, the three new related permission items (shown below) will be automatically ticked:
Job Order - Standard Rates (excl. Rates from a Job Template)
Job Order – Standard Rates from a Job Template
Job Template - Standard Rates
The permission level of each new item, will default based on the level that was set for the superseded permission. Therefore, if the user had the View permission level for the superseded Standard Rates permission, the three new permissions listed above will be created with the View permission level enabled by default. However, as described in the Tip item above, the superseded permissions for Standard Rates have been changed from Full Control, Add, Edit, View, to Full Control and View – as Full Control, Add and Edit provided access to the same actions in Standard Rates. In this case if a user currently has Full Control and or Add and or Edit, they will be assigned Full Control.
If the defaulted permissions or permission levels need to be modified, this must be done via the Maintenance > Security screen for the relevant roles.
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