How You Review Document Reference Details
You can view the document references on a new References tab on the Edit Work Order page. The tab displays a simple results region showing the document type, document number, and end date. For most work orders there's only a single source object if created from a consuming application. Clicking on a references row populates the panel to the right, displaying key details from the source object. These details provide you additional context about the source object and help with the resolution of the work order operations. To view these details, ensure that have the correct security access for each consuming application object defined in your user roles.
Here's a list of the setup required to view the details for a document reference.
Resource Type |
Overview |
Security Access |
---|---|---|
Service Request |
Displays service request details such as the title, status code, severity, category, critical attribute, channel type code, create and last update date/time, and problem description. |
If you've been assigned a job role your enterprise uses
for maintenance manager work, you must have this privilege to view
service request details: View Service Request (SVC_VIEW_SR_USING_REST_PRIV) |
Help Desk: Internal Service Requests |
Displays ticket title, status, severity, category, primary contact, assigned agent, critical attribute, creation and last update date/time, and problem description. |
If you license the Help Desk and want to view Internal Service request details, you have to create your own role and assign it to each maintenance execution user:
|
Internet of Things (IoT) incident |
Displays the type, state, priority, incident date, summary and description. |
IoT Asset Monitoring must be licensed and the integration parameters defined. No additional privileges are required to view the IoT incident details. |
Sales Order and RMAs |
Displays the order number, line number, sales order line type, created and last updated date/time. |
If you license Order Management and want to view the
details, here's what you must do:
Note:
|