Permissions Management de en In a Nutshell Permissions are used throughout Coresystems Field Service Management to customize application behavior. There are three essential components which compose permissions in Field Service Management: Component Description Users An account can consist of multiple users. Users refer to anyone with a login to Coresystems Field Service Management. Companies A company is a grouping of users. “Company” can reflect an actual company, or a department or branch within a company. Permission Groups Permission groups are then applied to companies and represent different roles or levels of access that you wish to provide different users within a company. The following diagram is a representation of the relation between users, companies, and permission groups: View Diagram Permission Management Workflow Create Company After creating an account, you will then create a company. Create User Following the creation of a company, you will then create users which will be associated with the company. Create Permission Group In addition to the prebuilt permission groups, you can also create new permission groups to customize application behavior for your users. Select Business Object After you have your permission groups in order, you will then be able to associate them with your companies. To do this, you will first select a Business Object whose behavior you wish to modify (example: Activity). Select CRUD Operator After selecting the business object, you will then choose which operations you wish to modify. The basic operations available in the application are Create, Read, Update, Delete. Assign Operator Permission After selecting the CRUD operator, you will then select for whom you wish to apply the settings. Options include: All, Own, and None,which will be applied to the Permission Group + Business Object + CRUD Operator combination. Assign Permission Group to Cloud User Complete the following steps to assign a permission group to a cloud user: From the coresystems store homepage, click on the “Cloud Users” link. Search for the cloud user for whom you want to add a permission. Click on the user. Click on the dropdown list corresponding to your company in the “Linked Permission Groups” section. Chose the permission group you want to assign (example “technician”). Click on “Update”. Once the changes are saved, you’ll be redirected to the “Cloud Users” page. CRUD Operators The permissions assigned in the Coresystems Store are for CRUD operators (Create, Read, Update, Delete) available to users in the application: Operator Description Create Enables users to create a new resource in the application. For example, applying Create permissions on Alerts for Own, you would enable users assigned to the permission group to creat their own alerts in the application. Read Enables users to read resources in the application. For example, applying Read permissions on Approvalsfor Own, you would enable users assigned to the permission group** to read approvals if they have been defined as a decision maker. Update Enables users to update existing resources in the application. For example, by applying Update permissions on Checklist for Own, you would enable users assigned to the permission group to update their own checklists. Delete Enables users to delete existing resources in the application. For example, by applying Delete permissons on Quotations for None, you would prevent users assigned to the permission group from deleting quotations–even those they create themselves. Note: Not all CRUD operators are available for every permissions setting. Operation Permissions When applying permission settings, there are three options available: Option Description All By selecting, the permissions settings will be available for all users associated with the given permission group. For example, if you applied Read on Attachments and assigned it to All, you would be able to read/view all attachments. Own By selecting, the permissions settings (example Update on Activity) will be available for all users associated with the given permission group. For example, if you applied Update on Activity and assigned it to Own, you would be able to update your own activities. None By selecting, the permissions settings (example Delete on Quotations) will be available for no users associated with the given permission group. For example, if you applied Delete on Quotations and assignted it to None, you would be unable to delete quotations. Business Objects Use the following table to search for the relevant business object options: Permission Type Impacted Checkboxes Activity Field Service Mobile Activities Workforce Management Activities (only activities of type "Assignment") Book on Activity Assignment If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Assignments. Book on Activity Note If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Notes. Book on Activity Phone Call If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Phone Call. Create Effort If you check this box, the users can create Efforts on Activities.* Create Material If you check this box, the users can create Materials on Activities.* Show on Home screen Check this option to display the assignments on the Home screen. If this option is not checked, the technician will not see any assignments on the Home screen. Book on Activity Meeting If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Meeting. Book on Activity Other If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Other. Book on Activity Task If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Task. Create Expense If you check this box, the users can create Expenses on Activities.* Create Mileage If you check this box, the users can create Mileages on Activities.* VisibleIf you check this box, the Activities module will appear in the menu of Coresystems Field Service Mobile. If you do not check this, the Activities module will not appear in the menu of Coresystems Field Service Mobile. However, Activities linked to a Service Call, for example, will still appear. *You must first define the main settings under Effort/Expense/Material/Mileage. Activity Feedback Field Service Mobile Activity Feedback on Activities of type Assignment Activity Template my.coresuite.com This permission is the base for the task configurator. The task configurator is only available on request. Visible If you check this box, the Task Template module appears in the Task Configurator on my.coresuite.com. If you do not check this, the Task Template module is not visible in the Task Configurator on my.coresuite.com. Address Field Service Mobile Business Partners/Sales Orders/Quotations > Addresses Business Partners > Addresses Service Calls > Addresses Alerts Field Service Mobile Alerts VisibleIf you check this box, the “Alerts” module will appear in the menu of Field Service Mobile. If you do not check this, the “Alerts” module will not appear in the menu of Field Service Mobile. Approvals Field Service Mobile Approvals Visible If you check this box, the “Approvals” module will appear in the menu of Field Service Mobile. If you do not check this, the “Approvals” module will not appear in the menu of Field Service Mobile. Show Approved Approvals If you check this box, already approved Approvals will still be visible. Show Cancelled Approvals If you check this box, already cancelled Approvals will still be visible. Attachment Field Service Mobile Attachments (audio, image, etc.) Attribute This permission is related to the Activity Template permission and is only available in the task configurator. The task configurator is only available on request. Visible If you check this box, “Attributes” will appear in the Task configurator module in my.coresuite.com. If you do not check this, “Attributes” will not appear in the Task configurator module in my.coresuite.com. Attribute Value This permission is related to the Attribute permission and is only available in the task configurator. The task configurator is only available on request. Business Partner Field Service Mobile Business Partners Opportunities > Customer Service Call/Sales Order/Quotation/Effort/Expense/Mileage/Material > Business Partner Items & Stock > Vendor Knowledge Management Customers Service Call/Effort/Expense /Material > Business Partner Items & Stock > Vendor Create Effort If you check this box, the users can create Efforts on Business Partners.* Create Expense If you check this box, the users can create Expenses on Business Partners.* Create Material If you check this box, the users can create Materials on Business Partners.* Create Mileage If you check this box, the users can create Mileages on Business Partners.* Show on map If you check this box, the Business Partners appear on the Workforce Management Map. Visible If you check this box, the “Business Partners” module will appear in the menu of Field Service Mobile. If you do not check this, the “Business Partners” module will not appear in the menu of Field Service Mobile. However, Business Partners linked to a Service Call, for example, will still appear. * You must first define the main settings under Effort/Expense/Material/Mileage. Business Process Step Definition Workforce Management Dispatcher Reminders Visible If you check this box, “Dispatcher Reminders” will appear in the Service Call/Activty Details section of the Workforce Management app. If you do not check this box, “Dispatcher Reminders” will not be displayed in the Workforce Management app. Check-In Field Service Mobile Check-In on Activities of type Assignment Checklist Mobile Field Service Visible If you check this box, the “Checklists” module will appear in the menu of Field Service Mobile. If you do not check this, the “Checklists” module will not appear in the menu of Field Service Mobile. Book on Activity If you check this box, the user can create Checklists on Activities. Book on Business Partner If you check this box, the user can create Checklists on Business Partners. Book on Equipment If you check this box, the user can create Checklists on Equipments. Book on Opportunity If you check this box, the user can create Checklists on Opportunities. Book on Quotation If you check this box, the user can create Checklists on Quotations. Book on Sales Order If you check this box, the user can create Checklists on Sales Orders. Book on Service Call If you check this box, the user can create Checklists on Service Calls. Checklist Assignments Field Service Mobile Checklist Assignments on Activities Checklist Template Knowledge Management Checklist Designer Field Service Mobile Company Info Field Service Mobile Contains general company information (e.g. company logo) in reports. my.coresuite.com Settings > General > Company information Visible If you check this box, the Company information is displayed in my.coresuite.com > Settings. If you don’t check this box, the Company Information is not displayed in my.coresuite.com > Settings. Company Settings Knowledge Management General Settings Visible If you uncheck this box, the Company Settings (Service Call Status Mappings and Miscellaneous Mappings) will not be visible in the Workforce Management. Contact Field Service Mobile Business Partner/Activities/Opportunity/Service Call/Sales Order > Contact Workforce Management Business Partner/Activities/ Service Call/ > Contact Visible If you check this box, the “Contacts” module appears in Field Service Mobile. If you do not check this, the “Contacts” module does not appear in Field Service Mobile. Document Draft Field Service Mobile Approvals (this permission is a prerequisite for using the Approvals module). Effort Field Service Mobile Efforts Business Partner/Opportunity/Service Call/Sales Order/Quotation > (Create) Effort Workforce Management Efforts Business Partner/Service Call > (Create) Effort Request location on create If you check this box, the device sends the location whenever the user creates an Effort. Round time effort to next 15 mins If you check this box, the Effort will be rounded to the next 15 minutes in the Workforce Management. If you do not check this box, the Efforts will not be rounded in the Workforce Management. Visible If you check this box, the “Efforts” module will appear in the menu of Field Service Mobile. If you do not check this, the “Efforts” module will not appear in the menu of Field Service Mobile. However, Efforts linked to an activity, for example, will still appear. Employee Field Service Mobile Employees Workforce Management Person Master Data Management Person Visible If you check this box, the “Employees” module will appear in the menu of Field Service Mobile. If you do not check this, the “Employees” module will not appear in the menu of Field Service Mobile. However, Employees linked to a Service Call, for example, will still appear. Show UDFs If you check this box, the UDFs on the Employees are displayed in Field Service Mobile. Employee Reservation Workforce Management Employee Reservation Type Workforce Management Settings > Reservation Types Visible If you check this box, “Reservation Types” will appear in the Workforce Management under Settings > General. If you do not check this box, “Reservation Types” will not appear in the Workforce Management under Settings > General. Employee Status Field Service Mobile Home screen (at the bottom) / Any module > Responsible Workforce Management Home screen (at the bottom) / Any module > Responsible Visible If you check this box, “Reservation Types” will appear in the Workforce Management under Settings > General. If you do not check this box, “Reservation Types” will not appear in the Workforce Management under Settings > General. Equipment Field Service Mobile Equipment Visible If you check this box, the “Equipments” module will appear in the menu of Field Service Mobile. If you do not check this, the “Equipments” module will not appear in the menu of Field Service Mobile. However, Equipments linked to a Business Partner, for example, will still appear. Allow for any service call If you check this box, the user can create a Service Call and select an Equipment unrelated to the business partner. Hierarchy If you check this box, the user can see/use the hierarchy tab for Equipments. Equipment Subtype my.coresuite.com Task Configurator ERP Error Field Service Mobile ERP Errors Workforce Management ERP Errors my.coresuite.com ERP Errors Visible If you check this box, the “ERP Errors” module appears in my.coresuite.com. If you do not check this, the “ERP Errors” module does not appear in my.coresuite.com Expense Field Service Mobile Expenses & Materials Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Expenses Workforce Management Expenses & Materials Visible If you check this box, the “Expenses” module will appear in the menu of Field Service Mobile. If you do not check this, the “Expenses” module will not appear in the menu of Field Service Mobile. However, Expenses linked to a Service Call, for example, will still appear. Attention: Here you make the main setting for Expenses. You can then do the fine-tuning by checking/unchecking the checkbox “Create Expense” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project. File Field Service Mobile (Linked objects) my.coresuite.com File library File Ref Field Service Mobile my.coresuite.com for creating the links to the relevant object File Revision Field Service Mobile my.coresuite.com for creating different versions of a file Group Workforce Management Containers Invoice Field Service Mobile Business Partners Items Field Service Management Items & Stock; Sales Order/Quotations > Items Expenses & Material > Material > Item Workforce Management Items & Stock Expenses & Material > Material > Item Visible If you check this box, the “Items & Stock” module will appear in the menu of Field Service Mobile. If you do not check this, the “Items & Stock” module will not appear in the menu of Field Service Mobile. However, Items linked to a Sales Order, for example, will still appear. Item Category Field Service Mobile Items & Stock Material Field Service Mobile Expenses & Materials Business Partner/Opportunities/Service Call/Sales Orders/Quotations > All Materials Workforce Management Expenses & Materials Business Partner/Service Call > All Materials Allow Booking Only if Available Stock > 0 If you check this box, you will not be able to book Material if the quantity is not greater than 0. Edit Item Base Price If you check this box, you can edit the Unit Price when you create a Material. Scan Function Enabled If you check this box, Field Service Mobile expects a barcode scanner to be attached to the device and then function "Create Materials" is displayed in the menu. Equipment Mandatory If you check this box, the Equipment chooser is mandatory if you create a Material. Allow minus quantity If you check this box, you can create negative quantities on Materials. Note: Here you make the main setting for Materials. You can then do the fine-tuning by checking/unchecking the checkbox “Create Material” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project. Mileage Field Service Mobile Expenses & Materials Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Mileages Note: Here you make the main setting for Mileages. You can then do the fine-tuning by checking/unchecking the checkbox “Create Mileage” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project. Price Field Service Mobile Items & Stock > Item > Prices Expenses & Materials > Create Material > Unit Price Workforce Management Expenses & Materials > Create Material > Unit Price Price List Field Service Mobile Items & Stock > Item > Prices Expenses & Materials > Create Material > Unit Price Workforce Management Expenses & Materials > Create Material > Unit Price Production Order Terminal Create Effort If you check this box, the users can create Efforts on Production Orders.* * You must first define the main settings under Effort. Quotation Field Service Mobile Quotations Business Partner > All Quotations Activity/Effort/Expense/Material/Mileage > Quotation Backend Request If you check this box, the option “Request Prices” becomes available on Quotations. Create Effort If you check this box, the users can create Efforts on Quotations.* Create Expense If you check this box, the users can create Expenses on Quotations.* Create Material If you check this box, the users can create Materials on Quotations.* Create Mileage If you check this box, the users can create Mileages on Quotations.* Edit discount If you check this box, the users can edit the overall discount on a Quotation. Edit Item Base Price If you check this box, the users can edit the base price of an item in the Quotation. Edit Item Discount If you check this box, the users can edit the discount on an item in the Quotation. Edit Item Name If you check this box, the users can edit the name of an item in the Quotation. Visible If you check this box, the “Quotations” module will appear in the menu. If you do not check this, the “Quotations” module will not appear in the menu. However, if you go to a Business Partner, for example, the Quotations linked to that Business Partner will still be displayed. * You must first define the main settings under Effort/Expense/Material/Mileage. Rating Field Service Mobile Items & Stock > Item > Prices Service Call/Sales Order/Quotation > Create Signature (only possible with Rating) Workforce Management Assignments > Checkout > Signature Report Data Field Service Mobile Dashboards Visible If you check this option, the “Reports” module will appear in the menu of Field Service Mobile. If you do not check this option, the “Reports” module will not appear in the menu of Field Service Mobile. Report Template Field Service Mobile Online Reports my.coresuite.com Visible If you check this box, the Report menu appears in my.coresuite.com Reserved Material Field Service Mobile Activities of type “Assignment” Allow checkout with left-over reserved material If you check this box, the user can do a checkout with left-over Reserved Material. Sales Opportunity Field Service Mobile Opportunities Business Partner > All Opportunities Efforts/Expenses/Material/Mileage > Opportunities Create Effort If you check this box, the users can create Efforts on Opportunities.* Create Expense If you check this box, the users can create Expenses on Opportunities.* Create Material If you check this box, the users can create Materials on Opportunities.* Create Mileage If you check this box, the users can create Mileages on Opportunities.* Visible If you check this box, the “Opportunities” module will appear in the menu of Field Service Mobile. If you do not check this, the “Opportunities” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Opportunities linked to that Business Partner will still be displayed. * You must first define the main settings under Effort/Expense/Material/Mileage Sales Order Field Service Mobile Sales Orders Business Partner > All Sales Orders Activity/Effort/Expense/Material/Mileage > Sales Order Autopopulate own warehouse If you check this box, the Warehouse of the Sales Order Item will automatically be filled with the Warehouse of which the user is the owner. Backend Request If you check this box, the option “Request Prices” becomes available on Sales Orders. Check Validity Comment If you check this box, the user will receive a warning (with the content of the field validity comment, if it is not null) while creating a Sales Order Create Effort If you check this box, the users can create Efforts on Sales Orders.* Create Expense If you check this box, the users can create Expenses on Sales Orders.* Create Material If you check this box, the users can create Materials on Sales Orders.* Create Mileage If you check this box, the users can create Mileages on Sales Orders.* Edit discount If you check this box, the users can edit the overall discount on a Sales Order. Edit Item Base Price If you check this box, the users can edit the base price of an item in the Sales Order. Edit Item Discount If you check this box, the users can edit the discount on an item in the Sales Order. Edit Item Name If you check this box, the users can edit the name of an item in the Sales Order. Edit Payment Term If you check this box, the users can edit the Payment Term in the Sales Order. Edit Payment Type If you check this box, the users can edit the Payment Type in the Sales Order. Edit Shipping Type If you check this box, the users can edit the Shipping Type in the Sales Order. Visible If you check this box, the “Sales Orders” module will appear in the menu of Field Service Mobile. If you do not check this, the “Sales Orders” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Sales Orders linked to that Business Partner will still be displayed. * You must first define the main settings under Effort/Expense/Material/Mileage Serial Number Field Service Mobile Materials Service Assignment Field Service Mobile Activities of type Assignment Workforce Management Customers > Service Assignment Create on Mobile If you check this box, the user can create Activities of type Assignment on the Field Service Mobile, otherwise those types will be created only in the Workforce Management. Edit on Mobile If you check this box, the user can edit Activities of type Assignment on Field Service Mobile, otherwise those types will be edited only in the Workforce Management. Service Assignment Status Field Service Mobile Activities of type Assignments In order to be able to create a Service Assignment Status, you must have Read permissions on Service Assignment Status Definition. Service Assignment Status Definition Field Service Mobile my.coresuite.com > Service calls > Assignment status (Activities of type Assignments) Visible If you tick this box, “Assignment status” will appear under my.coresuite.com > Service calls. Service Call Field Service Mobile Service Calls Business Partner > All Service Calls Activity/Effort/Expense/Material/Mileage > Sales Order Create Effort If you check this box, the users can create Efforts on Service Calls.* Create Expense If you check this box, the users can create Expenses on Service Calls.* Create Material If you check this box, the users can create Materials on Service Calls.* Create Mileage If you check this box, the users can create Mileages on Service Calls.* Update Status only Not relevant – will be removed VisibleIf you check this box, the “Service Calls” module will appear in the menu of Field Service Mobile. If you do not check this, the “Service Calls” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Service Calls linked to that Business Partner will still be displayed. * You must first define the main settings under Effort/Expense/Material/Mileage. Service Checkout Field Service Mobile Assignment > Checkout Allow group Checkout If you check this box, the user can do a group checkout. Default Value for Checkout without report This is default value for the checkbox “Checkout without Report”, which is displayed during the checkout process on Field Service Mobile. If this checkbox is checked, the checkout will be made without report, otherwise with a report. Enable checkout without reportThis checkbox defines whether “Checkout without report” (see above) is displayed on the UI. Service Contract Master Data Management Field Service Mobile Equipment In order to view Service Contracts from the Master Data Management app, the visible checkbox in the advanced settings must be checked. Note: If you set Read to All, you must also set the Read permission of Service Contract Equipment to all. Service Contract Equipment Field Service Mobile Equipment Service Error Code Workforce Management Assignment > Service Error Code (only with SAP ECC) Service Suite Config my.coresuite.com This permission is the base for the task configurator. The task configurator is only available on request. Note: in order to create Signatures the user must also have Create permissions on Ratings. Signature Field Service Mobile Service Call/Sales Order/Quotation > Create Signature Stock Level Field Service Mobile Sales Orders/Quotations > Add Items > The colour behind the item shows the availability (green = available, yellow = stock is low, red = out of stock) Stock Transfer Field Service Mobile Activities of type Assignment > Reserved Material Note: in order to be able to use this, you must also have the permissions for Reserved Material. Time Project Field Service Mobile Efforts, Expenses & Materials Create Effort If you check this box, the users can create Efforts on Time Projects.* Create Expense If you check this box, the users can create Expenses on Time Projects.* Create Material If you check this box, the users can create Materials on Time Projects.* Create Mileage If you check this box, the users can create Mileages on Time Projects.* * You must first define the main settings under Effort/Expense/Material/Mileage. Time Sub-Task Field Service Mobile Efforts Time Task Field Service Mobile Efforts User-Defined Fields Field Service Mobile Workforce Management Visitor Report Special Report for customers who use Microsoft CRM Book on business partner If you check this box, the users can create Visitor Reports on Business Partners. Warehouse Field Service Mobile Items & Stock > Select a Material > Warehouse item > Stock Information Material > Warehouse Workforce Management if using for Workforce Management, then apply permission ALL Work Time Field Service Mobile Work Time Workforce Management Work Time Block Worktime Type “Presence” If you check this box, the Worktime Type “Presence” will be used as default. Visible If you check this box, the “Work Time” module will appear in the menu of Field Service Mobile.If you do not check this, the “Work Time” module will not appear in the menu of Field Service Mobile. Work Time Type Field Service Mobile Work Time > Add > Type Workforce Management Work Time > Add > Type Checklist Category Knowledge Management Defect Field Service Mobile Employee Department Field Service Mobile Employees Workforce Management Resources VisibleIf you check this box, the "Employee Department" field will appear in the mobile application when an employee record is selected. If you do not check this, the "Employee Department" field will not be visible. Employee Position Field Service Mobile Employees Workforce Management Resources VisibleIf you check this box, the "Employee Position" field will appear in the mobile application when an employee record is selected and in the workforce management application. If you do not check this, the "Employee Department" field will not be visible. Incident Field Service Mobile Equipment Workforce Management Service Calls Inventory Field Service Mobile Items & Stock Master Data Management Items VisibleIf you check this box, the "Inventory" field will appear in the mobile application when an Item record is selected and in the workforce management application when . If you do not check this, the "Inventory" field will not be visible. Project Field Service Mobile Activities Workforce Management Project Management Note: if project has read-only permission, the option to dispatch activity will be grayed out for the Project Management user. Project Phase Field Service Mobile Activities Workforce Management Project Management Requirement Workforce Management Skills This is used to associate requirements with a service call/activity. The service call/activity could then only be completed by a technician who has been tagged with the corresponding skills. Sequence Field Service Mobile Knowledge Management Checklist Designer This is used to make fields required/mandatory. Shipping Type Field Service Mobile Sales Order VisibleIf you check this box, the "Shipping Type" field will appear in the mobile application when a sales order is created. If you do not check this, the "Shipping Type" field will not be visible. Skill Workforce Management Skills Master Data Management People Equipment Items Note: this setting is used to enable the skills feature used in the Master Data Management and Workforce Management applications. Tag Workforce Management Skills This is used for tagging/associating skills with technicians. When, for example, a service call and/or activity has requirements associated with it, only a technician who has been tagged with corresponding skills could be assigned. Tax Field Service Mobile Sales Orders Quotations Activities > Customer > Invoices Translation my.coresuite.com A central place for storing everything that can be translated. Currency FSM Standalone VisibleIf you check this box, the "currency" field will appear in the Workforce Management application. If you do not check this, the "currency" field will not be visible. Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background. Mileage Type Workforce Management > Time & Material Journal Mileage Type Workforce Management Time & Material Journal (standalone) Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background. Payment Terms Field Service Mobile Sales Orders > Sales Order Report > Payment Terms This setting is used to enable the Payment Terms field to appear in the sales order report. Custom Rule Admin Business Rules & Notifications This permission setting is used to enable and manage the Business Rules & Notifications functionality, with which you can specify application actions to occur (such as sending an SMS message) when certain conditions have occurred. Service Call Type Workforce Management (standalone) This setting is used to view and manage the Service Call Type field. Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background. Usage Field Service Mobile Sales Orders This setting is used to enable the usage feature in the Sales Order module of the mobile application. Plugin A plugin can be any JS UI widget. Project Project Management This setting is used to enable/limit the usage of the Project Management app. Note: The Project Management app is available to Global license holders. Project Phase Project Management This setting is used to enable/limit the creation of project phases and subphases for a Project. Note: The Project Management app is available to Global license holders. Purchase Order Field Service Mobile This setting is used to enable the Purchase Order functionality in the mobile application, which is used to manage the product and service purchases from external suppliers. Work Time Pattern Master Data Management Workforce Management This setting is used to create and manage work time patterns that are assigned to employees. Work time patterns will display on the planning board of the Workforce Management app. UDO Value Admin > Custom Objects This setting is used to create and manage custom objects and custom fields. UDO Meta Admin > Custom Objects This setting is used to create and manage metadata related to a custom object Competitor Product Field Service Mobile This setting is used to create and manage competitor product pricing information in the mobile application. Crowd Assignment Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and assign service calls and activities to crowd service partners. This setting is by default ALL when the Crowd License has been purchased. Crowd Assignment Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view crowd service partners. This setting is by default ALL when the Crowd License has been purchased. Crowd Execution Record Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the execution record of service calls and activities completed by crowd service partners. This setting is by default ALL when the Crowd License has been purchased. Crowd Person Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the technicians created by the crowd service partners to whom service calls and activities can be assigned. Crowd Persons are created when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased. Crowd Person Availability Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the availability of crowd service partners and their technicians. This setting is by default ALL when the Crowd License has been purchased. Crowd Skill Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view skills assigned to technicians by crowd service partners. This skills are selected and applied when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased. Team Project Management This setting is required to view, create, and manage Teams in the Project Management app. Teams consist of two or more technicians, and can be assigned to a project and its related activities.