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(2024.2) Equipment Permissions for Charge Catalogs

Owned by David Engblom
Apr 16, 2024
2 min read
Equipment Permissions tab example
Equipment Permissions tab example

The 'Equipment Permissions' tab is on the Charges Catalog. The functionality of this tab allows an Admin to limit what Equipment can be assigned to a given Charge.

Add

Using the 'Add' functionality a User can associate an Equipment Permissions with a given Charge. This association will allow the Equipment to be assigned to the Charge and any Children records.

  1. Click the Add button.

  2. This will open the 'Add New Equipment Permission' form.

    Add New Equipment Permission form example
    Add New Equipment Permission form example

  3. Select the Equipment that is desired to associate with the given Charge.

  4. Click the Save and Close button.

The Equipment will now be associated with the given Charge and be the only Equipment that can be assigned to the given Charge elsewhere in PCR-360.

Delete Selected

This will remove an Equipment from the Charge record.

  1. Select the Equipment Permissions to remove from the Grid.

  2. Click the Delete Seleced button.

  3. The Permission on the current Charge record will have been removed.
    Note: Removing the Permission on a Parent record will remove it on all Children records as well. If a Permission is desired on a Child record, it will have to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Equipment Permissions that are associated with a given Charge through Inheritance from the Parent record.

  1. Click the Inherited Permissions button.

  2. This will open the 'View Inherited Permissions' dialog.

  3. Click the OK button when finished viewing.

Permit None

This button removes any Equipment Permissions from a given Charge. This will NOT remove any Inherited Permissions from the Parent record. To use, simply click the  button.  Any Equipment Permissions that were associated with the Charge will have that Permission deleted. The Grid will display:
 

Note: If 'Permit None' is set on a Parent record, the Children records will be similarly limited.

To remove the 'Permit None' Status, follow these steps:

  1. Select the line in the Grid that says:

  2. Click the Delete Selected button. 

  3. The Permit None restriction will have been removed and it will be possible to associate Equipment Permissions with the Charge/Service again.