There are three different categories of user roles in the system: 1) Basic Users: those that login to the system to create work orders, 2) Processor/System Administrator: those that manage the system and process the work orders and 3) Workers: a distinct category of people in the system who have work orders assigned to them to do. 

System Roles and their Features:

1. Order Originator - The most basic user, they can only see those work orders they themselves have created. These users' work orders typically need to be approved by a higher level site based Order Approver before the work order moves to Maintenance for processing. 

2. Order Approver - Same functionality as an originator but these users typically approve Work Orders submitted by Originators thereby moving them to Maintenance for processing. This role can see all work orders created by any person for their property. Work Orders submitted by approvers are considered ‘approved’ and move directly to maintenance.

3. Order Approver Multiple Sites - This role allows for the originator/approver relationship to exist over multiple sites clustered together into a group overseen by a single administrator group. For this role to be used, properties need to be made part of groups and then those groupings are assigned to an individual in this role of Order Approver Multiple Sites to oversee. 

4. Order Approver All Sites - This role is the same as the multi-site approver role except it oversees all work orders submitted for all sites. This is typically used for higher level admins in charge of a specific program (i.e. nutrition services) that spans all properties. 

5. System Processors and Administrators

System Processor - This user is typically a front office M&O worker that receives work orders submitted by the sites, assigns staff to do the work, and closes the work order upon completion.

System Administrator - This role does what a processor does in addition to adding people, places, and things. This is the role that has complete control over the system.

6. Workers -  Workers have work orders assigned to them. Their work is manually processed  a work order is printed out and given to a worker, who then completes the work and notes any costs and time associated with the work order’s completion and returns the paperwork back to M&O. Then the M&O clerk will manually go into the system to close out the work orders. 

7. Districts that offer electronic access to their Maintenance Workers Work Orders, utilize the user role of Maintenance Technician - These workers access their work orders electronically by logging into the system, adding their action taken and costs directly to the work order and then closing the work order, placing it into a ‘pending review’ status for a Processor or Admin to review and fully close the work order. 

Other roles in the system:

Read only all sites - viewing only

Read only site staff - viewing only

Site Based Plant Manager - When locally assigning simple work orders to custodians and plant managers is desired.