AyaNova service management & work order software
AyaNova Support Forum
Home       Members    Calendar    Who's On
Welcome Guest ( Login | Register )
        



Restricting Calendar views Expand / Collapse
Author
Message
Posted 4/23/2009 7:07:36 AM
Forum Member

Forum MemberForum MemberForum MemberForum MemberForum MemberForum MemberForum MemberForum Member

Group: Able to Upload Group
Last Login: 1/13/2010 8:17:08 AM
Posts: 29, Visits: 65
We have setup a group called Service Techs and we would like to make it so that when a service tech logs in and clicks on the calendar, they can only see their calendar. We don't want them to be able to change the view to include all techs. Is there a way to make this happen?
Post #4618
Posted 4/23/2009 8:38:59 AM
AyaNova Sales & Support

AyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & Support

Group: Administrators
Last Login: 3/17/2010 7:34:22 AM
Posts: 2,190, Visits: 5,029
Hi

One of the many new features of AyaNova 5 is that Regions have been expanded so that you can use Regions to restrict access to data based on the region assigned to.

In AyaNova 5, if you set a User's entry screen to a specific Region, that user will only be able to view data that is either set to All Regions or set to that specific Region.

For example, if each of your techs have selected in their User entry screens a different Region, then in the Schedule screen, they will not be able to see the schedule for any other tech as each tech would be of a different Region.

For example let's say you have three techs (Bill, Mark, Henry) so you would create three specific Regions in addition to the default All Regions:

  • All Regions
  • Region 1 (for the first tech - example naming only of course as you can name whatever)
  • Region 2
  • Region 3

In each schedulable user's entry screen, select the specific Region

  • In Bill's user entry screen, select the default region as Region 1
  • In Mark's user entry screen, select the default region as Region 2
  • In Henrys user entry screen, select the default region as Region 3

Other users, such as dispatching, manager, etc keep selected the All Regions as the default region in their user entry screen so that they can see all data.

Now when one of those techs logs in, even if they select other Schedulable User Groups to view, they will only view in the graphical Schedule screen data that has the same Region they are set to.

See also http://www.ayanova.com/AyaNova5webHelp/what_is_regions_used_for.htm

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4619
Posted 4/27/2009 7:30:05 AM
Forum Member

Forum MemberForum MemberForum MemberForum MemberForum MemberForum MemberForum MemberForum Member

Group: Able to Upload Group
Last Login: 1/13/2010 8:17:08 AM
Posts: 29, Visits: 65
We have version 3.6, does that version do this?

Thanks for the reply.

Post #4624
Posted 4/27/2009 8:01:37 AM
AyaNova Sales & Support

AyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & SupportAyaNova Sales & Support

Group: Administrators
Last Login: 3/17/2010 7:34:22 AM
Posts: 2,190, Visits: 5,029
No. AyaNova 3.6 does not have this feature.

The Regions feature that allows you to restrict data access based on the region assigned to is a new feature of AyaNova 5

So that you can see all of the many new features, I encourage you to check out the new features of AyaNova 5 http://www.ayanova.com/AyaNova5webHelp/how_is_ayanova_5_different_fro.htm as well as the new features that came out with AyaNova version 4 at http://www.ayanova.com/AyaNova4webHelp/how_is_ayanova_4_different_fro.htm

Also review the FAQ & Answers web page section on upgrading to AyaNova 5 as it provides answers to many common questions about upgrading from AyaNova 3, and I encourage you to try out AyaNova 5 as it says on the FAQ & Answers web page.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4625
« Prev Topic | Next Topic »


Reading This Topic Expand / Collapse
Active Users: 0 (0 guests, 0 members, 0 anonymous members)
No members currently viewing this topic.
Forum Moderators: AyaNova Sales & Support

Permissions Expand / Collapse

All times are GMT -8:00, Time now is 4:27am

Powered by InstantForum.NET v4.1.4 © 2010
Execution: 0.094. 9 queries. Compression Disabled.