🔑 Key Concept
Which Work Orders You Can View and Edit
You can view and edit work orders based on these criteria — as determined by the solution admin.
| Worker Privilege | Options |
|---|---|
| Can View Orders | Own, Own and Team, All |
| Can Edit and Ressaign Orders | Own, Own and Team, All, Limited |
| Reassign Orders to | None, Own Supervisor(s), Own Team, All Supervisors, Own Team and All Supervisors, Anyone |
| Can Approve and Deny REQs | Yes, No |
| Can Add and Remove Orders from Sets | Yes, No |
Entity
Definition
Performoâ„¢ can use any term to label corporate elements that are physically, geographically or financially separate from each other in your company, corporation, or institution.
| Options For Entity Label — Instead of Entity |
|---|
| Property |
| Agency |
| Campus |
| Division |
| Branch |
| Unit |
| Department |
| Bureau |
This is a system-wide setting that is setup during implementation, and then, usually not changed.
Notes About The All Entity
- You can view and edit data in one entity at a time.
- You use an ALL entity to aggregate data from all entities for reporting and BI purposes.
- The name of the All entity is user-definable. It does not have to be called, All.
- The Solution Admin will work with the Wizard Software implementation team to choose the label that best suits how you do business.
The ALL entity is not used for data entry.
Best Practice: use the All entity for reporting and BI.