Configuring Services | K2 Online Help

Roles and Permissions

The permissions applicable to the Service module are described in the following table:

Permission	Allows users to...
Key	View, create and update key requests.
KeyReferenceData	View, create and update Key Reference Data.
KeyRequestManager	View and progress key requests.
RecurringServiceRequestCreate	Create recurring service requests.
RecurringServiceRequestEdit	Edit recurring service requests.
ServiceRequestEquipmentBooking	View and update equipment booking service requests.
ServiceRequestEquipmentBookingCreate	Create equipment booking service requests.
ServiceRequestEquipmentBookingEdit	Edit equipment booking service requests.
ServiceRequestHospitality	View, create and update hospitality service requests.
ServiceRequestKey	View and update key service requests.
ServiceRequestKeyCreate	Create key service requests.
ServiceRequestKeyEdit	Edit key service requests.
ServiceRequestMaintenance	View and update maintenance service requests.
ServiceRequestMaintenanceCallTakenManagement	Control the Service Request Call Taken Manager.
ServiceRequestMaintenanceCallTimeManagement	Control the Service Request Call Time Manager.
ServiceRequestMaintenanceCreate	Create maintenance service requests.
ServiceRequestMaintenanceEdit	Edit maintenance service requests.
ServiceRequestMaintenancePriority	Update maintenance service request priority.
ServiceRequestNotebook	View, create and update service request notebook.
ServiceRequestPortering	View and update portering service requests.
ServiceRequestPorteringCreate	Create portering service requests.
ServiceRequestPorteringEdit	Edit portering service requests.
ServiceRequestReferenceData	View, create and update Service Request Reference Data.
ServiceRequestReport	View, create and update the service request report. This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
ServiceRequestTaxi	View and update taxi service requests.
ServiceRequestTaxiCreate	Create taxi service requests.
ServiceRequestTaxiEdit	Edit taxi service requests.
ServiceRequestTaxiEditFinancialInformation	Edit the financial information of a taxi service request.
ServiceRequestView	View service requests

Refer to Manage Roles for further information.

System Settings

System Options (accessed by navigating to Tools > System Options and then clicking the System Options button) contains the settings for the Services module.

The following groups contain references to the Services modules:

Key
- Background Colour For Past Return Time (Key group) – configures the colour of the Key for the Issue Overview screen
- Background Colour For Within Return Time (Key group) – configures the colour of the Key for the Issue Overview screen
- Enable Expected Return Time (Key group) – will default to the expected return time when issuing a key
- Expected Return Duration (Key group) – the default number of days before the expected key return
- Expected Return Time (Key group) – the default key return
- Key in Issue Overview Refresh (mins) (Key group) – the time in minutes from each screen refresh

The following settings also affect the Services module:

Job Auto Unique (Job group) – whether to allow the system to automatically generate new job numbers. Enter ‘False’ to disable the function
Key Auto Unique Numbering (Auto Numbering group) – whether to allow the system to generate new key numbers automatically. Enter ‘False’ to disable the function

Reference Data

The Service Request reference data applies to the Services module (accessed by navigating to Services > Service Request).