FX EAM Permissions Sets

The FX EAM module is a comprehensive asset management solution that tracks equipment, schedules work orders for preventative maintenance, assists in regulatory compliance, manages inventory for maintenance, and tracks maintenance team assignments. To use FX EAM, users must have specific permissions.

To review the steps for assigning permissions, review the following:

Always use the highest version number available for any given permission set.

For All EAM Users

The license check for FieldFX Mobile has been changed. If you have FX E-Ticketing or FX EAM, you can now use FieldFX Mobile. Previously, if you use FX EAM and don’t have a FX E-Ticketing license, you wouldn’t be able to use FieldFX Mobile.

FX EAM APEX and VF

This permission set gives access to APEX classes, Visualforce pages, and Audit Logs.

This permission set is required for anyone who uses EAM for the system to function correctly.

Accounting

Chart of Accounts Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Green Check

Green Check

Green Check

GL Details

Green Check

Green Check

Green Check

GL Variables

Green Check

Green Check

Green Check

Chart of Accounts Read

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Green Check

GL Details

Green Check

GL Variables

Green Check

Asset Management

Asset Mgmt - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Green Check

Green Check

Green Check

Equipment

Green Check

Green Check

Green Check

Locations

Green Check

Green Check

Green Check

Meters and Meter Readings

Green Check

Green Check

Green Check

Asset Mgmt - View

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Green Check

Equipment

Green Check

Locations

Green Check

Meters and Meter Readings

Green Check

Equipment Management

Equipment Mgmt - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Green Check

Green Check

Green Check

Equipment

Green Check

Green Check

Green Check

Locations

Green Check

Green Check

Green Check

Meters and Meter Readings

Green Check

Green Check

Green Check

Service Regions

Green Check

Green Check

Green Check

Equipment Mgmt - View

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Green Check

Equipment

Green Check

Locations

Green Check

Meters and Meter Readings

Green Check

Service Regions

Green Check

Inventory Management

MRO stands for Maintenance, Repair, and Operations. It is a standard way to refer to items that are business expenses rather than a cost of sale.

MRO Inventory

MRO Inventory - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Bills of Material

Green Check

Green Check

Green Check

Green Check

Bills of Material Items

Green Check

Green Check

Green Check

Green Check

Inventory Location

Green Check

Green Check

Green Check

Green Check

Inventory Transactions

Green Check

Green Check

Green Check

Green Check

Stock Items

Green Check

Green Check

Green Check

Green Check

MRO Inventory - View

This permission set gives you:

Permission name Create Read Edit Delete View

Asset Groups

Green Check

Asset Stock Issue History

Green Check

Attributes

Green Check

Catalog Items

Green Check

Equipment

Green Check

Item Attributes

Green Check

UNSPSC Classes

Green Check

Warehouses

Green Check

MRO Inventory - Create Inventory Locations

This permission set gives you:

Permission name Create Read Edit Delete View

Inventory Location

Green Check

Green Check

Green Check

Green Check

Stock Items

Green Check

MRO Inventory - Issue

This permission set gives you:

Permission name Create Read Edit Delete View

Equipment

Green Check

Green Check

Inventory Transactions

Green Check

Green Check

Green Check

Stock Items

Green Check

MRO Inventory Master Data - Create Edit

This permission set gives you:

Permission name Create Read Edit Delete View

Attributes

Green Check

Green Check

Green Check

Catalog Items

Green Check

Green Check

Green Check

Item Attributes

Green Check

Green Check

Green Check

UNSPSC Classes

Green Check

Green Check

Green Check

Warehouses

Green Check

Green Check

Green Check

MRO Inventory Master Data - Delete

This permission set gives you:

Permission name Create Read Edit Delete View

Attributes

Green Check

Green Check

Green Check

Catalog Items

Green Check

Green Check

Green Check

Item Attributes

Green Check

Green Check

Green Check

UNSPSC Classes

Green Check

Green Check

Green Check

Warehouses

Green Check

Green Check

Green Check

Purchasing

Purchasing - Create Edit Requisitions

This permission set is similar to the Purchasing - Create Edit Order Permission Set, but is restricted to the Requisition Purchase Order record type.

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Green Check

PO Misc Cost

Green Check

Green Check

Green Check

PO Misc Cost Receipts

Green Check

PO Stock Items

Green Check

Green Check

Green Check

PO Stock Receipts

Green Check

Purchase Orders

Green Check

Green Check

Green Check

Purchasing - Create PO Receipts

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Green Check

PO Misc Cost

Green Check

PO Misc Cost Receipts

Green Check

Green Check

Green Check

PO Stock Items

Green Check

PO Stock Receipts

Green Check

Green Check

Green Check

Purchase Orders

Green Check

Transfer Order

Transfer Order - Create Edit

Grants permissions to add and modify transfer orders.

This permission set does not grant access to issue items to a transfer out order or receipt items for a transfer in order.

This permission set gives:

Permission name Create Read Edit Delete View

Transfer Orders

Green Check

Green Check

Green Check

Transfer Order Lines

Green Check

Green Check

Green Check

Transfer Order Transactions

Green Check

Transfer Order - Create Transaction

Grants access to issue stock items to transfer out orders and receive items on transfer in orders.

This permission set gives:

Permission name Create Read Edit Delete View

Transfer Order Lines

Green Check

Transfer Orders

Green Check

Transfer Order Transactions

Green Check

Green Check

Green Check

Work Order Management

Crafts - Create Edit Delete

This permission set gives:

Permission name Create Read Edit Delete View

Crafts

Green Check

Green Check

Green Check

Green Check

PM Schedules

PM Schedules - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

PM Group Details

Green Check

Green Check

Green Check

Green Check

PM Group Schedules

Green Check

Green Check

Green Check

PM Routes

Green Check

Green Check

Green Check

PM Schedules

Green Check

Green Check

Green Check

Route Stops

Green Check

Green Check

Green Check

PM Schedules - Manually Release Work Orders

This permission set gives:

Permission name Create Read Edit Delete View

Work Orders

Green Check

Green Check all

PM Schedules Delete

This permission set gives:

Permission name Create Read Edit Delete View

PM Group Details

Green Check

Green Check

Green Check

PM Group Schedules

Green Check

Green Check

Green Check

PM Routes

Green Check

Green Check

Green Check

PM Schedules

Green Check

Green Check

Green Check

Route Stops

Green Check

Green Check

Green Check

Standard Work Tasks - Create Edit Delete

This permission set gives:

Permission name Create Read Edit Delete View

Standard Work Tasks

Green Check

Green Check

Green Check

Green Check

Standard Work Task Steps

Green Check

Green Check

Green Check

Green Check

Work Management

Work Management - Requester

This permission set gives:

Permission name Create Read Edit Delete View

Equipment

Green Check

Locations

Green Check

Work Orders

Green Check

Green Check

Green Check