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.

Permissions Quick Navigation

The FX EAM module of FieldFX has the these permissions. Click on the link to jump to the specific permission.

Asset Management Accounting Equipment Management Inventory Management Work Order Management

MRO Inventory

Purchasing

Accounting

Chart of Accounts Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Yes

Yes

Yes

GL Details

Yes

Yes

Yes

GL Variables

Yes

Yes

Yes

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Chart of Accounts Read

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Yes

GL Details

Yes

GL Variables

Yes

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Asset Management

Asset Mgmt - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Yes

Yes

Yes

Equipment

Yes

Yes

Yes

Locations

Yes

Yes

Yes

Meters and Meter Readings

Yes

Yes

Yes

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Asset Mgmt - View

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Yes

Equipment

Yes

Locations

Yes

Meters and Meter Readings

Yes

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Equipment Management

Equipment Mgmt - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Yes

Yes

Yes

Equipment

Yes

Yes

Yes

Locations

Yes

Yes

Yes

Meters and Meter Readings

Yes

Yes

Yes

Service Regions

Yes

Yes

Yes

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Equipment Mgmt - View

This permission set gives:

Permission name Create Read Edit Delete View

Asset Groups

Yes

Equipment

Green Check

Locations

Yes

Meters and Meter Readings

Yes

Service Regions

Yes

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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

Yes

Yes

Yes

Yes

Bills of Material Items

Yes

Yes

Yes

Yes

Inventory Location

Yes

Yes

Yes

Yes

Inventory Transactions

Yes

Yes

Yes

Yes

Stock Items

Yes

Yes

Yes

Yes

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MRO Inventory - View

This permission set gives you:

Permission name Create Read Edit Delete View

Asset Groups

Yes

Asset Stock Issue History

Yes

Attributes

Yes

Catalog Items

Yes

Equipment

Yes

Item Attributes

Yes

UNSPSC Classes

Yes

Warehouses

Yes

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MRO Inventory - Create Inventory Locations

This permission set gives you:

Permission name Create Read Edit Delete View

Inventory Location

Yes

Yes

Yes

Yes

Stock Items

Yes

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MRO Inventory - Issue

This permission set gives you:

Permission name Create Read Edit Delete View

Equipment

Yes

Yes

Inventory Transactions

Yes

Yes

Yes

Stock Items

Yes

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MRO Inventory Master Data - Create Edit

This permission set gives you:

Permission name Create Read Edit Delete View

Attributes

Yes

Yes

Yes

Catalog Items

Yes

Yes

Yes

Item Attributes

Yes

Yes

Yes

UNSPSC Classes

Yes

Yes

Yes

Warehouses

Yes

Yes

Yes

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MRO Inventory Master Data - Delete

This permission set gives you:

Permission name Create Read Edit Delete View

Attributes

Yes

Yes

Yes

Catalog Items

Yes

Yes

Yes

Item Attributes

Yes

Yes

Yes

UNSPSC Classes

Yes

Yes

Yes

Warehouses

Yes

Yes

Yes

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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

Yes

PO Misc Cost

Yes

Yes

Yes

PO Misc Cost Receipts

Yes

PO Stock Items

Yes

Yes

Yes

PO Stock Receipts

Yes

Purchase Orders

Yes

Yes

Yes

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Purchasing - Create PO Receipts

This permission set gives:

Permission name Create Read Edit Delete View

Chart of Accounts

Yes

PO Misc Cost

Yes

PO Misc Cost Receipts

Yes

Yes

Yes

PO Stock Items

Yes

PO Stock Receipts

Yes

Yes

Yes

Purchase Orders

Yes

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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

Yes

Yes

Yes

Transfer Order Lines

Yes

Yes

Yes

Transfer Order Transactions

Yes

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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

Yes

Transfer Orders

Yes

Transfer Order Transactions

Yes

Yes

Yes

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Work Order Management

Crafts - Create Edit Delete

This permission set gives:

Permission name Create Read Edit Delete View

Crafts

Yes

Yes

Yes

Yes

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PM Schedules

PM Schedules - Create Edit

This permission set gives:

Permission name Create Read Edit Delete View

PM Group Details

Yes

Yes

Yes

Yes

PM Group Schedules

Yes

Yes

Yes

PM Routes

Yes

Yes

Yes

PM Schedules

Yes

Yes

Yes

Route Stops

Yes

Yes

Yes

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PM Schedules - Manually Release Work Orders

This permission set gives:

Permission name Create Read Edit Delete View

Work Orders

Yes

Yes all

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PM Schedules Delete

This permission set gives:

Permission name Create Read Edit Delete View

PM Group Details

Yes

Yes

Yes

PM Group Schedules

Yes

Yes

Yes

PM Routes

Yes

Yes

Yes

PM Schedules

Yes

Yes

Yes

Route Stops

Yes

Yes

Yes

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Standard Work Tasks - Create Edit Delete

This permission set gives:

Permission name Create Read Edit Delete View

Standard Work Tasks

Yes

Yes

Yes

Yes

Standard Work Task Steps

Yes

Yes

Yes

Yes

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Work Management

Work Management - Requester

This permission set gives:

Permission name Create Read Edit Delete View

Equipment

Yes

Locations

Yes

Work Orders

Yes

Yes

Yes

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Work Management - Work Orders

This permission set gives:

Permission name Create Read Edit Delete View

Crafts

Yes

Meters

Yes

Meter Readings

Yes

Yes

Yes

Planned Stock

Yes

Yes

Yes

PM Group Details

Yes

PM Group Schedules

Yes

PM Routes

Yes

PM Schedules

Yes

Route Stops

Yes

Standard Work Tasks

Yes

Standard Work Task Steps

Yes

Stock Items

Yes

Task Labor

Yes

Yes

Yes

WO Misc Cost Receipts

Yes

Yes

Yes

WO Misc Costs

Yes

Yes

Yes

Work Orders

Yes

Yes

Yes

Work Tasks

Yes

Yes

Yes

Work Task Steps

Yes

Yes

Yes

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