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iiQ Facilities - FAQ - How can I restrict my facilities technicians to only view work orders assigned to them, rather than all open work orders?

When your agents need only to see work orders assigned to them in facilities, you will need to follow the following steps:

First, remove the following permission options in the policy:

  • Resolve Work Order

  • View Work Order List and Details

  • Work Work Orders

You will need to grant them the following permission option in that same policy:

  • View Work Orders Nav Item

Next, you will need to head to site options (in the iiQ facilities module) to enable them to work on the work orders assigned to them. Under Work Orders, there is the “assignment delegation” permission. Ensure that the “tickets.view”, “tickets.work”, and “tickets.resolve.”

If you use Teams for Facilities, ensure you have the same permissions selected so they can see the work orders assigned to their team.

With these delegated permissions, your facilities team will only be able to see work orders assigned to them.

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