Security to access Work Orders and 360Facility Integration

Account Setup

To set up the Accruent 360Facility integration you will require the following secured actions:

Secured Action	Description
General - Save BAU	Allows the user to save the integration.
Service Requests - Edit All Request Queues	Allows the user to create and update Service Requests for the integration.
Service Request - View All Request Queues	Allows the user to query the Service Requests for the integration.
Service Request – Delete Comments	Allows the deletion of comments.
API - Access	Access to Serraview Core API.
API - Access Test Page	API access Service Request Integrations.

Facilities Work Order

To view and create facilities work orders you will need the following secured actions:

Secured Action	Description
Service Requests - Access Work Orders	Allows the user to view the work orders. Serraview will not display the work orders until the Service Request Integration is turned on.
Service Requests - Create Work Order Facilities Request	Allows the user to create a 360Facility Child Work Order.

Configuration

To change the configuration settings:

Secured Action

Description

Configuration - Service Request - Access

Gives you access to the Configuration for Service Requests.

Service Request - Manage Status Mappings

Allows the administrator to update the status mapping between Serraview and 360Facility.

Serraview cannot activate the Status Mapping tab until the API is setup and connected.