There are three principal roles when working with work orders:
- Work order process administrator, a specific user permission (under Global Permissions in Administration > Users or User Groups in the web client)
- Work order planner, a specific user permission
- Users that perform the work order tasks. This can be any user.
The work order process administrators handle creating the general processes the work orders should follow.
The work order planners create and plan work orders. A work order planner can change or replan all work orders, and update the status of tasks.
A user that has a task assigned to them can execute the task and update the status of that task.
An unassigned task is implicitly assigned to the user or group that the work order is assigned to.
When a task or work order is assigned to a user group, any user in that group can assign the work order to themselves. Afterwards, the task can be updated as usual.
As a short cut, if a task is updated without assigning it first, the task is automatically assigned to the user who updated it. There is an exception: when a Work Order planner updates a task in the desktop client, they can set the task status on behalf of another user.