Permissions List

Allows users to access the WebAdmin > Activation page to authorise mobile users to use Totalmobile on their device.

Allows users to access the WebAdmin > Password Reset page.

Allows users to access the WebAdmin > Permissions page.

Allows users to access and edit user attributes on the WebAdmin > Users page.
Attributes are linked to a user to define criteria such as individual specific working categories, skill sets, and circumstances.

Allows users to access the WebAdmin > Optimise Admin > Appointment Slot Templates page.

For more details refer to Appointment Slot Templates

Allows users to access the WebAdmin > Optimise Admin > Attribute Mapping page.

Allows users to access the WebAdmin > Optimise Admin > Job External Links page.

For more details refer to Add Job External Links.

Allows users to edit job appointment times and dates in Optimise Schedule.

Allows users to access the WebAdmin > Optimise Admin > Universal Purge Settings page.

Allows users to access the WebAdmin > Optimise Worlds page.

For more details refer to Worlds.

Allows users to access the WebAdmin > Optimise Admin > Resource External Links page.

For more details refer to Add Resource External Links.

Allows users to access the WebAdmin > Optimise Admin > Resources page.

For more details refer to Resources.

Allows users to access the WebAdmin > Optimise Admin > Rosters page.

For more details refer to Rosters.

Allows users to access the WebAdmin > Optimise Admin > Time Zone Mapping page.

For more details refer to Time Zone Mapping.

Allows users to update a resource's default start location from the Resource Details dialog in Optimise Schedule. This applies to all Worlds that the user has access to.

For more details refer to Viewing Resource Details in the Schedule User Guide.

Assign appointment slot templates per World for different teams or contracts on the WebAdmin > Optimise Admin > Select World > Assign Appointment Slot Templates page.

For more details refer to Assign Appointment.

Assign a roster to a resource on the WebAdmin > Optimise Admin > Select World > Assign Roster page.

For more details refer to Assign Roster.

Set which attributes should constrain jobs and resources on the WebAdmin > Optimise Admin > Select World > Attribute Matching page.

For more details refer to Attribute Matching.

Create codes on the WebAdmin > Optimise Admin > Select World > Availability Reasons page that define reasons for irregular resource availability outside what is defined in rosters.

For more details refer to Availability Reasons.

Configure background job settings for Worlds on the WebAdmin > Optimise Admin > Select World > Background Job Settings page. These settings customise how jobs are dispatched and how appointment slot capacity is calculated, and define how often the Mendel Plan Applier background process runs.

For more details refer to Background Job Settings.

Access the WebAdmin > Optimise Admin > Select World > Banding Groups page to create and maintain banding groups for both jobs and resources.

Access the WebAdmin > Optimise Admin > Select World > Booking Before Due Date Reasons page to create reasons why jobs can be booked before their stated due date.

Access the WebAdmin > Optimise Admin > Select World > Booking No Capacity Reasons page to create reasons why jobs are deleted from the Job List or a resource's diary.

Access the WebAdmin > Optimise Admin > World > Booking Past Due Date Reasons page to create reasons why jobs can be booked after their due date.

Create reasons that override constraints on the WebAdmin > Optimise Admin > Select World > Constraint Override Reasons page.

For more details refer to Constraint Override Reasons.

Access the WebAdmin > Optimise Admin > Select World > Delete Job Reasons page to create reasons why jobs are deleted from the Job List or a resource's diary.

For more details refer to Delete Job - Delete Reasons.

Delete jobs from the Job List in Optimise Schedule.

For more details refer to Delete a Job in the Schedule User Guide.

Access the WebAdmin > Optimise Admin > Select World > Distance Settings page to define the type of estimate Dynamic Scheduling uses when it requests travel time from Google or Azure.

For more details refer to Distance Settings.

Access the WebAdmin > Optimise Admin > Select World > Mendel Settings page.

For more details refer to Mendel Settings.

Access and use the Appointment Booker.

For more details refer to the Appointment Booker User Guide.

Access the WebAdmin > Optimise Admin > Select World > Optimise Appointment Booker Settings page to define the Appointment Booker calculation and slot settings.

Access the WebAdmin > Optimise Job Upload page to upload jobs from a CSV file.

Access the WebAdmin > Optimise Admin > Select World > Optimise Purge Settings page to define the job and availability purge settings.

Access the WebAdmin > Optimise Schedule page.

For more details refer to the Schedule User Guide.

Access the WebAdmin > Optimise Admin > Select World > Optimise Schedule Settings page.

For more details refer to Optimise Schedule Settings.

Access the WebAdmin > Optimise Admin > Select World > Optimise World Export page.

Access the WebAdmin > Optimise Admin > Select World > Optimise World Import page.

Access the WebAdmin > Optimise Admin > Select World > Preference Groups page to assign weighting values to preference groups.

Access the WebAdmin > Optimise Admin > Select World > Priorities page to assign weighting values to priority codes.

For more details refer to Priorities.

Access the WebAdmin > Optimise Admin > Select World > Resource Loan Reasons page to define reasons for loaning resources from one World to another World in Optimise Schedule.

For more details refer to Resource Loan Reasons.

Access the WebAdmin > Optimise Admin > Select World > Retract Loan Reasons page to define reasons for retracting a resource loan in Optimise Schedule.

For more details refer to Retract Loan Reasons.

Schedule jobs to resource diaries in Optimise Schedule. Users with access to Optimise Schedule who do not have this permission can view a World's schedule but not edit it.

Schedule jobs to prohibited resources, with an appropriate reason code, in Optimise Schedule.

Schedule and move jobs so that they overlap in a resource's diary. Users without this permission cannot schedule, commit, or move jobs to a location that overlaps with another job.

Access the WebAdmin > Optimise Admin > Select World > Unavailabiity Reasons page to create unavailability reason codes for resources in a World.

For more details refer to Unavailability Reasons.

Add, remove, edit and reschedule a resource's busy time.

Add, remove, edit and reschedule a resource's free time.

Add, remove and edit a job's attributes in Optimise Schedule.

For more details refer to Add Attributes in the Schedule User Guide.

Add and edit a job's banding group in Optimise Schedule.

Add and edit a job's description in Optimise Schedule.

For more details, refer to Update Description in the Schedule User Guide.

Add and edit a job's duration in Optimise Schedule.

For more details refer to Update Duration in the Schedule User Guide.

Add and edit a job's location in Optimise Schedule.

Update mandatory resources for a job in Optimise Schedule.

For more details refer to Add Resources in the Schedule User Guide.

Update preferred resources for a job in Optimise Schedule.

For more details refer to Add Resources in the Schedule User Guide.

Update a job's priority level in Optimise Schedule.

For more details refer to Update Priority in the Schedule User Guide.

Update prohibited resources for a job in Optimise Schedule.

For more details refer to Add Resources in the Schedule User Guide.

Update a job's skills in Optimise Schedule.

For more details refer to Update Skills in the Schedule User Guide.

Update a job's value in Optimise Schedule.

Update the loan time of a resource loaned to another World.

For more details refer to Updating Loan of Resources to Other Worlds in the Schedule User Guide.

Access the WebAdmin > Optimise Admin > Select World > Visit Statuses page to maintain visit status options.

Access the WebAdmin > Optimise Admin > Select World > Work Types page to configure the appearance of the job pin in Optimise Schedule Map view.

Access the Permissions section of a WebAdmin > Optimise Admin > Select World page to edit user permissions for a specific World.

Displays a real-time view of the appointments that are considered to be in jeopardy, that is, at risk of not being completed or completed later than the scheduled appointed time.

Displays both capacity (resource availability) and demand (total duration of work times appointed) for appointment slots in the selected time period.

Total completed jobs for the selected time period.

Displays the Totalmobile database version, the Totalmobile DataMart database version, the integration service version, the sync service version, and the web service version.

Displays a count of upcoming jobs where one or more of the resource skills required for the job is about to expire.

Displays resources that have expired skills.

Displays a count of jobs that are scheduled but not yet complete, along with committed and allocated counts, by job group reference.

Displays resources currently on indefinite leave.

Displays a count of jobs that are scheduled but not yet complete jobs, allocated to one of their preferred resources, grouped by the preference group held at the link between job and resource.

Displays a count of outstanding jobs, grouped by one or more user-defined levels.

Displays a count of outstanding jobs, scheduled to start today, that are within the jeopardy range for being overdue.

Displays a count of outstanding appointed jobs, grouped by one or more specified groups, that have not yet started but are appointed within the defined window.

Displays a count of outstanding jobs, grouped by one or more specified groups or group fields, that have not yet started, but have a due end within the defined window.

Displays a selection of scheduled jobs that overlap with other scheduled jobs or with resource busy/loan time.

Displays a count of outstanding jobs with preferred resources where the job is either not yet allocated to any resource, allocated to one of the preferred resources, or is allocated but not to any of the preferred resources.

Displays resource capacity information based on availability, work and travel, for the selected time period.

Displays a count of resources that have a minimum value threshold set up with work allocated in the date range, but one or more days do not have the composite job value at or above the threshold required.

Displays resources with a minimum value threshold set up that have work allocated in the date range, but one or more days do not have the composite job value at or above the threshold required.

Displays resource availability for each skill against the demand for each skill for the selected time period.

Displays the amount of visits in different categories of lateness for the selected time period.

Displays a representation of the resource capacity information across Not Utilised, Working Duration, Travel Duration and Unavailable Duration for the selected time period.

Displays a count of jobs flagged as emergency for the selected time period.

Displays a count of scheduled and completed jobs for the selected time period.

Displays a count of the resources available to work during the selected time period.

Total travel distance in miles for jobs scheduled within the selected time period.

Total travel time for jobs scheduled within the selected time period.

Displays a count of outstanding unallocated jobs by job attribute.

Displays locations of unscheduled jobs in a map.