In this article you will learn how to manage Work Order areas visibility restrictions. Also, you will be able to understand why certain areas are hidden during Work Order creation and how you may remove these configurations to make them globally available.



TABLE OF CONTENTS


1. Why are only a few Work Order areas visible?


This happens because Work Order Areas can be configured with specific restrictions to keep your operation organized.


1.1 Understanding visibility filters


Here is exactly how the system handles the visibility of these areas when you are creating a new Work Order:


  • Users who can create Work Orders of this area: Access can be limited to any user or technical skill, no one, or specific people (by selecting individual users or specific technical skills).


  • Clients for whom Work Orders of this area and type can be created: Visibility can be filtered by any client, none, or assigned to specific clients.


  • Equipment types and soft maintenances that allow Work Orders of this area: Areas can be strictly bound to specific asset types or maintenance workflows, hiding them if the context does not match.


  • Contextual visibility: When you create a new Work Order and select a location, client, or asset, the system automatically filters the available Work Order Areas to only show the ones matching those precise criteria.


Note: If you wish for all areas to show up across all locations and clients, an Administrator simply needs to go to the platform settings, open the "Areas and Types" menu, and remove these restrictions from the affected Work Order Areas.



1.2 Profile and platform behaviors


These restrictions behave a bit differently depending on the user's profile and the platform they are using. Here is exactly how these Work Order Area restrictions are applied across the board:


  • User Profiles: Administrator accounts automatically overrule any restrictions you apply in the system, as these configuration limits are designed to apply specifically to Managers and other profiles.


  • Web Platform: On the Web version, the system deliberately "overrides" these rules to ensure that Managers are always able to report an issue, even if they weren't restricted properly.



2. Step-by-step: How to remove or modify restrictions


Follow this sequence to update your Work Order Area configurations:


  1. Login to your Infraspeak web platform and select Settings on the left bottom corner.
  2. Under the Work Orders section, click on Areas and Types.
  3. Click to edit the specific Work Order Area that you want to modify.
  4. Inside the editing menu, look for the following fields to adjust your filters:
    • Users who can create Work Orders of this area: Change this to Any User or Technical Skill or clear individual fields.
    • Clients for whom Work Orders of this area and type can be created: Switch this back to Any client.
    • Equipment types and soft maintenances that allow Work Orders of this area: Remove any restrictive types to make the area global.
  5. Save your changes.


Once saved, the updated areas will immediately become available as an option when creating a new Work Order.