FSM - Group Checkout Feature Problem

[sonnet]

Hello,

I'm trying to implement the group checkout feature in FSM for a client. I've done the actions as explained in the Core methodology:

- Enable "Group Checkout" Permission for leader service technician user group

1. Service checkout UI Permissions = GROUP_CHECKOUT_ALLOWED

- Enable "Finish Work" Permission for non-leader service technician user group

1. Service checkout UI Permissions = CHECKOUT_WITHOUT_REPORT_ENABLED

- Enable Leader on Site Company Settings

1. CoreSystems.ResourcePlanner.IsLeaderOnSiteEnabled = TRUE
2. CoreSystems.ResourcePlanner.IsLeaderOnSiteOptional = TRUE
3. CoreSystems.IsMergeLeaderOnSite = TRUE

I have 1 problem:

When checking out as leader technician, I can't see the content of the activity processed by the non-leader technician in the final service report (even if his activity is set as "LOCKED" in the system and both technicians have synchronized their data in the cloud).

Does anybody know what I've missed here?

Many thanks!

[r_barabas · Accepted solution]

Hi Maxime

It's possible your user has permission to only see his own activities and efforts. On checkout, you should be able to see and select the locked activity of the non-leader.

Here's a screenshot to compare (select the tab "Group Checkout"):

https://docs.coresystems.net/mobile/integrated-checkout.html#wow7

If you can't see the non-leaders activity there, check the permission group CRUD (create, read, update, delete) settings, especially the Read part. Do this for Activity, Effort, Material and Expenses.

Regards

Raphael Barabas

[sonnet · Accepted solution]

Hello Raphael

Thanks for your input. I used the pre-configured leader-on-site user group, so the permissions were OK for all these objects. It's working now, so I don't what was the problem.