Rental Equipment Permissions

The new Rental Equipment module in the Track application supports Client Owners who rent equipment from the rental equipment company for their employees and other contractors to use at job sites. The rental equipment company uses the Rental Equipment Module to bill the Client Owners.

The new Rental Equipment Module utilizes a combination of relevant permissions for equipment to provide the required access. The new permission, RE.SET: User can action Rental Equipment, works with other Equipment permissions when enabled. These permissions are under the following rules:

E.ACPT
E.AGR
E.ALLO
E.AUTH
E.COST
E.GRP
E.HRS
E.TYP

NOTE: After the Rental Equipment Module permission is set up and the users have issues accessing the Rental Equipment Module, MCi recommends that the users reach out to their Account Management Representative to discuss enabling the Rental Equipment Module.

Edit the Permission for a Profile

After accessing TrackAdmin, hover a mouse pointer over Tools.
Select Profile Management to open the Profile screen.
Select a profile from the Pre-Defined Profiles list box.
Click Edit Profile to open the Profile Wizard, displaying the Profile Rules for Labor screen.
Click the Next button to open the Profile Rules for Equipment screen.
Click the checkbox on a line item for the following permissions to allow the users to access the equipment functions with the Rental Equipment Module.

RE.SET: User can action Rental Equipment

Under the following rules, select the permissions to allow the users to access the equipment functions for the Rental Equipment Module based on the Track user roles.

E.ACPT – Equipment Acceptance rules

E.ACPT: User can accept allocated equipment hours/costs
E.ACPT: User can un-accept allocated equipment hours/costs
E.ACPT: User can view equipment costs not accepted report

E.AGR – Equipment Agreement rules

E.ACPT: User can accept allocated equipment hours/costs
E.ACPT: User can un-accept allocated equipment hours/costs
E.ACPT: User can view equipment costs not accepted report

E.ALLO – Equipment Allocation rules

E.ALLO: User can allocate equipment hours/costs
E.ALLO: User can edit equipment allocations
E.ALLO: User can change the Area on allocations
E.ALLO: User can delete equipment allocations
E.ALLO: User can view equipment allocations
E.ALLO: User can view equipment costs not allocated report

E.AUTH – Equipment Authorization rules

E.AUTH: User can authorize equipment costs
E.AUTH: User can reject equipment
E.AUTH: User can view equipment costs not authorized report
E.AUTH: User can void equipment timesheet

E.COST – Equipment Cost rules

E.COST: User can add Global Other Equipment Costs
E.COST: User can edit Global Other Equipment Costs
E.COST: User can delete Global Other Equipment Costs
E.COST: User can view Global Other Equipment Costs

E.GRP – Equipment Group rules

E.GRP: User can add equipment groups
E.GRP: User can edit equipment groups
E.GRP: User can delete equipment groups
E.GRP: User can view equipment groups

E.HRS – Equipment Hours rules

E.HRS: User can add equipment hours
E.HRS: User can edit Other Equipment Costs Amount
E.HRS: User can delete equipment hours
E.HRS: User can view equipment hours

E.TYP – Equipment Type rules

E.TYPE: User can add equipment types
E.TYPE: User can edit equipment types
E.TYPE: User can delete equipment types
E.TYPE: User can view equipment types

Click the Finish tab to open the last screen, displaying the message, Press “Finish” to save profile [the selected profile name].
Click the Finish button to save the changes and return to the Profile screen.