A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Beforeclosing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.
What solution would provide the required access, given a private data model?

Question

A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Beforeclosing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.

What solution would provide the required access, given a private data model?

Jonathan HernÃ¡ndez HernÃ¡ndez · Accepted Answer

Put the SC in the role hierarchy above the technicians whose work orders they review.

Jonathan HernÃ¡ndez HernÃ¡ndez · Answer

Give the SC a permission set with the Modify All Data system permission.

Jonathan HernÃ¡ndez HernÃ¡ndez · Answer

Create a workflow rule that updates records owned by technicians in that regionwith the SC.

Jonathan HernÃ¡ndez HernÃ¡ndez · Answer

Change work order access on the SC's profile to 'Modify AIl.

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