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Creating or Customizing Roles for Work Instructions in

Learn how to create or customize roles in NetSuite for the Work Instructions and Traveler SuiteApp to manage manufacturing processes effectively.

·2 min read·5 views·View Oracle Docs

To enhance user proficiency with the Work Instructions and Traveler SuiteApp in NetSuite, administrators can create new roles or modify existing ones. This capability is essential for ensuring that users have the appropriate access levels to perform their tasks effectively.

Minimum Access Levels for Permissions

Understanding the necessary permissions for accessing specific functionalities within the Work Instructions and Traveler SuiteApp is crucial. The following table outlines the minimum access levels required for various permissions:

SubtabPermissionMinimum Access LevelPurpose
TransactionsWork OrdersViewRequired for: Print Traveler button in Work Order page and Generate Traveler page.
Find TransactionViewRequired for Generate Traveler page.
ListsDocuments and FilesViewRequired for: Print Traveler button in Work Order page and Traveler Preferences.
ItemsViewRequired for Generate Traveler page.
LocationsViewRequired for Generate Traveler page.
Manufacturing RoutingViewRequired for Work Instructions subtab.
Perform SearchViewRequired for Work Order Saved Search field in Generate Traveler page.
Custom Record EntriesEditFullRequired for Work Instructions subtab.
SetupSuiteScriptViewRequired for all pages.
Custom RecordsViewRequired for all pages.
Traveler PreferencesViewRequired for all pages.
Traveler TemplateViewRequired for: Generate Traveler page and Traveler Template.
Additional Work InstructionsFullRequired for Additional Work Instructions subtab in work order record.

For customization, it is advisable to use the Administrator role. Refer to related documentation on Customizing and Creating Roles for in-depth guidance on roles and permissions.

Related Topics

This systematic approach ensures that each user has the appropriate access tailored to their functional requirements, enhancing both security and efficiency within your manufacturing processes.

Who This Affects

  • Administrators: Responsible for role creation and permission assignment.
  • Manufacturing Teams: Users who utilize the Work Instructions and Traveler SuiteApp.

Key Takeaways

  • Administrators can create and customize roles for effective use of the SuiteApp.
  • Specific permissions are required for essential functionalities like printing travelers and accessing work instructions.
  • Proper role assignment streamlines manufacturing processes and enhances security.

Frequently Asked Questions (4)

What are the minimum permissions required to access the Print Traveler button in NetSuite 2026.1?
To access the Print Traveler button, users need the 'Transactions: Work Orders' permission set to View and 'Lists: Documents and Files' permission set to View.
Can existing roles be modified to work with the Work Instructions and Traveler SuiteApp?
Yes, administrators can modify existing roles or create new ones to ensure they meet specific operational needs for using the Work Instructions and Traveler SuiteApp.
What permissions are required for the 'Work Instructions' subtab in NetSuite 2026.1?
Users need the 'Manufacturing Routing' permission set to View and the 'Custom Record Entries: Work Instructions' permission set to Edit to effectively use the Work Instructions subtab.
How should administrators keep track of changes made to role customizations?
Administrators should document all changes made to role permissions to maintain a clear record for audit and reference purposes, ensuring roles align with business needs.

Weekly Update History (1)

Manufacturingupdated

Updated Creating or Customizing Roles and Permissions to Use Work Instructions and Traveler SuiteApp to include the new Custom Record Entries permission in the Lists section, change the minimum access level for SuiteScript in the Setup section to View, and remove the WOIT Work Instructions Subtab and Work Instructions permissions.

View Oracle Docs
Source: Creating or Customizing Roles and Permissions to Use Work Instructions and Traveler SuiteApp — Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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