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Getting started

Learn the roles, the menu, and the words Maintenance uses.

The menu

Dashboard, Equipment, Work, Plans, Readiness, Reports, Parts, and Settings. A space shows only the pages you may use.

Words

WordMeaning
EquipmentA machine or asset you maintain.
PlaceA location in the network. The console says place.
IssueA reported problem. Numbered ISS-000123.
Work orderA job to fix or service equipment. Numbered WO-000123.
Service programmeA repeating set of preventive tasks.

Starter roles

RoleCan do
maintenance-requesterReport faults and perform inspections.
maintenance-technicianRequester work plus carry out work, request parts, and move equipment.
maintenance-plannerRequester work plus plan work orders, manage programmes, schedule, prepare permits, and act on parts at risk.
maintenance-managerPlanner work plus close and approve work orders, approve permits, and manage settings.
maintenance-qa-inspectorRequester work plus inspect completed work.

Reporting faults and performing inspections take no licence seat.

Permissions

maintenance.read, maintenance.request, maintenance.inspections.perform, maintenance.workorders.manage, .execute, .close, .approve, .inspect, maintenance.plans.manage, maintenance.parts.request, maintenance.parts.act, maintenance.schedule.manage, maintenance.permits.manage, .approve, maintenance.readiness.read, and maintenance.manage (team-wide).

A page you may not use shows a message, for example "Settings are for maintenance managers".