Access and permissions

Which permission each Maintenance screen needs, who may see and change what, and the rules that keep people from approving their own work.

On this page (17)

Permissions by screen

ScreenMenuPermission needed
Maintenance DashboardMaintenance > Maintenance > Dashboardmaintenance.view
My WorkMaintenance > Maintenance > My Workmaintenance.view
Maintenance RequestsMaintenance > Maintenance > Maintenance Requests (also Operations > Maintenance Requests)maintenance.view (list); maintenance.request.create (report)
Work OrdersMaintenance > Maintenance > Work Orders (also Operations > Work Orders)maintenance.view
BreakdownsMaintenance > Operations > Breakdownsmaintenance.view
InspectionsMaintenance > Operations > Inspectionsmaintenance.view
Technician JobsMaintenance > Operations > Technician Jobsmaintenance.view
DowntimeMaintenance > Operations > Downtimemaintenance.view
Preventive MaintenanceMaintenance > Planning > Preventive Maintenance (also Configuration > Maintenance Plans)maintenance.view
Maintenance CalendarMaintenance > Planning > Maintenance Calendarmaintenance.view
WorkloadMaintenance > Planning > Workloadmaintenance.view
Shutdown PlanningMaintenance > Planning > Shutdown Planningmaintenance.view
Meter-Based PlansMaintenance > Planning > Meter-Based Plansmaintenance.view
Condition-Based PlansMaintenance > Planning > Condition-Based Plansmaintenance.view
AssetsMaintenance > Assets > Assetsmaintenance.view
EquipmentMaintenance > Assets > Equipmentmaintenance.view
LocationsMaintenance > Assets > Locationsmaintenance.view (view); maintenance.configure (add)
Asset HierarchyMaintenance > Assets > Asset Hierarchymaintenance.view
MetersMaintenance > Assets > Metersmaintenance.view
WarrantyMaintenance > Assets > Warrantymaintenance.view
CalibrationMaintenance > Assets > Calibrationmaintenance.view
Contracts (AMC)Maintenance > Assets > Contracts (AMC)maintenance.view
VendorsMaintenance > Assets > Vendorsmaintenance.view
Spare PartsMaintenance > Parts > Spare Partsmaintenance.view
ReservationsMaintenance > Parts > Reservationsmaintenance.view
ConsumptionMaintenance > Parts > Consumptionmaintenance.view
Part RequirementsMaintenance > Parts > Part Requirementsmaintenance.view
Reorder AlertsMaintenance > Parts > Reorder Alertsmaintenance.view
Maintenance CostsMaintenance > Costs > Maintenance Costsmaintenance.cost.view
Cost by categoryMaintenance > Costs > Labor Costs / Parts Costs / Vendor Costs / Downtime Costsmaintenance.cost.view
Asset Lifecycle CostMaintenance > Costs > Asset Lifecycle Costmaintenance.cost.view
Asset Maintenance HistoryMaintenance > Reports > Asset Maintenance Historymaintenance.view
Work Order SummaryMaintenance > Reports > Work Order Summarymaintenance.view
Preventive Maintenance reportMaintenance > Reports > Preventive Maintenancemaintenance.view
Overdue Work OrdersMaintenance > Reports > Overdue Work Ordersmaintenance.view
Downtime reportMaintenance > Reports > Downtimemaintenance.view
Failure AnalysisMaintenance > Reports > Failure Analysismaintenance.view
MTBFMaintenance > Reports > MTBFmaintenance.view
MTTRMaintenance > Reports > MTTRmaintenance.view
Parts ConsumptionMaintenance > Reports > Parts Consumptionmaintenance.cost.view
Maintenance Costs reportMaintenance > Reports > Maintenance Costsmaintenance.cost.view
Technician UtilizationMaintenance > Reports > Technician Utilizationmaintenance.view
Vendor CostsMaintenance > Reports > Vendor Costsmaintenance.cost.view
Warranty reportMaintenance > Reports > Warrantymaintenance.view
Calibration reportMaintenance > Reports > Calibrationmaintenance.view
Inspection reportMaintenance > Reports > Inspectionmaintenance.view
Asset TypesMaintenance > Configuration > Asset Typesmaintenance.configure
Asset CategoriesMaintenance > Configuration > Asset Categoriesmaintenance.configure
Maintenance TypesMaintenance > Configuration > Maintenance Typesmaintenance.configure
Maintenance TeamsMaintenance > Configuration > Maintenance Teamsmaintenance.configure
TechniciansMaintenance > Configuration > Techniciansmaintenance.configure
Work Order StatusesMaintenance > Configuration > Work Order Statusesmaintenance.configure
Inspection TemplatesMaintenance > Configuration > Inspection Templatesmaintenance.configure
Failure CodesMaintenance > Configuration > Failure Codesmaintenance.configure
Root Cause CodesMaintenance > Configuration > Root Cause Codesmaintenance.configure
Meter TypesMaintenance > Configuration > Meter Typesmaintenance.configure
Warranty TypesMaintenance > Configuration > Warranty Typesmaintenance.configure
Calibration SettingsMaintenance > Configuration > Calibration Settingsmaintenance.configure
Cost CategoriesMaintenance > Configuration > Cost Categoriesmaintenance.configure
Alert RulesMaintenance > Configuration > Alert Rulesmaintenance.configure
IoT SensorsMaintenance > Configuration > IoT Sensorsmaintenance.configure
Maintenance SettingsMaintenance > Configuration > Maintenance Settingsmaintenance.configure
Asset 360Assets > open an assetmaintenance.view (open); maintenance.edit (edit)
Work order recordWork Orders > open a work orderEach action has its own permission (see Security)
Request recordMaintenance Requests > open a requestmaintenance.request.approve (decide); maintenance.workorder.create (convert)
Plan recordPreventive Maintenance > open a planmaintenance.view
Inspection recordInspections > open an inspectionmaintenance.view
Maintenance app configurationAdministration > Applications > Maintenance > Features / FieldsCompany administrator

All Maintenance screens

RuleWhat the system does
View permissionMenu not shown; API refused 'You do not have permission for this action.'

Assets / Work Orders / Requests

RuleWhat the system does
View-only user cannot changeNo New / Edit / Start buttons; every save refused 'You do not have permission for this action.'

Work order

RuleWhat the system does
Each action has its own permissionapprove = request.approve; schedule/assign = workorder.assign; start/pause/wait/resume = workorder.start; complete/reopen = workorder.complete; close = workorder.close (implies cost.view); cancel = workorder.create; parts reserve/issue/return/shortage = parts.issue

Request record

RuleWhat the system does
Only approvers decideReview / Approve / Reject / Close not shown; API 'Only someone who approves requests can do that.'

All cost places

RuleWhat the system does
Costs left out without cost.viewNo Cost columns, Costs tab, Total Cost (YTD), purchase cost, labour rate/cost, part cost, contract value; Costs menus hidden; API responses have no cost fields; kpis has no maintenance_cost

Asset 360 / Downtime / Technicians / Visits

RuleWhat the system does
Writing a cost needs cost.viewPurchase cost, downtime cost, technician hourly cost, visit cost refused 'You do not have permission for this action.'

All

RuleWhat the system does
Company isolation'Work order not found.' / 'Asset not found.' / 'Choose an asset of this company.'; pickers list only this company's records

Asset 360 / Work order / Plan / Request

RuleWhat the system does
Edit conflictSecond save refused 'Someone else changed this ... Reload it.'

Configuration

RuleWhat the system does
Only configure permission changes setupConfiguration menus hidden; lists show read-only; API refused

Plans

RuleWhat the system does
Plan editing needs plan.edit; generating needs workorder.createWithout plan.edit: no New Plan / Activate; without workorder.create: no Generate buttons and API refused

Calibration

RuleWhat the system does
Calibration permissionNo Record button / More item; API refused

Applications > Maintenance > Features

RuleWhat the system does
Switched-off feature refuses writes, keeps readsPOST warranty / warranty-claims -> 'Warranty and claims is disabled for this company.'; GET still lists old warranties

Applications > Maintenance > Fields

RuleWhat the system does
Hidden field cannot be smuggled inRefused 'Asset manufacturer is turned off for this company.'

Report an Issue

RuleWhat the system does
Replay protectionSecond call returns the first request; no duplicate

Activity / Audit

RuleWhat the system does
Trail cannot be editedNone; lines show who and when

My Work

RuleWhat the system does
Technician sees own jobsOnly T1's open jobs (by his employee link); note: the full Work Orders list is not limited to own jobs - any maintenance.view user sees all