Quick Startup Kit 3 Step Configuration Step 1
User Configuration
Step 2
Asset Configuration
Step 3
Schedule Definition
User Roles Vs Privileges Factory Flow
Role: Maintenance Head ➢
Can have access to Dashboard and Reports
Dashboard Breakdown Tickets Repeated Problem Overall Open Tickets SLA violations against incidents / Schedules Aging wise Tickets
Reports Asset wise Incident Report Asset wise Schedule Report
Access: Web Portal
Role: Location Head ➢ ➢ ➢ ➢ ➢ ➢
Location based User Management Asset Definition (Update initial Schedule date) Service Engineer Onboarding Ticket Management ( Assign/Reassign, Spare parts Approval, Approve/Close Ticket) Schedule Management (Assign Machine Owner, Reschedule) Reports (View Report, Export Report)
Access: Web Portal
Role: Machine Operator ➢ ➢ ➢ ➢ ➢ ➢ ➢
Dashboard Asset (View General details, Access for support documents, specifications) Self diagnose the incident/Breakdown Raise, Track, Acknowledge Ticket Schedule Task(Update the schedule task which is assigned to them) Feedback and Ratings Notification for Ticket/Schedule Process
Access: Mobile App
Role: Service Engineer ➢ ➢ ➢ ➢ ➢ ➢ ➢ ➢
Dashboard Incident/Schedule Tickets (Assigned, Accepted, Awaiting for Approval to close) Request for Spare Parts /Request for support to reassign to another engineer Refer Solution Bank Update root cause and solution details Feedback about the customer Update his availability through leave status Notification for Ticket/Schedule Process
Access: Mobile App
User Roles Vs Privileges Service Agency Flow
Role: Super Admin ➢
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Configurations ✓ User Management ✓ Contracts & Compliance Settings ✓ SLA Configuration for Tickets ✓ Bulk Upload for Asset Configuration ✓ Work Order Configuration ✓ Common preference Settings
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Asset Definition ✓ Define assets with general details, spare parts, support documents and other specifications ✓ Define Schedules with SLA and Escalation configuration ✓ Define Serial Number ✓ Define Solution Bank ✓ Define Self Diagnose
➢ Dashboard Customer Onboarding with work order pre➢ Reports approval configuration Service Engineer Onboarding Sub Contractors Onboarding Schedule/ Incident Ticket Management (Raise, Assign/Reassign, Spare parts Approval, Approve/Close Ticket) Work Order Management Schedule Monitoring / PTW Approval Access: Web Portal
Role: Customer Head ➢
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Configurations ✓ User Management
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➢ Ticket Management (Raise, Track, Spare parts ➢ request Approval, acknowledge) Work Order (View, Accept, Reject) Schedule (Update User Schedule / Create Ticket for Engineer Schedule) Notification for Ticket/Schedule Progress
Asset Definition ✓ Update location for an asset ✓ Responsible User mapping ✓ Update upcoming preventive/spare parts schedule date ✓ Support document download
Dashboard Reports
Access: Web & Mobile
Role: Customer User ➢ ➢ ➢ ➢ ➢ ➢ ➢ ➢
Dashboard Asset (View General details, Access for support documents, specifications) Self diagnose the incident/Breakdown Raise, Track, Acknowledge Ticket Schedule Task(Update the schedule task which is assigned to them) Work Order (View, Accept, Reject) Feedback and Ratings Notification for Ticket/Schedule Process
Access: Mobile App
Role: Service Engineer ➢ ➢ ➢ ➢ ➢ ➢ ➢ ➢ ➢
Dashboard Incident/Schedule Tickets (Assigned, Accepted, Awaiting for Approval to close) Request for Spare Parts /Request for support to reassign to another engineer Refer Solution Bank Update root cause and solution details Update Work Order and submit for approval Feedback about the customer Update his availability through leave status Notification for Ticket/Schedule Process
Access: Mobile App