Before you begin
Permissions are assigned to users via user groups in v5. To grant permissions, assign the user to a user group that has the necessary permissions (Settings > User group > click a user group > Menu or Page tab).
Version: v5 (what does this mean?)
Plans: All plans
Audience: Administrators, users who can edit user group permissions
Scheduled maintenance permissions allow users to create and manage scheduled maintenance work.
In this article:
Menu permissions affecting scheduled maintenance
Menu permissions affect which items users can see and navigate to from the navigation menu:
Menu permissions are found under the Menu Permissions tab when assigning permissions to a user group. These permissions are mandatory for performing basic actions in scheduled maintenance:
| Permission | Details |
|---|---|
| Can see 'Maintenance' top menu | Allows users to see the Maintenance top menu item in the web app. |
| Can see 'Scheduled Maintenance' menu item | Allows the user to see the Scheduled Maintenance menu item in the web app. |
| Can see 'Task Groups' menu item | Allows the user to see the Task Groups menu item in the web app. |
Page permissions affecting scheduled maintenance
Page permissions affect what users can do in the CMMS.
All of these permissions require the above menu permissions in order for the user to access their features via the navigation menu.
| Page | Sub-permissions | Details |
|---|---|---|
| Scheduled Maintenance Details |
|
Allows the user to view and edit individual scheduled maintenance detail pages. |
| Scheduled Maintenance List |
|
Allows the user to see the list of scheduled maintenance records in the Scheduled Maintenance List view.
|
| Schedule Maintenance Upcoming |
|
Expected behavior: Allows the user to see upcoming scheduled maintenance items in calendar. |
| Scheduled Maintenance Business |
|
Expected behavior: Allows the user to add businesses to scheduled maintenance. |
| Scheduled Maintenance File |
|
Allows the user to attach links and notes to scheduled maintenance. Users without this permission can still add general files to scheduled maintenance, just not links or notes. Prerequisite permissions:
|
| Scheduled Maintenance Filter |
|
Expected behavior: Use and add to list of filters on SM list page. Prerequisite permissions:
|
| Scheduled Maintenance Trigger |
|
Allows the user to add and configure triggers (time, meter reading, and events) to scheduled maintenance (Scheduling tab). Prerequisite permissions:
|
| Scheduled Parts |
|
Allows the user to add and configure parts on scheduled maintenance (Parts tab). Prerequisite permissions:
|
| Scheduled Task |
|
Allows the user to add and configure tasks on scheduled maintenance (Tasks tab). Prerequisite permissions:
|
| Scheduled Trigger Change Threshold |
|
Allows the user to edit the next trigger threshold of meter triggers in the Scheduled Trigger Change Threshold dialog (Scheduling tab). Prerequisite permissions:
|
| Import Scheduled Maintenance |
|
Allows the user to bulk import scheduled maintenance from a file (Settings > Import > Scheduled Maintenance). Prerequisite permissions:
|
| Import Task Groups |
|
Allows the user to bulk import task groups from a file (Settings > Import > Task Groups). Prerequisite permissions:
|