Assign responsibility for asset identity, maintenance decisions, work evidence and parts posting.
Maintain the equipment register and review operating state and accepted service history.
Prepare preventive plans and maintenance tickets, keeping the asset, Technician and due date clear.
Capture readings and work logs, then use the execution commands for the assigned maintenance handoff.
Review coverage eligibility, authorize work and accept its inspection through the agreed commands.
Maintain the spare-part catalog and post consumption through the parts action so the usage and stock effect stay together.
Maintain account-to-employee mappings and the access setup agreed for the operating team.
| Role | Asset Register | Preventive Maintenance | Condition Monitoring | Maintenance Work | Parts and Reorder | Warranty and Service History |
|---|---|---|---|---|---|---|
| Asset Manager | Edit | View | View | View | — | View |
| Maintenance Planner | View | Edit | View | Edit | — | View |
| Technician | View | View | Edit | Edit | View | View |
| Maintenance Approver | View | — | — | Approve | View | Approve |
| Parts Coordinator | View | — | — | View | Edit | View |
| Admin | View | — | — | Edit | — | Edit |
Maintains equipment identity, home location and operating state, and reviews accepted service history.
Starts on: Asset Register
Prepares preventive plans and maintenance requests with the assigned technician and due date.
Starts on: Asset Register
Captures asset readings and work evidence and submits completed maintenance for inspection through the authorized commands.
Starts on: Asset Register
Reviews warranty eligibility, authorizes maintenance and accepts completed work for return to service.
Starts on: Asset Register
Maintains spare-part records and posts ticket-linked consumption through the controlled usage command.
Starts on: Open Maintenance Tickets
Maintains employee-to-user mappings and the access configuration agreed for the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.