Admin
Configures users and maintains reference data for the facilities team.
Can
- Manage Users, People, Assets, spare parts
- View work orders, safety permits, building meters, preventive maintenance plans
Give facilities staff access to the records and decisions they own.
| Role | Assets | Work orders | Safety permits | Preventive maintenance | Building meters | Parts and service |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | View | Edit |
| Facility Manager | Edit | Approve | View | Edit | View | View |
| Permit Issuer | View | View | Approve | — | — | — |
| Technician | View | Edit | View | — | Edit | Edit |
| Inspector | View | Approve | View | View | View | View |
| Inventory Clerk | — | View | — | — | — | Edit |
Configures users and maintains reference data for the facilities team.
Plans maintenance, assigns work and reviews asset condition.
Starts on: Open Work Orders
Issues and closes safety permits for identified work orders.
Starts on: Safety Permit Register
Records the work and parts used on assigned work orders.
Starts on: Open Work Orders
Checks completed work and records whether it can close.
Starts on: Open Work Orders
Maintains the spare part catalog and reviews stock at its reorder point.
Starts on: Part Usage Register
Start free, then use Proto to change fields, steps and approvals before your team goes live.