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- Machine Maintenance (CMMS)
- Who it's for
- Equipment maintenance in workshops
Equipment maintenance in workshops
Workshop teams often maintain their own machining, cutting and handling equipment while keeping customer work moving. Machine Maintenance (CMMS) helps the Maintenance Manager turn an equipment concern into assigned maintenance and gives the Technician a place to record the intervention. The Maintenance Reviewer can examine the submitted result before the machine returns to Active.
How Machine Maintenance (CMMS) is set up for you
Repair queue
Distinguish corrective jobs from preventive servicing and inspection work. Describe the equipment issue clearly enough for the assigned Technician to prepare the intervention and identify the intended machine without relying on a verbal nickname.
Parts context
Check the replacement item's number and unit before buying or consuming it. Keep usage attached to the repair so the Maintenance Reviewer can understand how the reported intervention relates to the parts used.
Condition checks
Capture measurements for selected equipment with their metric, unit and action limit. A flagged reading gives the Maintenance Reviewer evidence to inspect and the Maintenance Manager context for deciding whether to request corrective work.
Workshop teams often maintain their own machining, cutting and handling equipment while keeping customer work moving. Machine Maintenance (CMMS) helps the Maintenance Manager turn an equipment concern into assigned maintenance and gives the Technician a place to record the intervention. The Maintenance Reviewer can examine the submitted result before the machine returns to Active.
Select a frequently used machine with an understood maintenance task. Confirm its tag and location, record the planned inspection interval and agree the supporting evidence. Rehearse a repair with a safety permit, a labor entry and a replacement part. Have the Maintenance Reviewer accept the completed case and inspect its service history with the planner.
Then capture a normal condition reading and a breached-limit case for that equipment. Agree the team's response and who creates any resulting work request. Keep customer job scheduling in its owning system and arrange a connection if maintenance planning needs that context. Add more workshop equipment after the team can repeat the maintenance handoff with consistent records.
Features to start with
Roles on the team
- Maintenance Manager
- Owns setup, planning, and assigned operational work. Record entry (View, View records, Create, Edit) on Assets, Work Orders, Work Logs, Spare Parts, Part Usage, Safety Permits, Preventive Plans. Read only (View, View records) on People, Service History, Condition Readings. Read access to the app pages. Restrictions: create/edit eligible drafts only - active configurations require a reviewed amendment, not a direct edit; no direct edit of posted quantities, computed balances, or reviewer decisions; actor identity resolves through People.User and the authenticated runtime, never an editable name field.
- Maintenance Reviewer
- Reviews evidence and authorizes eligible outcomes. Record entry: none - this role never gets create/edit on any table. Read only (View, View records) on People, Assets, Work Orders, Work Logs, Spare Parts, Part Usage, Safety Permits, Service History, Preventive Plans, Condition Readings. Read access to the app pages. Restrictions: review actions apply only to the exact submitted revision and only by someone independent of the preparer where required; no raw approval shortcut and no protected-balance editing; a reject action leaves the evidence and reason intact rather than deleting or overwriting them. State changes happen through the named workflows WF-01 and WF-02.
- Technician
- Captures assigned maintenance work and evidence. Record entry (View, View records, Create, Edit) on Work Logs, Part Usage, Condition Readings. Read only (View, View records) on People, Assets, Work Orders, Spare Parts, Safety Permits, Service History, Preventive Plans. Read access to the app pages. Restrictions: own assigned operational work only - referenced setup/master records are readable as labels and task context, never editable; configuration, rates, commercial documents, and approvals are never operator-editable; quantity posting, sign-off, and state changes go through named guarded workflows with authenticated actor and source-revision checks, not direct field edits.
- Manager
- Prepares maintenance purchase records and checks their source links and delivery details under the access policy agreed during setup.
Set up Machine Maintenance (CMMS) your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.