Builder has a number of preconfigured user profiles to provide control over administering the system. The profiles are selected when adding a user. A user can have one or more profiles assigned.
|Profile Name||Profile Description||Permissions Description|
|App User||Mobile App||Assigned to users that are required to access the mobile app to view and complete work orders.|
If enabled, app users can also create Work Orders from within the app.
|Work Order Planner||Builder Job Management||Assigned to users who are required to create and edit work orders, view notifications, tracking dashboard and analytics.|
|Work Order Approver||Builder Job Management|
Assigned to users who are required to approve or disapprove Work Orders.
Access to Job Management Work Orders only.
|Task Reviewer||Builder Task Review||Assigned to users that are responsible for reviewing and red pen marking up Task WIN's. Access to WIN Task Viewer screen only.|
|Site Data Reviewer||Asset and Task Review||Assigned to users that are required to view a list of assets and view the tasks. Can red pen mark up tasks.|
|Standard User||Builder Task WIN Developer||This is the main profile for Builder users.|
Assigned to users who are responsible for creating Task WIN's, job instruction content and assets.
No access to Job Management.
|Data Admin||Builder Task WIN Developer with Data Admin access||Same permissions as a standard user with additional access to be able to manage the Data Admin tables that underpin the job instruction content.|
Access to Job Management.
No access to mobile app.
|Admin||Builder Full access||The highest level of access in Builder. Controls users and access to the system.|
No access to mobile app.
Examples of applying User Profiles to site based roles
|Site Based Role||Description||Builder|
|Technician||Executes work in the field.|
May also want to view a list of the instructions for the site/assets to provide feedback.
|Site Data Reviewer||App User||For assigned sites only|
|Maintenance Planner||Creates and prepares work orders. Manages outstanding defects.||Work Order Planner||For assigned sites only|
|Maintenance Scheduler||Schedules work orders for Technicians to execute work in the field.||Work Order Planner||For assigned sites only|
|Maintenance Supervisor||Assigns work orders to technicians and responsible for quality of work performed by the team. Reviews and approves work orders and defects for further processing.||Work Order Approver||App User||For assigned sites only|
|Reliability Engineer||Develops the asset strategy. Reviews machine performance, defects, analyses equipment history and updates asset strategy.||Data Admin||Library and assigned sites|
|Technical Writer||Develops content for Tasks through to a draft complete status.||Standard User||Library and assigned sites|
|Subject Matter Expert (SME)||Specific equipment knowledge required to review document content for accuracy. Could be internal or external to the organisation.||Task Reviewer||Only assigned task|
|Document Owner||Manages quality of Task content and approves for use in the field.||Data Admin||Library and assigned sites|
|Maintenance Manager||Manages the team and views reports for managing performance.||Data Admin||Library and assigned sites|
|Company IT Support||Manages user access to internal IT systems, devices and OnPlan. First line support for access to all systems.||Admin||App User||All access|