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 User Profile | Mobile App User Profile | Site Designation | ||||||
| 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 | ||||||