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 |
|---|---|---|
| Read-Only | Permission to view but not edit | Assigned to users that may need to view OnPlan but should not be editing anything. Users with these permissions can only view Work Orders, Defects, Hazards, Limit Data, Structural Inspection Data, Work Order Surveys, and Profile Information. |
| 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 |
| Maintenance Planner/Engineer | Access and review content but not adding/deleting/editing content. | Read-Only | For assigned sites only |