Rights in Equipment Management, action by action
What you can do in Equipment Management depends on your right on the Equipment row of the rights table (The Users page and the rights table), which your user administrator sets. This page lists, for each action in Equipment Management, the lowest right on the Equipment row that allows it, and who can be chosen as Responsible for an equipment item. A higher right always includes the lower ones.
Equipment Management exists for your company only after Antenor has added the module. If your company does not have it, contact Antenor; see Get help from Antenor support.
What each level adds in Equipment Management
Section titled “What each level adds in Equipment Management”| Level on the Equipment row | What it adds in Equipment Management |
|---|---|
| Read | Open the equipment list and the equipment pages, search, filter, choose and move columns, sort, mark favourites, export to Excel, get a link to share, and open attachments. All fields on the equipment page are disabled. |
| Edit | Change the fields of an equipment item, work on maintenance records, add and remove the item’s attachments, add attachments to maintenance records, and use New action. Users with Edit or higher can be chosen as Responsible. |
| Create | Add, copy and delete equipment items, and delete a single file from a maintenance record’s Documentation. |
| Approve | Nothing more than Create in Equipment Management. |
| Manage | Nothing more than Create in Equipment Management. |
| Archive | Nothing more than Create in Equipment Management. |
| Admin | The Admin tab of Equipment Management: dropdown fields, maintenance intervals and Notification management. |
Action by action
Section titled “Action by action”| Action in Equipment Management | Lowest right needed | Note |
|---|---|---|
| Open the equipment list (Index tab) | Read on the Equipment row | Without it, the list is not shown. |
| Open an equipment page | Read on the Equipment row | |
| Search, Filter, Select columns, sort and move columns in the equipment list | Read on the Equipment row | Your choices are saved for you only. |
| Add an equipment item to favourites, or remove it (star) | Read on the Equipment row | |
| Export to Excel | Read on the Equipment row | |
| Get link to share | Read on the Equipment row | Whoever opens the link also needs the Read right on the Equipment row. |
| Open an attachment under Method or Documentation | Read on the Equipment row | |
| Change the fields of an equipment item, including Active, Responsible and the reminder settings | Edit on the Equipment row | Saved as soon as you leave the field. |
| Fill in, complete, unlock and lock again a maintenance record | Edit on the Equipment row | See Register maintenance. |
| Delete a completed maintenance record, with its uploaded files | Edit on the Equipment row | |
| Upload, link or delete attachments under Method on the equipment item | Edit on the Equipment row | |
| Upload or link attachments in a maintenance record’s Documentation | Edit on the Equipment row | |
| Delete a single attachment from a maintenance record’s Documentation | Create on the Equipment row | |
| New Equipment | Create on the Equipment row | The button is not shown without it. |
| Copy an equipment item (tooltip Copy equipment) | Create on the Equipment row | The icon is not shown without it. |
| Delete an equipment item (tooltip Delete equipment) | Create on the Equipment row | Also deletes the Action Manager actions linked to the item. |
| See the Actions section on an equipment page | Read on the Action Manager row | The right on the Equipment row does not matter here. |
| New action in the Actions section | Edit on the Equipment row | Also needs Read on the Action Manager row, the right that shows the Actions section. |
| Open the Admin tab of Equipment Management | Admin on the Equipment row | The tab is not shown without it. |
| Add a dropdown field that belongs only to Equipment (Create new drop-down), rename or delete such a field, and add, change, deactivate or delete its values | Admin on the Equipment row | These fields have no “(global)” after their name and are used only in Equipment. |
| Rename a global field (shown with “(global)” after its name), remove it from Equipment, or add, change or delete its values on the Admin tab | Admin on the Equipment row to open the tab, and exactly Admin on the Super area row of the rights table | Global fields are shared with other modules. Without Admin on the Super area row, the tab shows “You must have Super user access rights to modify Global Fields.” and the global fields’ values are read-only. See The equipment Admin tab. |
Who can be chosen as Responsible
Section titled “Who can be chosen as Responsible”The Responsible list on an equipment page offers:
| Who | Offered |
|---|---|
| Users of your company with the Edit right or higher on the Equipment row | Yes. |
| Users from another company account who have been given access to your company, with the Edit right or higher on the Equipment row | Yes. |
| Users for Antenor’s own staff who have been given access to your company, with the Edit right or higher on the Equipment row | Yes. |
| Deactivated users | No. |
| Users with only the Read right on the Equipment row | No. |
| The current Responsible of the equipment item | Always shown for that item, even after losing the right or being deactivated. |
A deactivated Responsible gets no reminder e-mails; see Set up maintenance reminders.