Factory OS Docs
Roles

Maintenance

What the Maintenance role does, sees and signs in Factory OS, and how a typical day runs.

View as Markdown

Default demo person: Zulkifli Hassan, Maintenance technician. This page describes the default access of the Maintenance role. The Org admin can change it under Settings > Roles & permissions; see Roles at a glance.

What you do

You keep machines and moulds running: planned maintenance, checklists, and mould repair job orders from request to sign-off.

Where you start

Sign in, choose your workspace, and the apps launcher opens. It shows one tile for each module your role can open. My work carries a number when records are waiting for you.

Your apps launcher

The apps launcher with the tiles this role can open.

Apps launcher on desktop showing the modules available to Maintenance
  1. My work: the number of records waiting on you.
  2. Module tiles. Only the modules your role can open appear.
  3. Settings, if your role has it.

Your queue on Home > Queue (My work): Mould maintenance job orders in Planned and In progress, checklist records with NG open, and machines in Maintenance.

Your work queue on a phone

My work on a phone, the records waiting for this role.

My work queue on mobile for Maintenance
  1. Page title and your role.
  2. One card per record waiting. Live-order records come first.
  3. Bottom tabs to move between modules.

Your daily screens

ScreenWhereWhat you do there
Plan/maintenance/mplanSee the maintenance plan.
Machines/maintenance/machinesThe machine register.
PM plans/maintenance/pmpPreventive maintenance plans.
Checklists/maintenance/mchkChecklists to complete.
Records/maintenance/chkrCompleted checklist records.
Moulds/maintenance/mouldsThe mould register.
Job orders/maintenance/mmaintMould maintenance and repair jobs.

The job orders list

Mould job orders list.

Job orders with status
  1. Filter the job orders.
  2. Status: Planned, In progress, Handback, First-part check, Done.
  3. Open a job to take its next step.

What you can do

You have full access to: Maintenance, EHS. You can create, edit and take steps there.

Steps you sign, with the button names on screen:

RecordSteps
Job ordersStart job, Complete work · hand back, Accept handback, Record first-part check, Revalidation done · first-part check
PM plansRaise PM job order; Suspend and Reactivate (ask a reason)

A signed step needs your e-signature specimen and, where a requirement is set, current training.

What you can see but not change

View access: Inventory, Production, Engineering. You can open and read these. Their action buttons are disabled with Your role can view this but not change it.

What you cannot do and who does it

You cannotWho does itWhat you see
Inspect and release lotsQC inspector and QA managerQuality is hidden for you: Your role has no access to Quality.
Plan or run production ordersPlanner and technicianProduction is View for you, so the buttons are disabled.
Open SettingsOrg admin can change accessYour role has no access to Settings.

Hidden for your role: Sales, Purchasing, Quality, Settings. They do not appear on the launcher. If you open one by address you see You do not have access to this page and Back to apps.

A typical day

Open My work. Read the job orders and checklist problems waiting. Details: Find your way around.

Start the next planned job order. Details: Maintenance.

Complete the work and hand the mould back. Details: Maintenance.

Record the first-part check after handback. Details: Maintenance.

Next steps

MaintenanceRun a mould maintenance job.

Was this page helpful?

On this page