[IMP] Maintenance: Access rights clarification

closes odoo/documentation#15057

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
This commit is contained in:
jero-odoo
2025-10-30 11:07:30 -04:00
parent fcfb905444
commit dd0371d24b
3 changed files with 36 additions and 6 deletions

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@@ -9,8 +9,37 @@ maintenance on them. This can include preventive maintenance, intended to preven
breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise
unusable. unusable.
In Odoo *Maintenance*, users can create *maintenance requests* to schedule and track the progress of In Odoo **Maintenance**, users can create *maintenance requests* to schedule and track the progress
equipment and work center maintenance. of equipment and work center maintenance.
Maintenance access rights
=========================
To create a maintenance request for equipment, a user has to have access to the equipment they are
submitting the request for. This can be done in one of two ways:
- If a user is granted :guilabel:`Equipment Manager` level access rights for the **Maintenance**
app, they have access to all of the equipment in the app. To view or edit the access rights for a
user, navigate to :menuselection:`Settings --> Manager Users` and click a user's profile to open
it. On the :guilabel:`Access Rights` tab, scroll to the :guilabel:`Supply Chain` section, and in
the :guilabel:`Maintenance` field, select :guilabel:`Equipment Manager` from the drop-down menu.
.. image:: maintenance_requests/equipment-manager.png
:alt: The Supply Chain access rights on a user record.
- If a user does not require full access to all equipment, they can be assigned as a *Follower* to
one or more pieces of equipment. This allows them to create maintenance requests for that piece
of equipment, without altering access rights. To add a user as a follower, navigate to
:menuselection:`Maintenance --> Equipment --> Machines & Tools`, and click on a piece of
equipment to open it. In the *chatter* for the record, click on the :icon:`fa-user`
:guilabel:`(user)` icon to open the list of followers. Click :guilabel:`Add Followers`. On the
:guilabel:`Add followers to this document` pop-up, select the appropriate user from the
:guilabel:`Followers` drop-down. To send a message alerting users that they have been added as a
follower, slide the :guilabel:`Notify Recipients` toggle to active. When finished, click
:guilabel:`Add Followers`.
.. image:: maintenance_requests/add-followers.png
:alt: The followers list on an equipment record, with the add followers button highlighted.
Create maintenance request Create maintenance request
========================== ==========================
@@ -32,7 +61,7 @@ Depending on the option selected in the :guilabel:`For` field, the next field is
:guilabel:`Equipment` or :guilabel:`Work Center`. Using the drop-down menu for either field, select :guilabel:`Equipment` or :guilabel:`Work Center`. Using the drop-down menu for either field, select
a piece of equipment or a work center. a piece of equipment or a work center.
If the *Custom Maintenance Worksheets* setting is enabled in the *Maintenance* app's settings, a If the *Custom Maintenance Worksheets* setting is enabled in the **Maintenance** app's settings, a
:guilabel:`Worksheet Template` field appears below the :guilabel:`Equipment` or :guilabel:`Work :guilabel:`Worksheet Template` field appears below the :guilabel:`Equipment` or :guilabel:`Work
Center` field. If necessary, use this field to select a worksheet to be filled out by the employee Center` field. If necessary, use this field to select a worksheet to be filled out by the employee
performing the maintenance. performing the maintenance.
@@ -67,9 +96,10 @@ other maintenance from being scheduled at the specified work center while the ma
being processed. being processed.
The :guilabel:`Priority` field is used to communicate the importance (or urgency) of the maintenance The :guilabel:`Priority` field is used to communicate the importance (or urgency) of the maintenance
request. Assign the request a priority between zero and three :guilabel:`⭐⭐⭐ (stars)`, by clicking request. Assign the request a priority between zero and three :icon:`fa-star` :guilabel:`(star)`
on the desired star number. Requests assigned a higher priority appear above those with a lower icons, by clicking on the desired star number. Requests assigned a higher priority appear above
priority, on the Kanban board used to track the progression of maintenance requests. those with a lower priority, on the Kanban board used to track the progression of maintenance
requests.
In the :guilabel:`Notes` tab at the bottom of the form, enter any relevant details about the In the :guilabel:`Notes` tab at the bottom of the form, enter any relevant details about the
maintenance request (why the maintenance issue arose, when it occurred, etc.). maintenance request (why the maintenance issue arose, when it occurred, etc.).

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