[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
unusable.
In Odoo *Maintenance*, users can create *maintenance requests* to schedule and track the progress of
equipment and work center maintenance.
In Odoo **Maintenance**, users can create *maintenance requests* to schedule and track the progress
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
==========================
@@ -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
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
Center` field. If necessary, use this field to select a worksheet to be filled out by the employee
performing the maintenance.
@@ -67,9 +96,10 @@ other maintenance from being scheduled at the specified work center while the ma
being processed.
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
on the desired star number. Requests assigned a higher priority appear above those with a lower
priority, on the Kanban board used to track the progression of maintenance requests.
request. Assign the request a priority between zero and three :icon:`fa-star` :guilabel:`(star)`
icons, by clicking on the desired star number. Requests assigned a higher priority appear above
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
maintenance request (why the maintenance issue arose, when it occurred, etc.).

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