The document outlines the roles and privileges of different users in a quick startup kit that involves a 3 step configuration process. It describes the dashboard and reports access, as well as key functions, for roles like Maintenance Head, Location Head, Machine Operator, Service Engineer, Super Admin, Customer Head, and Customer User. The roles have different levels of access to configurations, asset details, ticket management, schedule monitoring, and reports via a web portal or mobile app.

2. Quick Startup Kit
3 Step Configuration
Step 1
User Configuration
Step 3
Schedule Definition
Step 2
Asset Configuration

4. User Roles Vs Privileges
Factory Flow

5. ➢ Can have access to Dashboard and Reports
Role: Maintenance Head
Dashboard
Breakdown Tickets
Repeated Problem
Overall Open Tickets
SLA violations against incidents / Schedules
Aging wise Tickets
Reports
Asset wise Incident Report
Asset wise Schedule Report
Access: Web
Portal

6. ➢ Location based User Management
➢ Asset Definition (Update initial Schedule date)
➢ Service Engineer Onboarding
➢ Ticket Management ( Assign/Reassign, Spare parts Approval, Approve/Close
Ticket)
➢ Schedule Management (Assign Machine Owner, Reschedule)
➢ Reports (View Report, Export Report)
Role: Location Head
Access: Web
Portal

7. Role: Machine Operator
➢ Dashboard
➢ Asset (View General details, Access for support documents, specifications)
➢ Self diagnose the incident/Breakdown
➢ Raise, Track, Acknowledge Ticket
➢ Schedule Task(Update the schedule task which is assigned to them)
➢ Feedback and Ratings
➢ Notification for Ticket/Schedule Process
Access: Mobile App

8. Role: Service Engineer
➢ Dashboard
➢ Incident/Schedule Tickets (Assigned, Accepted, Awaiting for Approval to close)
➢ Request for Spare Parts /Request for support to reassign to another engineer
➢ Refer Solution Bank
➢ Update root cause and solution details
➢ Feedback about the customer
➢ Update his availability through leave status
➢ Notification for Ticket/Schedule Process
Access: Mobile App

9. User Roles Vs Privileges
Service Agency Flow

10. Role: Super Admin
➢ Configurations
✓ User Management
✓ Contracts & Compliance Settings
✓ SLA Configuration for Tickets
✓ Bulk Upload for Asset Configuration
✓ Work Order Configuration
✓ Common preference Settings
➢ Asset Definition
✓ Define assets with general details, spare
parts, support documents and other
specifications
✓ Define Schedules with SLA and Escalation
configuration
✓ Define Serial Number
✓ Define Solution Bank
✓ Define Self Diagnose
➢ Customer Onboarding with work order pre-
approval configuration
➢ Service Engineer Onboarding
➢ Sub Contractors Onboarding
➢ Schedule/ Incident Ticket Management (Raise,
Assign/Reassign, Spare parts Approval,
Approve/Close Ticket)
➢ Work Order Management
➢ Schedule Monitoring / PTW Approval
➢ Dashboard
➢ Reports
Access: Web

11. Role: Customer Head
➢ Configurations
✓ User Management
➢ Asset Definition
✓ Update location for an asset
✓ Responsible User mapping
✓ Update upcoming preventive/spare parts
schedule date
✓ Support document download
➢ Ticket Management (Raise, Track, Spare parts
request Approval, acknowledge)
➢ Work Order (View, Accept, Reject)
➢ Schedule (Update User Schedule / Create Ticket
for Engineer Schedule)
➢ Notification for Ticket/Schedule Progress
➢ Dashboard
➢ Reports
Access: Web & Mobile

12. Role: Customer User
➢ Dashboard
➢ Asset (View General details, Access for support documents, specifications)
➢ Self diagnose the incident/Breakdown
➢ Raise, Track, Acknowledge Ticket
➢ Schedule Task(Update the schedule task which is assigned to them)
➢ Work Order (View, Accept, Reject)
➢ Feedback and Ratings
➢ Notification for Ticket/Schedule Process
Access: Mobile App

13. Role: Service Engineer
➢ Dashboard
➢ Incident/Schedule Tickets (Assigned, Accepted, Awaiting for Approval to close)
➢ Request for Spare Parts /Request for support to reassign to another engineer
➢ Refer Solution Bank
➢ Update root cause and solution details
➢ Update Work Order and submit for approval
➢ Feedback about the customer
➢ Update his availability through leave status
➢ Notification for Ticket/Schedule Process
Access: Mobile App