@@ -9,8 +9,37 @@ maintenance on them. This can include preventive maintenance, intended to preven
99breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise
1010unusable.
1111
12- In Odoo *Maintenance *, users can create *maintenance requests * to schedule and track the progress of
13- equipment and work center maintenance.
12+ In Odoo **Maintenance **, users can create *maintenance requests * to schedule and track the progress
13+ of equipment and work center maintenance.
14+
15+ Maintenance access rights
16+ =========================
17+
18+ To create a maintenance request for equipment, a user has to have access to the equipment they are
19+ submitting the request for. This can be done in one of two ways:
20+
21+ - If a user is granted :guilabel: `Equipment Manager ` level access rights for the **Maintenance **
22+ app, they have access to all of the equipment in the app. To view or edit the access rights for a
23+ user, navigate to :menuselection: `Settings --> Manager Users ` and click a user's profile to open
24+ it. On the :guilabel: `Access Rights ` tab, scroll to the :guilabel: `Supply Chain ` section, and in
25+ the :guilabel: `Maintenance ` field, select :guilabel: `Equipment Manager ` from the drop-down menu.
26+
27+ .. image :: maintenance_requests/equipment-manager.png
28+ :alt: The Supply Chain access rights on a user record.
29+
30+ - If a user does not require full access to all equipment, they can be assigned as a *Follower * to
31+ one or more pieces of equipment. This allows them to create maintenance requests for that piece
32+ of equipment, without altering access rights. To add a user as a follower, navigate to
33+ :menuselection: `Maintenance --> Equipment --> Machines & Tools `, and click on a piece of
34+ equipment to open it. In the *chatter * for the record, click on the :icon: `fa-user `
35+ :guilabel: `(user) ` icon to open the list of followers. Click :guilabel: `Add Followers `. On the
36+ :guilabel: `Add followers to this document ` pop-up, select the appropriate user from the
37+ :guilabel: `Followers ` drop-down. To send a message alerting users that they have been added as a
38+ follower, slide the :guilabel: `Notify Recipients ` toggle to active. When finished, click
39+ :guilabel: `Add Followers `.
40+
41+ .. image :: maintenance_requests/add-followers.png
42+ :alt: The followers list on an equipment record, with the add followers button highlighted.
1443
1544Create maintenance request
1645==========================
@@ -32,7 +61,7 @@ Depending on the option selected in the :guilabel:`For` field, the next field is
3261:guilabel: `Equipment ` or :guilabel: `Work Center `. Using the drop-down menu for either field, select
3362a piece of equipment or a work center.
3463
35- If the *Custom Maintenance Worksheets * setting is enabled in the *Maintenance * app's settings, a
64+ If the *Custom Maintenance Worksheets * setting is enabled in the ** Maintenance * * app's settings, a
3665:guilabel: `Worksheet Template ` field appears below the :guilabel: `Equipment ` or :guilabel: `Work
3766Center ` field. If necessary, use this field to select a worksheet to be filled out by the employee
3867performing the maintenance.
@@ -67,9 +96,10 @@ other maintenance from being scheduled at the specified work center while the ma
6796being processed.
6897
6998The :guilabel: `Priority ` field is used to communicate the importance (or urgency) of the maintenance
70- request. Assign the request a priority between zero and three :guilabel: `⭐⭐⭐ (stars) `, by clicking
71- on the desired star number. Requests assigned a higher priority appear above those with a lower
72- priority, on the Kanban board used to track the progression of maintenance requests.
99+ request. Assign the request a priority between zero and three :icon: `fa-star ` :guilabel: `(star) `
100+ icons, by clicking on the desired star number. Requests assigned a higher priority appear above
101+ those with a lower priority, on the Kanban board used to track the progression of maintenance
102+ requests.
73103
74104In the :guilabel: `Notes ` tab at the bottom of the form, enter any relevant details about the
75105maintenance request (why the maintenance issue arose, when it occurred, etc.).
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