diff --git a/content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst b/content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst index bc66dea565..5c0ef5c19c 100644 --- a/content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst +++ b/content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst @@ -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.). diff --git a/content/applications/inventory_and_mrp/maintenance/maintenance_requests/add-followers.png b/content/applications/inventory_and_mrp/maintenance/maintenance_requests/add-followers.png new file mode 100644 index 0000000000..0c9c22915f Binary files /dev/null and b/content/applications/inventory_and_mrp/maintenance/maintenance_requests/add-followers.png differ diff --git a/content/applications/inventory_and_mrp/maintenance/maintenance_requests/equipment-manager.png b/content/applications/inventory_and_mrp/maintenance/maintenance_requests/equipment-manager.png new file mode 100644 index 0000000000..60c0d2d6ec Binary files /dev/null and b/content/applications/inventory_and_mrp/maintenance/maintenance_requests/equipment-manager.png differ