Skip to main content
Administration is configuration, and only configuration — the closed lists a plant sets up once. The Administration screen

​
What is not here

Assets, vendors, contracts and parts are not administered here, even though they are records you create. They are edited on their own screens, beside their meters, their contracts, their coverage and their stock — because that context is the reason those screens exist. Administration links out to them rather than offering a generic table.

​
The order to do it in

1

Sites and the location tree

Everything hangs off where things are. Sites and organisation
2

People and access

Users, their roles, and how widely each reaches. People and access
3

Asset configuration

Types, categories, criticality, meter types, manufacturers and models — before you load assets. Asset settings
4

Work configuration

Priorities and their service levels, work order types, categories, resolution codes. Work settings
5

Workforce

Skills, certifications, shifts and worker types. Workforce settings
6

Inventory and tools

Stores and bins, part categories, reorder policy, tool statuses and conditions. Inventory · Tools
7

Commercial

Vendor and contract types, and what each coverage category means. Commercial settings
8

Statuses and custom fields

Adjust the lifecycles and add the fields your plant tracks. Do this once you have seen the defaults in use. Statuses · Custom fields
9

Notifications

Who is told what, and on which channel. Notifications

​
Configuration screens

Each module has a designed screen rather than a row of generic tables, because a priority is a rung on a ladder and belongs beside the other rungs.

​
Everything else

Smaller closed lists — tool conditions, skill categories, location types — are edited in a generic table, which is the right answer for them. Nobody wants a bespoke screen for Tool Conditions. See administered lists.