> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assetinfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up the plant

> What an administrator configures, in the order it makes sense to do it.

Administration is **configuration, and only configuration** — the closed lists a plant sets up once.

<img src="https://mintcdn.com/assetinfinity/95UxrhuglB-erOSy/images/admin/administration.png?fit=max&auto=format&n=95UxrhuglB-erOSy&q=85&s=c2181068f520c54f2107e285b8d61874" alt="The Administration screen" width="2880" height="1940" data-path="images/admin/administration.png" />

## 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

<Steps>
  <Step title="Sites and the location tree">
    Everything hangs off where things are. [Sites and organisation](/setup/sites)
  </Step>

  <Step title="People and access">
    Users, their roles, and how widely each reaches. [People and access](/setup/access)
  </Step>

  <Step title="Asset configuration">
    Types, categories, criticality, meter types, manufacturers and models — before you load assets.
    [Asset settings](/config/assets)
  </Step>

  <Step title="Work configuration">
    Priorities and their service levels, work order types, categories, resolution codes.
    [Work settings](/config/work)
  </Step>

  <Step title="Workforce">
    Skills, certifications, shifts and worker types. [Workforce settings](/config/workforce)
  </Step>

  <Step title="Inventory and tools">
    Stores and bins, part categories, reorder policy, tool statuses and conditions.
    [Inventory](/config/inventory) · [Tools](/config/tools)
  </Step>

  <Step title="Commercial">
    Vendor and contract types, and what each coverage category means.
    [Commercial settings](/config/commercial)
  </Step>

  <Step title="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](/config/statuses) · [Custom fields](/config/custom-fields)
  </Step>

  <Step title="Notifications">
    Who is told what, and on which channel. [Notifications](/config/notifications)
  </Step>
</Steps>

## 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.

| Screen                                       | Covers                                                                           |
| -------------------------------------------- | -------------------------------------------------------------------------------- |
| [Statuses and transitions](/config/statuses) | What each status means and where a record may go next                            |
| [Rules](/config/rules)                       | What the product should do by itself, and what it has actually done              |
| [Currency](/config/currency)                 | Exchange rates, and the money no rate can convert                                |
| [Custom fields](/config/custom-fields)       | What this plant tracks that the product does not                                 |
| [Work](/config/work)                         | Priorities, service levels, types, categories, resolution codes, request sources |
| [Assets](/config/assets)                     | Criticality, types, categories, meter types, manufacturers, models               |
| [Access](/setup/access)                      | People, roles, and how widely they reach                                         |
| [Sites and organisation](/setup/sites)       | Sites, locations, working weeks, companies, cost centres                         |
| [Workforce](/config/workforce)               | Skills, certifications, shifts, worker types, training                           |
| [Tools](/config/tools)                       | Statuses and conditions that decide what can be issued                           |
| [Inventory](/config/inventory)               | Stores and bins, part categories, reorder policy                                 |
| [Vendors and contracts](/config/commercial)  | Vendor and contract types, coverage categories                                   |
| [Notifications](/config/notifications)       | Who is told what, and what actually arrived                                      |
| [Documents](/config/documents)               | Retention, categories, tags                                                      |
| [Inspections](/config/inspections)           | Types, templates and the questions each version asks                             |

## 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](/config/administered-lists).


## Related topics

- [Ways to sign in](/setup/sign-in-methods.md)
- [Role reference](/setup/roles.md)
- [People and access](/setup/access.md)
- [Sites and organisation](/setup/sites.md)
- [Creating an organisation](/setup/sign-up.md)