Users and roles

Who uses WorkAxis and what each role may do.

What each role may do

The same rule the buttons obey, read across. A tick is a thing that role can do; a blank is a control they see, disabled, with the reason.

What each role may do. A tick is a thing that role can do; a dash is a control they see, disabled, with the reason.
Action	Administrator	Facility manager	Maintenance coordinator	Technician	Inspector	Auditor
Raise a work order	May	May	May	May	May	May not
Assign work to somebody	May	May	May	May not	May not	May not
Finish a job	May	May	May	May	May not	May not
Call a job off	May	May	May	May not	May not	May not
Change a piece of equipment	May	May	May	May not	May not	May not
Attach a document or a photograph	May	May	May	May	May	May not
Record an inspection	May	May	May not	May not	May	May not
Issue a part against a job	May	May	May	May	May not	May not
Correct a stock count	May	May	May	May	May not	May not
Change a maintenance plan	May	May	May	May not	May not	May not
Change a person's role, site, or whether they are still here	May	May not	May not	May not	May not	May not
Change the rules the app follows	May	May	May not	May not	May not	May not
Reset the demonstration	May	May	May not	May not	May not	May not

Administrator
Full access, including users, roles and settings.
- Raise a work order
- Assign work to somebody
- Finish a job
- Call a job off
- Change a piece of equipment
- Attach a document or a photograph
- Record an inspection
- Issue a part against a job
- Correct a stock count
- Change a maintenance plan
- Change a person's role, site, or whether they are still here
- Change the rules the app follows
- Reset the demonstration
Facility manager
Runs one or more sites: assets, work, plans and reports.
- Raise a work order
- Assign work to somebody
- Finish a job
- Call a job off
- Change a piece of equipment
- Attach a document or a photograph
- Record an inspection
- Issue a part against a job
- Correct a stock count
- Change a maintenance plan
- Change the rules the app follows
- Reset the demonstration
Maintenance coordinator
Plans and assigns the daily work across trades.
- Raise a work order
- Assign work to somebody
- Finish a job
- Call a job off
- Change a piece of equipment
- Attach a document or a photograph
- Issue a part against a job
- Correct a stock count
- Change a maintenance plan
Technician
Carries out assigned work orders on site.
- Raise a work order
- Finish a job
- Attach a document or a photograph
- Issue a part against a job
- Correct a stock count
Inspector
Completes inspections and raises findings.
- Raise a work order
- Attach a document or a photograph
- Record an inspection
Auditor
Reads records and reports. Changes nothing.
Reads only

Action

Administrator

Facility manager

Maintenance coordinator

Technician

Inspector

Auditor

Raise a work order

Assign work to somebody

Finish a job

Call a job off

Change a piece of equipment

Attach a document or a photograph

Record an inspection

Issue a part against a job

Correct a stock count

Change a maintenance plan

Change a person's role, site, or whether they are still here

Change the rules the app follows

Reset the demonstration