The Operator User Role
| Platform: | AvailableWebAvailableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialAvailablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterNot availableFull UserAvailableAdministrator |
An Operator is a MaintainX® user role for front-line workers who need to complete assigned work and report problems, but don't manage maintenance operations. For example:
- Machine operators
- Production floor staff
- Facility workers
Operators' work is based on assets, not a work order queue. They see only the work orders assigned to them, linked to the assets they operate. For example, a forklift operator might have work orders assigned for a before-shift checklist and an after-shift checklist.
Operators vs. Other MaintainX User Roles
Operator role permissions sit between Full User and Requester permissions.
- Full Users can create, edit, and manage work orders. Operators can only act on work orders assigned to them.
- Requesters can only submit work requests. Operators can submit requests, but can also complete work orders.
For a detailed breakdown, see Operator Role Permissions.
For more information about other user roles, see User Roles and Permissions.
Add Operator Seats to Your Organization
The Operator user role must be enabled before you can add Operators to your organization. If it isn't, contact your MaintainX representative. You can then add Operators in the following ways:
- When you invite a new user to your organization, set the Account Type to Operator.
- Ask your MaintainX representative to import Operator users into your organization.
Administrators can't change an Operator's role to another role. For example, you can't upgrade an Operator to a Full User or downgrade one to a Requester. To change the role for an Operator, contact your MaintainX representative.
The MaintainX Operator Experience
Operators work mainly from their mobile device or a shared device in workstation mode. They see a pared down version of the MaintainX mobile application interface, focused on the assets they're responsible for.
When logged in, Operators see and interact with work orders assigned to them. They can also create work requests if needed. They don't have access to the broader work order queue, asset management, reporting, or administrative settings.
Work Order Quota
Operators have a quota on the number of work orders they can work on. The first interaction with a work order counts against the quota. Subsequent interactions on the same work order in the same period do not.
The following actions count as an interaction:
- Changing work order status
- Completing procedure steps
- Using MaintainX Assist
MaintainX displays a notification that tells Operators how much of their quota they've used. For example:
You have worked on 2/2 work orders today. You can't work on any others. Let your manager know.
The default quota is two (2) work orders per day. To inquire about customizing it, contact your MaintainX representative.
Example:
Say your organization has the default quota of two (2) work orders per day.
On Monday, Alice, an Operator, changes the status of work orders A and B to In Progress. That exhausts Monday's quota. Alice can continue to update both work orders—completing procedures, leaving comments, etc.—but can't work on a third. By the end of the day, Alice completes work order A, setting its status to Done. Work order B is still In Progress.
On Tuesday, Alice sets work order C's status to In Progress and completes work order B, setting its status to Done. Again, that exhausts Alice's quota for the day, even though she started work order B on Monday. The quota period resets at midnight in your organization's time zone, so updating work order B on Tuesday counts as a new interaction.
AI-Assisted Request Troubleshooting
The MaintainX mobile application provides AI troubleshooting features for Operators who create work requests for maintenance teams. When an Operator reports a problem with an asset, MaintainX Assist asks questions about the asset and suggests simple checks or small repairs that the Operator can perform before sending a request to the maintenance team.
If the Operator is able to fix the issue, they don't need to submit the request at all. If they aren't, MaintainX adds details about what the Operator saw and tried to the request, so maintenance technicians have the information they need to start work.
For more information, see Request Troubleshooting for Operators.
Operator Role Permissions
The Operator role is available in the Premium and Enterprise plans. The following tables provide a detailed breakdown of Operator permissions by plan.
Work Orders
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Create | No | No | |
| Edit | No | No | |
| View | Yes* | Yes* | * Only work orders assigned to themselves or a team they're a member of. |
| Fill Procedure | Yes | Yes | |
| Add File to a Procedure | Yes | Yes | |
| Change Status | Yes | Yes | |
| Add Time & Cost | Yes | Yes | |
| View and Add Comments | Yes | Yes | |
| Interactions (details) | 2* | 2* | * To inquire about customizations, contact your MaintainX representative. |
Work Requests
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Create | Yes | Yes | |
| Approve | No | No |
Assets
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| View | Yes | Yes | |
| View History | Yes | Yes | |
| Create | No | No | |
| Edit | No | No | |
| Change Status | Yes | Yes |
Meters
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Create/Edit/Delete | No | No | |
| Create/Edit/Delete Reading | No | No | |
| Record Reading | Yes* | Yes* | * Requires an add-on. Contact your MaintainX representative for details. |
Parts
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| View | No* | No* | * If your plan includes add-ons for completing cycle counts or adding parts to work orders, this permission is enabled. |
| Create/Edit/Delete | No | No | |
| Add to Work Order | No | No | * Requires an add-on. Contact your MaintainX representative for details. |
| Complete Cycle Count | No | No | * Requires an add-on. Contact your MaintainX representative for details. |
| Create/Edit/Delete Count | No | No |
Purchase Orders
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Create | No | No | * Requires an add-on. Contact your MaintainX representative for details. |
| View | No | No | * Requires an add-on. Contact your MaintainX representative for details. |
Messaging
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Direct Messages | Yes | Yes | |
| Comments | Yes | Yes |
Reporting
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| View Reports | No | No | |
| Create Custom Dashboards | No | No |
Other
| Permission | Premium | Enterprise | Notes |
|---|---|---|---|
| Workstation Mode | No | Yes |