Understand Employee Types
It is important to understand the employee types in Eptura Asset, as these determine how many users you need for your organization. Also, there is a diagram below that explains the customers, employees, and vendors interaction with the Portals and Eptura Asset.
User
We define a user as someone who is going to:
- add labor, parts, notes, attachments, any other costs, or update the status of a Work Order
- create scheduled work orders on the back end.
- create new user profiles, change settings related to assets, work orders, inventory, or any other administration needed.
Users can have a security role assigned, which can grant access to some or all of the Modules Access access to Eptura Access.
Requester
We define a requester as someone who is:
- requesting work to be done.
- submit a work order into Eptura Asset, depending on the automations that are set up.
If you give the requester a login, then they can receive and view updates to their requests. Also, your Administrator can:
- set the level of visibility that those requesters will have, and this includes: the work order number, who that work is assigned to, and the scheduled time.
- set up custom fields for the requester to view and complete.
User License Required
| User License Required | Description | |
|---|---|---|
|
Employee |
Yes |
Create a new Employee - This is where you create an employee and give them the Employee Type of Requester. This will let them submit work to the Request Portal(s). Security Roles - This is where you can grant access to the modules and the employee type can be either:
|
|
Employee |
No |
Security Roles - This is where you can grant access to the modules and the employee type can be either:
|
|
Customer |
No |
Using the Request Portal - This portal lets your customers or employees (outside the maintenance staff) submit requests. Set up a Work Request Portal - This is a popular way for employees to submit work requests, and this portal can be set up as either: Secured (where your requesters must log into the portal) or Open Form (no login required). Create a Rule to route the Work Request - Your Administrator can set this up to automate Requests to become Work Requests. Create a new Customer - This is where you create a customer and set the "Can Login To M+ Work Requests" to ON and this will let them submit work requests via the Work Request Portal. |
|
Vendor |
No |
Using the Vendor Portal - This portal displays what a Vendor sees when assigned a Work Order, such as tasks, notes, pictures, signatures, and attached invoices. Set up the Vendor's Work Orders - Your Administrator can set this up to show or hide the fields found in the portal. Update Vendor's Details - Before a Vendor can use the portal, their vendor record needs to have set "Can Be Assigned To" to ON. |
Portals and Eptura Asset Interaction
The diagram below shows the Portals and Eptura Asset interaction:
- Customers and Employees can submit requests to the Request Portal (this can be an open form or secured access) and these requests are passed to the Request Module.
- Vendors receive work orders and then as they work on the task, they can update the work order in the Vendor Portal. When work order updates are passed to the Work Order Module.
