How to add more companies to a subscription?

How to add more companies to a subscription?

On the Universe line, you can have a subscription with several companies. 


How to add more companies to a subscription?

  1. After entering the solution, access: Settings | General | Companies
  2. Press the Create button;
  3. The new company creation screen is presented
  4. Fill in the mandatory data and save

How to restrict user access by company?

When more than one company is added to a subscription, you can specify the user that can access each company. The access restriction process is divided in two phases:

  1. Creating restriction groups
    1. Access the menu Settings | System | Groups
    2. Create the group that with access to the company
    3. Save
  2. Adding the restriction groups to the company
    1. Access the menu Settings | General | Companies
    2. Creating or editing the company
    3. Add the Access Restrictions tab

How is the data presented on lists when there is more than one company?

The list data is always filtered by the company selected on the company selector. You cannot view the data for all companies simultaneously on the same list.

How to select the company we wish to create the logs to?

After selecting the company on the company selector, the Valuekeep CMMS solution is filtered for the selected company. The new logs created are associated to the company selected on the company selector.

Which data depend on the company?

When there is more than one company, there are data common to all companies and data specific for each company.

Common data:

  • Workshops
  • Employees
  • Specialties
  • Consent
  • Geolocation history
  • Scheduling group
  • Customers
  • Suppliers
  • Contacts
  • Addresses
  • Parts
  • Brands/models
  • Criticality
  • Families
  • Location function
  • Tag configuration
  • Maintenance plans
  • Tasks
  • Work order types
  • Work order request types
  • Work orders work flow
  • Request work flow
  • Failure typification
  • Currencies
  • ExRates
  • State justification
  • Countries
  • Regions
  • Culture
  • Sequence
  • Unit
  • Users/groups/roles
  • Data import
  • Symptoms/causes/actions
  • Misc cost group
  • Operating states
  • Priority levels
  • Task verification types
  • Email template
  • Notifications
  • Requisition types

Data by company:

  • Assets (equipment/tools/locations/route)
  • Asset indicators
  • Assets deactivation
  • Down time record
  • Meters
  • Meter values
  • Monitoring
  • Monitoring values
  • Misc costs
  • Stock entry
  • Stock issue
  • Requisitions
  • Requests
  • Work orders
  • Work orders assignment
  • Task verification
  • Costs report (labor, consumptions, misc costs)
  • Preventive maintenance
  • Preventive maintenance events
  • Failures
  • Misc cost type
  • Scheduling types
  • Access levels
  • Background services
  • Warehouses

 

As of now, Analytics does not present the data by company.


    • Related Articles

    • How to add messages to a request?

      The maintenance manager and the requester can insert additional tracking messages on the request context.  To add a new message, please follow these steps:  Edit the request;  Open the "Follow-up" tab;  Add a new message and insert the content;  Save ...

    • How to add tasks to the work order?

      After creating a work order, it is possible to add new tasks. To add a Task to a work order, you must access the work order file and open the tab "Additional Work": The list of additional tasks associated to the work order is presented On the list, ...

    • How to add maintenance plans to the work order?

      To add a maintenance plan to a work order, you must access the work order file and open the tab "Maintenance Plans": The list of additional maintenance plans  associated to the work order is presented On the list, press the button "+" to add one or ...

    • How to add a location?

      The creation of locations is a critical step in the configuration of the system. Besides setting which locations are subject to maintenance, locations will also contain the assets. ​  To create a new location, select the option Assets|Locations: ...

    • What are access levels and how can I create them?

      The access levels are a way of restricting the access of certain workgroups by area. To create a new access level follow these steps Definitions | Assets | Access Levels; The access levels list is presented; Press the button "create" When creating or ...