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 to set up time zone and reporting currency by company?

    When adding more companies to a subscription, it is possible to specify  the settings for each company.

    1. Access the menu Settings | General | Companies
    2. Creating or editing the company
    3. Add the tab Settings.

    The dates present when sending notifications will be converted to the chosen time zone. If a time zone is not chosen, the default will be UTC +00:00

    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 company simultaneous 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
    • Requisition types

    Data by company:

    • Assets (Equipment/Tools/Locations/Route)
    • Asset indicators
    • Assets deactivation
    • Down time record
    • Meters
    • Meter values
    • Monitorings
    • 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
    • Notifications

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


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