Admin — quick reference¶
A one-page reference for tenant administration.
Initial-setup sequence¶
- Company Setting — name, timezone, logo, contact info.
- Invite the Mapper (they build the hierarchy everyone depends on).
- Review master data: Units → Thresholds → Products → Tools → Repair Request Types → Shutdown Reasons.
- Configure Safety Standards with the safety officer.
- Invite Supervisors, Managers, Technicians, Viewers.
- Generate the Mobile Setup (QR) code; distribute for device pairing.
- Optional: configure Webhooks for integrations.
- Optional: turn on Task Escalation (default off).
Company-wide switches worth understanding¶
| Setting | Default | Effect |
|---|---|---|
| Task Approval | Off | On = supervisor must approve every submission |
| Multi-Technician Assignment | Off | On = one task to many technicians |
| Automatic Escalation | Off | On = Tier 1 notifies supervisors after N hours overdue |
| Restrict Mappers to Assigned Sites | Off | On = mappers see only their production sites |
| NFC Required | Varies | On = mobile forces NFC scan before task execution |
Grace periods¶
Tasks become overdue after the configured grace window:
- Daily tasks → hours after due
- Weekly tasks → days after due
- Monthly tasks → days after due
Wider grace = fewer false overdues. Narrower = tighter operations. Find your comfort in weeks 2–4.
Weekly / monthly maintenance¶
| Frequency | Action |
|---|---|
| Daily | Activity log quick scan |
| Weekly | Approval-queue review, repair-request trends |
| Monthly | User roster reconcile, notification preference audit |
| Quarterly | Master-data cleanup, threshold values vs actual distribution |
| Annually | Physical NFC-tag walk, safety-procedure review with safety officer |
Tenant isolation — non-negotiable¶
- Every role except PegotecUser sees only their own company's data.
- Exports are scoped to the current company.
- Audit log is per-tenant.
If you need cross-company data, a Pegotec support case is the only path.
User management essentials¶
- Create users with Send password reset email ticked.
- Prefer Deactivate over Delete (audit trail).
- Never delete the last Admin.
- CSV import for bulk (> 20 users).
Contact¶
Second-line support: info@pegotec.net · business hours · mark URGENT for production-stopping issues.
Print on A4 · Smart Maintenance Task Manager