First hour — Manager¶
A 60-minute quick start. You'll sign in, confirm the production site(s) you own, see your team and their work, and set up a reporting rhythm.
What you need before you start
- An account with the Manager role.
- At least one production site assigned to you (an Admin sets this on the Production Sites page). Ask your Admin if you're not sure.
0–5 min — Sign in and land on the Dashboard¶
- Open
https://portal.<your-installation>.sm-tm.app. - Sign in.
- The Dashboard opens — scoped to your production site(s). The counts (overdue, unassigned, repair requests, etc.) reflect only your sites, not the whole company.
If the numbers look empty, check that an Admin has assigned a production site to you (see the box below).
Your scope comes from your production sites
Everything you see flows from the production site(s) you own. Your supervisors report to you; their technicians report to them; the system limits your dashboards, assignment screen, planning, and reports to those sites' work.
5–15 min — Confirm your sites and your team¶
- Sidebar → Configuration → Asset Setup → Production Sites. The list shows each site and its Manager — confirm the ones marked with your name.
- Sidebar → Configuration → User Setting → Users. The Reports To column shows the reporting tree. Find your supervisors (they report to you) and their technicians.
You can't edit the asset hierarchy (that's the Mapper's job), but you can see it: Mapping shows your sites' lines, assets, sections, and task points.
15–30 min — See and distribute the day's work¶
- Sidebar → Task Planning → Assign Task.
- The task tree and the technician list are limited to your hierarchy — you only see the technicians beneath your supervisors.
- If there's unassigned work, tick the tasks on the left, tick a technician on the right, and click Assign. (Day-to-day, your supervisors usually do this — but you can step in.)
Detail: Assign Task.
30–45 min — Tour your reports¶
All reports are scoped to your sites. Open these as tabs:
- Completion Report — are your sites keeping up with the plan?
- Technician Comparison — how your team compares.
- Asset Availability — uptime per asset.
- Repair Request Report — failure patterns.
The date-range picker at the top drives everything — most managerial questions span a week, month, or quarter, not a single day.
45–60 min — Set your rhythm¶
| Cadence | Action |
|---|---|
| Daily (5 min) | Dashboard → overdue / unassigned / open repair requests for your sites |
| Weekly (30 min) | Completion + Shutdown + Repair Request reports for the week |
| Monthly (1–2 h) | Technician Comparison, Asset Availability, OEE trend |
| Quarterly | Yearly Report + capital-planning signals |
Bookmark the full Manager handbook for reference.
Top 3 manager pitfalls¶
- Forgetting your view is scoped. A low company-wide number you remember from before won't match your site-scoped dashboard — that's expected.
- Reading snapshots, not trends. One bad day is noise; a month of decline is signal. Zoom out.
- Sitting on repair-request backlogs. Rising time-to-resolution on your sites is your cue to reallocate.
Welcome.