Skip to content

First hour — Supervisor

A 60-minute quick start. You'll sign in, assign one task, approve one (if approval is on), and set up your daily rhythm.

What you need before you start

  • An account with the Supervisor role.
  • At least one line with at least one technician on your shift.
  • At least one task in the unassigned pool (ask your Mapper if empty).

0–5 min — Sign in and land on the Dashboard

  1. Open https://portal.<your-installation>.sm-tm.app.
  2. Sign in.
  3. The Dashboard opens. Glance at the seven indicator cards: Overdue Tasks, Unassigned Tasks, Repair Requests, Remarks, Notes, Alerts, NFC Skipped.

If Unassigned Tasks > 0, you've got work to distribute. If Pending approval is non-zero, you've got submissions to review.

5–20 min — Distribute the day's work

  1. Sidebar → Task Planning → Assign Task.
  2. Filter at the top: pick your Production Site, optionally narrow to one Line or Task Type.
  3. Expand the task tree on the left to see unassigned task points.
  4. Tick the tasks you want to assign (parent node ticks everything underneath).
  5. On the right, tick the technician(s) who should do the work.
  6. Click Assign.

The assign / unassign workflow is checkbox + button — no drag-drop. If you tick more than one technician, the behaviour depends on a company flag (see Assign Task).

Detail: Assign Task.

20–35 min — Review one submitted task

If approvals are enabled in your company:

  1. Sidebar → Feedback Management → Task Approvals.
  2. If the queue is empty, wait a technician out, or ask one to submit a practice task.
  3. Click any pending submission.
  4. Scan:
    • Are the measurements plausible?
    • Are any values threshold-highlighted red?
    • Are photos present and usable?
    • Were safety steps acknowledged genuinely (not all tapped in 2 seconds)?
  5. Click Approve or Reject with reason.

If your company has approval disabled (check Company Setting → Task Approval), the queue stays empty — technicians' submissions auto-complete. Skip this step.

Detail: Task Approvals.

35–45 min — Tour the planning views

Open these three pages as tabs:

Each answers a different question. You'll keep all three open during busy weeks.

45–55 min — Handle incidents if any arrived

  • Repair requests in the Dashboard's counter — click through to triage.
  • Shutdown reports — see Shutdowns. Flag urgent ones; acknowledge planned ones.

Priority rule of thumb:

  • Critical → act now, interrupt whatever you're doing.
  • High → this shift.
  • Medium → this week.
  • Low → next planned maintenance window.

55–60 min — Bookmark your daily rhythm

From tomorrow onwards:

Time Action
Start of shift Dashboard → overdue count, open approvals
First 30 min Assign Task → distribute the day's new work
During shift Approve submissions as they come in
Ad-hoc Triage repair requests and shutdowns in real time
End of shift Clear approval queue, note carry-overs

Bookmark the Supervisor handbook for reference.

Top 3 supervisor pitfalls

  1. Assigning everything to the same reliable technician. They burn out. Use the workload badge to balance.
  2. Letting approvals pile up. Aim for < 1 hour from submission to resolution.
  3. Rejecting without specifics. "Photo unusable" gets ignored; "photo too dark, please retake with flash" lands.

Welcome.