Viewer handbook¶

Everything a Viewer needs to navigate Smart Maintenance Task Manager with read-only access.

This handbook is for the Viewer role

If you're not sure what role you have, open your profile in the web portal (avatar → Profile) or ask your Admin.

What you'll do with the platform¶

The Viewer role is read-only. You can see everything that's relevant for audit or compliance purposes — the asset hierarchy, tasks, schedules, reports, safety procedures — but you can't change anything. You can't assign work, approve submissions, edit data, or execute tasks.

This role is designed for:

External auditors visiting for compliance or certification.
Internal compliance officers.
Safety inspectors reviewing procedure acknowledgements.
Stakeholders who need visibility without operational responsibility.
Trainees during onboarding, before they're granted their operational role.

Your primary app¶

The web portal is your only app. Viewers don't have mobile access at all.

What you can see¶

All of the analytical and reference surface:

Dashboards — the overview pages that supervisors and managers use.
Tasks — read details of every task in the company, including form values, photos, and acknowledgements.
Asset hierarchy — browse sites, lines, sections, assets, and task points.
Scheduling — view recurring schedules without editing them.
Components — the component catalogue.
Safety procedures — view the acknowledgement steps attached to tasks.
Reports — every standard report, with export.
Settings — view company settings (not edit).

What you can't see¶

The mobile app.
Customer-level administration features (user management, roles, webhooks, audit log writes).

What you can't do¶

Create, edit, or delete anything.
Assign tasks.
Approve or reject completed tasks.
Execute tasks.
Reset passwords (even your own is limited — you can change your own password, but not others').
Export individual user data sets for operational use (export is fine for audit).

See the Permissions matrix for a full per-permission breakdown.

Typical Viewer workflows¶

Audit: "Show me the last month of safety-gated task executions"¶

Reports → Task Reporting.
Filter by date range (last month).
Filter by "has safety procedure".
Review the acknowledgement timestamps on submitted tasks — are they plausible (meaningful time spent on each measure)?
Export to CSV for your audit file.

Compliance: "Verify that repair requests are being resolved"¶

Reports → Repair Request Report.
Filter by status and date range.
Check resolution times and outcome distributions.
Export if needed.

Onboarding: "Learn the platform before getting operational access"¶

Browse the asset hierarchy — get familiar with how your plant is modelled.
Open completed tasks — see what the end-state of the workflow looks like.
Read the safety procedures to understand the standards.
Read this handbook for role-specific context.

Incident investigation: "What happened around 15:30 yesterday?"¶

Reports → Task History.
Date range = yesterday, narrow window.
Filter by the specific line or asset.
Open individual submissions to see photos and notes.
Check Shutdowns for any reported events in the same window.

How to export data¶

Every report has CSV and PDF export buttons. Exports reflect your current filter state:

CSV — for analysis in a spreadsheet or BI tool.
PDF — for printing or sharing as an attachment.

Always note the filter state on the cover when you share an export — a date-range mismatch is the easiest way to mislead downstream readers.

Requesting changes¶

If you spot something that needs to change, you can't do it yourself. Instead:

Data issue: flag it to an Admin or Mapper.
Process issue: raise with a Supervisor.
Platform issue (bug, missing feature): route through your Admin, who can escalate to Pegotec support.

Signing in¶

Same as every other role. See Your first login.

Your landing page is the Dashboard.

Things to watch for¶

Filters persist across sessions

If a report looks empty when you return to it, check the filters before concluding there's no data. A stale date range or site filter is the most common culprit.

Use search to navigate

Press / to focus the global search. Faster than clicking through menus when you know the name of the thing you're looking for.

You won't see real-time updates on mobile

The web portal's WebSocket updates apply to the browser session you're in. Since you have no mobile access, you won't see assignment-level notifications — but every change you care about is visible by refreshing or filtering the relevant report.

Troubleshooting¶

Problem	See
Can't sign in	I can't log in
Report looks empty	Check date range and filters
Can't find a feature described in this handbook	It may require a different role — Permissions matrix
Page is slow	Performance is slow