All employees are assigned a role in D365BC, depending on the jobs and tasks they are required to work on. Roles are defined by user and permission setup.
Dynaway EAM for Business Central (EAM-BC) is installed in your standard Microsoft Dynamics 365 Business Central solution.
You have acquired an adequate number of licensed users for EAM-BC, allowing you to set up users for your maintenance organization.
In standard D365BC, Roles are set up as profiles to describe different job functions, for example, Administrator, Inventory Manager, Asset Manager, and Asset Technician.
A role center is assigned to each role (profile).
Read more about role center setup in the Microsoft documentation for D365BC.
Read more about how to create and manage profiles in the Microsoft documentation for D365BC.
Asset Managers use the role center to get an overview of the current status on Assets, Work Order Plans, and Work Orders. Asset Managers have access to various lists, for example Active Assets, Critical Assets, Active Work Orders, Overdue Work Orders, Open Work Order Plans, Posted Work Orders.
Asset Technicians use the role center as their point of entry to EAM-BC. Asset Technicians have access to relevant information regarding Assets and Work Orders.
Asset Technicians can make registrations on Assets and Work Orders to keep information updated regarding Asset Maintenance and the general condition of a company's Assets.
In D365BC, individual employees or a group of employees can be set up as a user. Permission sets are added to each user. Permission sets define which data the user has access to and whether the user is allow to read, edit, and delete data.
Read more about permission sets in the Microsoft documentation for D365BC.
The Administrator or Manager responsible for running assisted setup in EAM-BC and importing data into EAM-BC requires the following permission sets to complete those initial setup tasks: D365 SETUP (required for running assisted setup) and D365 RAPIDSTART (required for importing data).
When you set up users for your maintenance organization, the following permission sets are required.
Permission Sets for Asset Managers
Users working as Asset Managers require the following Permission Sets on their User Card:
|D365 BASIC||Dynamics 365 Basic access|
|D365 ITEM, EDIT||Dynamics 365 Create items|
|DAM EAM MANAGER||EAM Manager|
Permission Sets for Asset Technicians
Users working as Asset Technicians require the following Permission Sets on their User Card:
|D365 BASIC||Dynamics 365 Basic access|
|DAM EAM TECHNICIAN||EAM Technician|
|EAM TECH WO||EAM Create One-off Work Orders|
Set up the resources (persons or machines) that should be available for work scheduling in your maintenance department.
You can set up
Resource setup is standard D365BC functionality. Refer to Microsoft documentation: Set Up Resources for information about resource, resource group, and capacity setup.
When you have set up resources in D365BC, next step is to set up Maintenance Employees in EAM-BC.
Set up the Users and User Groups that are licensed to use EAM-BC.
You can schedule work orders to a user group, for example, electricians, or welders with a specific welding certificate. You can also schedule work orders to specific users, like Asset Technicians.
The following procedure describes how to set up users and user groups.
|1||About maintenance employees. Set up the employees and groups that are licensed to work with _Dynaway EAM for Business Central (EAM-BC)_.|
|2||Set up individual users or groups. Set up your maintenance employees as individual users or assign them to a group. For individual users, select a resource (a person or a machine) that the user is related to.|
|3||Working in teams. Create a group and assign users to the group. A user can be member of more than one group.|
|4||Assign work types to teams. Set up work types on groups describing, for example, specific tasks or professional skills. Resources can be selected on work types.|
When you create a user group in Maintenance Employees, you must assign users to the group.
When you create a user group in Maintenance Employees, you can assign Work Types to the group.
Work types are used on Work Order Plans and Work Orders to define the type of job to be carried out on a work order. Examples are Cleaning, Inspection, Lubrication, and Repair.