ADMINISTRATOR
A system administrator creates user roles and determines the permissions that each user role has. User role permissions combined with FactoryLogix global options allow different types of access to all areas of the FactoryLogix system.
A system administrator manages user role permissions in various categories and sub-categories of the FactoryLogix system. Each category has individual permissions that the administrator can enable or disable for a selected user role.
Important
Your license type determines the features and functionality you can access in the FactoryLogix system. Throughout the documentation, it's important to note that the options you see in the FactoryLogix user interface depend on the license type assigned to you.
Note
To quickly search for a permission, select the first column header on the Permissions tab, press Ctrl+F, enter the search term, then press Enter. The search results are highlighted in Yellow as shown in the following illustration.
Tip
Use the following table to help you track the permissions assigned to the users in your organization.
Employee: _______________________________________________________________________
Role: _____________________________________________________________________________
Notes: ___________________________________________________________________________
Category | Sub-category | Permissions | Enabled? |
|---|---|---|---|
Administrative Editing | Checkout Management | Manage Checkout: Manage checkouts for BOMs, CAD files, and processes in the Process Definition window. More information: Check out a BOM, CAD, or process for editing Remove Checkout: Remove another user's checkout of a BOM, CAD file, or process in the Process Definition window. | |
Administrative Editing | Process Editing | Allow Process Editing: Edit a process flow in the Process Definition window (operations, steps, activities, and Active Work Instructions). More information: Check out a BOM, CAD, or process for editing, Create an Active Work Instruction | |
Administrative Editing | Product Editing | Allow Product (Assembly) Editing: Edit assemblies and assembly revisions in the FactoryLogix Office client application. More information: Assembly Library, Create, modify, search, duplicate, or delete an assembly | |
New Product Introduction | Approval Processes | Create Approval Processes: Create new approval processes to send automated emails to members of sign-off groups to request approval of one or more areas of an overall process (FactoryLogix Office > Templates and Standards > Define Approval Processes). Delete Approval Processes: Delete existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). Edit Approval Processes: Modify existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). Read Approval Processes: Read existing approval processes (FactoryLogix Office > Templates and Standards > Define Approval Processes). More information: Approvals and sign-off | |
New Product Introduction | Customer Library | Create Customer Library: Create a new Customer Library (FactoryLogix Office > Libraries > Customer Library). Delete Customer Library: Delete an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). Edit Customer Library: Modify an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). Read Customer Library: Read an existing Customer Library (FactoryLogix Office > Libraries > Customer Library). More information: Customer Library | |
New Product Introduction | Document Library | Create Document Library: Create a new document library and specify its properties. Edit Document Library: Modify an existing Document Library including: upload and link documents, create new folders and edit folder properties, find/replace linked document file paths, and search for documents. Delete Document Library: Select and delete an existing Document Library. Read Document Library: Read Only access to select and view an existing Document Library. More information: Document Library | |
New Product Introduction | Global Operations | Create Global Operation: Create a new global operation alias and associated Operator Interface template, a new global packout operation, or a new global shipping operation. Delete Global Operation: Delete an existing global operation alias, global packout operation, or global shippi Edit Global Operation: Edit an existing global operation alias, global packout operation, or global shipping operation. Read Global Operation: Read Only access to view an existing global operation alias, global packout operation, or global shipping operation. More information: Global operations | |
New Product Introduction | Manufacturer Library | Create Manufacturer Library: Create a new Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Delete Manufacturer Library: Delete an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Edit Manufacturer Library: Modify an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). Read Manufacturer Library: Read an existing Manufacturer Library (FactoryLogix Office > Part Library > Manufacturer Part Numbers). More information: Manage the manufacturer library | |
New Product Introduction | Operations | Create Operations: Create new operations in the Process Definition window. (FactoryLogix Office > Process Engineering). Delete Operations: Delete existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). Edit Operations: Modify existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). Read Operations: Read Only access to view existing operations in the Process Definition window (FactoryLogix Office > Process Engineering). More information: Add a new operation to a process flow | |
New Product Introduction | Operator Feedback | Edit Operator Feedback: Edit operator feedback. More information: Gadgets for Operator Interface templates | |
New Product Introduction | Part Library | Add or delete Documents on Assemblies with a Released Process: Delete documents on assemblies that have one or more process revisions which have been released to Production. Allow Revision Re-Ordering: Revise part reordering. Create Part Library: Create a new Part Library (FactoryLogix Office > Libraries > Part Library). Delete Part Library: Delete an existing Part Library (FactoryLogix Office > Libraries > Part Library). Edit Part Library: Modify an existing Part Library (FactoryLogix Office > Libraries > Part Library). Read Part Library: Read an existing Part Library (FactoryLogix Office > Libraries > Part Library). Sampling Plan AQL/Verification Override: Override verification of sampling plans and AQL. More information: Part Library | |
New Product Introduction | Process Templates | Create Process Templates: Create new process templates. Delete Process Templates: Delete existing process templates. Edit Process Templates: Modify existing process templates. Read Process Templates: Read existing process templates. More information: Create a process, step, or operation template | |
New Product Introduction | Processes | Allow Post-Release BOM Editing of Alternate Parts: Users can add or remove alternate parts to BOM line items of a process that is already released to production. Create Processes: Create new processes. Delete Processes: Delete existing processes. Edit Processes: Modify existing processes. Read Processes: Read existing processes. More information: Process flows | |
New Product Introduction | Products | Create Product: Create a new product or assembly. Delete Product: Delete an existing product or assembly. Edit Product: Modify an existing product or assembly. Read Product: Read an existing product or assembly. More information: Create, modify, search, duplicate, or delete an assembly | |
New Product Introduction | Vendor Library | Create Vendor Library: Create a new Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Delete Vendor Library: Delete an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Edit Vendor Library: Modify an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). Read Vendor Library: Read an existing Vendor Library (FactoryLogix Office > Libraries > Vendor Library). More information: | |
New Product Introduction | Work Instruction Templates | Create Work Instruction Templates: Create new Work Instruction templates. Delete Work Instruction Templates: Delete existing Work Instruction templates. Edit Work Instruction Templates: Modify existing Work Instruction templates. Read Work Instruction Templates: Read existing Work Instruction templates. More information: /wiki/spaces/FD/pages/79297729 | |
Non-Conformance | Manage Dispositions | Create Dispositions: Create new disposition decisions. Delete Dispositions: Delete existing disposition decisions. Edit Dispositions: Modify existing disposition decisions. Read Dispositions: Read existing disposition decisions. More information: /wiki/spaces/FD/pages/79300958 | |
Non-Conformance | Non-Conformance | Change Assigned Profile: Allows the user to change the profile of a non-conformance any time before the non-conformance is closed. Create Non-Conformances: Create a new non-conformance. Delete Non-Conformances: Delete an existing non-conformance. Edit Non-Conformances: Modify an existing non-conformance. Non-Conformance Administrator: The Non-Conformance Administrator has the ability to modify any non-conformance, even if a user is not in the user list. Read Non-Conformances: Read Only permission to view an existing non-conformance. More information: /wiki/spaces/FD/pages/79301093 | |
Non-Conformance | Non-Conformance Profile | Create Non-Conformance Profile: Create a new non-conformance profile. Delete Non-Conformance Profile: Delete an existing non-conformance profile. Edit Non-Conformance Profile: Modify an existing non-conformance profile. Non-Conformance Administrator: The Non-Conformance Administrator has the ability to modify any non-conformance, regardless of whether the user is in the required user list. Read Non-Conformance Profile: Read Only permission to view an existing non-conformance profile. More information: /wiki/spaces/FD/pages/79300942 /wiki/spaces/FD/pages/79299863 | |
Shop Floor | Batch | Allow Batch Prioritization: Prioritize an existing batch. Create Batch: Create a new batch. Delete Batch: Delete an existing batch. Edit Batch: Modify an existing batch. Read Batch: Read Only permission to view an existing batch. Set Active Batch: Allows shop floor operators to set the active batch for a workstation (inForce Line Attendant is required). More information: /wiki/spaces/FD/pages/79296216 | |
Shop Floor | Change Notices | Create Change Notices: Create new change notices. Delete Change Notices: Delete existing change notices. Edit Change Notices: Modify existing change notices. Read Change Notices: Read Only permission to view existing change notices. More information: /wiki/spaces/FD/pages/79296227 | |
Shop Floor | Change Product | Allow Change Product: Change a product. More information: /wiki/spaces/FD/pages/79296227 | |
Shop Floor | Defect Management | Add Defect: Add a defect. Assign Defects by Operations: Defects are assigned at the operation level. Blocked Defect Override: Unblock a defect currently blocked from being closed. Close Defect: Close a defect. Delete Defect: Delete a defect. Edit Defect: Edit defect properties. False Defect: Flag a false defect. Open Defect: Flag an open defect. Repair Defect: Mark a defect for repair. Replace Part: Mark a defect for replacement. More information: /wiki/spaces/FD/pages/79300359, /wiki/spaces/FD/pages/79300365 | |
Shop Floor | FIFO WIP Control | Override FIFO WIP Control: Override FIFO WIP control validation errors, causing out-of-order units to be started successfully. | |
Shop Floor | Inventory Management | Allow New Inventory Bypassing Receiving Process: Add new inventory, bypassing the normal receiving process associated with the part/vendor. Create Inventory: Create new inventory. Delete Inventory: Delete existing inventory. Edit Inventory: Modify existing inventory. Read Inventory: Read existing inventory. | |
Shop Floor | Last Barcode Sequence Index | Reset Last Barcode Sequence Index: Reset the last index stored for generating sequential barcodes. The reset is performed at the Global, Part, Batch, or Revision level. | |
Shop Floor | Material Handling | Deliver Materials: Permission to deliver materials. This option is in the Advanced Features area of Production and is specific to Logistics and kitting materials to batches. Return Materials: Permission to return materials to stock. This option is in the Advanced Features area of Production and is specific to Logistics and kitting materials to batches. | |
Shop Floor | Material Setup | Override Depleted Materials: Allows a user to override depleted materials validation errors, causing consumption of depleted materials when units are finished. Override Exclusive Usage of Kitted Material: Allows a user to override restricted use of kitted material. | |
Shop Floor | Measurement Correction | Allow Measurement Correction: Allows a user to correct measurement units used in Production. More information: /wiki/spaces/FD/pages/79296227, /wiki/spaces/FD/pages/79296361 | |
Shop Floor | Operation | Allow Entry Conditions Supervisory Override: Allows the user supervisory confirmation to bypass all entry conditions. View without Certifications: Allows a user to view an operation without requiring any specific certifications, but not make changes. | |
Shop Floor | Operation Access | On Hold Override: Gives a user the right to override an operation that is on hold. | |
Shop Floor | Packout | Add To Box: Allows a packout user to pack items into a box. Clear All Items From Box: Allows a packout user to remove the content from a box. Complete Box: Allows a packout user to close a box. Complete Partially Packed Box: Allows a packout user to save a partially-filled box. Create New Box: Allows a packout user to register a new instance of a box. Reload Packing Items: Allows a packout user to reload the packing items. Remove From Box: Allows a packout user to remove an items from a box. | |
Shop Floor | Product Administration | Allow Reordering of Circuit Identifiers: Allows a user to reorder circuit IDs. Change Identifier: Allows a user to change circuit IDs. Delete Identifier: Allows a user to delete circuit IDs. | |
Shop Floor | Product Scrapping | Add new reason codes for product scrapping: Allows the user to add new reason codes to be used for product scrapping. Allow Product Scrapping: Permission to scrap products. More information: /wiki/spaces/FD/pages/79292209 | |
Shop Floor | Product Unscrapping | Allow Product Unscrapping: Permission to unscrap products. | |
Shop Floor | Quantity Adjustment | Add new reason code for quantity adjustment: Allows the user to add new reason codes to be used for quantity adjustments. | |
Shop Floor | Reason Code Management | Associate Reason Codes: Allows the user to associate reason codes to machine states. Edit Reason Codes: Edit reason codes. More information: /wiki/spaces/FD/pages/79295665 | |
Shop Floor | Report Scheduling | Allow Report Scheduling: Allows the user to open the Report Scheduler environment. | |
Shop Floor | Shipping | Quantity Enforcement: Permission to enforce quantities (either with warnings or errors). | |
Shop Floor | Site Location Management | Edit Site Locations: The ability to edit the site location where a non-conformance occurred, for example the name of a factory or field location. | |
Shop Floor | Source Management | Edit Source: The ability to edit the source of a non-conformance, for example: Receiving, Engineering, Customer, Production. | |
Shop Floor | Sub-Assembly Removal | Allow Sub-Assembly Removal: Permits the removal of selected sub-assemblies. | |
Shop Floor | Sub-Assembly Replacement | Allow Sub-Assembly Replacement: Permits the replacement of selected sub-assemblies with different sub-assemblies. Replacement Override: Allows supervisory confirmation to replace sub-assemblies of unknown origin. | |
Shop Floor | Symptom Management | Add Symptom: Add a symptom. Close Symptom: Close an existing symptom. Delete Symptom: Delete an existing symptom. Edit Symptom: Modify an existing symptom. False Symptom: Flag a false symptom. Open Symptom: Flag an open symptom. Repair Symptom: Repair an existing symptom. | |
Shop Floor | Touch Time WIP Transaction Editing | Edit Touch Time: Modify WIP transaction touch time information. | |
xTend API | Connection | Use the xTend API: Connect to and use the xTend API. |