Operator

Operator accounts are for people who use plant and vehicles in their day-to-day work. Operators complete Daily Driver pre-starts before using assets, record plant hours, report faults, and can book pool vehicles.

Homepage

The Operator homepage is the Works Management Operator Menu. From here you can see the assets relevant to you, act on those assets, and navigate to the other tools you use.

Viewing and Filtering Assets

Use the filter buttons at the top of the asset list to control which assets are shown:

Favourites — only assets you have added to your favourites
Allocated/Responsible — assets allocated to you or for which you are the responsible person
All — all assets in the organisation

Icons in the asset column indicate the status of each asset at a glance:

Icon	Meaning
Items Overdue	One or more aspects of the asset are overdue
Asset Tagged Out	The asset has an active Safety Tag against it
Daily Driver Required	The asset requires a Daily Driver pre-start before use
Scheduled Service	An upcoming service has been scheduled
Unscheduled Service Due	A service is due for generation but has not been scheduled

On narrow screens, select the + icon next to an asset to expand hidden columns.

Asset Actions

Select any asset from the list to open the action menu.

Action	Description
Create Daily Driver Check Sheet	Opens a new Daily Driver pre-start checklist for the asset. Learn more about Completing a Daily Driver.
Create Repair Request	Opens a Repair Request for the asset, which can be actioned by the workshop. Learn more about Requests and Work Orders.
View Asset	Opens the asset record in read-only view. Operators cannot edit asset details.
Add to Favourites	Adds the asset to your favourites list for quicker access.
Create Plant Hours Record	Opens a new Plant Hours Record for the asset. Learn more about Recording Plant Hours.
Create Conversation	Starts a new conversation thread linked to the asset. Learn more about Conversations.

Note: The actions available in this menu are configurable. Some options may not appear depending on your organisation's settings.

The buttons at the top of the menu take you to other parts of the application:

Button	Destination
Plant Hours Generator	Record plant hours for multiple assets across multiple account codes or jobs at once. Learn more about Recording Plant Hours.
Asset Booking	Book a pool vehicle from the booking calendar. Learn more about Booking an Asset.
Daily Driver Report	View which assets require pre-starts and whether they have been completed today. Learn more about Daily Driver Reporting.
Bulk Fuel Transaction	Record a fuel transaction not captured by a fuel card. Learn more about Recording Bulk Fuel Transactions.

You can also select the QR Code Scanner button to scan an asset's QR code directly and open its action menu. Your device may ask for camera permission the first time you use this.

Conversations

The Conversations panel shows all conversations you are involved in. Select New Conversation to start a new one.

Learn more about Conversations.

Works Information

The Works Information panel shows the progress of Requests, Daily Driver faults, and Plant Hour Records associated with you. Use it to track the status of issues you have reported and maintenance being carried out on assets you use.

The Works Information panel

Use the Filter Requests Shown control to narrow what is displayed:

Filter	Shows
Created By My Reports	Requests reported by you or your direct reports
Created By Me	Requests you created
All	All Requests in the organisation
My Assets	Requests relating to assets allocated to you

Learn more about Requests and Work Orders.