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Set up a User as a Line Planner

To set up a user as a line planner to load a work package to IFS Cloud Mobile Maintenance, or view details of a work package published from Maintenix to Mobile Maintenance, using the IFS Cloud Mobile Maintenance web application, follow the steps below:

  1. Log in to IFS Cloud Web as the IFS Application owner.
  2. If you wish to create a new end user to work as a line planner, navigate to the User or Users page located in the Solution Manager folder and create the user. Note: If you create a new user in IFS Cloud, you must set up the appropriate organizational data for the new user in Maintenix. Alternatively, you can assign an existing user who will work as a line planner. To grant the permission set required for a line planner to a new or existing user perform step 4. For more information see Users.
  3. Navigate to the Permission Set page located in the Solution Manager folder. On the Permission Set page, create a new permission set for a line planner. For more information see Permission Sets.
  4. On the record sub-menu, click Projections, and in the Granted Projections section, add the projection with name FlmLoadWorkscopeHandling. This projection is used to load work packages for planned maintenance or view details of work packages published from Maintenix to IFS Cloud Mobile Maintenance. For more information see Projections and Lobby Pages.
  5. On the record sub-menu, click Users Granted, and in the Users Granted section, add the user you created in step 2 or an existing user, to grant access to the permission set you created. For more information see Users Granted.