Home
Control Room
Compare blocked work by site and check data freshness before assigning an operator.
Role: Site manager
Owning workspace · Related illustrationTRUSTED FACTORYFLOW
Explore business scope by work.
Filter by work, role and product to inspect data, conditions and related records.
Browse by work, workspace or role. Each group has its own prerequisites; interfaces are illustrations.
01 / Home4 capabilities · Site manager
Fresh source, assigned owner and valid site
Home
My Work
Filter assigned work by due time and priority; acknowledge or hand it to the next shift.
Role: Site manager
Owning workspace · Related illustrationHome
Alerts
Triage alerts by source, severity and affected object; link related alerts to an incident.
Role: Site manager
Owning workspace · Related illustrationHome
System Snapshot
Read service health at a timestamp; distinguish disconnected equipment from confirmed stops.
Role: Site manager
Owning workspace02 / Identity & Access7 capabilities · IAM administrator
Verified membership and tenant/site; no self-approval of privilege
Identity & Access
VNeID SSO
Authenticate through configured SSO; verify membership and site authority separately.
Role: IAM administrator
Owning workspaceIdentity & Access
Operators
Maintain operator identities, activation status and assigned sites.
Role: IAM administrator
Owning workspaceIdentity & Access
Roles & Scopes
Assign roles and API scopes by responsibility; enforce object rights in the domain service.
Role: IAM administrator
Owning workspace · Related illustrationIdentity & Access
Sessions
Inspect session expiry and context; revoke sessions when responsibilities change.
Role: IAM administrator
Owning workspaceIdentity & Access
Step-up Policies
Define step-up challenges for sensitive actions such as evidence export or configuration publication.
Role: IAM administrator
Owning workspaceIdentity & Access
Break-glass Review
Review emergency access grants, justification, expiry and actions taken.
Role: IAM administrator
Owning workspaceIdentity & Access
Access Review
Compare active grants with job responsibilities and revoke unnecessary access.
Role: IAM administrator
Owning workspace03 / Configuration6 capabilities · Configuration owner and approver
Reviewed diff, maker-checker and no active change freeze
Configuration
Global Settings
Manage shared settings and inspect affected sites before publishing changes.
Role: Configuration owner and approver
Coordinating journeyConfiguration
Rule Sets
Version rule sets and check conflicts between priorities, allocation and blocking conditions.
Role: Configuration owner and approver
Coordinating journeyConfiguration
Approval Center
Approvers inspect changes and impact; authors cannot self-approve critical changes.
Role: Configuration owner and approver
Coordinating journey · Related illustrationConfiguration
Publish Changes
Publish the approved version and record each target result and rollback reference.
Role: Configuration owner and approver
Coordinating journeyConfiguration
Change Freeze
Freeze changes during a site window; exceptions require a recorded authorization.
Role: Configuration owner and approver
Coordinating journeyConfiguration
Feature Flags
Enable features within a defined scope; disabling a flag does not replace access revocation.
Role: Configuration owner and approver
Coordinating journey04 / Master Data6 capabilities · Data steward
Unique identifiers, complete references and versioned maps
Master Data
Sites / Warehouses / Zones
Define site, warehouse and zone identifiers and prevent cross-tenant references.
Role: Data steward
Owning workspaceMaster Data
Locations / Stations
Register pickup and delivery locations, load limits and readiness before task planning.
Role: Data steward
Owning workspaceMaster Data
Routes / Map Versions
Version maps and routes; active orders retain their authorized map reference.
Role: Data steward
Owning workspaceMaster Data
SKU / UOM / Barcode
Validate item codes, units and barcodes; block unapproved conversions during receiving or shipping.
Role: Data steward
Owning workspaceMaster Data
Import Review
Inspect rejected import rows, correct them under review and retry invalid rows only.
Role: Data steward
Owning workspaceMaster Data
Data Quality Center
Collect duplicate identifiers, missing references and stale records for steward resolution.
Role: Data steward
Owning workspace05 / Yard & Dock8 capabilities · Dock coordinator
Valid vehicle/driver, dock capacity and security check
Yard & Dock
Gate-in / Gate-out
Record vehicle entry and exit against appointments; gate-in does not imply goods receipt.
Role: Dock coordinator
Owning workspaceYard & Dock
Vehicle & Driver Registry
Check vehicles and drivers against authorized records and minimize visible personal attributes.
Role: Dock coordinator
Owning workspaceYard & Dock
Dock Appointment
Book receiving windows against dock capacity; rescheduling rechecks affected orders.
Role: Dock coordinator
Owning workspaceYard & Dock
Dock Assignment
Assign a dock by cargo type and dock readiness; record reassignment reasons.
Role: Dock coordinator
Owning workspaceYard & Dock
Dock Queue
Sequence waiting visits and track waiting time; escalate delays without marking them served.
Role: Dock coordinator
Owning workspaceYard & Dock
Yard Location
Track yard vehicle or trailer positions to coordinate dock calls and avoid conflicting occupancy.
Role: Dock coordinator
Owning workspaceYard & Dock
Weighbridge
Record inbound and outbound weight with units; review discrepancies before receipt confirmation.
Role: Dock coordinator
Owning workspaceYard & Dock
Security Check
Record visit security checks; failed checks prevent automatic receiving-area admission.
Role: Dock coordinator
Owning workspace06 / WMS Inbound8 capabilities · Receiving operator
Valid source order, SKU/UOM and quality checks
WMS Inbound
ASN / PO Receiving
Receive against a valid ASN or PO and compare item, lot and expected quantity.
Role: Receiving operator
Coordinating journey · POST /wms/v1/tasksWMS Inbound
Receiving Workbench
Operators scan handling units, count receipts and isolate shortages or excess before posting.
Role: Receiving operator
Coordinating journeyWMS Inbound
GRN
Create a goods receipt from verified quantities and retain source order and confirmer.
Role: Receiving operator
Coordinating journeyWMS Inbound
Unloading Task
Assign unloading from dock to receiving station; close only after handover confirmation.
Role: Receiving operator
Coordinating journey · POST /wms/v1/tasksWMS Inbound
Inbound QC
Sample inbound goods under the inspection plan; pending results restrict stock use.
Role: Receiving operator
Coordinating journeyWMS Inbound
Putaway
Choose putaway by capacity and stock condition; scan destination before confirming movement.
Role: Receiving operator
Coordinating journey · POST /wms/v1/tasksWMS Inbound
Cross-docking
Cross-dock receipts to matching outbound demand and retain receipt-to-allocation quantities.
Role: Receiving operator
Coordinating journeyWMS Inbound
Inbound Discrepancy
Record receipt shortage, excess, mismatch or damage per line for authorized disposition.
Role: Receiving operator
Coordinating journey07 / WMS Inventory7 capabilities · Inventory controller
Available stock, hold/freeze and version checked
WMS Inventory
Inventory Status
View available, reserved and held stock by location and lot; do not treat all stock as allocatable.
Role: Inventory controller
Coordinating journeyWMS Inventory
Reservations
Reserve stock against a demand and release it when that demand is cancelled or invalid.
Role: Inventory controller
Coordinating journey · Related illustrationWMS Inventory
Stock Movements
Inspect movements with source, destination and documents; robot telemetry cannot directly amend stock.
Role: Inventory controller
Coordinating journeyWMS Inventory
Cycle Count
Scope a cycle count, record observations and approve discrepancies before stock adjustment.
Role: Inventory controller
Coordinating journeyWMS Inventory
Inventory Freeze
Freeze a stock scope during reconciliation and block new work that changes the counted balance.
Role: Inventory controller
Coordinating journeyWMS Inventory
Lot / Serial / Expiry Trace
Trace lot, serial and expiry through receipt, movement and delivery to locate affected goods.
Role: Inventory controller
Coordinating journeyWMS Inventory
ERP/WMS Reconciliation
Reconcile ERP transactions with WMS identifiers; quarantine differences and avoid duplicate corrections.
Role: Inventory controller
Coordinating journey08 / WMS Outbound8 capabilities · Outbound operator
Reservation, quality release and staging capacity
WMS Outbound
Outbound Orders
Accept outbound orders and check stock condition and due time before allocation.
Role: Outbound operator
Coordinating journeyWMS Outbound
Picking Wave
Group picks into a wave and check staging capacity before release.
Role: Outbound operator
Coordinating journeyWMS Outbound
Pick Tasks
Guide location and lot picking with scan confirmation; separate shortages from completed quantity.
Role: Outbound operator
Coordinating journey · POST /wms/v1/tasksWMS Outbound
Packing
Validate packed items against the order and record labels and weight before closing a package.
Role: Outbound operator
Coordinating journey · Related illustration · POST /wms/v1/tasksWMS Outbound
Staging / Loading
Track staged packages and receiving vehicles; block loading to the wrong shipment or dock.
Role: Outbound operator
Coordinating journeyWMS Outbound
Shipment Confirmation
Confirm shipped quantity from validated pick, pack and handover results and return the transaction.
Role: Outbound operator
Coordinating journeyWMS Outbound
Carrier Handover
Record carrier, packages and handover time; carrier receipt does not replace stock reconciliation.
Role: Outbound operator
Coordinating journeyWMS Outbound
Short Pick / Backorder
Record short picks and choose replenishment or backorder; do not confirm missing lines as shipped.
Role: Outbound operator
Coordinating journey09 / Warehouse Optimization6 capabilities · Warehouse engineer
Verified baseline and location/load constraints
Warehouse Optimization
Slotting Rules
Define slotting by size, load and flow; exclude locations that violate constraints.
Role: Warehouse engineer
Coordinating journeyWarehouse Optimization
ABC Classification
Classify items using a stated ABC period and criterion and version the result for comparison.
Role: Warehouse engineer
Coordinating journeyWarehouse Optimization
Movement Heatmap
Map movement density by zone and period to identify areas for field investigation.
Role: Warehouse engineer
Coordinating journeyWarehouse Optimization
Location Utilization
Compare capacity with occupancy and distinguish physical space from permitted availability.
Role: Warehouse engineer
Coordinating journeyWarehouse Optimization
Re-slotting Task
Create re-slotting work from an approved plan and verify reservations and both locations.
Role: Warehouse engineer
Coordinating journeyWarehouse Optimization
Pick Face Replenishment
Replenish pick faces from reserve stock by threshold; keep replenishment distinct from picking.
Role: Warehouse engineer
Coordinating journey · Related illustration · POST /wms/v1/tasks10 / Line-side6 capabilities · Production logistics coordinator
Valid demand, reserved stock and ready drop-off point
Line-side
Material Calls
Record line-side demand, quantity and due time and deduplicate its source request.
Role: Production logistics coordinator
Coordinating journeyLine-side
eKanban Rules
Set replenishment thresholds and quantities and check open demand before issuing another call.
Role: Production logistics coordinator
Coordinating journeyLine-side
Replenishment Plans
Plan replenishment from released stock and demand; reschedule when the destination is unavailable.
Role: Production logistics coordinator
Coordinating journeyLine-side
Delivery Confirmation
Scan delivery and compare received quantity; send evidence to the inventory owner for confirmation.
Role: Production logistics coordinator
Coordinating journey · POST /wms/v1/tasks/{taskId}/confirmLine-side
Line Stock
Track line-side stock and in-transit quantity; an active mission is not received inventory.
Role: Production logistics coordinator
Coordinating journeyLine-side
SLA Dashboard
Compare requested and actual delivery times and show delay reason and responsible coordinator.
Role: Production logistics coordinator
Coordinating journey11 / WCS7 capabilities · Execution dispatcher
Released task, valid route/version and permissive safety
WCS
Execution Orders
Accept a released task, create an execution order and preserve its source request reference.
Role: Execution dispatcher
Coordinating journey · POST /wcs/v1/execution-ordersWCS
Execution Steps
Split an order into dependent steps and release successors only after handover conditions hold.
Role: Execution dispatcher
Coordinating journeyWCS
Routing
Select routes using approved maps and handover constraints under one traffic authority.
Role: Execution dispatcher
Coordinating journey · Related illustrationWCS
Dispatch Queue
Sequence pending orders by priority and readiness and expose dispatch blockers.
Role: Execution dispatcher
Coordinating journey · POST /wcs/v1/execution-orders/{orderId}/dispatchWCS
Pause / Resume / Abort
Request pause, resume or abort by current state; wait for actual confirmation before closing.
Role: Execution dispatcher
Coordinating journeyWCS
Route Safety Validation
Check restricted zones and route conditions; missing safety information blocks execution.
Role: Execution dispatcher
Coordinating journeyWCS
WCS Simulation
Exercise order sequencing and timeouts in a simulator without commanding real equipment.
Role: Execution dispatcher
Coordinating journey12 / Production7 capabilities · Production supervisor
Valid MES order, released materials and quality
Production
Production Orders
Accept production orders from the selected source and retain identifiers and revision for feedback.
Role: Production supervisor
Coordinating journeyProduction
Work Orders
Split work by station and operation and check material and quality prerequisites before release.
Role: Production supervisor
Coordinating journeyProduction
Material Requirement
Derive demand from authorized orders and BOMs; distinguish demand from reserved inventory.
Role: Production supervisor
Coordinating journeyProduction
Material Consumption
Post actual consumption by order and lot and deduplicate repeated messages.
Role: Production supervisor
Coordinating journeyProduction
WIP Tracking
Track work in progress by operation and reconcile input, output and rework quantities.
Role: Production supervisor
Coordinating journeyProduction
Finished Goods Receipt
Receive finished goods against the order and quality result and post stock after validation.
Role: Production supervisor
Coordinating journeyProduction
Scrap / Rework / Defect
Separate scrap, rework and defects with reasons and quantities for MES reconciliation.
Role: Production supervisor
Coordinating journey13 / Kitting & Sequencing7 capabilities · Kitting operator
Correct BOM/version, component availability and delivery sequence
Kitting & Sequencing
Kit Definition
Maintain kit BOM revisions and use the effective version for each build.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Kit Build Task
Create component picking work from the kit BOM and track fulfilled and missing quantities.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Kit Verification
Scan components to verify item, lot and quantity; incomplete kits cannot become ready.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Kit Delivery
Deliver verified kits to the receiving station and record recipient and task reference.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Sequence Delivery
Bind kit order to the production sequence and block out-of-sequence delivery when prohibited.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Kit Return
Inspect returned components and restore stock only after authorized disposition.
Role: Kitting operator
Coordinating journeyKitting & Sequencing
Missing Kit Item
Identify missing kit items, hold the build and choose replenishment or approved substitution.
Role: Kitting operator
Coordinating journey · Related illustration14 / Robotics & Automation10 capabilities · Fleet operator
Single traffic authority, suitable capability and charging policy
Robotics & Automation
Fleet Operations
Observe robot readiness, missions and batteries under the selected fleet authority.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Mission / Task Console
Track missions by vendor and FactoryFlow identifiers and inspect outcomes before retry.
Role: Fleet operator
Coordinating journey · POST /fleet/v1/missionsRobotics & Automation
Fleet Map
Display robot positions on the matching map revision with explicit freshness indicators.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Traffic & Map Governance
Govern zones and maps under one traffic authority to avoid competing routing commands.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Vendor Robot Adapters
Select a vendor and model profile and validate state mapping and mission identity.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Robot Capability Matrix
Match payload, attachments and handover stations to mission requirements before robot selection.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Robot Safety & Recovery
Isolate faulted robots, verify field conditions and recover only under authorized safe modes.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Charging & Battery
Read battery and charging status from the fleet and exclude energy-ineligible robots.
Role: Fleet operator
Coordinating journeyRobotics & Automation
Diagnostics & Error Workbench
Link alarms to missions and controllers and preserve native fault codes during recovery.
Role: Fleet operator
Coordinating journey · Related illustrationRobotics & Automation
Simulator & Test Harness
Inject controlled simulated callbacks for duplicate and ordering tests outside the field environment.
Role: Fleet operator
Coordinating journey15 / Robot Cell & Cobot9 capabilities · Robot cell engineer
Approved recipe, PLC handshake and permissive safety
Robot Cell & Cobot
Cells
Register cells, controllers and readiness signals; jobs use authorized configurations only.
Role: Robot cell engineer
Coordinating journeyRobot Cell & Cobot
Recipes
Approve recipe, program revision and parameters; subsequent changes require review.
Role: Robot cell engineer
Coordinating journey · Related illustrationRobot Cell & Cobot
Cell Jobs
Create jobs bound to work orders and approved recipes; program completion differs from QC acceptance.
Role: Robot cell engineer
Coordinating journey · POST /robot-cell/v1/cell-jobsRobot Cell & Cobot
PLC Handshake
Validate ready, start, busy and done signals by PLC profile; signal loss is not completion.
Role: Robot cell engineer
Coordinating journeyRobot Cell & Cobot
Program Repository
Store programs with digests or revisions and select approved versions rather than arbitrary scripts.
Role: Robot cell engineer
Coordinating journeyRobot Cell & Cobot
Program Run Control
Request execution in the controller's permitted mode; distinguish acknowledgement from completion.
Role: Robot cell engineer
Coordinating journeyRobot Cell & Cobot
Teach / HandGuide Session
Authorize field teach or hand-guide sessions instead of exposing them as routine web commands.
Role: Robot cell engineer
Coordinating journeyRobot Cell & Cobot
Safety Configuration
Track field-approved safety configurations; the website does not replace safety PLCs.
Role: Robot cell engineer
Coordinating journey · Related illustrationRobot Cell & Cobot
Quality Results
Bind QC outcomes to job, sample and recipe revision; robot completion alone cannot accept quality.
Role: Robot cell engineer
Coordinating journey16 / Device & OT11 capabilities · OT engineer
Command authority, protocol profile and valid interlocks
Device & OT
Devices
Register device identifiers, serials and sites and bind controllers before enabling work.
Role: OT engineer
Coordinating journeyDevice & OT
Adapter Profiles
Define adapter protocol and version with per-model configurations rather than universal defaults.
Role: OT engineer
Coordinating journeyDevice & OT
Commands
Record command intent, authority and status; acknowledgement alone is not task completion.
Role: OT engineer
Coordinating journey · Related illustration · POST /devices/v1/devices/{deviceId}/commandsDevice & OT
PLC
Map PLC tags through approved profiles and assess handshake impact before tag changes.
Role: OT engineer
Coordinating journey · Related illustrationDevice & OT
Scanner
Bind scans to task sessions and expected barcodes and reject mismatches.
Role: OT engineer
Coordinating journeyDevice & OT
Printer
Print labels from finalized data and control reprints to prevent duplicate active identifiers.
Role: OT engineer
Coordinating journeyDevice & OT
Scale
Record weight, units and calibration validity and reject ineligible measurements.
Role: OT engineer
Coordinating journeyDevice & OT
Vision
Bind vision results to image references and jobs and route uncertain results for review.
Role: OT engineer
Coordinating journeyDevice & OT
Conveyor
Describe conveyor states and handshakes only for an agreed project profile, not every controller.
Role: OT engineer
Coordinating journeyDevice & OT
Alarms
Preserve native alarm code, severity and time; acknowledgement differs from fault resolution.
Role: OT engineer
Coordinating journeyDevice & OT
Firmware / Calibration
Track firmware and calibration due dates; revisions require profile and acceptance rechecks.
Role: OT engineer
Coordinating journey17 / Edge Runtime8 capabilities · Edge administrator
Valid delegation, offline policy and consistent checkpoints
Edge Runtime
Edge Nodes
Monitor Edge versions and connectivity; WAN loss does not authorize new execution.
Role: Edge administrator
Coordinating journeyEdge Runtime
Local Queue
Inspect local pending work and authorization expiry; never dispatch expired work.
Role: Edge administrator
Coordinating journeyEdge Runtime
Local Cache
Cache site-scoped versioned data; stale copies cannot overwrite Core records.
Role: Edge administrator
Coordinating journeyEdge Runtime
Replay Batch
Replay by checkpoint and message ID and record individual acknowledgements to prevent duplication.
Role: Edge administrator
Coordinating journey · Related illustrationEdge Runtime
Conflict Queue
Quarantine conflicting updates for data-owner comparison instead of automatic overwrite.
Role: Edge administrator
Coordinating journeyEdge Runtime
Offline Policy
Define offline operations, expiry and stop conditions; expired authority holds work.
Role: Edge administrator
Coordinating journeyEdge Runtime
Deployment / Rollback
Deploy the selected Edge revision and verify health; rollback preserves data and checkpoint compatibility.
Role: Edge administrator
Coordinating journeyEdge Runtime
Security Posture
Check node revision, certificates and posture and isolate nodes failing connection requirements.
Role: Edge administrator
Coordinating journey18 / Integration & Event Backbone10 capabilities · Integration engineer
Valid contract/version, tenant/site authority and idempotency
Integration & Event Backbone
ERP/MES Endpoints
Register source and target ERP/MES systems and assign ownership of each transaction.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
Mapping Profiles
Version field, enum and unit mappings and quarantine conversion errors before posting.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
Inbound / Outbound Messages
Inspect message source identifiers and outcomes; receipt is not business success.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
API Clients
Manage API clients, scopes and sites; client-supplied headers cannot establish authority.
Role: Integration engineer
Coordinating journey · Related illustrationIntegration & Event Backbone
Topics
Define topics and producers or consumers; distinguish domain events, telemetry and vendor callbacks.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
Schema Registry
Store schemas and compatibility rules and block changes that break active consumers.
Role: Integration engineer
Coordinating journey · Related illustrationIntegration & Event Backbone
Outbox / Inbox
Pair outbox with domain transactions and deduplicate inbox delivery rather than assuming exactly-once business effects.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
Consumer Lag
Measure consumer lag by topic and partition and distinguish backlog from data loss.
Role: Integration engineer
Coordinating journeyIntegration & Event Backbone
DLQ / Replay
Review dead-letter messages, fix causes and authorize replay while retaining deduplication identifiers.
Role: Integration engineer
Coordinating journey · Related illustrationIntegration & Event Backbone
Event Lineage
Trace request, event and consumer relationships to locate broken transaction links.
Role: Integration engineer
Coordinating journey · Related illustration19 / Quality10 capabilities · Quality inspector
Versioned sampling plan, lot and inspection criteria
Quality
IQC
Inspect incoming lots and use results to hold or release received goods.
Role: Quality inspector
Coordinating journeyQuality
IPQC
Record in-process inspections by operation and work order and isolate affected quantity on failure.
Role: Quality inspector
Coordinating journeyQuality
FQC
Inspect finished goods before handover; failed lots cannot be automatically shipped.
Role: Quality inspector
Coordinating journeyQuality
Sampling Plan
Select sample size and criteria from the effective plan and retain that revision with results.
Role: Quality inspector
Coordinating journey · Related illustrationQuality
Defect Codes
Standardize defect codes and severity; retired codes are unavailable for new results.
Role: Quality inspector
Coordinating journeyQuality
Quality Hold
Hold stock by lot or location and release only on authorized disposition.
Role: Quality inspector
Coordinating journeyQuality
NCR
Create nonconformance records with source evidence, affected scope and accountable owner.
Role: Quality inspector
Coordinating journeyQuality
CAPA
Assign corrective and preventive actions with due dates and verify effectiveness before closure.
Role: Quality inspector
Coordinating journeyQuality
Quality Gate
Block progression on failed QC; overrides require separate authority and justification.
Role: Quality inspector
Coordinating journeyQuality
Quality Dashboard
Summarize defects by lot, operation and period with links to underlying samples.
Role: Quality inspector
Coordinating journey20 / Maintenance & Vendor9 capabilities · Maintenance technician
Permit/LOTO, remote-access authority and maintenance window
Maintenance & Vendor
Assets
Bind assets to serial, site and maintenance history; assets differ from inventory locations.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Tickets
Open asset or alarm tickets with severity and assignee and record acknowledgement and completion.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Preventive Plans
Plan preventive work by authorized interval or condition and coordinate downtime and permits.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Spare Parts
Track spares requested, issued and returned for maintenance and reconcile usage.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Vendor Escalation
Escalate faults with model, firmware and authorized trace to the appropriate vendor.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Vendor Evidence
Retain permitted vendor reports and files in tickets and mask unrelated data.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Vendor SLA
Compare response times with the contracted SLA rather than one promise for every vendor.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Vendor Scorecard
Assess vendors using finalized ticket data with explicit measurement period and method.
Role: Maintenance technician
Coordinating journeyMaintenance & Vendor
Remote Support Session
Grant time-limited supervised support for a named purpose and revoke access when it ends.
Role: Maintenance technician
Coordinating journey21 / Security & OT Safety10 capabilities · Safety and security lead
Privileged authority, SoD and verified physical state
Security & OT Safety
Certificates
Track certificate purpose and expiry and validate trust chains before connection.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Secrets
Manage secret references and rotation without exposing secret values in pages or logs.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Network Zones
Segment IT and OT with explicit paths; a gateway does not imply controller access.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Firewall Rules
Review firewall rules by source, destination, port and expiry under change control.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Safety Rules
Document process safety conditions; application orchestration does not replace machine safety assessment.
Role: Safety and security lead
Coordinating journey · Related illustrationSecurity & OT Safety
E-stop
Display authorized emergency-stop status; resetting requires a separate field procedure.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
LOTO
Bind lockout and tagout to assets, permits and responsible staff; remove only under field procedure.
Role: Safety and security lead
Coordinating journey · Related illustrationSecurity & OT Safety
Safety Permit
Approve intervention scope, window and personnel; expired permits block continuation.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Direct PLC Attempt Monitor
Detect unauthorized direct PLC paths, record the source and escalate to OT owners.
Role: Safety and security lead
Coordinating journeySecurity & OT Safety
Emergency Evacuation
Present site-approved evacuation guidance and contacts independently of dashboard assumptions.
Role: Safety and security lead
Coordinating journey22 / Operations9 capabilities · Shift lead and incident owner
Defined severity, accountable owner and recovery authority
Operations
Exceptions
Record exceptions with object and actual state and distinguish retryable from unresolved outcomes.
Role: Shift lead and incident owner
Coordinating journey · POST /exceptions/v1/exceptionsOperations
Manual Review
Authorized reviewers inspect evidence and decide nonautomated cases with recorded reasons.
Role: Shift lead and incident owner
Coordinating journeyOperations
Incident Center
Consolidate cross-domain incidents with impact and timeline and verify recovery before closure.
Role: Shift lead and incident owner
Coordinating journey · Related illustrationOperations
RCA / CAPA Operations
Investigate root causes using traces and field observations and track preventive work after recovery.
Role: Shift lead and incident owner
Coordinating journeyOperations
Support Console
Handle support requests within tenant and site boundaries using ticket-scoped disclosure.
Role: Shift lead and incident owner
Coordinating journeyOperations
Knowledge Base
Maintain error and version-specific knowledge articles and retire obsolete guidance.
Role: Shift lead and incident owner
Coordinating journeyOperations
Guided Resolution
Guide operators through conditional checks; safety steps require valid confirmation.
Role: Shift lead and incident owner
Coordinating journeyOperations
Broadcasts
Broadcast to selected groups or sites and distinguish dispatch from reading acknowledgement.
Role: Shift lead and incident owner
Coordinating journeyOperations
Escalation Policies
Set escalation thresholds and delegates so overdue incidents retain an accountable contact.
Role: Shift lead and incident owner
Coordinating journey23 / Audit, Reports & Compliance10 capabilities · Auditor
Valid purpose, read/export authority, masking and retention
Audit, Reports & Compliance
Correlation Trace
Trace correlation across tasks, executions, missions and devices while preserving missing-link source IDs.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Operator Logs
Inspect operator actions with object revision and authorization result while minimizing personal attributes.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
API Logs
Inspect API requests by trace, status and time and redact tokens and sensitive payloads.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Device Command Audit
Reconcile command intent, acknowledgement and controller outcome as distinct milestones.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Export Register
Record export purpose, recipient and data scope and authorize before packaging.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Operations Reports
Aggregate site and shift work with data timestamps and links to source tasks.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
SLA / OEE / ROI Reports
Calculate SLA, OEE or ROI only from approved inputs and assumptions with period and limitations.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Audit Reports
Build audit reports from scoped evidence and retain filtering and redaction decisions.
Role: Auditor
Coordinating journey · Related illustrationAudit, Reports & Compliance
Security Reports
Summarize security events and responses under investigation-specific access rights.
Role: Auditor
Coordinating journeyAudit, Reports & Compliance
Report Schedule
Schedule reports, filters and recipients and recheck authority at execution time.
Role: Auditor
Coordinating journey24 / QA, Pilot & Handover9 capabilities · Implementation lead
Agreed criteria, baseline, test environment and rollback
QA, Pilot & Handover
FAT
Run FAT against the agreed test setup and record results and open issues before field installation.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
SAT
Run SAT using actual equipment and networks and verify field interlocks and handovers.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
UAT
Users accept business workflows and exceptions against agreed criteria.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
Simulator Tests
Test timeouts, duplicates and disconnection in simulation; this does not replace equipment SAT.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
Release Gates
Check defects, approvals and configuration before release; unmet gates hold publication.
Role: Implementation lead
Coordinating journey · Related illustrationQA, Pilot & Handover
Evidence
Collect permitted test results and files into a manifest and verify completeness and hashes.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
Go / No-Go
Authorized owners decide go or no-go from criteria and open issues and record conditions.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
Training Matrix
Match operators to role-specific training and withhold unqualified assignments.
Role: Implementation lead
Coordinating journeyQA, Pilot & Handover
Site Handover
Hand over configuration, runbooks and support authority with recipient acceptance and open issues.
Role: Implementation lead
Coordinating journey25 / Tenant & Commercial8 capabilities · Tenant and commercial administrator
Data isolation, correct entitlement and reconciliation period
Tenant & Commercial
Tenants
Manage organization boundaries and administrators and prevent cross-tenant data references.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Customer Sites
Register customer sites and deployment scope; users see assigned sites only.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Subscription Plans
Describe contracted plan scope; a plan name alone does not enable features.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Licenses
Track module license scope and expiry separately from equipment-vendor licenses.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Feature Entitlement
Check feature entitlement by tenant, site and role and block unauthorized actions.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Usage Metering
Record deduplicated usage events separately from payment transactions.
Role: Tenant and commercial administrator
Owning workspace · Related illustrationTenant & Commercial
Billing Export
Export usage by agreed period and rules and resolve differences before billing reconciliation.
Role: Tenant and commercial administrator
Owning workspaceTenant & Commercial
Tenant Data Isolation
Enforce tenant isolation across queries, events and files and test out-of-scope identifiers.
Role: Tenant and commercial administrator
Owning workspace