Introducing step by step guidance to onboard your organization successfully on Onix Work
Your organization is now onboard Onix Work and it’s your users turn next. Here are the next steps to enable your users to onboard themselves on Onix Work
You may assign more users in your organization as long as you have available free licenses
An additional user in Onix Work is a user that has their own login, and can work with your equipment according to their user privileges. Additional users can only be added, edited and deleted by account admin(s).
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Contacts & Users
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Assign security roles
It is important to limit the privileges of your users. In Onix Work you have a selection of relevant security roles, which will ensure that your users can do what they are supposed to do.
Make sure to have at least one Account Admin, as users with this privilege is the only one that can add new, edit and delete users within your company.
To assign privileges to a user, you must access Contacts & Users in Settings.
Privileges applies to Onix Work and all Onix applications, like Onix Inspection.
Select the user in the list and go to the tab User Privileges.
If the user is a controller/expert, you must also register the control categories person is allowed to inspect.
Note that if no control categories are selected for the user, they per default can inspect all listed control categories for your company.
Onix Work is a modern cloud solution for handling all work equipment having regulatory requirement compliance needs. Onix Work may be used by equipment owners, suppliers, producers and expert inspectors.
Producer → Supplier → Equipment Owner → Expert Inspector
Producer → 
→ 
→ 
The Producer creates equipment and deliver it to the Supplier. The suppliers sell and deliver the equipment to the equipment owner. Some equipment have regulatory requirement compliance needs and an Expert Inspector may have access to the equipment to inspect it and approve it for further use. All equipment details and relevant documents will be available for all users.
Be aware that you may have several of the roles in your organization. Also be aware that sometimes we may have equipment’s where roles involved are not a member of Onix Work. This role and relevant information must then be inserted manually in Onix Work by the cooperating part.
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To be allowed to sign in to Onix Work you must have a valid user account. User account for the system administrator is created when your organization buy Onix Work. More users may be created by the system administrator. The user name must be a valid email address.
You may add more contact info related to your user if you have system administrator access. You may also add signature and picture, change user privileges and set control categories that you are allowed to inspect. This may be changed in Settings – My Company – Contacts users
Start page
The start page contains information about your company, a graphs section where you can get an overview of your company’s equipment and jobs, and sections containing news, service messages and various useful links.
Modules
The following modules are found in Onix Work:
Your system administrator can control each users access-level, which, in conformance with your company’s current licensing scheme, define which modules any user can access.
Search
Free text search will search through most fields in Onix Work. To decide which fields you specifically will search in, open “Include these areas” by clicking the ellipse button located right of the search field. When all areas are included, the search might take longer, but it will widen your search. If you for example know that you are searching after an order number, it is advised to only include “Order” to make the result specific and fast.
The Normal-tab include fields that most of the time will help you access the information you are looking for. In the Advanced-tab you can also search by supplier, document type and due date. You also have the choice to search only sub-equipment or equipment with open jobs.
If you want to export your search to Excel, access the Grid view. This is located in the upper left corner, right under Onix Work logo. Click “View”, and then Grid.
In Grid view you can include the columns you find interesting, by selecting “Setup”. The circle indicate how long it will take to search in the chosen column. You can also decide the alphabetical order of results.
To export your search to Excel, click “Export” in the upper left corner. You can also export results as different PDF files, by clicking “Reports”. You can also select equipment and move them over to Tile view, by clicking “Lookup”.
If you at any time feel like you have gone too far in the Search Filter, you can reset all search by clicking the counter clockwise circle next to the text Search Filter.
Search will always per default be empty, so if you don’t exactly know what to search for, you can click Search and get 100 random equipment. You can edit this limit in Settings.
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My Equipment
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Give Expert Inspector company access to equipment for control
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Get access to equipment delivered by Supplier companies
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Manage documentation on equipment
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Inspect your own equipment
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Follow up of your own equipment
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Rental project
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Get access to customer’s equipment
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Inspect customers equipment
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Give customer access to documentation
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Suppliers – access to customers
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Create an order
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Assign equipment to the order
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Complete order and create documentation
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Give customer access to documentation
Take a guided tour of Onix Work
* You can use your Onix Work account for Onix Web Shop.
