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Understanding these concepts will help you navigate Relyant and set up your organization effectively.

Organization

Your organization is the top-level container for all your data in Relyant. Everything — assets, locations, members, work orders — belongs to a single organization. When you sign up, you create or join an organization.

Roles

Relyant uses role-based access control. Each member is assigned one of the following roles:
RoleDescription
OwnerFull access to all settings, billing, and member management
AdminFull access to all modules; can manage members and settings
ManagerCan create and manage work orders, bookings, and procurement
TechnicianCan view and update assigned work orders
RequesterCan submit work requests and service requests

Assets

An asset is any physical item your organization wants to track — a piece of equipment, a device, a vehicle, a room fixture, etc. Assets can be organized into categories, assigned to locations, and linked to maintenance records.

Locations

Locations represent the physical spaces in your organization. They follow a hierarchy: Building → Floor → Room. Assets and bookings are linked to locations.

Work Orders

A work order is a formal task assigned to a technician or team to complete a specific maintenance or repair job. Work orders have statuses, priorities, due dates, and can include files and notes.

Work Requests

A work request is an informal maintenance request submitted by any user. Admins or managers review work requests and can convert them into formal work orders.

Preventive Maintenance

Preventive maintenance (PM) schedules are recurring maintenance tasks tied to assets or locations. Relyant automatically generates work orders based on your defined schedule and recurrence rules.

Bookings

A booking reserves a location or asset for a specific time period. Bookings can have types, approval workflows, and setup/teardown tasks.

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