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Operators

ERP-Integrated Customers

If your MachineMetrics account is connected to an ERP (e.g., JobBoss, Infor Visual, Epicor), do not add operators here. Operators must be mapped through My Apps → ERP Data Studio → Persons to appear on tablets. Adding operators in Settings → Operators without an Employee ID will not make them available for ERP-linked tablet login. See Adding Operators in an ERP-Linked Setup for the correct workflow.

What is Operators?​

Operators is where you add operator names for login on Operator Dashboard (tablets).

Access: Settings → Operators

Who Can Manage: Managers, Executives, IT Admins

Prerequisites:

  • Operator Insight must be enabled in Company Settings

Purpose of Operators​

Why Add Operators:

  • Track individual operator performance
  • Identify training needs
  • Recognize top performers
  • Enable operator-specific reporting

Important: Operator names are not MachineMetrics user accounts. They:

  • Have no password, though they may have a sign-in PIN if Operator Verification is enabled
  • Have no email
  • Have no access to MachineMetrics web interface
  • Only appear on tablet sign-in list

Adding Operators​

Step-by-Step:

  1. Navigate to Settings → Operators
  2. Click "Add Operator"
  3. Enter Operator Name:
    • Full name (e.g., "John Smith")
    • Last name only (e.g., "Smith")
    • Employee ID (e.g., "EMP-1234")
    • Or nickname (e.g., "Johnny")
  4. Click "Save"

Important:

  • Names must be unique
  • Use consistent naming convention (e.g., always "FirstName LastName")
  • Operator immediately appears on tablet sign-in list

Managing Operators​

Editing Operators:

  1. Find operator in list
  2. Click Edit (pencil icon)
  3. Change name
  4. Click "Save"

Archiving Operators:

  • Click Archive to remove from tablet sign-in list
  • Historical data retained
  • Can be unarchived later

Do Not Delete:

  • Archiving is preferred over deleting
  • Deleting removes operator but may break historical data links

PIN Management​

PIN management options are visible to IT Admins only and only appear when Operator Verification is enabled in Company Settings.

Generating or resetting a PIN:

  1. Navigate to Settings → Operators
  2. Find the operator in the list
  3. Click Generate PIN (for a new operator) or Reset PIN (to issue a replacement)
  4. The generated PIN is displayed once — copy or note it before closing the dialog
  5. If the PIN is lost before being shared with the operator, generate a new one

PIN status values shown in the operator list:

StatusMeaning
Not ConfiguredNo PIN has been generated for this operator
ActiveOperator has a valid PIN
LockedToo many failed attempts — shows a countdown before the next attempt is allowed
ExpiredPIN has passed its 90-day validity window; operator cannot sign in until IT Admin resets it

Important notes:

  • Admins cannot choose an operator's PIN — the generated PIN is a random temporary value
  • The temporary PIN must be used within 7 days of being generated; after that it expires and a new one must be generated
  • Operators replace the temporary PIN with their own chosen PIN at first sign-in

See also: Operator Dashboard — PIN Verification

Operator Runs​

Correcting Operator Data: If operator forgot to log in or logged in incorrectly:

  1. Navigate to Production → Operator Runs
  2. Click "Add Operator Run" or "Edit" existing run
  3. Assign correct operator to time period
  4. Corrects historical data

See Also: Operator Dashboard Guide

Operators list and add operator form