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Work Orders
Getting Started with Work Orders
13
Logging In to Work Order Management
Managing Users
How do I Create a Work Order?
What is the Basic Workflow of a Work Order?
The Different Statuses of a Work Order and What They Mean
Understanding a Work Order and its Components
What is the Work Order Calendar?
What are Receiving Work Orders?
What are Recurring Work Orders?
How do I Create Recurring Work Orders?
How do I Search for a Specific Work Order?
What are Estimates? - Feature Overview
Estimates - How to Setup Feature, a Process, and Procedure
Work Order Reports
5
What are Reports? - Overview
What is the Custom Report Generator?
How do I Export Data Reports?
What is the Maintenance Plan?
What are Performance Measures?
Work Order Management
22
Different Kinds of People/Users
What are the Roles in the System and What do They do?
Managing Users
How do I set up a Maintenance Technician?
How do I set up Electronic Distribution of Work Orders to my Crew?
Additional Menus Available for User Roles
How do I Delete a User, Worker, or Property from the System?
What are Approval Groupings?
Site Based Worker Work Order Assignment Process
How do I Auto-assign Workers to Properties?
How do I Associate Worker(s) to a Property?
Places/Location/Properties:
Hazardous Materials
Inventory - Assets:
Inventory - Consumables:
Managing Different Alerts
What are Performance Metrics?
Do I have the Ability to Conduct Surveys?
Managing the Website
Different Work Order Choices
What is Key Management?
Adding Tech Ticket Tracking to the System