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