My Profile:  Users can edit specific information about themselves here. Contractors   This is where districts can add their contractors to the system ...

There are three different categories of user roles in the system: 1) Basic Users: those that login to the system to create work orders, 2) Processor/System ...

To Add a New User Click the "Add New User" link button at the bottom of the page. Use the users email address as their username as it is unique, ...

A Maintenance Technician is a trades-person.m The role is designed to provide limited access to the workers for the purposes of closing work orders, doing u...

There are several aspects to be considered when moving your organization from a manual process to an electronic process: logistics, employee buy in, and nee...

Recurring Work Orders - Allows lower level users (processors) to create and manage recurring work orders. Dispatcher Inbox - Adds another step in the as...

District users of the Work Order system cannot delete users, workers, properties, or work orders from the system with the exception of recurring work orders...

School Districts sometimes have multiple properties overseen by a single administrator. To set up a Work Order system approver for multiple sites, follow th...

Work order is submitted by an Originator or an Approver.  Work order is assigned to the ‘site based worker’ via a drop-down.  Note: only workers ass...

Maintenance Login can automatically assign a worker during the Receive process. The Receive screen requires only the work category be selected; based on the...

Designate in the Work Category listing (Manage > Work Order Choices > Work Category) the responsible trade for each of the work categories.  Asso...

Properties Any separate location within the organization, typically these would be schools, District Ancillary Facilities such as Head start, District Offi...

This is where you add the type of hazardous material and the location of this material. This will allow a warning to generate anytime a work order is create...

The system allows the tracking of assets. Assets can be broken down into several categories: Fixed large assets (think HVAC Units and boilers), vehicles lik...

Consumable Inventory is purchased in bulk by the district and disbursed to the sites as needed for operations. Items like plywood, cleaning materials, nuts,...

Email Alerts: Email Alerts are system generated emails to designated users for a specific purpose. Stagnant Work Order Alert  This is an email notific...

Maintenance & Operations recommended business model is managing objectives. Departmental objectives must be set to achieve a combination of distric...

By clicking add new, a survey can be constructed to ask the end user how M&O is doing in the delivery of its services to the district clients. This surv...

Homepage Logo  This is where you add your district logo. Homepage Text  This is where the text from your district splash page resides.  Import Dat...

These are the various information, categories, and filters that can be added to a work order:  Budget Accounts  All things budget codes may be entered ...

This section is intended as a complete Key management system allowing for identifying the specific keys with each lock, the doors they are associated with, ...

Some Districts desire to use the Work Order system to track tech support tickets in addition to traditional work orders.  To accomplish this a new “Tech...