Advanced Settings

General Settings for Your Organization
Work Order Management: General Settings for Your Organization Admins Only To get started with setting up your general settings for your facility, g...
Wed, Aug 28, 2019 at 8:49 AM
Form Setup for Work Order
You now have the ability to expose a public work order request form and have users be able to submit a request without having to create them as as user. T...
Wed, Feb 13, 2019 at 11:07 AM
Setting up Departments
Departments are used to group individuals that can perform specific work against a number of service categories (ex: Property Mgmt., Building Services, etc...
Wed, Feb 13, 2019 at 11:10 AM
Setting up Email for Work Order Request
Admins can now setup inbound emails addresses to process work orders! This has been a highly requested feature to make submitting work orders easier for yo...
Wed, Feb 13, 2019 at 11:12 AM
Setting up Spaces
By adding SPACES, you can identify where a piece of equipment is located by location and space. This is very helpful if you have multiple pieces of the sa...
Wed, Feb 13, 2019 at 11:18 AM
How to add a New Form and attach to a Service Category
Admins can now create multiple forms within the Form Builder, then attach one or multiple forms to any service category, and make it required! Note: At leas...
Wed, Feb 13, 2019 at 11:22 AM
Add and Manage Inventory
All Admins within Work Order Management have complete access and can manage inventory. However, if an Admin gives a Sub-Admin permission rights to manage in...
Thu, Aug 1, 2019 at 3:38 PM
Adding User Defined Fields
Admins have the ability to add a "User-Defined Field" to a work order or equipment, based on one or multiple Service Categories. To get starte...
Wed, Feb 13, 2019 at 11:28 AM
Document Library - Adding Articles/Documents
You can easily upload any documents here (owner's manuals, evacuation plan, work schedules, etc.) that you want to have access to and be able to shar...
Wed, Feb 13, 2019 at 11:29 AM
Creating a Task Library
Now, all Admins have the ability to add tasks to a “Task Library”. To access your library, go to “Settings->Advanced->Task Library”, located on the ...
Wed, Feb 13, 2019 at 11:30 AM