Top Common Articles for Admins in Work Order & Asset Management

Personal Account Settings

• User Profile Settings | Edit Name, Email, Event & Calendar Default Settings
  

• Understanding Your Sidebar Options | Work Order & Asset Management
  

• Dashboard | Grids for Admins & How to Manage Work Orders

• Notification Preferences in Work Order & Asset Management

Creating & Viewing & Searching for Work Orders

• Creating & Submitting a Work Order

   

• Who Can Edit a Work Order & Tracking Changes to a Work Order

   

• View Work Orders on the Calendar

   

• Finding a Certain Work Order Regardless of Status or Assignment | All Work Orders View

Approving or Routing Work Orders

• Assigning/Approving a Work Order to a User, Department, or External Vendor

   

• Creating Routing Rules to Auto Assigned a Work Order

   

• Internal Users Receiving & Completing a Work Order

Creating & Managing Preventative Maintenance

• Understanding the Difference between a Work Order Request and Maintenance [PM]

   

• Preventative Maintenance [PM]| Adding & Managing (Admins and/or Sub-Admins)

   

• Preventative Maintenance [PM] | Choosing Frequency for Ongoing Generated Work Orders (Admins & Subs)

   

• Preventative Maintenance [PM] | Generate a Work Order X Days Before the Completion Date

   

• Preventative Maintenance [PM] | Convert a Work Order to PM (Admins & Subs)

Equipment & Inventory

• Equipment | Adding and Managing

   

• Equipment | Adding to a Work Order (Admins & Subs)

   

• Inventory Items | Adding, Editing, Viewing Current & Setting Up Notifications

   

• Inventory | Adding Inventory Costs within a Work Order

Basic Settings

• Locations | Parsing Out User Permissions, Equipment, Service Categories & More

   

• Creating & Defining Priorities Levels for Work Orders

   

• Service Categories in Work Order & Asset Management

   

• Departments in Work Order & Asset Management

   

• Adding Users, Sub-admins, Admins & Portal Users and Understanding Permissions Levels

   

• Adding and Ordering Spaces in Work Order & Asset Management

   

• Equipment | Adding and Managing

   

  • Equipment | Add Custom User-Defined Fields to Equipment Pages

     

• Viewing, Adding & Communicating with External Vendors

Advanced Settings

• Part 1 | Modifying Work Order Request Template | Display Features

   

• Part 2 | Modifying Work Order Request Template | Work Order Creation

   

• Part 3 | Modifying Work Order Request Template | Work Order Workflow

   

• Public Work Order Request: Form Setup | Allow Non-eSPACE Users to Request Work Orders

   

• Public Work Order Request: Email Setup | Allow Non-eSPACE Users to Request Work Orders

   

• Public Work Order Request: Text-to-Work Order

   

• Form Builder | Creating and Assigning Forms for WO Submitters to Fill Out

   

• Document Library | Add Owner's Manuals, Evacuation Plans & More to eSPACE

   

• Enable and Subscribe to Inventory & Work Order Alerts (Admins/Sub-Admins)

   

• Space Properties | Track & Manage Space Attributes to Make Upkeep Easier

   

• Task Library | Managing Tasks in Your Account & Work Orders

Others

• Locked Account | User Locked Out for Too Many Attempts to Login