Work Order & Asset Management
Creating Work Orders
- Public Work Order Request: Text-to-Work Order
- Creating & Submitting a Work Order
- Public Work Order Request: Email Setup | Allow Non-eSPACE Users to Request Work Orders
- Deleting a Work Order in Work Order & Asset Management
- Adding Time/Labor for a Task on a Work Order
- Communicating on a Work Order With Conversations
- Inventory | Adding Inventory Costs within a Work Order
- Who Can Edit a Work Order & Tracking Changes to a Work Order
- How to Find an Available Space & Time for Work Orders
- Dashboard | On Hold Work Orders Grid
- How to Bulk Delete Tasks on Work Orders
- Equipment | Adding to a Work Order (Admins & Subs)
- Bulk Transfer of Work Orders and Preventative Maintenance [PM]
Inventory
Vehicle Pro
Asset Pro
- Asset Pro | Feature Overview
- Asset Pro | Barcode Scanning using the Mobile App
- Asset Pro | Printing Barcodes for Inventory
- Asset Pro | Scan Barcodes from Desktop Computer
- Asset Pro | Inventory Request Form & Request Reports
- Asset Pro | Inventory Request has been Completed Notification
- Asset Pro | Filtering & Sorting Equipment Bar Codes to Print
Basic Settings
- Equipment | Adding and Managing
- Locations | Adding, Editing, Parsing Out Permissions, Assigning Items
- Adding and Ordering Spaces in Work Order & Asset Management
- Viewing, Adding & Communicating with External Vendors
- Giving Someone Limited Access to Work Order & Asset Management | Portal Users
- Equipment | Add Custom User-Defined Fields to Equipment Pages
- Creating & Defining Priorities Levels for Work Orders
- Departments in Work Order & Asset Management
- Space Properties | Track & Manage Space Attributes to Make Upkeep Easier
- Equipment | Retiring Equipment & Vehicles
- Equipment | Creating a Work Order from Equipment Page
- Deleting a User in Work Order & Asset Management
- Equipment | Search, Delete or Move in Bulk
Advanced Settings
- Public Work Order Request: Form Setup | Allow Non-eSPACE Users to Request Work Orders
- Service Categories in Work Order & Asset Management
- Creating Routing Rules to Auto Assigned a Work Order
- Internal Work Order Form | Add Custom User-Defined Fields
- Inventory Items | Adding, Editing, Viewing Current & Setting Up Notifications
- Part 3 | Modifying Work Order Request Template | Work Order Workflow
- Part 1 | Modifying Work Order Request Template | Display Features
- Task Library | Managing Tasks in Your Account & Work Orders
- Inventory Items | Notes & Adjustments
- Form Builder | Creating and Assigning Forms for WO Submitters to Fill Out
- Set WO to Automatically Close After X Days
- Automatically Complete Work Order Upon Completion of Final Task
- Document Library | Add Owner's Manuals, Evacuation Plans & More to eSPACE
- Automatically Set Requested Completion Date for Work Orders
- General Settings | Name on Account, Time Zone, & Work Order Request Template Settings
- Enable and Subscribe to Inventory & Work Order Alerts (Admins/Sub-Admins)
- Part 2 | Modifying Work Order Request Template | Work Order Creation
- Requested Completion Date on Work Orders
Preventative Maintenance [PM]
- 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
General Features for All Users
- Definitions of Work Order Statuses & Dashboard Icons in Work Order & Asset Management
- eSPACE Health Status: Is eSPACE Up or Down Right Now?
- View Work Orders on the Calendar
- Internal Users Receiving & Completing a Work Order
- Understanding Your Sidebar Options | Work Order & Asset Management
- Finding a Certain Work Order Regardless of Status or Assignment | All Work Orders View
- WO Notifications | Managing Preferences in Work Order & Asset Management
- Bundled Client | Entering Events Through Work Order Portal & Getting Updates
- Internal Calendar in Work Order & Asset Management
- Clickable Links for the Description Field | Work Order & Asset Management
Analytics & Reports
- Key Metrics in Analytics | Work Order & Asset Management Analytics
- Analytics Overview Work Order & Asset Management
- Report Builder | Building and Saving Customized Reports in Work Order & Asset Management
- Scheduled Reports to be Emailed | Work Order & Asset Management
- Deleting a Saved Report or Unsubscribing from a Report in Report Builder | Work Order & Asset Management
- Create & Share a Saved View of Analytics
Dashboards Views for Different User Levels
- Dashboard | Grids for Admins & How to Manage Work Orders
- Dashboard | Grids for Users & Where to View Assigned Work Orders
- Dashboard | Modifying Grids in Work Order & Asset Management
- Dashboard | All Work Orders in Progress Grid for Admin's
- Dashboard | Grids for Sub-admins & Where to View Assigned Work Orders
- Dashboard | All Event Work Orders Grid
Mobile App (Android & iPhone)
Reviewing, Assigning & Approving Work Orders
Overview Articles
- Top Common Articles for Admins in Work Order & Asset Management
- Top Common Articles for Users in Work Order & Asset Management
- Top Common Articles for Portal Users in Work Order & Asset Management
- Top Common Articles for Sub-admins in Work Order & Asset Management
- Getting Started for Vendors in Work Order & Asset Management