Limiting Staff Access: Permissions

by | Jul 8, 2020 | Corporate Headquarter, General

Permissions Permissions are a set of access rights given to each staff user that govern access to each module: Properties, Work Orders, Staff and Positions, User Groups, Vendors, Projects. Permission levels include View, Edit, Delete, Costs, and Reports. Permissions...

Setting Advance Notification for Lease Expirations

by | Jul 8, 2020 | Education

Properties List From My Summary screen, select the properties list. Manage User Groups Action for a Specific Property From the Property List, select ‘manage user groups’ action for the property. Lease Action for a Specific User Group From the user groups list, select...

Filtering the Equipment List

by | Jul 8, 2020 | Manufacturing

Equipment Filter Equipment list can be filtered by Division, Property, or Department. The example below is filtered by Town division. This will show all equipment at properties in Town division and divisions below the Town division. Select the appropriate filter, and...

Create Work Order from Equipment Item

by | Jul 8, 2020 | Manufacturing

Work orders can be created from the Actions dropdown for a particular equipment item or subcomponent. This action is available from the basic list and from the equipment search results list. Create Work Order Form When creating a work order from an equipment item (or...

Creating Properties

by | Jul 8, 2020 | Manufacturing

View Workorders from Equipment Item   from the equipment item line on the equipment list, select action: view workorders Work orders assigned to an equipment item can be listed using the view workorders action for an equipment item or a subcomponent equipment...