Recently Updated Pages
Add a New Manufacturer
To add a new manufacturer, open the Manufacturer Tabs on the Settings Page in the Assets Module f...
View an Asset's Task Schedule
To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Me...
View an Asset's Summary Modal
To view an asset's summary modal that lists all relevant information regarding an asset, go to th...
View an Asset's Historical Logs
An asset's historical data can be accessed from an asset's History Page. To access an asset's his...
Move an Asset/Component to Another Asset/Component
To move an existing asset to a new hierarchal position, under another asset/component, open the M...
Mark an Asset as Out of Service
To take an asset out of service and give it a grey task status, open the Manage Assets Page in th...
Edit a Meter Type
To edit a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select...
Display Completed Tasks and Generator Tasks in the Task Schedule Table
To display completed tasks or generator tasks in the task schedule table, open the relevant asset...
Create a Permissive Task Group
Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped to...
Create a New Task Schedule Template
To create a new task schedule template, open the Task Template Tab on the Settings Page in the As...
Export Action Groups in a CSV File
To export all actions within an action group, go to the Actions Home Page and click the title of ...
Edit An Action Group Template
To edit an action group template, select Templates from the Actions Module Main Menu, opening the...
Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening t...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Modul...
Create New Workflow
To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Work...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, openin...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the...
Bulk Edit Selected Actions
To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the...
Add Actions to an Action Group Template
To add actions to an action group template, select Templates from the Actions Module Main Menu, o...
Add a Budget Approver Group in the Actions Module
To create a new budget approver group in the action module, select Settings under the Action Modu...