Recently Updated Pages
Create a New Asset Type
To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. ...
Create a New Asset
To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+...
Copy and Rename a Task Template
To copy and rename a task template, go to the Task Template Tab on the Settings Page of the Asset...
Copy and Rename a Task
To copy a task, open the Task Schedule Page for the asset that contains the task you wish to copy...
Clean Manufacturers
To clean your manufacturers table, go to the Manufacturers Tab on the Settings Page of the Assets...
Change an Asset Type Name
To change an Asset Type name, go to the Asset Type Tab on the Settings Page of the Assets Module....
Change a Task Template Name
To change a task template name, go to the Task Template Tab on the Settings Page of the Assets Mo...
Change a Manufacturer's Name
To edit the name of a manufacturer, go to the Manufacturers Tab on the Settings Page of the Asset...
Bulk Export Asset Information
To bulk export asset information as a .csv file, select the Manage Assets Page from the Main Menu...
Attach an Asset Library File to an Asset
To attach an Asset Module library file to an asset, open the Manage Assets Page in the Assets Mod...
Assign/Unassign Users and Certification Roles to an Asset
To assign or unassign users and certification roles for a specific asset, open the Manage Asset P...
Archive an Asset or Component
To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main m...
Apply a Task Template to the Task Schedule
To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page...
Add Tasks to a Task Template
To add tasks to a task template, go to the Task Template Tab on the Settings Page of the Assets M...
Add Meters to a Task Template
To add a meter to a task template, go the the Task Template Tab on the Settings Page of the Asset...
Add Interim Notes to a Task without Completion
To add interim notes to a task without completing the task, you will need to pull up the specific...
Add Fields to an Asset Type
In order to include unique, customized additional information regarding an Asset, you must first ...
Add Components to a Parent Asset
To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Men...
Add a Meter to an Asset
To add a meter to an asset, the Meter Type must already be created through the Assets Settings Pa...
Access an Asset's QR Code
To access an asset's QR Code, open the Manage Asset Page in the Assets Module on the Main Menu. U...