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Actions Module Summary
The Actions Module tracks action items for project management, recurring events, or processes. The Actions Module allows an organization the ability to track and manage action plans for projects. It is unique in its ability to build customized workflows with a...
Inventory Module Summary
The Inventory Module allows for the creation and management of multiple, separate inventories that can be used to track quantity changes. To do so, the Inventory Module is dependent on customized, underlying databases: a locations database, a stock inventory d...
Inventory Module How Tos
How To: Add a Stock Item to the Inventory How To: Add a Unique Item to the Inventory How To: Add an Inventory Location How To: Create a Stock Database How To: Create a Unique Items Database How To: Create an Inventory from Scratch How To: Create Module...
Add a Stock Item to the Inventory
To add an individual stock item to the inventory, go to the Inventory Module Home Page. Click on the name of the inventory you want to add a new stock item into. Click the three-dot icon to the right of the inventory name header opening the inventory con...
Add a Unique Item to the Inventory
Before a stock item can be assigned its unique identifier, it must first be created as a stock item. Serial numbers or unique identifiers are applied to a stock item, making it unique. To add a unique item to the inventory, go to the Inventory Module Home Pag...
Add an Inventory Location
Adding an inventory location creates an additional location option that can be found on the location dropdown menu in the New Database Entry Modal when “Add Stock Item” has been selected from the Inventory Context Menu. To add an inventory location, go to t...
Create a Stock Database
To create a stock database, go to the Home Page of the Database Module and create a new database. Click the “Create Database” button and input a database title and description. Select the appropriate database group from the dropdown menu. You can use default a...
Create a Unique Items Database
To create a unique items database, go to the Home Page of the Database Module and create a new database. Click the “Create Database” button and input a database title and description. Select the appropriate database group from the dropdown menu. You can use de...
Create an Inventory from Scratch
Before you can create a new Inventory from scratch, prepare any necessary underlying databases in the Database Module that are needed for integration with the new inventory. Databases Integrating with the Inventory ModuleDatabaseField RequirementsNotesLocatio...
Create Module Levels (Inventory Module)
To create a customizable module level in the Inventory Module, go to the Module Level Tab on the Settings Page. Select the “New Module Level” button opening the New Module Level Modal. Input the new Module Level Name. Click “Cancel” to return to the Mod...
Delete an Inventory
To delete an inventory, open the Home Page of the Inventory Module. Select the three dot (…) icon to the right of the Inventory Title you wish to delete, opening the Inventory Title Table context menu. Select “Delete Inventory” from the context menu, openi...
Edit an Inventory
To make edits to an existing inventory, go to the Home Page of the Inventory Module. You can access a specific inventory by clicking the inventory title or by clicking the three dot (…) icon to the right of the inventory title and selecting “Inventory Prope...
Integrate a Database with the Inventory Module
To integrate an existing database with the inventory module, go to the Database Module Home Page. Click the three-dot icon to the right of the database you wish to integrate opening the context menu. Select “Edit Database” opening the Edit Database Modal. ...
Return a Unique Item to the Inventory
To return a unique item to the inventory, go to the Inventory Module Home Page. Click on the name of the inventory you want to return a unique item into. Click the three-dot icon to the right of the inventory name header opening the inventory context men...
Assets Module How Tos
How To: Access an Asset's PDF Data Sheet How To: Access an Asset's QR Code How To: Add a Meter to an Asset How To: Add a New Manufacturer How To: Add Components to a Parent Asset How To: Add Fields to an Asset Type How To: Add Interim Notes with a Task...
Create a New Asset Type
To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type wi...
Create a New Task Schedule Template
To create a new task schedule template, open the Task Template Tab on the Settings Page in the Assets Module. Click the “Add Task Template” button, opening the New Task Template modal. Input the desired Title for the new task template. Select which asse...
Create a Permissive Task Group
Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped together, the group status will only turn red if all of the tasks in the group become red. The status of the grouped tasks will not affect the status of the larger a...