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To view a file associated with a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table ope...

To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page.    How To: Create a Meter Type To add a meter to an asset, select the Manage Assets Page from the Main Menu in the Assets Module. Use filters as needed and ...

In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Creat...

To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page of the asset you want to apply a task template to. How To: Apply a Task Template to the Task Schedule Selecting the “Apply Task Template” button opens the Ap...

To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main menu. Use filters as needed to identify the asset or component you want to archive and click the three-dot icon to the right of the asset title opening the Manage A...

To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. Select “Add Meter” opening the New Meter Type Modal. This opens the New Meter Type modal. Input the desired meter type title and description. Include the...

Before utilizing the Attendance Module, a form must be created and integrated with the module. How To: Create the Base Form for an Attendance Log How To: Create an Attendance Log The following How Tos are applicable once a new Attendance Log has been crea...

To activate muster mode for a Drill, open the attendance log you wish to activate muster mode for by going to the Home Page of the Attendance Module and clicking on the attendance log’s name, or clicking the three-dot icon to the right of the attendance log’s ...

You can initiate muster mode for an emergency situation from both the Attendance Module Home Page as well as a specific attendance log’s Information Page. To activate from the Attendance Module Home Page: Open the Home Page of the Attendance Module and click ...

To copy an attendance log’s Sign In, Sign Out, or Muster Link, go to the Home Page of the Attendance Module. Click the attendance log’s name or click the three-dot icon to the right of the specific attendance log, opening the context menu. Select “Attendanc...

To download or copy an attendance log’s Sign In, Sign Out or Muster QR Code, go to the Home Page of the Attendance Module. Click the attendance log’s name or click the three-dot icon to the right of the attendance log you wish to download or copy the QR Code f...

To create a custom date/ time format for your attendance log, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form the attendance log is based on. This opens the context menu. Select “Fields”. This opens the Fields T...

Muster mode can only be deactivated from the Muster Page when muster mode has been activated. Select the “Deactivate Muster Mode” button, opening the Deactivate Muster Modal. Input any desired Deactivation Notes in the textbox provided. Select “Deactivat...

To delete an attendance log, go to the Home Page of the Attendance Module. Click the three-dot icon to the right of the attendance log you wish to delete opening the context menu. Select “Delete Attendance Log”. This opens the Delete Attendance Log Confirma...

An entry that was submitted directly in the Attendance Module cannot be deleted in the Manage Entries Page of the Forms Module. If you attempt to do so, a Delete Form Entry Modal will direct you to delete the entry directly from the Attendance Log. To delete...

To edit the Admittance Desk Page for an Attendance Log, open the attendance log you wish to edit by going to the Home Page of the Attendance Module and clicking the three-dot icon to the right of the attendance log title, opening the context menu. Select “A...

To edit the columns that show on the All Entries Table, open the attendance log you want to make changes in. You can access an attendance log on the Main Menu (if selected to be shown there) or from the Home Page of the Attendance Module. How To: Show an Att...

To edit the columns that show on the Currently Signed In Table, open the attendance log you want to make changes in. You can access an attendance log on the Main Menu (if selected to be shown there) or from the Home Page of the Attendance Module. How To: Sho...