Administrative
The following ProTips videos show you how to perform administrative tasks. These ProTips demonstrate, step-by-step, how to configure a feature, and provide information, tips, and tricks to make the feature more useful for your installation.
To watch a video, click the video title and then enter Facility742 if prompted for a password. If you enter the password, you do not have to re-enter it during the same session to watch an additional ProTip.
Administration
Learn how to inactivate a user who will no longer need access to the system. In this ProTip, you will reassign a user’s work and remove all associations to that user, and then inactivate the user account.
Learn how to create a guest user account. In this ProTip, you will create an account for a person who can enter and view work requests, but does not need access to all of the system's capabilities.
Learn how to reset a user's password. In this ProTip, you will reset a user’s password in case it has been forgotten or compromised.
Learn how to create a security profile that you can apply to multiple users across your installation.
Company
Learn how to configure the system so that users can take advantage of the automatic email expiration notification feature. In this ProTip, you will create service intervals and email formats so that users can establish expiration notification rules for company documents.
Logbook
Setting Up Request Notifications
Learn how to set up property request notifications and assignments. In this ProTip, you will create different request assignments when work is performed during the week or on the weekend, and learn how to notify a manager when emergency requests are created.
Learn how to create an email group. In this ProTip, you will create an email group and assign members to it and learn how to implement the MINE function.
Setting Up Email Response Codes
Learn how to set up email response codes. In this ProTip, you will modify default email response codes, create a new code to reassign requests, and implement the MINE function.
Asset
Setting Up Asset Classes, UDFs and Groups
Learn how to work with asset classes. In this ProTip, you will create a new asset class, create asset class user-defined fields, and add the asset class to an asset group.
Setting Up Manufacturers and Models
Learn how to create manufacturers and models. In this ProTip, you will enter the manufacturer names and models of the equipment that will be managed by the Asset module.
Inventory
Learn how to set up a warehouse where inventory items will be stored. In this ProTip, you will create a new warehouse, create warehouse bins, and associate the warehouse with a property so that users can access it
System
Learn how to configure the system so that user's can take advantage of the automatic email expiration notification feature. In this ProTip, you will create service intervals and email formats so that users can establish expiration notification rules for company documents.