Base Modules
The following ProTips videos show you how to perform tasks using the Base modules that are included in the system. These ProTips demonstrate, step-by-step, how to use 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
Asset
Learn how to create an asset, a piece of equipment that the system will manage. In this ProTip, you will create a healthcare asset, an oxygen meter, and associate a document with it.
Company
Learn how to create a company, any type of business that the system will manage. In this ProTip, you will create a company that operates as a vendor.
Automatic Document Expiration Notifications
Learn how to set up automated document expiration notifications for company documents. In this ProTip, you will have automated email notifications sent to a tenant when their certificate of insurance expires.
Knowledge
Learn how to modify a procedure, a set of instructions workers use to maintain equipment. In this ProTip, you will copy a quarterly procedure and then modify it to create an annual procedure
Logbook
Learn how to update a work request without logging on to the system using email response codes. In this ProTip, you will assume responsibility for a work request assigned to a group. Once the work is complete, you will close it, enter a comment, and enter labor hours all through email.
Using Worker Availability to Reassign Work Orders
Learn how to reassign work orders using the Worker Availability feature. In this ProTip, you will designate a backup employee to take over for another employee who is temporarily unavailable.
Learn how to use the My Requests page to view work orders.
Learn the basics about creating a work request to define, prioritize, and assign work that needs to be completed.
Schedule
Learn how to create and maintain scheduled work orders for tasks that recur on a periodic basis. In this ProTip, you will create a preventative maintenance schedule for an asset to keep it in proper working order.
Learn how to inactivate a schedule when it is no longer needed. In this ProTip, you will inactivate a group of schedules for assets that are being taken out of service.
Learn how to reassign a set of schedules from one user to another. In this ProTip, you will locate all of the schedules assigned to one user and reassign them to another user in one step.
General System
Learn how to change your sign in password. In this ProTip, you will change your system password when you sign in, in case it was compromised. If you have lost or cannot remember your current password, contact your system administrator for assistance.