WorkSpace Documentation

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Defining Service Request Charge Types

Creating a Broadcast Template

Defining Certificate of Insurance (COI) Expiration Notifications

Creating a New Piece of (PM) Equipment

Adding an Attachment to a Piece of (PM) Equipment

Adding a Gauge to a Piece of (PM) Equipment

Adding a QR Code to a Piece of (PM) Equipment

Bulk Create QR Codes

Disabling a Piece of (PM) Equipment

Creating a New Preventive Maintenance (PM) Task

Adding and Editing Actions for a Preventive Maintenance (PM) Task

Disabling a Preventive Maintenance (PM) Task

Preventive Maintenance (PM) Global Task Library

Setting the Due Date for a Preventive Maintenance (PM) Schedule

Creating a New Preventive Maintenance (PM) Schedule

Assigning a Preventive Maintenance (PM) Schedule

Adding a Subtask to a Preventive Maintenance (PM) Schedule

Activating a Preventive Maintenance (PM) Schedule

Disabling a Preventive Maintenance (PM) Schedule

Setting Up & Managing Preventive Maintenance (PM) Work Pools

Setting Shared Resource Parameters

Managing Shared Resource Availability Times

Setting Up Shared Resource Work Orders

Bulk Reassign Work Orders

Bulk Close Service Requests

Defining Service Request Work Categories

Defining Service Request Escalation Levels

Defining Service Request Routing

Setting Up & Managing Work Shifts

Bulk Reassign Tasks

Setting Up and Managing Routing Forwarding

Setting Up a Shared Resource Space

Setting Up & Managing Service Request (SR) Work Pools