Maintenance Training Videos & CMMS Support

Basic set up

Support videos that guide you through the first and most basic part of set up – populating your asset hierarchy with facilities and pieces of equipment.

BUILD YOUR ASSET HIERARCHY

Learn how to efficiently organize your assets by building an asset hierarchy.

Adding and finding assets

Everything there is to know about adding and navigating asset information.

Basic workflow

Videos that help you create work orders and work requests.

Create a work order

Learn how to turn a work request into a work order by assigning technicians, creating tasks, and adding parts.

Submit a work request

Learn how to submit a request for maintenance to the maintenance team.

Assigned work orders

Learn more about assigned work orders.

Intermediate set up

Support videos that will show you how to add more detailed data to your assets, users, and work orders.

Scheduled maintenance

Set up tasks to be completed during scheduled maintenance, assign them to users, and define triggers that will automatically generate work orders.

Add a user

Set up a new CMMS user with their name, role, username, password, resume, and other contact information.

User groups and permissions

Organize your users into groups and customize what they can see and do in the CMMS.

Add parts and supplies

Learn how to add parts and supplies to your CMMS.

Using parts in scheduled maintenance

Learn how to use the parts function for scheduled maintenance operations.

Using task groups

Learn how to save commonly used tasks into a task group.

Notification settings

Set up notifications for a variety of maintenance related events and triggers.

Scheduled maintenance triggers

A detailed look at scheduled maintenance triggers in your CMMS.

Using parts in work orders

Learn the best way to consume parts in work orders.

Set stock levels and minimum quantity

Learn how to set stock levels and automatically trigger low stock notifications by setting a minimum quantity.

Access notifications

Learn how to access the internal CMMS email system, which lets you view notifications from the CMMS itself, and send messages between users.

Intermediate workflow

CMMS support videos that will show you how to extract some basic data from the system.

Run reports

Drill down into your maintenance data with the reporting function.

Projects

Manage complex work orders with the projects function.

Labor tasks

Learn how to add additional labour to a single task in work orders.

Nest preventive maintenance

Learn how to build a simple nested PM to stack scheduled maintenances tasks at different intervals.

Advanced set up

CMMS support videos that take you through the advanced set up to highlight the advanced features of the CMMS.

Leverage businesses

How to add and utilize businesses in the CMMS.

Assigned assets

Adding users and user groups to parts and supplies in the CMMS.

Rotating assets

Use the rotating assets feature to control and monitor replaceable assets.

Advanced workflow

CMMS support videos that show how features in the advanced workflow section can be used for automating advanced day-to-day activities.

Build a bill of materials

Find out how to build a BOM of consumable parts and add it to your assets.

Scheduled reports

Learn how to configure the reports scheduler to send out reports automatically from the CMMS.

Report writer

Learn how the report writer can help you keep on track with maintenance activities.

Purchasing

Learn more about the purchase order module that helps you control the flow of consumable and repairable maintenance parts throughout your organization.