Here are the most common articles to help admins get started in eSPACE!
Personal Account Settings
- User Profile Settings | Edit Name, Email, Event & Calendar Default Settings
- Understanding Your Sidebar Options | Work Order & Asset Management
- Dashboard | Grids for Admins & How to Manage Work Orders
- Notification Preferences in Work Order & Asset Management
Creating & Viewing & Searching for Work Orders
- Creating & Submitting a Work Order
- Who Can Edit a Work Order & Tracking Changes to a Work Order
- View Work Orders on the Calendar
- Finding a Certain Work Order Regardless of Status or Assignment | All Work Orders View
Approving or Routing Work Orders
- Assigning/Approving a Work Order to a User, Department, or External Vendor
- Creating Routing Rules to Auto Assigned a Work Order
- Internal Users Receiving & Completing a Work Order
Creating & Managing Preventative Maintenance
- Understanding the Difference between a Work Order Request and Maintenance [PM]
- Preventative Maintenance [PM]| Adding & Managing (Admins and/or Sub-Admins)
- Preventative Maintenance [PM] | Choosing Frequency for Ongoing Generated Work Orders (Admins & Subs)
- Preventative Maintenance [PM] | Generate a Work Order X Days Before the Completion Date
- Preventative Maintenance [PM] | Convert a Work Order to PM (Admins & Subs)
Equipment & Inventory
- Equipment | Adding and Managing
- Equipment | Adding to a Work Order (Admins & Subs)
- Inventory Items | Adding, Editing, Viewing Current & Setting Up Notifications
- Inventory | Adding Inventory Costs within a Work Order
Basic Settings
- Locations | Parsing Out User Permissions, Equipment, Service Categories & More
- Creating & Defining Priorities Levels for Work Orders
- Service Categories in Work Order & Asset Management
- Departments in Work Order & Asset Management
- Adding Users, Sub-admins, Admins & Portal Users and Understanding Permissions Levels
- Adding and Ordering Spaces in Work Order & Asset Management
- Equipment | Adding and Managing
- Viewing, Adding & Communicating with External Vendors
Advanced Settings
- Part 1 | Modifying Work Order Request Template | Display Features
- Part 2 | Modifying Work Order Request Template | Work Order Creation
- Part 3 | Modifying Work Order Request Template | Work Order Workflow
- Public Work Order Request: Form Setup | Allow Non-eSPACE Users to Request Work Orders
- Public Work Order Request: Email Setup | Allow Non-eSPACE Users to Request Work Orders
- Public Work Order Request: Text-to-Work Order
- Form Builder | Creating and Assigning Forms for WO Submitters to Fill Out
- Document Library | Add Owner's Manuals, Evacuation Plans & More to eSPACE
- Enable and Subscribe to Inventory & Work Order Alerts (Admins/Sub-Admins)
- Space Properties | Track & Manage Space Attributes to Make Upkeep Easier
- Task Library | Managing Tasks in Your Account & Work Orders
Others