Understanding Your Sidebar Options - Work Order & Asset Management

On the left side of your screen, you will see a black sidebar with the following:

Dashboard

This is the default setting. What you see on your dashboard, will be based on the permissions your Administrator has selected for you.

Work Orders:

• All Work Orders - View ALL work orders and filter them by their status or sort them by the different column headers. 

• Add Work Order - Create a new work order.

• Transfer Work Orders - This allows you to reassign work orders assigned to a specific user, location, department or service category to a different one. 

• Space Availability - Search and find times when spaces are available for work order maintenance. 

• Export to iCal - Export work orders that are already created or generated on the internal calendar to a Google or Outlook Calendar so others can view them outside of eSPACE (this is only a one-way sync that refreshes about every 15 min).

Maintenance (PM - Preventive Maintenance)

This will be visible on the Administrator(s) Sidebar only.

• Add Maintenance [PM] - Create new scheduled maintenance (Ex: Quarterly Filter Change)
• List Maintenance [PM] - All created scheduled maintenance items.

Equipment (Management)

All pieces of equipment (HVAC Unit, toilets, etc.) listed with detailed information & that has been added by an Administrator plus all History pertaining to any piece of equipment.

Current Inventory - This is a list of your current in-stock inventory items showing quantity on hand, by inventory item type and location.

Calendar 

You can create a work order from the calendar and view all work orders here. When you hover over a work order on the calendar, you will see a pop-up with details that include category, description, status, and ETA.

• Use the filter options to see specific work orders at different locations, assigned to different departments, Service Categories, users and/or different priorities. 

Reports

You can build and run a report based on the criteria of your choice! You also have the ability to export the report to Excel or a PDF.

• Below is a screenshot example from Report Builder.

Settings

This will be visible on the Administrator(s) Sidebar only.

My Profile

At the top right-hand side of your eSPACE account if you click on the profile icon and choose Profile, then you will see the page where you can update your name, email, and password here.

• Under My Notifications > Notification Preferences, you can choose which email notifications you want to receive in your inbox from your eSPACE account. 
  
• Only admins with access to billing in their user permissions will see the Billing option in the drop-down.