Knowledge Base

Assets

• Creating a New Asset
• Creating a Work Order from the Asset Screen
• Managing an Attachment on an Asset
• Managing Images on an Asset
• Filtering Groups on an Asset

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Budget Accounts

• Budget Accounts - an Overview
• How to Create a Budget

Bi (Business Intelligence

• Creating an Advanced Report
• Setting Up Your Home Page Dashboard
• Creating an Express Report
• Creating an Express View Report
• Copying a Report or Dashboard

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Live Training Webinar Registration

• Lightning Training Webinars

RCA

• Site Disruption Event - RCA
• Mobile App Disruption - RCA

Certifications Classic

• Creating an Employee Certification
• Managing Attachments on an Employee Certification
• Managing Custom Terms in the Certification Status Lookup
• Managing Notes on an Employee Certification
• Viewing Employee Certifications

Connectors

• What is a Connector and How Do They Work
• Zonar
• ClearPath GPS
• GEOTAB
• GPS Insight

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Customers Classic

• Managing Customer Entity Assignments
• Creating a Customer Record
• Customer Invoice and Work Order History
• Managing a Customer's Address
• Managing a Customer's Phone Number

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Cycle Count

• Completing a Bulk Import Cycle Count
• Completing a Manual Cycle Count

Employee and User Management

• Creating an Employee Record
• Managing Attachments and URLs on an Employee Record
• Managing Images on an Employee Record
• Managing Notes on an Employee Record
• Creating and Editing Users/Employees

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General

• The Collaboration Center
• Understanding the Different License Types

Inspections

• Creating a Manual Inspection
• Executing an Inspection
• Adding an Attachment to an Inspection
• Adding Labor to an Inspection
• Managing Notes in an Inspection

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Inventory

• Adding an Image to a Part Record
• Creating an Inventory Item Manually
• Managing Attachments in an Inventory
• Managing Notes to a Part Record
• Adding a Vendor to an Inventory Part Record

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Logs Classic

• Setting Up Log Warning Parameters

Maintenance Plans

• Creating a New Maintenance Plan
• Adding an Attachment to a Maintenance Plan
• Adding a Note to a Maintenance Plan
• Editing a PM Record on a Maintenance Plan
• Inactivating, Editing, and Duplicating a Maintenance Plan Record

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Mobile

• Completing a Work Order in ManagerPlus Mobile
• Where to Find the Company Code for ManagerPlus Mobile
• Downloading and Logging into ManagerPlus Mobile for the First Time
• Creating a Work Order in ManagerPlus Mobile
• Conducting an Inspection in ManagerPlus Mobile

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Notify

• Subscribing to a Notification
• Creating a Notification
• Creating an Automated Task in Notify
• Using Tools in Notify

Planning Board

• Scheduling Work Orders and Inspections on the Planning Board

PMs

• Update PMs "Assigned To" Field
• Adjusting PMs Progress
• Creating Work Orders from Due PMs
• PMs Dashboard Overview

Purchase Orders

• Creating and Receiving a Purchase Order in Lightning
• Lightning Purchase Orders - Receiving Inventory
• Lightning Purchase Order Returns
• Adding an Invoice or Return to a Purchase Order
• Posting a Fulfilled Purchase Order

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Reports

• Creating a Work Orders Report
• Creating a Logs Report

Schedules/Scheduling

• Building an Inspection Schedule
• Scheduling Groups Manually
• Managing Notes to a Schedule
• Adding an Attachment or URL to a Schedule Group

Security and Administration

• Edit Company Information
• Resetting your Password
• How to Change your Password
• How to Set Up the Barcode Client

Vendors

• Importing Vendors
• Managing Vendor Phone Numbers
• Managing Credit Memos for a Vendor
• Managing Notes in a Vendor Profile
• Associating a Part with a Vendor

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Work Orders

• Adding an Attachment to a Work Order
• Adding Labor to a Work Order
• Adding Notes to a Work Order
• Adding Other Costs to a Work Order
• Adding Parts to a Work Order

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Work Requests

• Adding Custom Fields for Work Request Management
• Creating a Work Request Portal
• Creating a Work Request through the Request Portal
• Adding an Attachment to a Work Request
• Adding Notes to a Work Request

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