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Asset Essentials is a cloud-based software that enables you to assign and track the progress of all maintenance activities, manage equipment uptime and reliability, increase productivity, and streamline operations.*Note: Some features found below are only found in the Enterprise version of Asset Essentials. Those features are marked with (AEE). If you are interested in accessing Asset Essentials Enterprise features, please contact your Implementation Specialist or your Sales Representative.
Table of Contents
Fundamentals
- Logging into Asset Essentials
- Asset Essentials Home Page
- Customizing the Dashboard
- Customizing the Summary Views
- Enabling WO Notifications
Asset Management
- Adding an Asset
- Updating Assets and Applying Tags
- Adding a Meter Title
- Entering a Meter Reading
- Importing Meter Readings
- Printing Assets and Barcodes
- Importing and Exporting Assets
- Using the Assets Map View
User Management
- User Role Descriptions
- Adding Departments
- Adding a User
- Updating Users
- Adding and Managing Crews
- Managing the User List
- Resetting a User's Password
- Disabling a User Account
- Printing Users
- Importing and Exporting Users
Global Admin Configurations
- Work Order Field Hierarchy (AEE)
- Request Templates (AEE)
- Work Order Templates (AEE)
- Request By Emails (AEE)
- WO Statuses (AEE)
- Email Templates (AEE)
- User Roles (AEE)
- Quotas (AEE)
- Custom Fields (AEE)
- Grid Settings (AEE)
Work Order Management
- Creating a Work Order
- Processing Work Orders
- Adding Labor
- Work Order Labor Transaction Lock
- Adding Parts
- Adding Equipment Usage
- Tracking Vendor and Contract Work
- Work Order Routing
- Batch Updating Work Orders
- Printing Work Orders
- Importing and Exporting Work Orders
- Using the Work Order Map View
PM Management
Parts & POs
Parts and Kits
- Creating Parts Storage
- Adding a Part
- Updating Parts
- Adding Physical Counts
- Printing Parts and Barcodes
- Importing and Exporting Parts
POs
Suppliers
Advanced Features
- Adding Projects
- Project Routing
- Adding Budgets
- Documents Library
- Adding Certifications (AEE)
- Using the Calendar
- Using the Planner
- Using the Task Library
Safety Programs - Enterprise Feature
- Adding a Safety Program (AEE)
- Updating Safety Programs (AEE)
- Managing Safety Programs (AEE)
- Printing Safety Programs (AEE)
- Importing and Exporting Safety Programs (AEE)
Audit/Inspection Programs - Enterprise Feature
- Adding an Audit/Inspection Program (AEE)
- Managing Audit/Inspection Programs (AEE)
- Printing Audit/Inspection Programs (AEE)
- Exporting Audit/Inspection Programs (AEE)
Incidents - Enterprise Feature
Reporting
- Asset Reporting
- Assets Analyzer
- User Reporting
- Work Order Reporting
- Work Order Analyzer
- PM Reporting
- Project Reporting
- Budget Reporting
- Parts Reporting
- WO Parts Reporting
- WO Parts Analyzer
- PO Reporting
Mobile App
- Downloading and Logging In
- Mobile App Overview
- Using Barcodes and QR Codes
- Creating a Request
- Creating a Work Order
- Viewing your Requests
- Assigning Work
- Using Timers
- Entering Labor
- Managing Work Orders Offline
- Managing Assets
- Managing Parts
- Managing Audit/Inspections (AEE)
User Roles
Connector Tool
- Downloading the Connector Tool
- Exporting and Importing Data
- Mapping Filters and Format
- Automating the Connector Tool
PartExpress
Capital Forecast Data Sync
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If you are a Bigfoot client that is migrating to Asset Essentials Enterprise, click here for information that will help you have a successful transition. |
