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Activating Crafts

Crafts define the type of planned maintenance work that is being requested. Crafts give you a way to track and report on the type of planned maintenance work your maintenance department is doing. (Example: HVAC, Fire Protection, Health/Safety, etc.) Planned Maintenance has a predefined list of Crafts and you only need to activate the ones that apply to your planned maintenance work.

How to Activate Crafts

  • Click on the Account Setup tab.
  • Click on the Crafts link.
  • This brings you to a list of the available Crafts. To activate a Craft, click on the gray thumbs-down (), the page will refresh and the icon will change to a yellow thumbs-up () to show that it is now activated. *Note: We recommend activating a few basic crafts (fire protection, hvac, etc.) to start. It is easy to activate more later on, but it is more difficult to remove crafts after they have been in use.

 

 

     The Dude Says:

Make sure that the Crafts you activate in Planned Maintenance, are also activated in Work Order for tracking and reporting purposes.

 

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