TheWorxHub for Healthcare

Additional resources

• How can I do "This" in TheWorxHub?

Fundamentals

• Desktop end user requirements
• Login and homepage
• Dashboard overview
• Dashboard batch actions
• Search tab overview
• Pulse tab overview
• Using the global search and add function
• Using the calendar

TheWorxHub setup

• Adding a location
• Using the location manager
• Users
• Adding staff

• Managing staff

• Adding teams

• Round robin assignments

• Deactivating staff
• Managing pick lists
• Adding and managing fixed assets
• Adding a safety note
• Work order settings
• Routing work orders
• Adding a template
• Adding contractors and suppliers
• Miscellaneous

Staff requests

• Logging in to TheWorxHub
• Adding a request
• Checking the status of a request
• Resetting your password

User roles

• Supervisor

• Technician

• Requestor

Security

• Managing security user roles
• Setting up checkpoints
• Setting up rounds

• Using the security dashboard
• Mobile dashboard & completing a round
• Tracking incidents
• Reporting

Work management

Work requests

• Adding a work request
• Entering a public work request
• Accepting or rejecting a work request
• Checking the progress of a work request

Work orders

• Adding a work order

• Adding costs to a work order

• Adding an attachment to a work order

• Updating the status of a work order
• Adding labor time
• Managing your team's work
• Batch assigning and reassigning labor
• Completing a work order

Scheduled work orders

• Adding scheduled work orders
• Adding scheduled work orders from a template
• Editing an instance of a scheduled work order
• Editing a scheduled work order
• Discontinuing a schedule

Housekeeping schedules

• Creating scheduled templates for housekeeping
• Creating a housekeeping schedule
• Modifying the schedule from the calendar
• Managing work from the staff schedule dashboard
• Printing the staff schedule report

Transportation

• Transportation settings

• Transportation user roles

• Adding vehicles
• Adding a trip request
• Scheduling a pickup
• Recurring trips
• Completing a trip
• Trip billing settings

 

Biomed

• Adding and managing Biomed fixed assets

• Adding an asset model
• Creating an asset from a model
• Managing asset models

• Adding a Biomed work request
• Adding a Biomed work order
• Adding Biomed scheduled work orders
• Reporting on batteries

 

Compliance

• Compliance Dashboard

Advanced features

• Adding and managing bulletins
• Batch editing
• Asset risk assessment

• File manager

• Reporting
• Equipment email to ticket

Capital planning

• Creating an assessment
• Creating batch assessments
• Capital planning reporting

Projects

• Creating and using a project
• Creating and using a project template
• Creating a recurring project template

Meters

• Site meters
• Asset meters
• Meter reporting

PO/Inventory

• PO/Inventory settings
• Adding inventory items
• Adding purchase orders

• Assigning and consuming inventory on a work order

Barcoding

• Getting started with barcoding
• Printing barcodes
• Tying assets to outside vendor barcodes

Surveys and inspections

• Surveys and inspections
• Adding survey and inspection responses

• Deficiency dashboard

Space management

• Permissions and navigation
• Uploading drawings
• Mapping locations
• Adding layers
• Exploring drawings and layers
• Selecting a location from a drawing

WorxIQ

• Logging in to WorxIQ

• Adding a user to WorxIQ

• Adding a group to WorxIQ

• Adding a widget to WorxIQ

• Reports and sites in WorxIQ

Mobile Worx

• Mobile end user requirements
• Logging into Mobile Worx
• Dashboard overview
• Adding a mobile work order
• Managing offline work orders
• Accepting a request
• Assigning work
• Using the labor timer

• Linking an asset to a work order
• Adding costs to a mobile work order

• Completing a work order
• Adding and viewing attachments
• Meter readings
• Scanning a barcode
• Updating inventory counts
• Mobile Worx for transportation

• Adding survey and inspection responses