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Virtual Classroom Trainings for Asset Essentials

Below is a list of virtual classroom trainings that are available to our Asset Essentials clients.

To register for a class:

  • Click on Full Class Description and Available Sessions under the appropriate class title.
  • Click on the link for the class you would like to attend.
  • Enter your contact information in the Meeting Registration window that appears. *Note: Be sure to select the correct date and time from the drop down list on the Registration page if there are multiple class sessions available.
  • Click Register.
  • Repeat this registration process separately for each class participant.

 

Please note:

  • If there are no registrants 24 hours before the session starts, the session will be canceled.
  • If no participants have joined 10 minutes into a session, the session will be canceled.
  • Sessions will be locked 10 minutes after the start time, meaning no further participants will be able to join.

Asset Essentials: Deep Dive (4 hours)

Goal: By the end of this course, clients should be able to understand and set up the building blocks of their Asset Essentials account, create and manage work orders, create time based and meter reading based PMs, and create Parts and Purchase Orders.

Audience: Administrators

Duration: 4 hours

 

Asset Essentials: Building Your Foundation

Goal: By the end of this course clients should be able to understand and set up the building blocks of their Asset Essentials account in addition to learning about user types, roles and permissions and how to navigate the software.

Audience: Administrators

Duration: 90 minutes

 

Asset Essentials: Work Order Management

Goal: By the end of this course, clients should be able to understand how to create and manage work orders in AE. In addition, notification and work flow setup will be covered.

Audience: Administrators

Duration: 90 minutes

 

Asset Essentials: PM

Goal: By the end of this course, clients should be able to understand how to create both time based and meter reading based PMs, Stacking Groups, Meter Titles and entering readings in AE.

Audience: Administrators, Maintenance Supervisors/Leads and Maintenance Planners

Duration: 90 minutes

 

Asset Essentials: Parts Inventory

Goal: By the end of this course, clients should be able to understand how to create parts, part kits, and add parts to work orders and assets. In addition, Parts Express will be covered.

Audience: Administrators, Procurement and Inventory Managers

Duration: 60 minutes

 

Asset Essentials: Purchase Orders

Goal: By the end of this course, clients should be able to understand how to create and manage POs, how to tie POs to work orders, and how to add non-inventory items to POs.

Audience: Administrators, Procurement and Inventory Managers

Duration: 60 minutes

 

Asset Essentials: Managing Assets

Goal: By the end of this course clients should be able to manage and utilize assets fully in their account.

Audience: Administrators

Duration: 90 minutes

 

Asset Essentials: Safety (OSH)

Goal: By the end of this course, clients should be able to understand how to create Safety Programs and how to associate them with PMs, Work Orders, Assets and Parts. Also, they will learn how to create Audit Inspections and Incidents and manage files in the Document/Image library.

Audience: Administrators, Maintenance Supervisors and Safety Leads/Managers

Duration: 60-90 minutes

 

Asset Essentials: Reporting

Goal: By the end of this course, clients should be able to understand how run, favorite, email and print reports in Asset Essentials.

Audience: Administrators

Duration: 90 minutes

 

Asset Essentials: Importing Assets

Goal: By the end of this course clients should be able to understand the import template and how imports work. A sample import will be done during the session.

Audience: Administrators

Duration: 60 minutes

 

 

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