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Setup Steps
After you have planned your setup—reading
setup details and completing the setup questions—you
are ready to start entering data into the system. We suggest that you
follow the ordered tasks detailed for an efficient and successful setup.
To Setup for Work Orders
- Set up work
order types, and their associated items and problems. Use your completed
questionnaires for reference. The system
comes with a set of default work order types, items, and problems. Complete
this step only when you have additional work order types, items, and problems.
- Set up employees.
Use your completed questionnaires for
reference.
- Set up .
Use your completed
for reference.
- Set up .
Use your completed
for reference.
To Setup Properties
- Set up .
Use your completed questionnaires
for reference.
- Select a .
- Create at least one
Make Ready template using the .
- Set up .
Use your completed
for reference.
- Link .
- Grant employees
to property databases. Use your completed
for reference.
To Add Equipment
- Add .
Use your
completed
for reference.
To Add Inventory
- Run
for eFinancials if you use eFinancials. When you run this service, eService
gets vendor data from eFinancials. Use your completed
for reference.
- Add Vendor Groups
to properties. Use your completed
for reference.
To Prepare Work Orders
See Also
Introduction
Setup
Plan