University

The new interface in version 10 uses tabs to navigate to the most common areas of your account. Click the desired tab to open the page.

Another new feature of version 10 is “persistent tabs”. An example of this is when you are looking at work order number 256 in the work order tab and need to see the details of a part before charging it to the work order. You click the parts tab to find the information you need. Then, when you go back to the work order tab to charge that part, work order number 256 will still be present on the screen.

Taking the persistent tabs one step further, the system will also remember the page you were on for every tab, even after you log out of the system and log in another time. Alternatively, if you would like to go straight to the list view, rather than returning to the last record you viewed, many tabs allow you to simply click the icon to the left of their text.

The Title Bar

The version 10 header contains system links for you convenience. These links are:

• My Account – This is a quick link to the Account Settings page. This is the same as clicking the Navigation tab then the Change Your Settings link in the Administration section. See page 8 to learn how to use this page.

• Theme – This allows you to change the appearance of the interface. There are several predefined themes to choose from, including Beach, Thanksgiving, and even Star Wars.

• eMaint University – This e-learning portal offers a broad range of free and subscription-based training videos, manuals and other content to help you get the most out of your system.

• eMaint IdeaPort – This link takes you to IdeaPort, where you can submit ideas to help us make eMaint X3 better. You can also view ideas submitted by other users and vote for the ones you would like to see implemented.

• Support – This link will open our website's support page in a new window. This page contains various options for contacting the eMaint Support Department.

• Logout – A quick and convenient link to log out of your eMaint account.

• About – This link opens a page from our website that highlights the features of eMaint as a company and eMaint as your CMMS solution.

The Home Tab

The Home Tab is the home page for eMaint. The administrator can customize this page by using the “Edit Content” link found on the Quick Bar.

The Navigation Tab

The Navigation tab is the application's site map of version 10. Navigate to this page when you need to reference any section that does not have a tab.

The options available in the Navigation Tab are listed below, separated into their appropriate sections.

NOTE: Whether a user sees any of the menu options explained below is dependent on the level of permissions granted to the user by the administrator.

Main

• Log Out – Log out of the eMaint X3 system.
• eMaint.com Home Page – Open the eMaint.com home page in a separate window.

Request Center

• Request Manager – Provides access to the work order request listing and details.
• My Requests – Displays the user‟s requests in 3 groups: current open work orders, rejected requests in the last 30 days and a user-specified history of all requests.

Work Center

• Work Order Center – Provides access to the work order listing and the detail of the work orders.
• Work Order Print Manager – Prints work orders by user-definable filters.
• Group Close Out – A tool that is used to select a group of open work orders (based on several filter options such as Route, Assignment, etc.) and quickly close them.
• Maintenance Calendar--Displays any task that is set up to show on calendar (“On Calendar” field = True on the PM schedule screen).
•  Add New Work Order – A shortcut link to the work order form in add mode.
• Timecard – The Time Card collects the hours worked by your personnel in a quick and easy interface.

Purchasing Center

• Create Purchase Order – Creates purchase orders for a particular supplier.
• Parts Reorder List – Displays list of stock parts that are due to be reordered based on reorder points. Reorders can then be processed from this screen.
• PO Receipts – Used to select a PO and receive individual items on the PO.
• Update Pending PO's – A processing screen used to update and process pending PO‟s.
• Purchase Order Center – Displays the purchase orders in the system. Options to filter based on Supplier and date range. Access PO‟s for editing and receiving.

PM Center (Preventative Maintenance Center)

• Generate PM Work Orders – A tool that is used to manually generate multiple PM's into work orders.
• Standard Tasks File – Where PM tasks are defined and stored so that they can be associated to PM schedules.
• PM Manager – Used to manage the PM schedules in your system based on criteria you select.

Data Center

• Asset File Information – Views the Asset List and Details. From Asset Detail, you can view the PM Schedules associated with the asset.
• Project Master File – Views the Project List and Details.
• Parts File Information – Views the inventory list and details in your system.
• PM Task Library – Provides a generic list of tasks to perform on common equipment. This section is meant for copying and pasting into PM Tasks.
• Maintenance Contacts – Contacts are tracked here. Anyone that is to be assigned to a task must have a record in Maintenance Contacts.
• Parts by Supplier – A list of all the part/supplier relationships you have established in your inventory file.
• Name Plate Lists – A list of nameplate types that are built into eMaint. Users have the ability to define additional nameplate types. The nameplate attributes are then "imported‟ directly onto an asset record.
• Problem Type Management – View and modify the problem types for your work orders.
• Department Management – View and modify the departments used on your work orders and your assets.
• Work Type Management – View and modify the work types used on your work orders.
• eMaint X3 Mobile – Displays the X3 mobile application, just like it would appear on a mobile device.

Data Explorer

• Asset Explorer – Tool to view assets in a tree or hierarchical view and to choose the structure of that hierarchy.
• Parts Explorer – Tool to view inventory in a tree or hierarchical view and to choose the structure of that hierarchy.
• Contact Explorer – Tool to view contacts in a tree or hierarchical view and to choose the structure of that hierarchy.

Report Center

• Query Builder – Advanced reporting tool which allows you to create reports.
•  Digital Dashboard – The digital dashboard contains predefined reports that display data from multiple tables and outputs the results to either graph or CSV format.
• Inventory Valuation Report – Report which provides the actual value of inventory based on the purchase price of each item.
• Percentage Complete – Tool used to view the percentages of closed versus open work orders.

Administration

• Change Your Settings – Used to change the user's information (name, password, company and contact information, email address, etc). It is also used to indicate how date information should display in the system when viewing date fields on a detail screen. Work Order and PM email options are also accessed and defined from this screen.
• User Administration – Administrator option used to change information and security rights for users on the account.
• Add New Users – Administrator option used to create additional users for the account.
• Log in as Another User – Takes you to a new log in page.
• Export Data – Tool that is used to export your data from selected tables in eMaint. Available tables to export are Work Orders, Assets, Parts, Contacts, and Charges. Output can be Excel (XLS), comma delimited (TXT), or database (DBF) format.
• Manage Data Dictionary – Provides access to the system's data dictionary.
• Manage Forms – Allows you to view, edit, create, and delete various forms used in the system.
• Remove Deleted Records – Used to view records that are marked for deletion and permanently remove them from the system.
• Customize my own page – Same as the Edit Content link on the Quick Bar of the Home tab but uses a different HTML editor. This section also provides some graphics management.
• Site Activity Report – Displays a list of users that were signed into the system in a user-specified date range.
• Tab Manager – Lets you choose which tabs are available and which are hidden.
• Workflow Manager – The Workflow Manager allows you to configure your system to react to certain
  events. You define “rules” where, if certain criteria are met, certain actions
  take place.
• Workflow Email Templates – Gives you the ability to create custom email templates to be used in conjunction with the Workflow Manager.

Help

• Live Support – Allows you to connect to the eMaint Support Department Live Chat website.
• Help – Opens the eMaint Training webpage for information on the various training classes.

Condition Monitoring

• Add New Readings – Record new readings taken on equipment.
• Import Readings – Import readings from a file.
• View Readings Added – View the readings that have been collected.
• Setup Monitor Points – Setup the parameters for which measurements will be made.
• Setup Monitor Class – Setup a group that contains many monitor points.