University

Join Alex Allen, Senior Product Specialist, as he presents this month’s eMaint Free X3 workshop, “Asset Tracking Made Easy”.

Learn how to configure areas of X3 to track historical data and automatically update records.

Some examples of how this can be applied include:

- training certifications on contacts
- work order status changes
- asset location information.

The session will also cover:

-Creating your own custom related tables
-Adding fields to a form
-Adding a look up to a field
-Creating simple workflows

In this short video presentation Kevin Cronin reviews from the Navigation screen how to access user rights and how to make changes to a user name.
This video is Subscriber Only Content

Steps Needed In Order To Create Field

• Navigate to an existing record(work order, asset, part, etc) and then go to options and then customize form.
• You will then want to add a new field.
• • Create a new TEXT field in which you want to make sure to set the character length to 254 characters. This will be needed to display the full url and link correctly to the document.

1) You will first want to create a Google account so that you have a user name and password.

•  Go to Google and sign up for a new picasa (image hosting) account.
•  Username: test@gmail.com
•  Password: **********

2) The next step will be to log into your eMaint X3 account and click on the “My Account,” link which will be located to the top right of your screen.

In this short video presentation Kevin Cronin reviews how activate automatic PM Generation through accessing the My Account area. You will learn where you will need to navigate in order to turn automatic PM Generation On/Off and how to make sure your PM's are set up to allow for automatic generation. This video is geared toward administrative users.
This video is Subscriber Only Content

In this short video presentation Kevin Cronin reviews how to run Verify Structures. Verify Structures is a routine that needs to be run after extending any field in X3 to save the adjustment.  This video is geared toward administrative users.

Course Title: Email templates and email functions available in eMaint

Course Description: Learn about all the built-in email functions in eMaint and how to use them to your advantage. This session covers the email functions available in the 'My Account' settings, reports, work orders, purchase orders, workflows and email templates.

Length: 60 minutes

How Often Course Is Offered Every Month: 1

Course Title: My Account

Course Description: A must for system administrators, this session provides a review of all system options and settings to help you configure your eMaint setup to your needs.

Length: 60 minutes

How Often Course Is Offered Every Month: 2
time/ Every Other Week

Agenda/ Topics
Covered:

• Introduction

Course Title: Managing Users

Course Description: A must for system administrators, this session provides an in-depth explanation of the user-rights and security-rights options in eMaint.

Length: 60 minutes

How Often Course Is Offered Every Month: 1 time / Once a Month

Agenda/ Topics Covered:

• Introduction

Course Title: Dashboards and Instrumentation Panels

Course Description: This advanced course will teach you the dashboard controls, the process for publishing reports to the dashboard, and the process for defining and publishing dashboard instrumentation panels.

Length: 60 minutes

How Often Course Is Offered Every Month: 1
time / Once a Month

Agenda/ Topics