University

The Administration section of the Navigation tab is where most of the system features can be found. What follows is a discussion of each section individually.

The Workflow Manager allows you to configure your system to react to certain events. A workflow operates like cause and effect. For example, you create a rule that when a user marks the 'Work Order Type' as “Emergency” and saves the form (cause), the system reacts by changing the 'Assign To' field to a specific contact (effect).

The Workflow Manager is accessed in the Administration section of the Navigation Tab.

What are Detail Views?

Detail views are tools for accessing, editing, adding, and deleting a specific record from a specific table of data. Users can access the detail view of a record by using such tools as list views or clicking direct links such as the Asset ID field on the work order form.

An example of the detail view:

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.

System Administration is the process of setting up and maintaining the system for the benefit of the users.

This 41-page resource guide is the companion to the System Administration training course. This will provide a detailed review of the tools available to fine tune your eMaint X3 account, from the management of users to the forms themselves

CLICK HERE to view the full PDF manual

This session provides the system administrator with an overview of the setup features of eMaint X3, including a detailed review of the customization and configuration features available in eMaint.

This is an ideal session for those who are setting up the system for multiple users and/or want to understand how to make modifications to screen layouts, list views, field selections, field labels, and field definitions.

This is used as an accompaniment to the Training Guide - System Administration.

Note. Only eMaint University Subscribers will be able to view the video below.