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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.

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

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: 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:

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: 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

Course Title: Workflow Manager and Workflow Email Templates: How to make them work for you! 

There are three types of Lookups that can be used on a field: Lookup, Lookup from Table, and Drill Down Lookup. Each is useful for creating uniformity in the way information is entered in your system. Uniformity is the key to accurate reporting in any database system.

Lookup Properties

In some parts of the system, such as the Scheduling tab or the PM manager, you'll be able to create custom filters to use, in order to find the records you need. The process is similar to that of creating a report. You will often see a screen like this that allows you to select, edit, or add filters.

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