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Asset Essentials is a cloud-based software that enables you to assign and track the progress of all maintenance activities, manage equipment uptime and reliability, increase productivity, and streamline operations.
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Transitioning from MaintenanceDirect to Asset Essentials? Click here to view helpful information for managing this change.
Table of contents
Asset Essentials COVID-19 tips
Fundamentals
- Desktop end user requirements
- Logging into Asset Essentials
- Asset Essentials home page
- Customizing the dashboard
- Customizing the summary views
- Glossary of terms
- WO notifications and emails
- Adding sites and locations
- Printing location barcodes/QR codes
- Adding categories
- Fiscal years
- Adding approval rules
Asset management
- Adding an asset
- Updating assets
- Checking out and returning assets
- Adding a meter title
- Entering a meter reading
- Printing assets and barcodes/QR codes
- Exporting assets
- Using the assets map view
- Viewing work orders for an asset
User management
Work order management
- Adding equipment usage on a work order
- Adding and managing tasks on a work order
- Adding messages in a work order
- Tracking vendor and contract work
- Work order routing
- Batch updating work orders
- Printing work orders
- Exporting work orders
- Using the work order map view
PM management
Mobile app
- In-App Comments
- Downloading and logging in
- Dashboard and settings
- Notifications
- Searching and filtering work orders
- Using barcodes and QR codes
- Creating a request
- Creating a work order
- Creating an asset
- Viewing your requests
- Assigning work
- Approving a work order
- Using timers
- Adding labor to a work order
Mapping
User roles
Advanced features
- Adding projects
- Project routing
- Adding budgets
- Adding and using cost centers
- Documents library
- Adding certifications
- Using the calendar
- Using the planner
- Using the task library
Safety programs
- Adding a safety program
- Updating safety programs
- Managing safety programs
- Printing safety programs
- Exporting safety programs
Audit/Inspection programs
- Adding an audit/inspection program
- Managing audit/inspection programs
- Printing audit/inspection programs
- Exporting audit/inspection programs
Incidents
Reporting
- Asset reporting
- Assets analyzer
- User reporting
- Work order reporting
- Work order analyzer
- WO labor reporting
- PM reporting
- Safety program reporting
- Incident reporting
- Saved reports
- Creating charts
- Creating KPIs
- Building reports from summary views
Analytics
- Accessing Analytics for Asset Essentials
- Maintenance Forecast
- Filtering, exporting, and sharing
- Dashboards
- KPIs
Power BI Reports
Product integrations
Add-on purchase features
The features listed below are available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing any of these features.
Connector Tool
- Downloading and logging into the Connector Tool
- Exporting and importing data
- Mapping filters and format
- Automating the Connector Tool
- CSV editing with Excel
GIS asset management
- GIS map settings
- GIS layers sync
- Creating mobile profiles
- Self hosting best practices
- Creating GIS data from Asset Essentials
- Quick work orders button
Smart Assets
Parts & POs
Parts and kits
- Creating parts storage
- Adding a part
- Associating parts with assets
- Updating parts
- Adding physical counts
- Printing parts and barcodes/QR codes
- Exporting parts
Inventory
- Inventory summary
- Creating Inventory Transactions
- Issue part transaction
- Receive part transaction
- Transfer part transaction
- View inventory transactions
- Generate Quick PO
- Set Default Supplier
POs
Supplier management
Parts & POs reporting
PartExpress
Contact Client Services to activate this feature
If you are an Asset Essentials Enterprise client, click here for more information about your Enterprise features.
