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Enterprise features

Asset Essentials Enterprise includes all of the features listed below as well as all of the features on the Asset Essentials table of contents page, except for the Connector Tool add-on. Contact your Sales Representative or Account Manager if you are interested in purchasing the Connector Tool. *Note: The features below are only available to clients who have purchased Asset Essentials Enterprise. Please contact your Sales Representative or Client Services if you are interested in purchasing Asset Essentials Enterprise.

Table of contents

Fundamentals

• Adding regions
• Adding sites

• Part admin configurations

• Adding work order survey emails

• Adding work categories
• Creating solutions

Global admin configurations

• Type of work hierarchy
• WO statuses
• Email templates
• User roles
• Quotas
• Grid settings
• Work order labor transaction lock
• Work order number lock
• Request by emails
• Deleting a work order
• System settings

Importing

• Importing sites
• Importing locations

• Importing meter readings
• Importing assets
• Importing users
• Importing work orders
• Importing PMs

• Importing parts
• Importing WO parts
• Importing kits

• Importing POs
• Importing suppliers
• Importing safety programs
• Importing budgets and budget years

Reporting

• Region analyzer

• Accessing and downloading the Report Designer
• Using the Report Designer