Maintenance Manager Knowledge Base

Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you can manage the data collected in your app by search filtering, sorting by multiple columns and data filtering. You can…

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Documents Add-On

  The Documents module allows administrators to make a list of relevant and up-to-date documents available to app users. Administrators simply add document categories and then upload documents to them. Instead of asking managers for documents or wasting time searching for them, users have access to all documents through a simple search.     Documents…

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Workflows & Action Items

Create action items for supervisor review automatically when forms are submitted. Specific users can be notified when a form is submitted and only if special selections have been made. Supervisor review tickets, update the status, assign them to the appropriate person, and make comments. Assigned users are automatically notified and they can filter the Action…

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Registration & User Management

  Staff register for your app by clicking “Register” and adding their information. All registrations require approval from an app administrator. Administrators use the User Management section to approve app registration, change access permissions and update user information. Your workers will register for the app by selecting a permission level (staff, supervisor, or administrator) and…

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Scheduling Forms

Use Schedulers to schedule and assign forms. Scheduling is very important for many inspection types to ensure inspections are executed regularly and by whom they are assigned. The scheduler module either works behind the scenes based on selections you have made or is actively configured to create a schedule of form submissions. The scheduler module…

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How does the Form Builder Work?

The Form Builder tool makes it easy for application administrators to adapt templates or create new forms from scratch. Each new form creates a new Form Report within the app where each submission is a row and each column is a field. Any updates to your forms will instantly update the forms in your app…

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