This article will walk you through the process of setting up your new site. We will cover:

Adding Locations

(e.g. floor levels, plant rooms, amenities)

Step 1

  • Go to Settings > Tag List Editors > Building Locations
  • Select Edit Tag List next to building locations
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Step 2

  • Input a new Tag > Select ‘+ Add Tag’

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Now you have created a building location you can start adding asset and contractor details

Adding Asset Primary Categories – e.g. Pool, Fire System, HVAC etc.

Defines the category in which the asset belongs to.

Step 1

  • Settings > Tag List Editors > Asset Primary Categories, select ‘Edit Tag List’
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Step 2

  • Name Asset Classification

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(Optional) Adding Asset Classifications – e.g. pump, filter, sprinkler heads etc.

Creating subcategories for specific reporting purposes.

Step 1

  • Settings > Tag List Editors > Asset Classifications, select ‘Edit Tag List’

Step 2

  • Name Asset Classification e.g. Fire System, Gym Equipment etc.

Adding Contractor Classifications

Step 1

  • Settings > Tag List Editors > Contractor Classifications, select ‘Edit Tag List’

Step 2

  • Name Contractor Classification e.g. Electrical, Plumbing etc.

Adding Assets

Step 1

  • Registers > Asset Register > Select ‘ + Add Asset’
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Step 2

  • Asset Details > Responsible Contractors > Advanced > Save Changes

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Scheduled Maintenance

Step 1

  • Registers > Scheduled Maintenance > Select ‘Add Scheduled Maintenance’

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Step 2

  • Add Details > Add Links (Assets, Locations, Contractors) > Save Changes
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