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Learning Center

This resource video library is for training a user with a license to use the CM CMMS website. The videos are categorized to help you find the solution to your training need. After reviewing all videos and you still need assistance, please contact support at support@CM-CMMS.com.

Introduction

Introduction to the Learning Center and All Four Plans

Welcome to Your CMMS

Set-up

Entering Users into Settings

Registering and Signing in

Company Information & Logo Change

Email Template List and Editing Content

Setting Up a New Location

Overview

Explanation of Each page in First Dropdown Menu

Explanation of Each Page in Second & Third Dropdown Menu

Readings, Repairs, Notes and Icons

Run Schedule through Entire Process & Emails for Each Action

Media Downloading, Deleting & Filing Process

Date, Time, and User's Name Stamps

Explanation of Site Symbols

Tasks

Review Task Blocking

Task Regeneration & Incomplete Repairs

How to Assign Tasks and Syncing Schedule Dates for Starter and Professional Plans

Global Task List, How to Assign Tasks, & Syncing Dates for Enterprise and Enterprise-C Plans

Creating a Task List for Importing

Preparing Equipment & Task Lists for Import

Importing Equipment and Tasks

Add a Task with a New Trade Type, Equipment Name, Schedule & Readings Type

Equipment

Setting Up Equipment and How Equipment is Linked to Tasks (Pt.1)

Setting Up Equipment and How Equipment is Linked to Tasks (Pt.2)

Creating an Equipment List for Importing

Preparing Equipment & Task Lists for Import

Importing Equipment and Tasks

Deleting a Piece of Equipment

Multiple Locations

First Filter Settings Page and Third Filter Location Information Page

Setting Up a Location

Explanation of Each Page in the Second and Third Dropdown Menus

Work Order Values

Review the Work Order Process for Repairs

Work Order and Work Order Reports

Adding Main Contact & Purpose

Lists

Global Task List, How to Assign Tasks, & Syncing Dates for Enterprise and Enterprise-C Plans

Email Template List and Editing Content

Reading Type List and How to Add and Edit

Trade Type List and How to Add and Edit

Schedule List and How to Add and Edit

Work Orders

Work Order Values

Review Work Order Process for Repair Request and Make a Repair

Work Orders and Work Order Reports

Work Order - Repair Request

Work Order - Make a Repair

Work Orders and Why Markups are Hidden

Closing an Issue Ticket & Work Order from an Incomplete Report

Explanation of Site Symbols

Issue Tickets

Repairs, Issue Tickets, and Closed Issue Tickets

Closing an Issue Ticket from an Incomplete Report

Issue Ticket Remains Open Email and Email Template

Explanation of Site Symbols

Notifications

Time Zone & Schedules

Announcements Settings

Weekend Settings

Holidays Settings

Emails for Each Dashboard Action

Run a Schedule Through the Entire Process and Check Emails for Each Action

Email Template List and Editing Email Content

User Notifications Checkboxes

Logs

Reports Logs Explained

Potential Failure Log Explained

Explanation of Site Symbols

Reports

Submitted Reports, Completed Reports, Incomplete Reports, and Downloadable Reports for Each

Uploading Media, Submitting Reports, and Incomplete Reports

Work Orders and Work Order Reports

Explanation of Site Symbols

Dashboard

Three Task Columns, and Schedule and Trade Type Filters

Review Task Blocking

Repairs, Readings, Notes, and Icons

Review the Work Order Process for Repair Request and Make a Repair

Uploading Media, Submitting Reports, and Incomplete Reports

Emails for Each Dashboard Action

Task Regeneration and Incomplete Repairs

Run a Schedule Through the Entire Process and Check Emails for Each Action

Media Downloading, Deleting, and Filing Process

Make a Repair Explained - No Issue Ticket Number Assigned

Explanation of Site Symbols

Settings

Entering Users into Settings

First Filter Settings Page & Third Filter Location Information Page

Company Information and Logo Change

Time Zone & Schedules

Announcements Settings

Weekend Settings

Holidays Settings

Training Resources and Enabling Training Resources Page

Explanation of Show Checkboxes

Setting Up a Location

Adding Main Contact & Purpose

Support

Training Resources and Enabling Training Resources Page

Tech Issues/Contact Us Link

Explanation of Site Symbols

System Compatibility

Data Storage Warnings & Associated Costs

Date, Time, & User's Name Stamps

Payment

Monthly, Annual, Expire Emails, Savings

INTRODUCTION

 

 

 

Introduction to the Learning Center and All Four Plans

 

 

 

Welcome to your CMMS

 

SET-UP

 

 

 

Entering Users Into Settings

 

 

 

Registering & Signing In

 

 

 

Company Information and Logo Change

 

 

 

Email Template List and Editing Subject Lines and Body

 

 

 

Setting Up a New Location

 

OVERVIEW

 

 

 

Explanation of Pages in the First Dropdown Menu

 

 

 

Explanation of Pages in the Second & Third Dropdown Menus

 

 

 

Reviewing Repairs, Readings, Notes & Icons

 

 

 

Run a Schedule Through the Entire Process and Check Emails for Each Action

 

 

 

Media Downloading, Deleting and Filing Process

 

 

 

Date, Time & User's Name Stamps

 

 

 

Explanation of System Symbols

 

TASKS

 

 

 

Reviewing Task Blocking

 

 

 

Task Regeneration and Incomplete Repairs

 

 

 

Task List, How to Assign Tasks, and the Importance of Syncing Schedule Dates

 

 

 

Global Task List, How to Assign Tasks, and the Importance of Syncing Schedule Dates

 

 

 

Creating a Task List for Importing

 

 

 

Preparing Equipment and Task Lists for Import

 

 

 

Importing Equipment and Tasks

 

 

 

Add a Task with New Trade Type, Equipment Name, Schedule & Reading Type

 

EQUIPMENT

 

 

 

Setting Up Equipment and How Equipment is Linked to Tasks (Pt.1)

 

 

 

Setting Up Equipment and How Equipment is Linked to Tasks (Pt.2)

 

 

 

Creating an Equipment List for Importing

 

 

 

Preparing Equipment and Task Lists for Import

 

 

 

Importing Equipment & Tasks

 

 

 

Deleting a Piece of Equipment

 

MULTIPLE LOCATIONS

 

 

 

Difference Between Main Settings Page and Location Information Page

 

 

 

Setting Up a Location

 

 

 

Explanation of Pages in the Second & Third Dropdown Menus

 

 

 

Work Order Values

 

 

 

Review the Work Order Process for Repair Request and Make a Repair

 

 

 

Work Orders and Work Order Reports

 

 

 

Purpose of Main Contact and How to Add

 

LISTS

 

 

 

Global Task List, How to Assign Tasks, and the Importance of Syncing Schedule Dates

 

 

 

Email Template List and Editing Subject Line & Body

 

 

 

Reading Type List and How to Add and Edit

 

 

 

Trade Type List and How to Add and Edit

 

 

 

Schedule List and How to Add and Edit

 

WORK ORDERS

 

 

 

Work Order Values

 

 

 

Review the Work Order Process for Repair Request and Make a Repair

 

 

 

Work Orders and Work Order Reports

 

 

 

Work Order - Repair Request

 

 

 

Work Order - Make a Repair

 

 

 

Work Orders and Why Markups are Hidden

 

 

 

Closing an Issue Ticket & Work Order from an Incomplete Report

 

 

 

Explanation of System Symbols

 

ISSUE TICKETS

 

 

 

Repairs, Issue Tickets, and Closed Issue Tickets

 

 

 

Closing an Issue Ticket & Work Order from an Incomplete Report

 

 

 

Issue Ticket Remains Open Email and Template

 

 

 

Explanation of System Symbols

 

NOTIFICATIONS

 

 

 

Time Zones & Schedules

 

 

 

Announcements Settings

 

 

 

Weekend Notifications

 

 

 

Holiday Notifications

 

 

 

Emails for Each Dashboard Action

 

 

 

Run a Schedule Through the Entire Process and Check Emails for Each Action

 

 

 

Email Template List and Editing Subject Line & Body

 

 

 

User Notification Checkboxes

 

LOGS

 

 

 

Reports Log Explained

 

 

 

Potential Log Explained

 

 

 

Explanation of System Symbols

 

REPORTS

 

 

 

Submitted Reports, Completed Reports, Incomplete Reports, and Downloadable Reports for Each

 

 

 

Uploading Media, Submitting Reports & Incomplete Reports

 

 

 

Work Orders and Work Order Reports

 

 

 

Explanation of System Symbols

 

DASHBOARD

 

 

 

Explanation of Three Task Columns and Filters in Dashboard

 

 

 

Task Blocking

 

 

 

Review Repairs, Readings, Notes & Icons

 

 

 

Review the Work Order Process for Repair Request and Make a Repair

 

 

 

Uploading Media, Submitting Reports & Incomplete Reports

 

 

 

Emails for Each Dashboard Action

 

 

 

Task Regeneration and Incomplete Repairs

 

 

 

Run a Schedule Through the Entire Process and Check Emails for Each Action

 

 

 

Media Downloading, Deleting and Filing Process

 

 

 

Make A Repair Explained - No Issue Ticket Assigned

 

 

 

Explanation of System Symbols

 

SETTINGS

 

 

 

Entering Users Into Settings

 

 

 

Difference Between Settings Page and Location Information Page

 

 

 

Company Information and Logo Change

 

 

 

Time Zones & Schedules

 

 

 

Announcements Settings

 

 

 

Work Order Values

 

 

 

Weekend Notifications

 

 

 

Holiday Notifications

 

 

 

Training Resources and The Training Resources Page

 

 

 

Explanation of Show Checkboxes

 

 

 

Setting Up a New Location

 

 

 

Purpose of Main Contact and How to Add

 

SUPPORT

 

 

 

Training Resources and the Training Resources Page

 

 

 

Tech Issues/Contact Us Link

 

 

 

Explanation of System Symbols

 

 

 

System Compatibility

 

 

 

Data Storage Warnings and Associated Cost

 

 

 

Date, Time, and User's Name Stamps

 

PAYMENT

 

 

 

Payment Options, Expiration Emails & How to Save