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Unanswered questions

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DJC11Emerging Technician
 Tips & Tricks
Automate Parts Reorder

We use the same parts for our monthly PM work orders, and I’m looking into a way that a PO for new parts will automatically be made once a certain reorder point is reached.I cannot find a way to set up this automation, and am wondering if anyone knows how to do something like this or if it is even possible.Wehn going through automation, the only trigger is a meter reading, so I’m not sure if I should be looking to automate the process or if there is something within the “PO” section that is more suited for what I’m trying to achieve.Thanks.

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Brent
BrentEmerging Technician
 Product Q&A
Managing reoccurring work orders.

Hello, Does anyone know a way to manage reoccurring work orders to pause or not populate through certain calendar periods like holidays. When creating the work order as reoccurring it gives me options for start date as well as frequency of weeks and days from the completion of the work order.  I am looking for a finish date of a reoccurring work order as this would allow me to leave my calendar empty when the factory is not operating. Thank you. Brent. 

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keller34Emerging Technician
 Product Q&A
Request portal issues

I set up the request portal and it is all working fine EXCEPT the asset field. It gives everyone, including myself this error,”Failed to fetch assets.” I have assets and even did sub assets to no avail.I searched the help area and here but came up short. 

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keller34Emerging Technician
 Product Q&A
Reports with comments

I cannot find in the reports section if you can run reports with the comments on the report and export it to PDF.  If it is not there can it be added?  I have to send daily reports and would like to have the comments on them.  Maybe add it so it can be turn on and off under the column section of the export? Currently I have to use excel and copy my comments over and then send it that way.

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Mike
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Jake SASEmerging Technician
 Product Q&A
Customer Requestor Access

I have a maintenance business and I want to give my customers the ability to submit Requests for their assets. I can easily give them requestor access to be able to scan their asset QR codes to submit requests. Is there a way to give my customers requestor access without them seeing other requestor names and being able to message other requestors?

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HappyjdaysEmerging Technician
 Product Q&A
Automation Trigger

Hi, The only trigger selection that appears for me when I click on “New automation” is the “When: Meter Reading” field.Is this normally the case or is there a way to change the trigger to anything I choose?The first automation I’d like to create is to have an email sent when there are parts attached to a new work order created. Thanks

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keller34Emerging Technician
 Product Q&A
Email and App notifications

I have been testing this software out but have noticed that when a new request is made there is no place to add the team for it to go to.I want all requests to be auto approved, default to only one team (Maintenance team), and send them an email that a new WO/request has come in. Is this possible?

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DerranEmerging Technician
 Product Q&A
Calendar holidays

Can I add team members holidays to the work calendar so they can be seen as away when scheduling?

963
JCathey
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