Documentation

• Work Management
• Introduction
• Navigating your workspace
• Work request vs work order
• Typical work management process flow
• Dashboard
• How To Guide
• Submit a work request
• Create vendor RFQ
• Add vendors' quotation
• Request for work request approval
• Approve a work request
• Add a new Planned Preventive maintenance (PPM) Type
• Convert PPM to work order
• Create a work order
• Approve a work order
• Add comment, remark or followup to a work order
• Create a payment requisition
• Approve a payment requisition
• Add payment to a payment requisition
• Search, Filters and Reports
• Quick search bar
• Filters
• Export listing and summary reports
• Vendor & Technician
• Creating Vendor
• Visitors Management
• Creating Visitor's Pass (Request Portal)
• Travel Management
• Space Booking
• Updating Space Booking
• Budget Tracking
• Payment Requisition
• Creating P.O Requisitions
• Creating P.O Requisitions from Approved Purchase Orders
• Requesting P.O Requisition Approvals
• Approving P.O Requisitions
• Adding Payments to P.O Requisitions
• Property Management
• Service Charge & Power Billing
• Facility Invoice

• Workshop Management
• Creating Maintenance requests
• Updating Maintenance requests (Performing inspection on main...
• Updating Maintenance requests (Adding inspections to task fo...
• Approving Maintenance Requests
• Creating Maintenance Job
• Adding Tasks to Maintenance
• Adding Items to Maintenance (external)
• Adding Warehouse Items to Maintenance
• Requesting Maintenance Job approval
• Approving Maintenance Job
• Updating Approved Maintenance Status (Started,Awaiting parts...
• Creating Maintenance Requisitions
• Requesting Approval for Maintenance Requisitions
• Approving Maintenance Requisitions
• Adding Payments to Maintenance Requisitions
• Fuel Management
• Submitting Fuel Vouchers
• Importing Fuel Vouchers
• Requesting Fuel Voucher Approvals
• Approving Fuel Vouchers
• Document Renewal Management
• Creating Issuing Organizations
• Creating Document Types
• Creating Vehicle Document Requisitions
• Renewing Expired Vehicle documents
• Importing Expired Documents (Document Requisitions)
• Requesting Document Requisition Approvals
• Approving Document Requisition
• Trip Management (Web)
• Creating Reservations
• Approving Reservations
• Confirming Approved Reservations
• Updating Ongoing Trips (Started) on the Reservations
• Updating Ongoing Trips (Closed) on the Reservations
• Updating Ongoing Trips (Closed)
• Trip Management (Mobile)
• Creating Reservations
• Approving Reservations
• Confirming Approved Reservations
• Updating Ongoing Trips (Started)
• Fleet Lease

• Inventory Management
• Creating Item Requests
• Requesting Item Request Approvals
• Approving Item Requests
• Creating Transfers from Approved Item Requests
• Creating New Transfer Form
• Requesting Item Transfers Approvals
• Approving Item Transfers
• Updating Item Transfers
• Receiving Items Transfers
• Creating Item Adjustments
• Requesting Item Adjustment Approvals
• Approving Item Adjustments
• Asset Management

• Procurement Management
• Creating Vendor Request for Quotations (RFQs)
• Adding New Vendors
• Submitting Vendor Quotations
• Selecting Preferred Vendor for RFQ
• Requesting RFQ Approvals
• Approving Vendor Quotations (RFQs)
• Declining Approvals
• Creating Purchase Orders (P.Os)
• Requesting P.O approvals
• Approving Purchase Orders
• Goods Receipts Notes Management
• Creating Goods Received Notes from approved P.O
• Creating Good Receipts Notes (Directly)
• Updating Goods Received Notes (GRNs)
• Requesting Goods Received Notes (GRNs) approvals
• Approving Goods Received Notes
• Purchase Order Requisitions Management
• Creating P.O requisitions from approved purchase orders
• Creating Purchase Order Requistions Directly
• Requesting Purchase Order Requisition Approvals
• Approving Purchase Order Requisitions
• Adding Payments to Purchase Order Requistions

• Trip Monitoring
• Movement History Tracking
• Geofencing & POI
• Alerts
• Create Rule
• Rule Lists
• Types of Alerts
• Notification Settings
• Rule Types
• Remote Immobilization
• Fuel Monitoring
• Eco Driving (Driver Behaviour Reports)
• Mobile Tracking
• Reports & Analytics
• Types of Reports
• Single Reports

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• Quick Start Guide For Admins