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Getting Started with UpKeep for Administrators
Introduction
Course Overview
Welcome to UpKeep! (1:57)
Understanding User Types and Permissions
Introduction to UpKeep User Types (0:20)
Permissions for each user type (3:16)
Adding Users in UpKeep (2:02)
How to Use Vendors and Customers (1:25)
Quiz
How to Access UpKeep Profile Settings
Editing Your Profile, Company Profile and Notification Settings (1:16)
Quiz
Best Practices for Data Collection
Importance of Location and Asset Data in UpKeep (0:40)
Methods for Effective Data Collection (1:31)
Best Practices for Locations (1:34)
Best Practices for Assets (1:52)
Using UpKeep's Import & Export Tool (2:40)
Additional Support (0:22)
Quiz
Common Workflows
Introduction to Common Workflows in UpKeep (0:19)
Request Workflow Overview (1:20)
Configure Internal Request Form (1:31)
Configure External Request Form (0:55)
Submitting Requests (1:03)
Approving Requests (1:06)
Introduction to Reactive Work Order Creation Workflow
Reactive Work Order Creation Workflow (0:36)
Configuring Work Order Fields (0:35)
Configuring Work Order Categories (0:51)
Creating Work Orders (1:42)
Navigating the Work Orders Home Page (1:37)
Processing Work Orders (1:42)
Additional Support (0:27)
Quiz
Resources for Success
Contacting Support (0:43)
The Maintenance Community
Next Steps and Further Learning Opportunities (0:19)
Course Feedback
Adding Users in UpKeep
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