Trackplan

General FAQs 9

• Can I Get A Free Trial?
• How can I change the Job Contact Details?
• I would like a 1-to-1 demo of Trackplan
• Upload Centre
• How to Create a Four-Window View

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Alerts and Notifications 2

• Email Notifications
• Job Alerts

Workflows 7

• Workflow Overview
• Work Orders as Job Requests
• Job Approval and Completion
• Job Completion by a Resource
• Sending a Job for Authorisation

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Reports 5

• Can I Create My Own Customised Reports?
• Dashboard Views
• Report Manager
• Planned Maintenance Report
• Planned Maintenance Timeline Report

Initial First Steps 0

Trackplan Overview 0

Jobs 17

• Jobs Overview
• Jobs List
• Job Details
• Instruct a Resource on a Job
• Jobs Calendar

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Planned Maintenance 8

• Planned Maintenance Overview
• All Planned Items
• Planned Jobs
• Planned Schedules
• Planned Maintenance Calendar

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Reactive Maintenance 3

• Reactive Jobs
• Reactive Job Types
• Reactive Job Priorities

Requests 3

• Job Requests
• Helpdesk Overview
• Job Request Settings

Forms 7

• Forms Overview
• Form Designer
• Form Categories
• Form Results
• Form Library

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Sites 10

• Sites Overview
• Create a Site
• Site Types
• Site Regions
• Site Contacts

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Assets 7

• Assets Overview
• Assets List
• Asset Details
• Asset Classes
• Asset Attributes

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Stock 6

• Stock Overview
• Stock Categories
• Stock Levels
• Storage Areas
• Purchase Orders / Material Requests

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Resources 6

• Resources Overview
• Resource Details
• Resource Trades
• Resource Qualifications
• Resource Ranking

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Finance 6

• Time Sheets
• Expenses
• Resource Rate Cards
• Budgets / Contracts / POs
• Contract Apportionment Report

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Settings 7

• General Settings
• Email Templates
• Email Settings
• SMS / Text Messages
• Departments

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Users 4

• Users
• User Details
• User Types
• User Type Settings

Documents 1

• Documents Overview

Trackplan Manager App 2

• Trackplan Manager App Introduction
• Instructing a Resource in the Manager App

Trackplan Resource App 2

• Trackplan Resource App Introduction
• Resource App Image Editing

Trackplan Apps 4

• Mobile Apps with Offline Capability
• How Do I Get The Apps?
• Resource App Manager
• Manager App Users