Trackplan
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Knowledge base
FAQs:
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
Getting Started With Trackplan
Initial First Steps
0
Trackplan Overview
0
General
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 Apps
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
Help Desk Software
by Freshdesk