Welcome to the HeadCount CMMS User Guide

Welcome to the HeadCount CMMS User Guide, your comprehensive resource for navigating and maximizing the benefits of HeadCount CMMS. This platform is engineered to support your maintenance and compliance management needs, offering a wide range of functionalities from user management to scheduled work orders.

How to Use This Guide

This user guide is divided into specific sections tailored to different user roles and functions within the HeadCount CMMS. Each section provides detailed instructions and resources to help you effectively use the platform. Here's an overview of what you'll find in each section and how to navigate the User Guide:

About HeadCount CMMS

Get an introduction to HeadCount CMMS, including its core features and benefits. This section provides a high-level overview of the platform, helping new users understand the overall capabilities and how it can support their organization's maintenance and compliance needs.

Admin User Guide

This section is designed for administrators responsible for managing the HeadCount CMMS. Key topics include:

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• -User Management: Learn how to add, customize, and manage user roles including Administrators, Technicians, Vendors, and Teams.


• -System Settings: Understand how to configure system settings to match your organizational structure and operational needs.


• -Reporting and Analytics: Discover tools and features for generating reports and analyzing data to improve decision-making.

Technician User Guide

Technicians can find everything they need to efficiently perform their tasks in this section. Key topics include:

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• -Profile Management: Customize your profile, including updating personal details and configuring dashboard preferences.


• -Maintenance Operations: Create and manage work requests, understand scheduled work orders (PM), and navigate the Map View for work order locations.


• -Portals and Work Requests: Learn how to submit work requests through portals and customize request forms for accurate information capture.

Vendor User Guide

Vendors working with your organization can refer to this section for guidance on using HeadCount CMMS. Key topics include:

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• -Accessing the System: Steps to log in and navigate the HeadCount CMMS.


• -Work Orders: Instructions on how to view and manage work orders assigned to them.


• -Compliance Tasks: Understand how to manage compliance-related tasks and ensure they meet the required standards.

Navigating the User Guide

The User Guide is structured to provide easy access to information and tutorials that support your use of HeadCount CMMS. Whether you're a new user getting acquainted with the system or a seasoned administrator looking to optimize your maintenance and compliance workflows, the User Guide is your go-to resource.

Getting Started

To get the most out of the User Guide:

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• -Identify Your Role: Start by identifying the section relevant to your role—Admin, Technician, or Vendor.


• -Explore Key Topics: Navigate through the key topics within your section to find detailed guides and tutorials.


• -Use the Search Function: If you're looking for specific information, use the search function at the top of the page to quickly find relevant articles.


• -Follow Step-by-Step Instructions: Many articles include step-by-step instructions with screenshots to help you follow along.


• -Watch Help Videos: Where available, watch help videos for a more visual learning experience.

We are committed to ensuring you have all the resources you need to effectively use HeadCount CMMS. If you have any questions or need further assistance, please don't hesitate to reach out through our support channels. Happy navigating!