Vendor Maintenance Overview
Welcome to the Maintenance section of the HeadCount CMMS for Vendors. This guide provides a comprehensive overview of the tools and functionalities available to you for efficient maintenance task management. Here, we will cover the following key areas:
Dashboards
The dashboard is your central hub for viewing key metrics related to your maintenance tasks in the selected building of your organization:
Info
-Metrics Overview: View metrics such as the number of open work orders, upcoming scheduled tasks,
and performance indicators specific to the selected building.
-Work Orders Access: Click on the pins in the map view to directly access and manage work orders.
Map View
The map view helps you visualize the location of your maintenance tasks:
Info
-Task Locations: See the geographical locations of all active and upcoming work orders.
-Navigation: Get directions and plan your route for the day, ensuring you reach each site promptly.
Request Portals
Request portals allow you to submit and manage maintenance requests easily:
Info
-Submitting Work Requests: Follow the steps to submit work requests through the portal, including filling out the required form.
-Visiting Portals: Access and navigate different portals to manage specific maintenance tasks.
-Viewing Portal QR Codes and Links: Learn how to view and use QR codes and portal links for quick access.
Assigned Work
Manage and execute your assigned work orders effectively:
Info
-Viewing Assigned Tasks: Access a list of all work orders assigned to you, with details on priority and due dates.
-Work Order Actions: View a work order, view the map pin for the work order, toggle work orders on or off your favorites list, or print the work order.
-Status Updates: Update the status of work orders as you progress through your tasks, including adding notes and uploading photos.
Completed Work
Review and manage completed work orders:
Info
-Finalizing Work Orders: Mark tasks as completed once they are finished, ensuring all required information is recorded.
-Work Order Actions: View the work order, view the map pin for the work order, or print the work order.
Reporting and Documentation: Generate reports on completed tasks for record-keeping and analysis.
By mastering these areas, you'll be well-equipped to handle all aspects of maintenance within the HeadCount CMMS. Each section of this guide includes detailed instructions, tips, and best practices to help you perform your tasks efficiently and effectively. Dive in and start exploring the powerful features available to you as a vendor.
