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HeadCount CMMS User Guide

Find the answers you need, fast. This guide is your go-to resource for understanding all aspects of the HeadCount CMMS platform, from setup to advanced features.

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Map View for Vendors

 

The Map View section in HeadCount allows vendors to visualize and manage their assigned tasks using detailed maps of the buildings within their client organizations. This guide will walk you through navigating the Map View section, understanding its features, and effectively using the available tools.

 

Accessing Map View

 

To access the Map View section, follow these steps:

 

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-Navigate to the Map View Tab: You can find this tab in the left navigation bar of the application.


-View Building Maps: In the Map View, you will see high-quality maps of the buildings you have access to within your client organizations.

 

Viewing Work Orders on the Map


In the Map View, you can see all the tasks assigned to you that are not yet completed. These tasks are marked on the floor map with markers.

 

Steps to View Tasks:

 

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-Locate Markers on the Map: Each marker represents an assigned task. These markers help you quickly identify where tasks need to be performed within the building.

 

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Click a Marker: When you click on a marker, you will be presented with two options:


-View Task: This option allows you to view detailed information about the task.


-Complete and Submit Task: This option lets you mark the task as complete and submit it directly from the map view.


Using the Toolbar


There is a toolbar located at the top right of the Map View. This toolbar provides several useful tools to enhance your navigation and interaction with the map.

 

Toolbar Functions:

 

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-Minimize Toolbar: Allows you to minimize the toolbar to get a larger view of the map.


-Zoom In/Out: Use these buttons to zoom in for a closer look at the map details or zoom out to see a broader view of the building layout.


-Recenter the Map: This button re-centers the map to its default position, making it easier to navigate back to the main view if you’ve panned around.


-Toggle Task Markers: This option allows you to turn the task markers on or off. This can help declutter the map if you need to focus on specific areas without the markers.


Best Practices


To ensure effective use of the Map View, consider the following best practices:

 

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-Regularly Check the Map: Frequently check the Map View to stay updated on the locations of your assigned tasks.


-Use the Zoom Feature: Utilize the zoom feature to get a detailed view of specific areas or tasks within the building.


-Manage Tasks Efficiently: Use the options provided when clicking on markers to quickly view or complete tasks, streamlining your workflow.


By following these guidelines and making use of the features available in the Map View section, you can efficiently manage your tasks and ensure that all assignments are completed effectively and on time. If you have any questions or need further assistance, please refer to the help center or contact your supervisor.