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Eptura Knowledge Center

Administrator Role

 This role is defined as:

  • A licensed user who controls and protects the integrity of Eptura Asset.
  • They oversee User Access, Module Configurations, and Standard Operating Processes (SOPs) for the application.

Below describes the key responsibilities; the links will take you directly to the relevant articles or follow the learning path to be stepped through the articles.

Area Links

Employees & Users, and Role Management

You will have employees join and leave your company, from the Employees & Users area; you can manage your employees and employee type (user license), security role, and details.

It is important to understand the security roles as these determine what the users can see and do in Eptura Asset.


Data Imports

When you have a large amount of new assets, logs, or meter readings, inventory, or vendors, manually entering them into the platform one by one is a time-consuming task. Imports can help you cut down on manual entry by using a template that has already been generated for you.


Module Settings

Each module has various settings, and many of these are defined during implementation. You have the ability to adjust the settings, however, be aware that this will affect all users of Eptura Asset.

Below is a high-level overview of the settings:

  • Assets - General (status) - Category Settings (class, category, sub-category, custom fields) - Makes and Models
  • Work Orders
- General (settings, lookup, require reset logs etc
- Workflow
- Work Type (general, custom fields)
- Service Task (task and task group)
- Vendor Work (Vendor Work Order Form)
  • Inspections
- Defaults
- Operator Companion App
- Work Order Tie
- Work Order Defaults
- New Inspections Defects Option
  • Requests
- General (Status, custom fields)
- Email request
  • Inventory
- Defaults, Barcode Labels, List setup, Custom fields
  • Purchase Orders
- Defaults, Barcode Labels, List setup, Custom fields
  • Contact
- Employee (custom fields), Vendor (custom fields), Customer (custom fields)
  • Business Intelligence
- Upload file report, manage folders and permissions
  • Invoices
- General, List Setup, Custom fields
- Invoice Workflow
- Estimate Workflow
- Service Task (task and task group)


Assets and Work Orders

Explore the modules that are highly used:

  • Assets module - ​The asset data includes keeping an up-to-date inventory, providing financial information on leased versus owned equipment, and retaining information about contracts, warranties, and insurance, as well as information about the configurations and capabilities of each machine. This module makes it easy to track the utilization of assets and achieve optimal use of them.
  • Work Order module - When you understand your work orders, then you can track what is being worked on, who is doing the work, and track the costs involved. The better data you provide, the more we can help you anticipate your maintenance needs in the future. 


Business Intelligence (BI) Reports

Learn how to create reports and dashboards, define permissions, and schedule a report.