Training Videos
In 2025, our Product Engagement team will be updating the training videos.
Prior to beginning training, it is recommended you review the Eptura Asset Management Team to understand your key role within your team and which videos will be of most benefit to you.
We have several videos for you to watch:
Assets
 Videos
- Asset Overview - Learn about the Asset module and understand the benefits of using this module. (01:07 minutes)
- Understand the Asset Key Performance Indicators - In-depth look into the statistics of Asset Failures, Asset Category, Assets Not Utilized, Average Age, and Cost Compare. (1:28 minutes)
- Customize the Asset View - Learn how to find your assets, where they are located, and identify any outstanding issues. You can arrange the layout of grid according to your own needs.(1:31 minutes)
- Create an Asset - When a new asset is purchased, you will need to create an asset record so that it can be maintained. When you create an asset, you first need to complete the required information and then later the additional information can be completed. (0:55 seconds)
- Edit Asset Details - Learn about the Assets Details screen and what can be edited on your asset. (3:11 minutes)
Asset Settings
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Work Orders
Video
Work Orders
- Work Order Overview - Learn about the Work Order module and we will give you a tour around so you will become familiar with it. (01:52 minutes)
- Understand the Work Orders Key Performance Indicators - In-depth look into the statistics of unassigned work orders, on time rating, past-due, weekly workload, priority, and work origins. (02:36 minutes)
- Customize the Work Order View - Learn where you can see the full list of your Work Orders, along with the work order details at a glance. (3:17 minutes)
- Work Order Details screen - Learn about the Assets Details screen and what can be edited on your asset. (3:04 minutes)
- Create a Work Order - Learn how to create a work order quickly. (2:52 minutes)
- Clock in and Clock out of a Work Order - When you are working on a task, use the clock in and clock out to help you keep track of your time spent and remember there is an easy way to make adjustments to your time too. (3:07 minutes)
- Start Asset Downtime - Being able to take an asset offline due to repairs or other maintenance is part of the asset's life and you can track the downtime of any particular asset. (2:03 minutes)
Work Order Settings
Contact Module Settings
- Configure Labor Codes - Learn about Labor Codes where they allow you to create multiple labor codes that can be used across Eptura Asset at a Global level and these can be overridden at the Site (Department) or Employee level. (6:52 minutes)
Libraries - Price Points
- Set up your Price Points - Learn how to define the price points (or markup) on your products and services. (5:02 minutes)
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PMs and establishing your Maintenance Plans
Video
PMs
- PMs Overview Video - Learn about the benefits of PMs and Maintenance Plans, the concept of linking PM's (Date Based Or Log Based), and finally, where you can review and investigate your preventive costs versus your corrective costs. (7:13 minutes)
- Understand the PMs KPis - In-depth look into the statistics of PMs ready for work, estimated work vs actual work, and upcoming workload forecast. (1:52 minutes)
- Customize the PMs View - Learn how to find your PMs and you can arrange the layout of the screen according to your own needs. (2:41 minutes)
- Navigate around the PMs List View - Watch the video to become familiar with the PMs List View. (3:33 minutes)
Libraries - Maintenance Plans
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Inspections and Inspection Templates
Videos
- Inspections Overview - Learn about when an inspection needs to take place, what needs to be inspected, and how to respond. Additionally, you will learn who is involved in the inspection process. (2:21 minutes)
- Understand the Inspections KPIs - In-depth look into the statistics of inspection status, needs attention, pending review, and defects. (1:33 minutes)
- Customize the Inspections View - Learn how to find your inspections and you can arrange the layout of the screen according to your own needs. (1:54 minutes)
Libraries - Inspection Templates
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Work Requests
Video
Requests are now on the video production list.
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Inventory
Video
- Inventory Overview - Learn about Inventory principles and definitions, bin labeling systems, and overview of the inventory list. (2:24 minutes)
- Understand the Inventory Key Performance Indicators (2:30 minutes)
- Where's my Part? - If you open the Inventory module and you don't see your parts, we will show you how to locate them. (2:07 minutes)
- Customize the Inventory View - Learn how to find your inventory and you can arrange the layout of the screen according to your own needs. (2:58 minutes)
- Manage Bins - Learn how to create a Bin system for your inventory. (5:41 minutes)
- Create a New Part - Learn how to can manually create a new part in the Inventory module. (3:41 minutes)
- View the Part Details - Learn about the Part Details screen where you can find information about the part's location, stock levels, make adjustments, etc. (6:42 minutes)
- Adjust Inventory - Learn how to make adjustments for gains, losses, and purchases. (1:41 minutes)
Inventory Settings
- Inventory Settings - Learn how the Inventory module is set up with the General settings (used when you create a part), barcode labels, and Brand and Models. (03:01 minutes)
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Cycle Counts
Videos
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Inventory Transfers
Videos
- Inventory Transfers Overview - Learn about the Inventory Transfer concepts, what happens with the parts cost, what user permissions are needed, and what reports can be generated. (3:42 minutes)
- Understand the Transfers Key Performance Indicators - In-depth look into the statistics of the transfers that are active and pending. Also, this includes the top warehouses that are suppliers and consumers. (1:27 minutes)
- Customize the Inventory Transfer View - The list view is where you can see the full list of your inventory transfers and their status. You can arrange the layout of the grid according to your own needs. (2:41 minutes)
- Create and Receive an Inventory Transfer - This video will show you how to create a transfer and then add the parts to that transfer. (5:09 minutes) then it gets more interesting as it includes examples of showing you how to:
- Send & Receive a Local Inventory Transfer
- Send & Receive a Remove Inventory Transfer
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Vendors
Video
Vendors are now on the video production list.
- Vendor Overview
- Understand the Vendor Key Performance Indicators
- Customize the Vendor List View
- Create a new Vendor Record
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Purchase Orders
Video
Purchase Orders are now on the video production list.
- Purchase Overview Video (39:22 minutes)
- Purchase Module Overview
- Understand the Purchase Key Performance Indicators
- Customize the Purchase List View
- Create a new Purchase Order
- Purchase Order Details Screen
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Customers
Videos
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Invoicing
Videos
- Invoice Module Overview
- Understand the Invoices Key Performance Indicators - This gives you a quick, at-a-glance overview of your invoices. (1:27 minutes)
- Customize the Invoice List View - The list view is where you can see the full list of your invoices. You can arrange the layout of the grid according to your own needs. (2:16 minutes)
- Create an Estimate - This video is in production!
- Create an Invoice
- Invoice Details Screen
Invoice Settings
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Budgets, Budget Accounts, and Transactions
Video
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Work Companion App
Video
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Operator Companion Web App
Video
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Business Intelligence (BI)
Video
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Notify
Video
- Create an Email Notification - Learn how to create an email notification. (4:52 minutes)
- Create a Schedule Task - Learn how to create an automated task that will automatically generate the work orders from work requests and how to create an automated task that will take PMs that have come due and generate a work order. (3:56 minutes)
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Security
Video
- Security Roles and Roles Management - Security Roles determine what the user can see and do in Eptura Asset, watch the video to learn about the default Security Roles (3:39 minutes)
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