Training Videos

 Asset Module

• 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)

 Tire Tracking

• Videos in production!

 Asset Settings

• Asset Settings - Learn how the Asset Module is set up with the General Category, and the Makes and Models settings. (4:21 minutes)
• Create and Edit Asset Status - Learn how to control which statuses are available for your assets and you can create new statuses or edit existing ones. (1:39 minutes)
• Create, Edit, or Delete a Category or Subcategory - Learn to manage your categories and sub categories. (06:03 minutes)
• Add a Meter and Fluid Log to a Category - Learn how to add Meters and Logs to an asset's category. ( 02:23 minutes)

 Work Orders Module

• 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

• Work Order Settings Overview - Learn how the Work Order module is set up with the General settings, Workflow, Work Type settings, Service Tasks, and the Vendor Work settings, which is used to set up the Vendor Portal. (07:05 minutes)
• Set up Workflow for Work Orders - Watch the video to learn how to set up the workflow. (02:17 minutes)
• Set up Service Tasks for Work Orders - Watch the video to learn how to set up the service tasks. (04:10 minutes)

 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)

 Price Points

Settings Module > 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)

 PMs Module

• 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)

 Maintenance Plans

Settings Module > Libraries > Maintenance Plans

• Create a Maintenance Plan for a Sprinkler System - Learn how to create a maintenance with this Sprinkler System example. (4:09 minutes)
• Linking PMs - Sprinkler System Example - Learn how to link date-based PMs with this Sprinkler System example. (2:26 minutes)
• Create a Maintenance Plan for a Truck - Learn how to create a maintenance with this Truck example. (5:15 minutes)
• Linking PMs - Truck Example - Learn how to link log-based PMs with this Truck example. (2:37 minutes)

 Inspections Module

• 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)

 Inspection Templates

Settings Module > Libraries > Inspection Templates

• Create an Inspection Templates Example Video - Watch the video to see how an Air Compressor inspected template is created.(5 minutes)
• Create an Inspection - Pass - Watch the video to learn what happens when the asset passes an inspection. (1:33 minutes)
• Create an Inspection - Fail - Watch the video to learn what happens when the asset fails an inspection. (1:39 minutes)

 Request Module

• Requests Overview - Learn about the Request Module and the Request Portals. (2:44 minutes)
• Understand the Requests Key Performance Indicators - In-depth look into the statistics of your requests received, unprocessed requests, active requests, priority pie chart, aging, and number of requests by priority. (1:31 minutes)
• Customize the Request View - Learn how to organize your requests and you can arrange the layout of the screen according to your needs. (2:43 minutes)
• Create a new Work Request & Working on a Request (articles)

 Request Portal

Settings Module > Tools and Support > Portal

• Using the Request Portal - We will show you around the Request Portal, so you will know how a Secured Portal and an Open Form Portal behave. (1:40 minutes)
• Set up a Secured Request Portal - Learn how to set up a Secured Request Portal that requires employees and requesters to log in before they submit a request. (5:13 minutes)
• Set up an Open Form Request Portal - Learn how to set up an Open Form Request Portal. (5:25 minutes)

 Inventory Module

• 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 you 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)

 Cycle Counts Module

• Cycle Counts Overview - Learn how the Cycle Counts module allows you to count, audit, or stocktake the Inventory levels you already have on hand.  (2:10 minutes)
• Understand the Cycle Counts Key Performance Indicators - In-depth look into the statistics of Inventory Counted, Cycle Count Status, Inventory Accuracy, Quantity Variance, and Cost Variance. (1:33 minutes)
• Customize the Cycle Count View - The list view is where you can see the full list of your Cycle Counts and their status. You can arrange the layout of the grid according to your own needs. (1:41 minutes)
• Create a Cycle Count - When you want to complete a count, stocktake, or audit of your inventory parts, you can easily create a cycle count. (4:28 minutes)
• Complete a Cycle Count - Learn how to complete the cycle counts and delete cycle counts you no longer need. (4:52 minutes)
• Import and Export Parts for a Cycle Count (article)

 Inventory Transfers Module

• 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

 Vendor Module

• Vendor Overview - The Vendor module is a directory for all your suppliers of goods and services. The list allows you to quickly search and filter your vendors by fields such as type, website, or rating. (3:09 minutes)
• Understand the Vendor Key Performance Indicators - In-depth look into the statistics of Average Rating for your Vendors, Work Order Type, Purchase Order Status, and Vendor Type. (1:29 minutes)
• Customize the Vendor List View - The list view is where you can see the full list of your Vendors, along with the vendor details at a glance. (2:20 minutes)
• Create a new Vendor Record - Learn how to create a new Vendor Record and complete the details. (5:34 minutes)

 Vendor Portal

• Using the Vendor Portal - Much of your maintenance responsibilities may be performed by outside contractors or vendors. The Vendor Portal allows contractors to easily report back to you the work they performed and to list costs and expenses incurred while maintaining your assets and equipment. (3:22 minutes)
• Set up the Vendor Portal -  The Vendor Portal is a way for a vendor to add information to a work order through their mobile device or desktop. (2:09 minutes)

 Purchase Order Module

• Purchase Order Overview - The Purchase Order module can help you have greater control of your inventory management and parts warehousing needs. (2:22 minutes)
• Understand the Purchase Orders KPIs - In-depth look into the statistics of total active purchase orders, budget group monthly spend, purchase order activity, purchase orders by status.(1:18 minutes)
• Customize the Purchase Order View - The list view is where you can see the full list of your Purchase Orders, along with the vendor details at a glance. (2:51 minutes)
• Create a new Purchase Order - Learn how to create purchase orders from suggestions or create a purchase order manually (4:08 minutes)
• Working on a Purchase Order - Learn about what can be edited after the purchase order is created and you can receive the shipments against the purchase order (6:09 minutes)
• Link a Work Order to a Purchase Order - When ordering parts for a job, you can link the related Work Orders to your Purchase Order. This allows for easy navigation between them to track their progress. (2:06 minutes)
• Receive Parts - When a shipment arrives, it is important to complete the receiving of the ordered parts as this makes it instantly available for your business to use. (2:17 minutes)
• Return Parts - When parts need to be returned to the vendor, you can create a Return Purchase Order to track the return and decrease your inventory levels. (1:54 minutes)

 Purchase Order Settings

• Purchase Order's General Settings - Learn how the Purchase module is set up with the General settings. (2:11 minutes)
• Set up Purchase Order Workflow - Watch the video to learn how to set up the workflow. (03:45 minutes)

 Customer Module

• Customer Module Overview - The Customer Module is where you can manage all your customer details, notes, price points, and quickly look up work orders and invoices. (3:43 minutes)
• Understand the Customer Key Performance Indicators -  This gives you a quick, at-a-glance, view of your customers and their work orders and invoices. (1:25 minutes)
• Customize the Customer List View - The list view is where you can see the full list of your customers. You can arrange the layout of the grid according to your own needs. (2:15 minutes)
• Create a new Customer Record - Learn how to create a customer record. (3:23 minutes)

 Invoice Module

• Invoice Module Overview - Learn how to create digital invoices and estimates for your customers. (3:35 minutes)
• 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 - Estimates are often the first step in a transaction with your customer. Learn how to create, update, and convert an estimate. (5:20 minutes)
• Create an Invoice - There are a few different ways that invoices can be created, such as from complete work orders, from estimates, or manually. (4:37 minutes)

 Invoice Settings

• Invoice Settings Overview - Learn how the Invoice module is set up with the General settings, Estimate Workflow, Invoice Workflow, and Service Tasks settings. (4:56 mins)
• Set up Estimate and Invoice Workflow - Learn how to set up the workflow for your estimates and invoices. (6:35 mins)

 Settings Module

Administration > Budget Accounts

Administration > Budget Transactions

• Understanding Budgets, Budget Accounts, and Transactions - Learn about budgets, budget accounts, and transactions, how they are organized and created. Additionally, learn how they can be applied to each site or location, or you can use a single global budget. (4:31 minutes)

 Work Companion

• Work Companion App Overview Video (35:00 minutes)

 Operator Companion

• Operator Companion Web App Video - Learn how your operators, drivers, and users of your equipment can perform Inspections and look up Assets. (1:46 minutes)

 BI Module

• Business Intelligence Overview Video - We will take you through the BI module's recommended practices and will show you around the report's edit mode. (4:47 minutes)

 Settings Module

Tools and Support > Notify

• 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)

 Settings Module

Administration > Security Roles

• 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)