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Knowledge base
Getting Started (4)
Getting Started (7)
Logging In to SOMAX Web Application
Dashboard Icons and Descriptions
Look Up List Meanings and Descriptions
View all 7
Basic Information (2)
Hard Refresh in Chrome
Clearing Cached History in Chrome
Adding Records (6)
Adding a User
Adding a Part
Changing Password and Security Question
View all 6
Searching for Records (7)
Adding a Picture
Adding Tasks
Adding Notes
View all 7
Videos (6)
Configuration and User Management (4)
System Setup and Configuration
Managing Asset Groups
Reset Password
View all 4
Assets (1)
Adding and Maintaining Assets
Work Orders (6)
Work Order - Basics
Updating and Completing Work Orders
Daily Labor Scheduling
View all 6
Preventive Maintenance (2)
Preventive Maintenance Setup
PM Work Order Generation and Forecast
Inventory (3)
Adding and Maintaining Parts
Issuing Parts
Part Receipts
Procurement (3)
Purchase Request
Purchase Request Approvals
Purchase Order Receipts
Maintenance. (6)
Assets (8)
Adding Assets
Changing an Asset ID
Inactivate an Asset
View all 8
Work Orders (6)
Adding a Work Order
Editing a Work Order
Editing Work Order Additional Information
View all 6
Work Requests (2)
Adding a Work Request
Approving Work Requests
Labor Scheduling (2)
Assigning Approved Work Orders
Reassigning Work Orders
Preventive Maintenance (13)
Adding a PM Master Job
Adding an On Demand PM Master Job
Adding Tasks to a PM Master Job
View all 13
Meters (3)
Adding a Meter Record
Recording Meter Readings
Resetting a Meter
Inventory. (2)
Parts (10)
Adding Parts
Editing Part Information
Adding Assets to a Part
View all 10
Vendors (3)
Adding a Vendor
Editing Vendors
Adding a Vendor to a Part
Procurement (3)
Purchasing (10)
Adding a Purchase Request for Stock Parts
Adding a Purchase Request for Non Stock Parts
Approving Purchase Requests - Approval Workbench
View all 10
Receipts (4)
Purchase Order Receipts
Receipt History
Reversing Receipts
View all 4
Invoice Matching (3)
Adding an Invoice
Authorizing an Invoice for Payment
Editing an Invoice
Reports (1)
Basics (6)
Customizing Reports
Customizing Work Order with Labor Costs Report
Recently Accessed, Favorites, and Public Folders
View all 6
Configuration. (3)
Administrative Functions (11)
Client Setup
Site Setup
Notification Setup
View all 11
Libraries (2)
Adding an On Demand Maintenance Procedure
Activation of On Demand Maintenance Procedures
Accounts (2)
Adding an Account
Editing Account Numbers
Sanitation. (2)
Sanitation (15)
Overview of Sanitation
Adding a Sanitation On Demand Procedure
Adding Sanitation Jobs with On Demand Procedure
View all 15
Master Sanitation Schedule (7)
Creating a Master Sanitation Schedule
Generate Sanitation Jobs Using MSS
Adding Tasks to a MSS
View all 7
FAQs and Best Practices (2)
FAQs (35)
How can I review and print a complete list of all equipment?
I forgot my password, how do I reset it?
How do I delete a user from SOMAX?
View all 35
Best Practices (4)
Last Due vs Last Done
Meter Based Maintenance
IoT - The Future of Maintenance
View all 4