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Knowledge base
Getting Started (4)
Getting Started (10)
Getting Started
Logging In to SOMAX Web Application
Dashboard Icons and Descriptions
View all 10
Basic Information (4)
Refreshing your Browser: Hard and Soft
Clearing Cached History in Chrome
The Work Order Workflow
View all 4
Adding Records (3)
Changing Password and Security Question
Data Validation Rules for Asset, Part, and PM IDs
Multi Site Users - Adding a User to Multiple Sites
Searching for Records (4)
Exporting a Search Page
Viewing Task Status on Work Orders
Search Functions & Filters
View all 4
Videos (7)
Configuration and User Management (11)
System Setup and Configuration
Managing Asset Groups
Reset Password
View all 11
Assets (2)
Adding and Maintaining Assets
How to use Bulk Update
Work Orders (13)
Work Order - Basics
Updating and Completing Work Orders
Daily Labor Scheduling
View all 13
Preventive Maintenance (4)
Preventive Maintenance Setup
PM Work Order Generation and Forecast
PM Generation
View all 4
Inventory (9)
Adding and Maintaining Parts
Issuing Parts
Part Receipts
View all 9
Procurement (8)
Purchase Request
Purchase Request Approvals
Purchase Order Receipts
View all 8
Sanitation (4)
Sanitation Managing Sanitation Jobs
Sanitation Master Jobs and SSOP
Sanitation Master Schedule Generating Jobs
View all 4
Maintenance. (6)
Assets (21)
About Assets
Asset Planning & Naming
Adding an Asset
View all 21
Work Requests (5)
About Work Requests
Submitting a Work Request
Editing Work Requests
View all 5
Work Orders (15)
Adding and Viewing Work Order Costs
About Work Orders
Creating a Work Order
View all 15
Labor Scheduling (5)
About Labor Scheduling
Labor Scheduling
Daily Labor Scheduling & Reassigning
View all 5
Preventive Maintenance (13)
About Preventive Maintenance
Creating a PM Job
Creating a PM Schedule
View all 13
Meters (4)
About Meters
Creating a Meter
Recording a Meter Reading
View all 4
Inventory. (2)
Parts (15)
About Parts
Linking Parts and Vendors
Adding a New Part
View all 15
Vendors (9)
About Vendors
Adding a New Vendor
Editing a Vendor
View all 9
Procurement (3)
Purchasing (10)
About Purchasing
Creating a Purchase Request
Auto Purchasing
View all 10
Receipts (3)
Completing Purchase Orders (Receipts)
Printing Purchase Orders & Receipts
Reversing a Completed Order/Receipts
Invoice Matching (4)
Creating an Invoice : Invoice Matching
Authorizing an Invoice to be Paid : Invoice Matching
Paying an Invoice : Invoice Matching
View all 4
Configuration. (3)
Administrative Functions (16)
Setting Up Client Account & WO Wizard
Setting up Site Details
Setting Up Lookup Lists
View all 16
Libraries (3)
Adding an On Demand Work Order Procedure
Adding a Preventive Maintenance Library Procedure
Adding an On Demand Sanitation Procedure
Accounts (1)
Add or Edit an Account
Projects (1)
Projects (4)
About Projects
Adding Work Orders to Projects
Creating a Project
View all 4
Sanitation. (2)
Sanitation (18)
About Sanitation
Adding a Sanitation Request
Approving/Denying Sanitation Requests
View all 18
Master Sanitation Schedule (8)
Creating a Master Sanitation Schedule
Creating a Master Sanitation Schedule
Generating Master Sanitation Schedule Jobs
View all 8
Reports (2)
Basics (4)
How to Customize Reports
Printing & Exporting Reports
Creating a Report
View all 4
Individual Reports (84)
Asset List Report
Asset Warranty Report
Meter List
View all 84
FAQs and Best Practices (2)
FAQs (36)
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 36
Best Practices (5)
Calendar Based Maintenance: Last Due vs Last Done
Meter Based Maintenance
IoT - The Future of Maintenance
View all 5
Product Updates (1)
Product Updates (1)
Release Notes - November 2024