Learning Center

Lightning Modules 12

• Where'd my stuff go?
• Assets Webinar: Managing your Assets in Lightning
• Work Orders in Lightning Webinar
• PMs and Establishing Your Maintenance Plans Webinar
• Lightning Work Requests Webinar

View all 12

Mobile Apps 4

• Classic Mobile App
• ManagerPlus Mobile Overview - A ManagerPlus Cloud Webinar (Duration 43:42)
• ManagerPlus Mobile - A Cloud Classic Webinar
• Lightning Work Companion App

Alerts & Notifications 1

• Using Notify - A ManagerPlus Cloud Classic Webinar

BI (Business Intelligence) 2

• Overview of MangerPlus Bi - A ManagerPlus Cloud Webinar (Duration 33:25)
• BI: Business Intelligence

Cloud Classic 13

• Assets (Classic) - Creating Assets Effectively
• Creating Work Requests - A ManagerPlus Cloud Webinar (Duration 27:52)
• Managing Work Requests - A ManagerPlus Cloud Webinar (Duration 26:40)
• Budget Options - A ManagerPlus Cloud Webinar (Duration 22:11)
• Default Budgets - A ManagerPlus Cloud Webinar (Duration 26:38)

View all 13

Live Training Webinar Registration 1

• Lightning Training Webinars

Assets 15

• Creating a New Asset
• Creating a Work Order from the Asset Screen
• Managing an Attachment on an Asset
• Managing Images on an Asset
• Filtering Groups on an Asset

View all 15

Budget Accounts 6

• Budgets & Budget Accounts
• Creating a Budget (formerly Budget Group)
• Creating a Budget Account
• Editing Budget Accounts
• Budget Planning

View all 6

Bi (Business Intelligence 11

• Creating an Advanced Report
• Creating an Express Report
• Creating an Express View Report
• Copying a Report or Dashboard
• Standard Business Intelligence Report

View all 11

Connectors 9

• What is a Connector and How Do They Work
• Zonar
• ClearPath GPS
• GEOTAB
• GPS Insight

View all 9

Cycle Count 2

• Completing a Bulk Import Cycle Count
• Completing a Manual Cycle Count

Employee and User Management 9

• Creating and Editing Users/Employees
• Creating an Employee Record
• Managing Attachments and URLs on an Employee Record
• Managing Images on an Employee Record
• Managing Notes on an Employee Record

View all 9

General 2

• The Collaboration Center
• Understanding the Different License Types

Inspections 2

• Inspections for Lightning - Brand New Lightning Treatment!
• Converting Legacy Inspection PMs to Lightning Inspection PMs

Inventory 8

• Creating an Inventory Item Manually
• Adding an Image to a Part Record
• Managing Attachments in an Inventory
• Managing Notes to a Part Record
• Adding a Vendor to an Inventory Part Record

View all 8

Maintenance Plans 7

• Creating a New Maintenance Plan
• Adding an Attachment to a Maintenance Plan
• Adding a Note to a Maintenance Plan
• Editing a PM Record on a Maintenance Plan
• Inactivating, Editing, and Duplicating a Maintenance Plan Record

View all 7

Mobile 11

• Welcome to the Work Companion App!
• Completing a Work Order in ManagerPlus Mobile
• Where to Find the Company Code for ManagerPlus Mobile
• Downloading and Logging into ManagerPlus Mobile for the First Time
• Creating a Work Order in ManagerPlus Mobile

View all 11

Notify 4

• Subscribing to a Notification
• Creating a Notification
• Creating an Automated Task in Notify
• Using Tools in Notify

Planning Board 1

• Scheduling Work Orders and Inspections on the Planning Board

PMs 4

• Update PMs "Assigned To" Field
• Adjusting PMs Progress
• Creating Work Orders from Due PMs
• PMs Dashboard Overview

Purchase Orders 11

• Creating and Receiving a Purchase Order in Lightning
• Lightning Purchase Orders - Receiving Inventory
• Lightning Purchase Order Returns
• Adding an Invoice or Return to a Purchase Order
• Posting a Fulfilled Purchase Order

View all 11

RCA 2

• Mobile App Disruption - RCA
• Site Disruption Event - RCA

Reports 2

• Creating a Work Orders Report
• Creating a Logs Report

Schedules/Scheduling 4

• Building an Inspection Schedule
• Scheduling Groups Manually
• Managing Notes to a Schedule
• Adding an Attachment or URL to a Schedule Group

Security and Administration 5

• Edit Company Information
• Resetting your Password
• How to Change your Password
• How to Set Up the Barcode Client
• Security Roles & Role Management

Vendors 14

• Importing Vendors
• Managing Vendor Phone Numbers
• Managing Credit Memos for a Vendor
• Managing Notes in a Vendor Profile
• Associating a Part with a Vendor

View all 14

Work Orders 12

• Adding an Attachment to a Work Order
• Adding Labor to a Work Order
• Adding Notes to a Work Order
• Adding Other Costs to a Work Order
• Adding Parts to a Work Order

View all 12

Work Requests 8

• Adding Custom Fields for Work Request Management
• Creating a Work Request Portal
• Creating a Work Request through the Request Portal
• Adding an Attachment to a Work Request
• Adding Notes to a Work Request

View all 8

Technical 8

• FAQs
• System Requirements
• Glossary of Terms
• Customer Success Education Webinars
• Customer Support

View all 8

Release Notes 157

• RELEASE NOTES: 9/01/2016
• RELEASE NOTES: 9/08/2016
• RELEASE NOTES: 9/15/2016
• RELEASE NOTES: 9/29/2016
• RELEASE NOTES: 10/06/2016

View all 157

Assets (Classic) 15

• Creating an Asset Manually
• Managing Asset Settings
• Adding a Part in the Part Lookup
• Importing Assets
• Linking Common Parts to an Asset

View all 15

Certifications (Classic) 5

• Creating an Employee Certification
• Managing Attachments on an Employee Certification
• Managing Custom Terms in the Certification Status Lookup
• Managing Notes on an Employee Certification
• Viewing Employee Certifications

Bi - Business Intelligence (Classic) 12

• Managing Folders for Business Intelligence
• Setting Up Your Home Page Dashboard
• Managing Permissions for Business Intelligence
• Standard Business Intelligence Reports
• Copying a Report or Dashboard

View all 12

Budgets (Classic) 6

• Creating a Budget
• Adding a Previous Years Budget
• Deleting a Budget
• Creating a Budget Group
• Estimating a New Fiscal Year

View all 6

Customers Classic 7

• Managing Customer Entity Assignments
• Creating a Customer Record
• Customer Invoice and Work Order History
• Managing a Customer's Address
• Managing a Customer's Phone Number

View all 7

Inspections (Classic) 8

• Creating a Manual Inspection
• Executing an Inspection
• Adding an Attachment to an Inspection
• Adding Labor to an Inspection
• Managing Notes in an Inspection

View all 8

Inventory (Classic) 7

• Adding a Part to Your Inventory Manually
• Importing Inventory Items
• Creating an Inventory Item Manually
• Adding an Image to a Part Record
• Storing Barcodes in an Inventory

View all 7

Purchase Orders (Classic) 1

• Creating a Purchase Order Manually

Logs Classic 1

• Setting Up Log Warning Parameters

Reports (Classic) 4

• Setting Reports for Work Orders
• Setting Reports for Purchase Orders
• Setting Reports for Inspections
• Setting Custom Report Criteria

Security & Administration (Classic) 3

• Add or Edit Company Information
• Changing Your Password
• Resetting a Forgotten Password

User Management (Classic) 1

• Creating and Editing Users

Work Orders (Classic) 10

• Definitions of Fields in a Work Order
• Creating a Work Order
• Adding a Service Item to a Work Order
• Manually Adding Labor to a Work Order
• Re-Opening a Work Order

View all 10

Work Request (Classic) 9

• Creating a Work Request
• Creating a Work Request Through the Request Portal
• Finding Your Company's Request Portal URL
• Adding an Attachment to a Work Request
• Adding Notes to a Work Request

View all 9

Webinars (Classic) 0

ManagerPlus Onboarding Training Sessions (Classic) 9

• Getting Started - ManagerPlus Onboarding
• Asset Management - ManagerPlus Onboarding
• Inventory Management - ManagerPlus Onboarding
• Work Orders - ManagerPlus Onboarding
• ManagerPlus Mobile - ManagerPlus Onboarding

View all 9

New User Training Sessions (Classic) 4

• Getting Started - A ManagerPlus New User Training
• Assets - A ManagerPlus New User Training
• Budgets - A ManagerPlus New User Training
• Work Orders - A ManagerPlus New User Training