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Knowledge Base
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
Help Desk Software
by Freshdesk