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How Do I Clean Up Duplicate or Misspelled Suppliers, Contractors or Vendors?

A common scenario I've been presented with: I have multiple vendors, companies or contractors in our Supplier list that are the same, but spelled differently or strangely. How did those duplicate or misspelled companies happen? What does that to do my …

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How ​do I add a logo in MaintenanceDirect for my work order webpage?

The image will need to be a JPG, JPEG or GIF file that is 150 pixels wide by 50 pixels tall. Note that if your graphic is smaller than 150x50, it will stretch or compress to fit into those dimensions, so you want to be sure your graphic is no more than …

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Does a Supervisor I see all work orders or just work they create?

Does a Supervisor I see all the work orders created for the entire school district or just the work orders they create at their campus?

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How Do I Track Stock and Tools in a Van, Other Vehicle or Tool Room?

Good methods to consider. I’d go with Inventory because there seems to be a business need in addition to a documentation need, then I’ll explain where PMs have benefit. OPTION 1: THE INVENTORY SOLUTION Where do you keep things? With the Dude’s …

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Inventory Scanning System

Great question, Giannina. Let’s break down some options for you. If others have ideas, please comment below. iPads or Smartphones As long as it has a browser and connectivity to the internet, you are good to go. There are multiple ways to issue out …

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How Do I Merge Duplicate Requester Accounts into a Single Account on MaintenanceDirect

Some of our requesters have accidentally created multiple requester accounts, some of which contain outdated information. We would like to merge (or achieve a similar result) these accounts into one single account that contains all of the requests made …

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Routing Maintenance Requests

In addition to routing rule updates, there are a couple of monitoring tricks. For Admins, there is a link for "Employees" on the right side of the Home tab. You can filter in various ways, to easily access a list of recent work, and I would use a time …

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Guidelines for setting Priority in MaintenanceDirect

I'm curious whether anyone has (and is willing to share) the guidelines they use to train users to REALISTICALLY identify the Priority of a Work Order.

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Sample Questions or Ideas for Surveys

Scenario from a client: We are thinking about sending out a Survey for our work orders. It looks like we use a third party survey tool. Is there one that the Dude recommends? Does theDude have a list of survey questions to help us get started?

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Why is there a Submittal Password on the MySchoolBuilding Portal Page?

If Requesters have individual user names and passwords, why is there a Submittal Password still on the page?

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