Advice and answers from the UpKeep Asset Operations Team

Search results for:categories

Add & Assign Categories to Work Orders 

Using categories is important when trying to create reports… How to Create New Work Order Categories On Web… How to Add Categories On Mobile

How to Create Custom Meter Categories

Categorize your meters!… How to Create Custom Meter Categories… Customizing categories holds significant value for you and your team

How to Create Custom Purchase Order Categories

Create purchase orders and categorize them for reporting purposes and identify trends… How to Create Purchase Order Categories… Available On: Business Plus Navigate to the Categories section Then click on the Purchase

How to Export Data from Upkeep

Categories… How to Import Checklist At this time, categories CANNOT be exported out of Upkeep… How to create categories At this time, files CANNOT be exported out of Upkeep

Hospitality - Hotel Management Workflows

Assign request to team when priority is high, location is assigned, and category is assigned… Assign request to team when category is assigned… Send Work Order reminder e-mail when specific category is assigned to work order

Tracking Asset Downtime

and Time this downtime started Select Add Downtime to save the changes​ Navigate to the Categories… category, click on the 3 vertical dots next to an existing category Now that you’ve added the custom categories

Facilities Management Workflows

Assign approved and categorized purchase order to vendor… IF Purchase Order is updated > AND Purchase Order status is Approved > AND Purchase Category is > THEN assign Vendor to Purchase Order… Facility Managers can set up categories within their UpKeep account to identify which vendors will need

User Type Capabilities Matrix

none Delete Customers full none full none none none Create Categories… full full none none none none Edit Categories full full none… none none none Delete Categories full none none none none

Limited Administrator User Type Overview

Files Parts Set of Parts Vendors and Customers Categories PM Triggers (

Equipment Management Workflows

Approve high priority request assigned to a specific category… Assign request to a team when the category is assigned… Approve purchase order with a specific category