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Advice and answers from the UpKeep Asset Operations Team

Search results for:categories
How to Use Meter Categories
Categorize your meters!… How to Edit Custom Meter Categories… How to Create Custom Meter Categories
How to Create Work Order Categories 
Learn to create work order categories to help simplify reporting… How to Create New Work Order Categories On Web… How to Add Categories On Mobile
How to Create Custom Purchase Order Categories
Create purchase orders and categorize them for reporting purposes and identifying trends in your purchase orders… Tab to create a new category Select Add to create your new categories Once your categories… How to Create Purchase Order Categories
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
How to Edit/Manage Work Order Forms
Status - Learn more here Categories - Learn more here Timers - set timer categories to be
How to Create Custom Roles for UpKeep Users
Action Description Partial Create Add new items in Categories, Locations, Meters, and… Edit Modify existing Assets, Categories, Locations, Meters, and People & Teams… View Access information on Assets, Categories, Files, Locations, Meters, Parts & Sets of Parts, People
How to use Tags for your Parts
💡Tags enable you to organize each part into multiple categories or groupings
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
How to Import PM Trigger Templates
Preventative – Electrical Acceptable values: All default Category values and custom created categories… NOTE: The entry has to also exist in your categories section E - Work Order Priority
Limited Administrator User Type Overview
No Yes Set of Parts No Yes Vendors and Customers No Yes Categories