# UpKeep

> Help center for UpKeep Asset Operations

## Getting UpKeep Off The Ground and Your Team Trained

- [What is UpKeep?](http://help.onupkeep.com/en/articles/1746954-what-is-upkeep.md): Brief overview of what UpKeep is and how it could help your team.
- [What technical requirements are needed to use UpKeep?](http://help.onupkeep.com/en/articles/109731-what-technical-requirements-are-needed-to-use-upkeep.md): iOS, Android, Web Application Requirements
- [Get UpKeep Certified: Learn the Platform with Free Courses](http://help.onupkeep.com/en/articles/4580817-get-upkeep-certified-learn-the-platform-with-free-courses.md): Get your team UpKeep Certified!
- [Navigating the Left Navigation Panel in UpKeep](http://help.onupkeep.com/en/articles/13636442-navigating-the-left-navigation-panel-in-upkeep.md): Learn how to seamlessly navigate through UpKeep
- [UpKeep User Type Capabilities Matrix](http://help.onupkeep.com/en/articles/5866996-upkeep-user-type-capabilities-matrix.md): A look at the functionality and permission for each User Type
- [How to Set Up Your UpKeep Account: Step-by-Step Guide](http://help.onupkeep.com/en/articles/5607585-how-to-set-up-your-upkeep-account-step-by-step-guide.md): Start here to build the foundations of your UpKeep account.
- [Advanced Steps for Account Set-Up](http://help.onupkeep.com/en/articles/4658030-advanced-steps-for-account-set-up.md): Take your UpKeep account to the next level with request forms, vendors and customers, parts and inventory, checklists, preventive maintenance, and meters.
- [Get Your Team Started with UpKeep](http://help.onupkeep.com/en/articles/6677433-get-your-team-started-with-upkeep.md): This article will help your team get started with UpKeep
- [Team Introduction Template Option](http://help.onupkeep.com/en/articles/4626750-team-introduction-template-option.md): Communicate to your team that you are implementing a new system with this quick template that you can edit!
- [Introduce your Team to the UpKeep Request Portal Template Email Example](http://help.onupkeep.com/en/articles/4730274-introduce-your-team-to-the-upkeep-request-portal-template-email-example.md): Adopting a new system can be difficult and confusing - use this template to introduce the Request portal and be set up for long term success
- [UpKeep's User Types: Roles and Responsibilities Overview](http://help.onupkeep.com/en/articles/108077-upkeep-s-user-types-roles-and-responsibilities-overview.md): There are 6 user types to select from and 4 of those user types are paid and 2 are free.
- [What features are included in the Enterprise plan?](http://help.onupkeep.com/en/articles/6782499-what-features-are-included-in-the-enterprise-plan.md): View past invoices, update payment method/credit card, add licenses to your account
- [How to downgrade or cancel your account](http://help.onupkeep.com/en/articles/397918-how-to-downgrade-or-cancel-your-account.md): How to deal with downgrading or canceling your UpKeep Subscription
- [Spanish Technician User Training - Mobile App](http://help.onupkeep.com/en/articles/5052082-spanish-technician-user-training-mobile-app.md): Aprende a usar la aplicación de UpKeep como Técnico
- [UpKeep Onboarding Webinars](http://help.onupkeep.com/en/articles/5192132-upkeep-onboarding-webinars.md): Training Resources for those new to UpKeep
- [Spanish Administrator Training - Web Application](http://help.onupkeep.com/en/articles/15015396-spanish-administrator-training-web-application.md): Entrenamiento de administrador de UpKeep en español — aplicación web.
- [Administrator Team Training](http://help.onupkeep.com/en/articles/4646189-administrator-team-training.md): Team Training Video for Administrator Users
- [Technician User Training - Mobile App](http://help.onupkeep.com/en/articles/4646138-technician-user-training-mobile-app.md): Learn how to use UpKeep's application as a Technician.

## UpKeep People & Teams and Vendors & Customers

- [How to Add, Edit, or Remove Users](http://help.onupkeep.com/en/articles/1746935-how-to-add-edit-or-remove-users.md): Learn how to invite and manage your users on UpKeep.
- [Inviting a New User Error/User already Exists](http://help.onupkeep.com/en/articles/112037-inviting-a-new-user-error-user-already-exists.md): Getting an error that a username has already been taken? UpKeep only allows 1 email per account
- [How to Create Custom Roles for UpKeep Users](http://help.onupkeep.com/en/articles/6281944-how-to-create-custom-roles-for-upkeep-users.md): Learn how to create custom roles for your Upkeep users
- [How to Create and Edit Teams](http://help.onupkeep.com/en/articles/9660423-how-to-create-and-edit-teams.md): Learn how to create and add users to Teams
- [How to Navigate your People & Teams Section](http://help.onupkeep.com/en/articles/9692899-how-to-navigate-your-people-teams-section.md): Learn the basics of how to navigate your People & Teams section
- [People & Teams Field Glossary: From Roles to Categories](http://help.onupkeep.com/en/articles/11749020-people-teams-field-glossary-from-roles-to-categories.md): Understanding the different fields that are available when editing user profiles
- [Limited Administrator User Type Overview](http://help.onupkeep.com/en/articles/5662388-limited-administrator-user-type-overview.md): Quick overview of functionality and notes on our Limited Administrator user type
- [Limited Technician Overview](http://help.onupkeep.com/en/articles/5052081-limited-technician-overview.md): Limited technicians will ONLY be able to see what they are assigned to or have created themselves.
- [How to Change Your Email Address/Username](http://help.onupkeep.com/en/articles/2589877-how-to-change-your-email-address-username.md): Learn how to change your email associated with your UpKeep login
- [How to Change and Reset Your Password](http://help.onupkeep.com/en/articles/2966129-how-to-change-and-reset-your-password.md): Learn how to change and reset your password across web and mobile devices
- [Location Based Permissions for Users in UpKeep](http://help.onupkeep.com/en/articles/6699722-location-based-permissions-for-users-in-upkeep.md): Learn how to set location based permissions so that your users can only see certain locations and the attributes tied to those locations.
- [What features are included in the Enterprise plan?](http://help.onupkeep.com/en/articles/456185-what-features-are-included-in-the-enterprise-plan.md): Learn how to manage push notifications and emails that are sent via UpKeep on Web and Mobile Applications.
- [How to Use the Multi-Site Module](http://help.onupkeep.com/en/articles/4859952-how-to-use-the-multi-site-module.md): Access multiple sites/UpKeep accounts on a single account!
- [Video - How to Setup Multi-Site](http://help.onupkeep.com/en/articles/6368034-video-how-to-setup-multi-site.md): Quick demonstration on multi-site
- [How to Import or Update Users](http://help.onupkeep.com/en/articles/4727856-how-to-import-or-update-users.md): Learn to quickly import \(and subsequently send invites to\) users to your team in bulk!
- [How to Import/Update Vendors and Customers](http://help.onupkeep.com/en/articles/4727828-how-to-import-update-vendors-and-customers.md): Learn to quickly bulk-import vendors and vendor information into UpKeep!
- [UpKeep People & Teams - Video Walkthrough](http://help.onupkeep.com/en/articles/6552062-upkeep-people-teams-video-walkthrough.md): Explore UpKeeps People & Teams with this video walkthrough. Learn about updated features, user management, and team organization
- [Video - Requester Mobile and Web Team Training](http://help.onupkeep.com/en/articles/6705270-video-requester-mobile-and-web-team-training.md): Team Training videos for limited technicians on the iOS and Android mobile apps!
- [Video - Location based Permissions Walk through](http://help.onupkeep.com/en/articles/6729950-video-location-based-permissions-walk-through.md): How Location based Permissions work and look
- [Video - Requester Users Team Training Spanish](http://help.onupkeep.com/en/articles/4646166-video-requester-users-team-training-spanish.md): Video - Entrenamiento del Equipo de Usuarios Solicitantes Español

## UpKeep Locations

- [Locations Section Overview](http://help.onupkeep.com/en/articles/8346115-locations-section-overview.md): Learn the structure and basic navigation of UpKeeps Locations Module
- [How to Add Locations & Sub-Locations](http://help.onupkeep.com/en/articles/1746933-how-to-add-locations-sub-locations.md): Learn how team administrators can easily add and manage locations and facilities with this step-by-step guide.
- [How to Create Floor Plans](http://help.onupkeep.com/en/articles/3097270-how-to-create-floor-plans.md): Leverage UpKeep to create an interactive Floor Plan, providing your team with a map of your facility, enhancing navigation and efficiency
- [How to Import or Update Locations](http://help.onupkeep.com/en/articles/1746948-how-to-import-or-update-locations.md): Learn to import new data and update existing location data using UpKeep's import tool
- [How to Edit your Location Information](http://help.onupkeep.com/en/articles/9405903-how-to-edit-your-location-information.md): How to make any changes to your Location information
- [Video - How to Add Locations & Sub-Locations](http://help.onupkeep.com/en/articles/6551980-video-how-to-add-locations-sub-locations.md): Learn to create location and sublocations on Web and Mobile

## UpKeep Assets

- [Create and Edit Assets](http://help.onupkeep.com/en/articles/4658340-create-and-edit-assets.md): Learn how to create, organize, and update assets in UpKeep on web and mobile.
- [How to Create, Edit, and Remove Custom Asset Fields](http://help.onupkeep.com/en/articles/5708540-how-to-create-edit-and-remove-custom-asset-fields.md): Learn how to create and manage custom fields for Assets. Enterprise Only
- [Tracking Asset Downtime](http://help.onupkeep.com/en/articles/2589870-tracking-asset-downtime.md): Learn how to track and manage the downtime of your companies assets.
- [How to Calculate Asset Depreciation](http://help.onupkeep.com/en/articles/2589770-how-to-calculate-asset-depreciation.md): Learn to track asset depreciation to better manage cost of maintenance for your company.
- [How to Use Asset Check-In and Check-Out](http://help.onupkeep.com/en/articles/1948795-how-to-use-asset-check-in-and-check-out.md): Learn to easily keep track of all your assets. Always know which of your assets are available and who has them.
- [How to Set an Asset Schedule](http://help.onupkeep.com/en/articles/8870911-how-to-set-an-asset-schedule.md): Learn how to create an asset schedule, assign that schedule to an asset & the effect an asset schedule has on uptime and downtime percentage
- [How to Filter Work Orders in the Assets Section](http://help.onupkeep.com/en/articles/9265518-how-to-filter-work-orders-in-the-assets-section.md): Learn how to review your Work Orders while working in the Assets section of UpKeep
- [How to Create QR Codes Single Assets](http://help.onupkeep.com/en/articles/6980988-how-to-create-qr-codes-single-assets.md): Learn how to print only a single or a few asset QR codes
- [How to create Asset QR codes for ALL Assets](http://help.onupkeep.com/en/articles/2589850-how-to-create-asset-qr-codes-for-all-assets.md): Learn how to generate QR codes for your assets, making scanning effortless with the UpKeep Mobile App.
- [How to Archive or Delete an Asset](http://help.onupkeep.com/en/articles/6695918-how-to-archive-or-delete-an-asset.md): Learn how to delete and archive assets you no longer need active
- [How to Import or Update Assets](http://help.onupkeep.com/en/articles/4723801-how-to-import-or-update-assets.md): Learn to import new data and update existing data using UpKeep's import tool.
- [Video - How to Create an Asset](http://help.onupkeep.com/en/articles/6551949-video-how-to-create-an-asset.md): Learn how to create an asset inside the UpKeep Web and Mobile Applications
- [Video - How to Filter the Assets List Page](http://help.onupkeep.com/en/articles/6677528-video-how-to-filter-the-assets-list-page.md): Learn how to filter assets on Web
- [Video - How to Delete or Archive an Asset](http://help.onupkeep.com/en/articles/6695948-video-how-to-delete-or-archive-an-asset.md): Learn how to delete or archive your assets in Upkeep.
- [Video - Basic Understanding of QR Codes](http://help.onupkeep.com/en/articles/6368154-video-basic-understanding-of-qr-codes.md): Quick Demonstration over QR Codes and Benefits
- [Video -Asset Downtime Tracking](http://help.onupkeep.com/en/articles/4649321-video-asset-downtime-tracking.md): Video Walkthrough on Setting and reporting on Asset Downtime

## UpKeep Work Orders

- [How to Create New Work Orders](http://help.onupkeep.com/en/articles/9597038-how-to-create-new-work-orders.md): Learn how to create Work Orders
- [How to View and Process Work Orders On Web](http://help.onupkeep.com/en/articles/9602737-how-to-view-and-process-work-orders-on-web.md): Learn how to view and process Work Orders
- [How to Add Photos to Work Orders](http://help.onupkeep.com/en/articles/1948794-how-to-add-photos-to-work-orders.md): This article explains how you can add and annotate photos on work orders on mobile.
- [How to add a Task or Checklist to a Work Order](http://help.onupkeep.com/en/articles/6677483-how-to-add-a-task-or-checklist-to-a-work-order.md): How to add specific task items that need to be done on a work order
- [How to upload Files to UpKeep and to a Work Order](http://help.onupkeep.com/en/articles/5181073-how-to-upload-files-to-upkeep-and-to-a-work-order.md): Learn to upload photos, PDFs, and MP4 files to your UpKeep account
- [How to Record Time to a Work Order](http://help.onupkeep.com/en/articles/4712446-how-to-record-time-to-a-work-order.md): Learn how to add time, start the work order timer, and track labor on web, iOS, and Android — including the new instant-start mobile timer.
- [How to Calculate Time & Cost to a Work Order](http://help.onupkeep.com/en/articles/4925963-how-to-calculate-time-cost-to-a-work-order.md): Learn to add hourly/labor rates to specific technicians and automatically calculate the cost!
- [Work Order Signature Capture](http://help.onupkeep.com/en/articles/433562-work-order-signature-capture.md): Learn how to enable the WO signature capture feature!
- [How to Add Work Order Close Out Notes](http://help.onupkeep.com/en/articles/9829323-how-to-add-work-order-close-out-notes.md): Learn how to leave closeout notes to share what helped solve the Work Order
- [How to Duplicate Work Orders](http://help.onupkeep.com/en/articles/2466546-how-to-duplicate-work-orders.md): You can duplicate work orders if you are reusing a lot of the same elements and create new work orders more quickly!
- [How to Create an Invoice](http://help.onupkeep.com/en/articles/1746942-how-to-create-an-invoice.md): You can create an invoice in UpKeep to download or print by billing your customer for a work order
- [How to Link Work Orders](http://help.onupkeep.com/en/articles/4702402-how-to-link-work-orders.md): If you have several, similar work orders, you can link them together to help your team see the full story of the work order
- [How to Use Work Order Templates](http://help.onupkeep.com/en/articles/11833676-how-to-use-work-order-templates.md): Learn how to use Work Order Templates
- [How to Customize the Columns in the Work Order Table List View](http://help.onupkeep.com/en/articles/2466537-how-to-customize-the-columns-in-the-work-order-table-list-view.md): You can customize the desired width of the columns and which column headings you want on the table
- [How to Filter Work Orders on Web](http://help.onupkeep.com/en/articles/9597064-how-to-filter-work-orders-on-web.md): Learn how to filter, save, and share custom Work Order views in UpKeep to streamline your maintenance workflows and quickly locate key tasks.
- [Work Order Feedback](http://help.onupkeep.com/en/articles/6545875-work-order-feedback.md): Feedback can be given on work orders, this article shows you how it works.
- [How to set your Work Order Number Start Count](http://help.onupkeep.com/en/articles/2966105-how-to-set-your-work-order-number-start-count.md): UpKeep allows you the ability to set your Work Order Start Count so that your team can utilize the Work Order numbers that you desire.
- [How to Edit/Manage Work Order Forms](http://help.onupkeep.com/en/articles/4712524-how-to-edit-manage-work-order-forms.md): Learn how to configure work order forms
- [How to Create Custom Work Order Statuses](http://help.onupkeep.com/en/articles/9145531-how-to-create-custom-work-order-statuses.md): A guide to creating and using Custom Work Order Statuses
- [How to Use Work Order Custom Fields](http://help.onupkeep.com/en/articles/10984737-how-to-use-work-order-custom-fields.md): How to get additional custom Fields for your Work Orders
- [How to Create Work Order Categories ](http://help.onupkeep.com/en/articles/1746938-how-to-create-work-order-categories.md): Learn to create work order categories to help simplify reporting
- [How to Export Work Orders](http://help.onupkeep.com/en/articles/9736598-how-to-export-work-orders.md): Export Work Orders as CSV or PDF, track them on the new Exports page, and download up to 500 work orders at once.
- [How to Import or Update Work Orders and Work Order History](http://help.onupkeep.com/en/articles/1746947-how-to-import-or-update-work-orders-and-work-order-history.md): Learn to import your previous WO history into UpKeep using our CSV spreadsheet template
- [How to View and Process Work Orders On Web \(New\)](http://help.onupkeep.com/en/articles/15545270-how-to-view-and-process-work-orders-on-web-new.md): Learn how to view and process Work Orders on the new Work Orders interface
- [How to Bookmark your Work Orders \(New\)](http://help.onupkeep.com/en/articles/4712546-how-to-bookmark-your-work-orders-new.md): Keep an eye on important work orders or use them for offline mode!
- [How to Add Images and Notes to a Task on a Work Order via Web \(New\) and Mobile](http://help.onupkeep.com/en/articles/6677486-how-to-add-images-and-notes-to-a-task-on-a-work-order-via-web-new-and-mobile.md): Learn how to add images, notes, and files to individual tasks on a Work Order on both web and mobile platforms to document proof of work.

## Requests

- [Overview: Manage Your Request Forms](http://help.onupkeep.com/en/articles/14242446-overview-manage-your-request-forms.md): Set up and manage request form in UpKeep to standardize request submissions, capture key details, and streamline the transition from request to work order.
- [Configure the Internal Request Form](http://help.onupkeep.com/en/articles/14243290-configure-the-internal-request-form.md): Customize the internal request form to control what information UpKeep users provide when submitting work requests.
- [Configure the New UpKeep Request Portal](http://help.onupkeep.com/en/articles/12158452-configure-the-new-upkeep-request-portal.md): Learn how to set up the new UpKeep Request Portal
- [How Administrators and Limited Administrators Can Approve and Manage Work Order Requests](http://help.onupkeep.com/en/articles/9627833-how-administrators-and-limited-administrators-can-approve-and-manage-work-order-requests.md): Learn how Admins and Limited Admins can review, approve, and decline work order requests on web and mobile.
- [Configure the Legacy External Request Portal](http://help.onupkeep.com/en/articles/4730258-configure-the-legacy-external-request-portal.md): Set up and share your legacy external request portal so anyone—inside or outside your organization—can submit work requests via URL or email without logging in to UpKeep.
- [Communicating Through the External Request Portal](http://help.onupkeep.com/en/articles/12701475-communicating-through-the-external-request-portal.md): Learn how to chat and communicate with external requesters through the Request Portal
- [How to Submit a Request Using the Legacy External Form](http://help.onupkeep.com/en/articles/13345034-how-to-submit-a-request-using-the-legacy-external-form.md): This article explains how to submit a request using UpKeep's older external request form.
- [How to Submit a Request Using the New UpKeep Request Portal](http://help.onupkeep.com/en/articles/13344971-how-to-submit-a-request-using-the-new-upkeep-request-portal.md): The UpKeep Request Portal is a simple way for external users to submit requests without logging in.
- [Overview: How to Submit a Request in UpKeep](http://help.onupkeep.com/en/articles/13344787-overview-how-to-submit-a-request-in-upkeep.md): This article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests
- [How to Submit a Request for Internal Requester Users](http://help.onupkeep.com/en/articles/13344941-how-to-submit-a-request-for-internal-requester-users.md): This article walks through how to submit a request using UpKeep when you have an UpKeep login.

## UpKeep Mobile Application

- [How to Navigate Mobile App Home Page](http://help.onupkeep.com/en/articles/2966098-how-to-navigate-mobile-app-home-page.md): Learn to effortlessly navigate the mobile app with shortcuts and tips to streamline your workflow and boost efficiency.
- [How to Filter Work Orders on Mobile](http://help.onupkeep.com/en/articles/6578001-how-to-filter-work-orders-on-mobile.md): Learn how to navigate the Work Orders Page on Mobile devices.
- [How to Manage Notifications on Mobile](http://help.onupkeep.com/en/articles/5831548-how-to-manage-notifications-on-mobile.md): Learn to seamlessly navigate from the notification's hub into your work orders to save time otherwise spent searching for those work orders!
- [How to Use UpKeep Offline](http://help.onupkeep.com/en/articles/4712557-how-to-use-upkeep-offline.md): You and your team can continue to work in areas that do not have sufficient internet connection!
- [How to Create Work Order Drafts on Mobile](http://help.onupkeep.com/en/articles/7265245-how-to-create-work-order-drafts-on-mobile.md): Learn how to save and resume work orders on mobile with the Drafts feature! Start, save, access later, and submit seamlessly. 👷‍♂️👷‍♀️
- [How to set your Language on your Mobile Device](http://help.onupkeep.com/en/articles/6578226-how-to-set-your-language-on-your-mobile-device.md): How to set the language on your iOS and Android device to translate the UpKeep app
- [How to Switch Between Sites in the Mobile App \(Multi-Site Module\)](http://help.onupkeep.com/en/articles/5242259-how-to-switch-between-sites-in-the-mobile-app-multi-site-module.md): This article goes over how to use the multi-site module and switch between sites on the mobile apps for iOS and Android!
- [Voice Activated Requests in UpKeep \(iOS Only\)](http://help.onupkeep.com/en/articles/9363947-voice-activated-requests-in-upkeep-ios-only.md): Voice-activated work order requests are now available on the iOS mobile app
- [How to Enable and Use GPS Features in the UpKeep Mobile App \(iOS\)](http://help.onupkeep.com/en/articles/11426831-how-to-enable-and-use-gps-features-in-the-upkeep-mobile-app-ios.md): UpKeep’s new GPS-based automation helps you manage timers and shift status more efficiently when arriving at or leaving a work site.
- [How to Use the Timer on Mobile](http://help.onupkeep.com/en/articles/11426980-how-to-use-the-timer-on-mobile.md): This guide walks you through how to start the timer and where to find active timers on your mobile application

## UpKeep Preventive Maintenance

- [How to Pause, Resume or End a Preventive Maintenance \(PM\) Trigger Schedule](http://help.onupkeep.com/en/articles/4753592-how-to-pause-resume-or-end-a-preventive-maintenance-pm-trigger-schedule.md): PM Trigger Schedules can now be controlled in greater detail to fit your operational needs.
- [How to Create PM Schedules](http://help.onupkeep.com/en/articles/9535110-how-to-create-pm-schedules.md): Learn how to create your PM Trigger Schedules in the Web Application
- [How to Edit Preventive Maintenance Schedules](http://help.onupkeep.com/en/articles/9600514-how-to-edit-preventive-maintenance-schedules.md): Learn how to make edits of the cadence for your Current PM Schedules
- [How To View Your Preventive Maintenance Triggered Work Orders](http://help.onupkeep.com/en/articles/9601878-how-to-view-your-preventive-maintenance-triggered-work-orders.md): How to View All of the Work Orders associated with your Preventive Maintenance Schedules
- [How to Navigate Preventive Maintenance Creation Menu](http://help.onupkeep.com/en/articles/9622254-how-to-navigate-preventive-maintenance-creation-menu.md): A guide on navigating the Preventive Maintenance Creation Menus
- [How to view an Individual Preventive Maintenance \(PM\) Trigger](http://help.onupkeep.com/en/articles/9622704-how-to-view-an-individual-preventive-maintenance-pm-trigger.md): Learn how to view and navigate a Specific Preventive Maintenance Trigger
- [How to Edit/Update an Individual Preventive Maintenance \(PM\) Trigger](http://help.onupkeep.com/en/articles/9623428-how-to-edit-update-an-individual-preventive-maintenance-pm-trigger.md): Need to make some changes to your Preventive Maintenance trigger? This article explains how to get things updated.
- [Preventive Maintenance Section Overview](http://help.onupkeep.com/en/articles/9621157-preventive-maintenance-section-overview.md): Understanding the terminology and functions with the Preventive Maintenance module
- [How to View When Your Next PM Will Trigger](http://help.onupkeep.com/en/articles/9692829-how-to-view-when-your-next-pm-will-trigger.md): Learn how to view your upcoming Preventive Maintenance trigger dates
- [How to Import or Update Preventive Maintenance](http://help.onupkeep.com/en/articles/10128490-how-to-import-or-update-preventive-maintenance.md): Learn how to easily import all your Preventive Maintenance Schedules
- [Moving from Recurring Work Orders to Preventive Maintenance \(PMs\)](http://help.onupkeep.com/en/articles/12161160-moving-from-recurring-work-orders-to-preventive-maintenance-pms.md): Learn about Migrating for Recurring Work Orders to Preventive Maintenance
- [How to Set Up Seasonal Preventive Maintenance \(PM\) Schedules](http://help.onupkeep.com/en/articles/12819872-how-to-set-up-seasonal-preventive-maintenance-pm-schedules.md): How to set inactive periods to allow for seasonal PM creation.

## UpKeep Parts and Inventory

- [How to Add/Create/Edit Parts & Inventory](http://help.onupkeep.com/en/articles/4661681-how-to-add-create-edit-parts-inventory.md): Maintain your entire parts & inventory so you know exactly where things are.
- [How to Create & Use a Set of Parts](http://help.onupkeep.com/en/articles/4661729-how-to-create-use-a-set-of-parts.md): Add multiple parts to a set, then add a whole set to a work order! This way, you don't need to add each part individually into a work order
- [How to Create Parts QR Codes](http://help.onupkeep.com/en/articles/6677518-how-to-create-parts-qr-codes.md): Easily Check-In and Scan Out Parts for your company by using the camera on your phone to read its barcode.
- [How to Restock your Parts](http://help.onupkeep.com/en/articles/3126026-how-to-restock-your-parts.md): Within UpKeep you have the ability to track your Adjustments history when restocking or reducing your parts.
- [Where to see Low Stock Parts Alert and How to filter to see Low Stock Parts](http://help.onupkeep.com/en/articles/5205252-where-to-see-low-stock-parts-alert-and-how-to-filter-to-see-low-stock-parts.md): Learn where and how to see which parts are low or out of stock!
- [How to Perform a Cycle Count](http://help.onupkeep.com/en/articles/9250816-how-to-perform-a-cycle-count.md): Use Cycle Counts to audit your inventory.
- [How to use Tags for your Parts](http://help.onupkeep.com/en/articles/9370431-how-to-use-tags-for-your-parts.md): Learn how to use Tagging for your Parts Section
- [How to Download and Print Individual Labels for your Parts](http://help.onupkeep.com/en/articles/9631237-how-to-download-and-print-individual-labels-for-your-parts.md): Learn how to get Labels printed for your parts
- [How to Sync your Allocated Parts](http://help.onupkeep.com/en/articles/9802145-how-to-sync-your-allocated-parts.md): Learn how to Sync to make sure your allocated parts are showing within your parts section.
- [How to View Your Allocated Parts](http://help.onupkeep.com/en/articles/9802181-how-to-view-your-allocated-parts.md): How to view the amount of Parts that are currently allocated on Work Orders
- [How to Perform Cycle Counts on the Mobile App](http://help.onupkeep.com/en/articles/11725142-how-to-perform-cycle-counts-on-the-mobile-app.md): Learn how to process Cycle Counts on the Mobile Application.
- [How to Create, Edit, and Remove Custom Part Fields](http://help.onupkeep.com/en/articles/13892127-how-to-create-edit-and-remove-custom-part-fields.md): Learn how to use custom fields on Parts
- [How to Use Purchase History and Historic Cost Tracking](http://help.onupkeep.com/en/articles/14324428-how-to-use-purchase-history-and-historic-cost-tracking.md): Purchase History in UpKeep automatically tracks inventory purchases and calculates a real-time average cost for parts, improving work order accuracy and inventory cost visibility without manual upd...
- [How to enable Parts with multiple inventory lines](http://help.onupkeep.com/en/articles/6752880-how-to-enable-parts-with-multiple-inventory-lines.md): Import process for updating part records prior to "Enable Parts with multiple inventory lines"
- [How to Add Parts with Multiple Inventory Lines](http://help.onupkeep.com/en/articles/7670948-how-to-add-parts-with-multiple-inventory-lines.md): Have the same part across a number of locations, set-up Multiple Inventory Lines
- [Updating Quantities Across your Inventory Lines](http://help.onupkeep.com/en/articles/7988255-updating-quantities-across-your-inventory-lines.md): How to update the quantities for the parts in your Inventory Lines
- [Importing/Updating Part Records with Multiple Inventory Lines](http://help.onupkeep.com/en/articles/7988512-importing-updating-part-records-with-multiple-inventory-lines.md): Getting the Parts for your Inventory Line set-up
- [Importing/Updating Individual Parts In Your Inventory Lines](http://help.onupkeep.com/en/articles/7988615-importing-updating-individual-parts-in-your-inventory-lines.md): Making updates to your inventory lines
- [How to Import or Update Parts](http://help.onupkeep.com/en/articles/4727791-how-to-import-or-update-parts.md): Bulk import your Parts and Inventory into UpKeep at all the same time!

## UpKeep Meters

- [Meters Overview](http://help.onupkeep.com/en/articles/5116436-meters-overview.md): What is a meter? What is it used for? How to use it? etc...
- [How to Create a Meter](http://help.onupkeep.com/en/articles/1746945-how-to-create-a-meter.md): In this article, we will explain how to create meters in UpKeep
- [How to Create Meter Work Order Triggers](http://help.onupkeep.com/en/articles/4730220-how-to-create-meter-work-order-triggers.md): Automatically generate a work order based on your meter readings!
- [How to Use Meter Categories](http://help.onupkeep.com/en/articles/4685459-how-to-use-meter-categories.md): Categorize your meters!
- [How to Export Meter Reading History](http://help.onupkeep.com/en/articles/4685478-how-to-export-meter-reading-history.md): Report your meter readings by exporting the reading history to a PDF file
- [How To Enter Meter Readings](http://help.onupkeep.com/en/articles/9353998-how-to-enter-meter-readings.md): Learn how to update your Meters in UpKeep
- [How to Import or Update Meters](http://help.onupkeep.com/en/articles/4728095-how-to-import-or-update-meters.md): Learn to bulk import meters and create multiple meters at once!
- [How to Import or Update Meter Readings](http://help.onupkeep.com/en/articles/4723787-how-to-import-or-update-meter-readings.md): Import your past historical readings, allowing you to continue tracking the historical usage of this meter!
- [How to Import or Update Meter Work Order Triggers](http://help.onupkeep.com/en/articles/4739933-how-to-import-or-update-meter-work-order-triggers.md): Learn to bulk import your meter triggers!
- [Video - How to Import or Update Meter Work Order Triggers](http://help.onupkeep.com/en/articles/4649168-video-how-to-import-or-update-meter-work-order-triggers.md): Video walk through of how to Import Meter Work Order Triggers
- [Video - How to Create Meters](http://help.onupkeep.com/en/articles/6552553-video-how-to-create-meters.md): This video walks you through the Meters section of your UpKeep Account
- [Video - Meter Trigger Walk through](http://help.onupkeep.com/en/articles/6552573-video-meter-trigger-walk-through.md): This video walks you through Meter Triggers and how to create them

## UpKeep Purchase Orders

- [How to Create and Manage Purchase Orders](http://help.onupkeep.com/en/articles/1750207-how-to-create-and-manage-purchase-orders.md): Learn how to create purchase order requests and manage the flow of purchase orders for efficient procurement
- [How to Create Custom Purchase Order Categories](http://help.onupkeep.com/en/articles/4721918-how-to-create-custom-purchase-order-categories.md): Create purchase orders and categorize them for reporting purposes and identifying trends in your purchase orders
- [How to Filter your Purchase Orders](http://help.onupkeep.com/en/articles/4721924-how-to-filter-your-purchase-orders.md): Filter your purchase orders so you can export them onto a CSV spreadsheet and find what you are looking for!
- [How to Set your Purchase Order Start Count and Number](http://help.onupkeep.com/en/articles/4721921-how-to-set-your-purchase-order-start-count-and-number.md): Use the purchase order numbers you desire by setting the Start Count!
- [How to Email a Purchase Order to a Vendor](http://help.onupkeep.com/en/articles/9251612-how-to-email-a-purchase-order-to-a-vendor.md): Save the paper by emailing your Purchase Orders directly to your Vendors
- [How to Create Purchase Order Requests](http://help.onupkeep.com/en/articles/9405935-how-to-create-purchase-order-requests.md): Learn how to create and Edit Purchase Order Requests
- [How to Add Custom Line Items To Your Purchase Orders](http://help.onupkeep.com/en/articles/9591817-how-to-add-custom-line-items-to-your-purchase-orders.md): Learn how to add parts or custom line items to Purchase Orders
- [How to Approve Purchase Order Requests](http://help.onupkeep.com/en/articles/9405942-how-to-approve-purchase-order-requests.md): Learn how to approve your Purchase Order Request
- [How to Create Tags for your Purchase Orders](http://help.onupkeep.com/en/articles/9402273-how-to-create-tags-for-your-purchase-orders.md): Use Tags to help better track your teams Purchase Orders
- [How to Export Purchase Orders](http://help.onupkeep.com/en/articles/9736819-how-to-export-purchase-orders.md): Learn how to export your Purchase Order information in UpKeep.
- [How to Track Incoming Part Quantities on Purchase Orders](http://help.onupkeep.com/en/articles/9746146-how-to-track-incoming-part-quantities-on-purchase-orders.md): Learn how to see how many parts are currently on order from approved Purchase Orders
- [How to Configure the Purchase Order Request Portal](http://help.onupkeep.com/en/articles/14644536-how-to-configure-the-purchase-order-request-portal.md): Set up and manage a public purchase order request portal so vendors and team members can submit PO requests directly.

## UpKeep AI Intelligence Suite

- [UpKeep Intelligence \(AI\)](http://help.onupkeep.com/en/articles/10967277-upkeep-intelligence-ai.md): Explore AI-Powered Maintenance Innovations
- [How to Use the Smart Checklist Builder \(UpKeep Intelligence\)](http://help.onupkeep.com/en/articles/11739951-how-to-use-the-smart-checklist-builder-upkeep-intelligence.md): Learn how to build checklists seamlessly
- [How to Create a Work Order Using Voice Fill \(UpKeep Intelligence\)](http://help.onupkeep.com/en/articles/11740381-how-to-create-a-work-order-using-voice-fill-upkeep-intelligence.md): Learn how to use your voice to create Work Orders
- [How to Use the Smart Scheduler \(UpKeep Intelligence\)](http://help.onupkeep.com/en/articles/11558419-how-to-use-the-smart-scheduler-upkeep-intelligence.md): Learn how to use the AI Scheduler to effortlessly schedule your unassigned work orders
- [How to Create a Part from a Photo \(UpKeep Intelligence\)](http://help.onupkeep.com/en/articles/11612759-how-to-create-a-part-from-a-photo-upkeep-intelligence.md): Easily add new parts to your inventory using just a photo of the part’s label or packaging.
- [How to Use AI Activity Summaries \(UpKeep Intelligence\)](http://help.onupkeep.com/en/articles/11612899-how-to-use-ai-activity-summaries-upkeep-intelligence.md): Need a quick catch-up on a Work Order? Let AI summarize the full timeline for you in seconds.
- [How to Clean and Transform Import Files with UpKeep Intelligence](http://help.onupkeep.com/en/articles/11751128-how-to-clean-and-transform-import-files-with-upkeep-intelligence.md): Learn how to make changes to your data before importing it in to UpKeep
- [Getting Started with UpKeep Nova](http://help.onupkeep.com/en/articles/12054375-getting-started-with-upkeep-nova.md): UpKeep Nova is your AI assistant for faster decisions, better insights, and less manual work.
- [Nova Apps: Getting Started](http://help.onupkeep.com/en/articles/15809275-nova-apps-getting-started.md): Learn how to get started with next-generation custom apps inside UpKeep Nova and the Intelligence platform.
- [Connecting Integrations to UpKeep Nova: Getting Started](http://help.onupkeep.com/en/articles/16044719-connecting-integrations-to-upkeep-nova-getting-started.md): Learn how to connect outside software tools to UpKeep Nova to access external data and push real-time updates directly from your custom apps.
- [Understanding Modes in UpKeep Nova](http://help.onupkeep.com/en/articles/12069306-understanding-modes-in-upkeep-nova.md): Learn about the different modes of the UpKeep Nova and how each mode can help your team.
- [Getting Started with Prompting in Nova](http://help.onupkeep.com/en/articles/12141819-getting-started-with-prompting-in-nova.md): Learn how to have AI help you get valuable insights with UpKeep Nova
- [Nova Action Prompts](http://help.onupkeep.com/en/articles/12142970-nova-action-prompts.md): Leverage UpKeep Nova to automate bulk actions and eliminate manual work — saving hours with a single prompt
- [Nova Reporting Prompts](http://help.onupkeep.com/en/articles/12142906-nova-reporting-prompts.md): Learn how to use Nova to help gather insights to drive action and help reporting.
- [Customizing Nova Preferences](http://help.onupkeep.com/en/articles/12782323-customizing-nova-preferences.md): Learn how to customize Nova Preferences
- [Nova Knowledge Base](http://help.onupkeep.com/en/articles/14060423-nova-knowledge-base.md): Learn how Nova learns your preferences
- [Using File Uploads with UpKeep Nova](http://help.onupkeep.com/en/articles/12069188-using-file-uploads-with-upkeep-nova.md): Upload files directly, connect cloud storage, and let Nova read documents — including visual content — to speed up your maintenance workflows.
- [How to Build and Export PDFs with Nova](http://help.onupkeep.com/en/articles/12429167-how-to-build-and-export-pdfs-with-nova.md): Learn how to use Nova to create PDFs that you can export and share
- [How to Visualize Data with Nova](http://help.onupkeep.com/en/articles/12429272-how-to-visualize-data-with-nova.md): Use Nova to create graphs and visuals to better understand your data
- [How to Group Tables by Column in UpKeep Nova](http://help.onupkeep.com/en/articles/14555135-how-to-group-tables-by-column-in-upkeep-nova.md): Learn how to group Nova's data tables by any column to spot patterns faster — plus improvements to how search works across work orders, parts, assets, and more.
- [Using UpKeep Nova on Mobile \(Ask Nova\)](http://help.onupkeep.com/en/articles/13045531-using-upkeep-nova-on-mobile-ask-nova.md): Learn how you can use UpKeep Nova on your mobile applications
- [Using Nova’s Actionable Insights Emails](http://help.onupkeep.com/en/articles/13541280-using-nova-s-actionable-insights-emails.md): Learn how Nova’s Actionable Insights emails analyze your UpKeep data and deliver ready-to-use AI prompts, helping you take action faster without writing prompts yourself.
- [Use Nova from Your Inbox](http://help.onupkeep.com/en/articles/13692865-use-nova-from-your-inbox.md): Bring UpKeep to Your Inbox with Nova
- [Nova Credit Guide](http://help.onupkeep.com/en/articles/15142648-nova-credit-guide.md): Learn how metered credits work in UpKeep Nova, track your team's usage, and get twice the value with our latest credit efficiency updates.

## Scheduler

- [How to Use the Scheduler in UpKeep](http://help.onupkeep.com/en/articles/11612702-how-to-use-the-scheduler-in-upkeep.md): Plan, filter, assign, and drag-and-drop work orders in UpKeep's Scheduler — including the new Due Date Mode for compliance and deadline-driven teams.
- [How to Use Shifts in UpKeep Scheduler](http://help.onupkeep.com/en/articles/11831045-how-to-use-shifts-in-upkeep-scheduler.md): Model every shift your team runs — day, night, weekend, on-call — so the Smart Scheduler assigns the right work to the right people at the right hours.
- [How to Create and Use Saved Views in the Scheduler](http://help.onupkeep.com/en/articles/12054690-how-to-create-and-use-saved-views-in-the-scheduler.md)

## Providers & Network

- [Providers & Network: Manage External Specialists in UpKeep](http://help.onupkeep.com/en/articles/1793034-providers-network-manage-external-specialists-in-upkeep.md): Vendors is now Providers & Network — a unified home for external specialists, work orders, compliance, and chat in one place.
- [Using the Provider Portal in UpKeep](http://help.onupkeep.com/en/articles/12325916-using-the-provider-portal-in-upkeep.md): Learn how outside Vendors can use the UpKeep provider portal and manage their portal accounts.
- [Sharing Work Orders with External Vendors or Contractors](http://help.onupkeep.com/en/articles/11962183-sharing-work-orders-with-external-vendors-or-contractors.md): Learn how to share Work Orders with non-internal users
- [How Providers Complete Work Orders in the UpKeep Provider Portal](http://help.onupkeep.com/en/articles/14040147-how-providers-complete-work-orders-in-the-upkeep-provider-portal.md)
- [How to Import or Update Vendors/Providers](http://help.onupkeep.com/en/articles/14862294-how-to-import-or-update-vendors-providers.md): Learn how to bulk-import vendors and providers into UpKeep to track third-party service information across work orders and purchase orders.
- [Invite team members to your provider team](http://help.onupkeep.com/en/articles/13260803-invite-team-members-to-your-provider-team.md): Learn how to invite additional users to your provider team in the Provider Portal.

## UpKeep Analytics \(Reporting & Dashboards\)

- [Analytics - Audit Trail](http://help.onupkeep.com/en/articles/8452151-analytics-audit-trail.md): View the history of changes made to your Assets information
- [UpKeep Analytics - Overview](http://help.onupkeep.com/en/articles/4642158-upkeep-analytics-overview.md): The UpKeep Analytics dashboard is perfect for seeing a high-level overview of everything happening and accomplished by your team.
- [Analytics - Work Orders](http://help.onupkeep.com/en/articles/4642169-analytics-work-orders.md): You can reduce the costs and time that your team is spending on work orders with UpKeep Analytics.
- [Analytics - Assets](http://help.onupkeep.com/en/articles/4645458-analytics-assets.md): Everything is all in one place – total maintenance cost, mean time between failures, downtime analysis, and more.
- [Analytics - Parts](http://help.onupkeep.com/en/articles/4646065-analytics-parts.md): UpKeep Analytics – Parts Consumption report will show you how to prevent unnecessary expenses on excess spare parts.
- [Analytics - Meters](http://help.onupkeep.com/en/articles/4646076-analytics-meters.md): Predict maintenance schedules more precisely, allocate time for your team members more accurately, set more precise automated work orders!
- [Analytics - Requests](http://help.onupkeep.com/en/articles/4646082-analytics-requests.md): See when and who submitted work orders and how frequent so you can plan where to deploy your resources with greater precision
- [Analytics - Users](http://help.onupkeep.com/en/articles/4746134-analytics-users.md): Learn more about the User Login and Itemized Time Report dashboards!
- [Reliability Dashboard](http://help.onupkeep.com/en/articles/4950515-reliability-dashboard.md): Some quick descriptions on the different tiles found in the Reliability dashboard and how it might be calculated!
- [Total Maintenance Cost](http://help.onupkeep.com/en/articles/5212650-total-maintenance-cost.md): See how much you are spending on maintenance overall!
- [How to Build a Custom Dashboard for Reporting](http://help.onupkeep.com/en/articles/5423649-how-to-build-a-custom-dashboard-for-reporting.md): Learn the basics in creating a new dashboard with tiles relevant to your custom reports!
- [What is a Tile? \(Custom Dashboards\)](http://help.onupkeep.com/en/articles/5433039-what-is-a-tile-custom-dashboards.md): There are 2 types of Dashboard Tiles, learn these types to maximize use of your Custom Dashboards!
- [UpKeep Analytics - Custom Dashboard Overview Video](http://help.onupkeep.com/en/articles/5451071-upkeep-analytics-custom-dashboard-overview-video.md): Video length \(6:17\)
- [Dimensions/Measures: The Explore Window \(Custom Dashboards\)](http://help.onupkeep.com/en/articles/5467345-dimensions-measures-the-explore-window-custom-dashboards.md): Learn about the different Dimensions and Measures in UpKeep analytics.
- [How to Edit and Make Changes to an existing Custom Dashboard](http://help.onupkeep.com/en/articles/5452397-how-to-edit-and-make-changes-to-an-existing-custom-dashboard.md): Learn about Edit Mode in a Custom Dashboard
- [Filtering your Dashboard tiles \(Custom Dashboards\)](http://help.onupkeep.com/en/articles/5434270-filtering-your-dashboard-tiles-custom-dashboards.md): Learn how to filter your custom dashboard so you can see the data you need in your report!
- [How to Copy a Tile to a Custom Dashboard](http://help.onupkeep.com/en/articles/11427814-how-to-copy-a-tile-to-a-custom-dashboard.md): Learn how to take existing reports and save them to your Custom Dashboard

## Other UpKeep How To's

- [How to set your Language in UpKeep](http://help.onupkeep.com/en/articles/122220-how-to-set-your-language-in-upkeep.md): Spanish, German, Arabic and more languages to come!
- [How to Change the Currency in UpKeep](http://help.onupkeep.com/en/articles/794458-how-to-change-the-currency-in-upkeep.md): This doc will show you how to change or set the currency in your UpKeep account
- [How to Edit Company Profile Information](http://help.onupkeep.com/en/articles/1746932-how-to-edit-company-profile-information.md): Learn to add or edit your company’s information to include address, number, website, and even company logo!
- [How to Change your Date Format and Time Zone](http://help.onupkeep.com/en/articles/2466533-how-to-change-your-date-format-and-time-zone.md): Learn how to change your Date and Time settings.
- [How to Set Company-wide Settings](http://help.onupkeep.com/en/articles/4633203-how-to-set-company-wide-settings.md): Learn how to set company-wide settings such as language + currency
- [List of Valid Timezones](http://help.onupkeep.com/en/articles/5091308-list-of-valid-timezones.md): For use in importing PM triggers only
- [How to use Tags for your files](http://help.onupkeep.com/en/articles/9311333-how-to-use-tags-for-your-files.md)
- [Video - Creating Checklist Templates on Web Application](http://help.onupkeep.com/en/articles/6368343-video-creating-checklist-templates-on-web-application.md): Quick Demonstration over checklist basics
- [How to Create and Add Checklist Templates](http://help.onupkeep.com/en/articles/1746937-how-to-create-and-add-checklist-templates.md): Learn to create reusable checklists/checklist tasks and add them to work orders!
- [How to Edit a Checklist Template](http://help.onupkeep.com/en/articles/6677490-how-to-edit-a-checklist-template.md): You can add and remove tasks to any checklist template
- [How to Import or Update Task Checklists](http://help.onupkeep.com/en/articles/4649379-how-to-import-or-update-task-checklists.md): Bulk import your lists of sub-tasks or checklist items that should be included in your team's work orders
- [How to Export/Update your Checklists](http://help.onupkeep.com/en/articles/8017178-how-to-export-update-your-checklists.md): Learn how to update your checklists via CSV.
- [Checklist Smart Imports](http://help.onupkeep.com/en/articles/9747742-checklist-smart-imports.md): Automatically create checklists by uploading your operating manual files
- [How to Use the AI Checklist Generator](http://help.onupkeep.com/en/articles/11635382-how-to-use-the-ai-checklist-generator.md): Learn how to automatically create checklists that keep your team organized and on track.
- [Using Restricted \(Locked\) Tasks for Accountability & Compliance](http://help.onupkeep.com/en/articles/12900402-using-restricted-locked-tasks-for-accountability-compliance.md): Learn how to lock checklist tasks to be assigned to specific users
- [Conditional Logic Tasks](http://help.onupkeep.com/en/articles/12900707-conditional-logic-tasks.md): Learn how to create conditional logic tasks for smoother checklists with more direct follow up
- [Use required tasks in checklists and work orders](http://help.onupkeep.com/en/articles/13260846-use-required-tasks-in-checklists-and-work-orders.md): Learn how to require individual tasks \(and task inputs\) before a work order can be completed.
- [Preventive Maintenance Frequently Asked Questions \(FAQs\)](http://help.onupkeep.com/en/articles/9326662-preventive-maintenance-frequently-asked-questions-faqs.md): Answers to some questions around UpKeep Preventive Maintenance Module to optimize your PM Triggers
- [Easy Steps to Identify a Browser Cache Issue](http://help.onupkeep.com/en/articles/4868891-easy-steps-to-identify-a-browser-cache-issue.md): Try some of our general troubleshooting tips to see if your issue can be quickly resolved!
- [UpKeep Technical Support Information](http://help.onupkeep.com/en/articles/6408888-upkeep-technical-support-information.md): The Low Down on the Awesome Support team and how to contact us
- [Why cant any of my users \(workers\) see their work?](http://help.onupkeep.com/en/articles/6729951-why-cant-any-of-my-users-workers-see-their-work.md): What to check when you team says they can see the work they need to
- [Technical Supports FAQ's](http://help.onupkeep.com/en/articles/6408912-technical-supports-faq-s.md): Answers to some of the questions we here the most
- [What is a CMMS?](http://help.onupkeep.com/en/articles/398039-what-is-a-cmms.md): CMMS or Computerized Maintenance Management System Explained!
- [Purchase an UpKeep Subscription](http://help.onupkeep.com/en/articles/6782555-purchase-an-upkeep-subscription.md): Upgrade your UpKeep Account!
- [How can I use Upkeep to get better reporting for my facility?](http://help.onupkeep.com/en/articles/775444-how-can-i-use-upkeep-to-get-better-reporting-for-my-facility.md): Dashboards and Reporting in UpKeep
- [How secure is my data on UpKeep?](http://help.onupkeep.com/en/articles/118925-how-secure-is-my-data-on-upkeep.md): ISO 27001, PCI Level 1, HTTPS Encryption, DDOS Mitigation, Authentication, Application data snapshots, and more
- [FAQ About Data Storage](http://help.onupkeep.com/en/articles/255068-faq-about-data-storage.md): Some Frequently Asked Questions about your data and storage
- [How to Set and Manage Automated Workflows](http://help.onupkeep.com/en/articles/4733516-how-to-set-and-manage-automated-workflows.md): Learn to set up custom automated workflows to double productivity and efficiency!
- [Video - How to Set and Manage Automated Workflows](http://help.onupkeep.com/en/articles/4649318-video-how-to-set-and-manage-automated-workflows.md): To show you how to set and manage different types of automated work flows
- [Workflow Library](http://help.onupkeep.com/en/articles/4733559-workflow-library.md): This library is to help automate tedious tasks and expedite the most important ones! Check out the top 5 workflows from various industries!
- [Facilities Management Workflows](http://help.onupkeep.com/en/articles/4733841-facilities-management-workflows.md): Top 5 Facilities Management Workflows
- [Restaurant Management Workflows](http://help.onupkeep.com/en/articles/4733753-restaurant-management-workflows.md): Top 5 Restaurant Management Workflows
- [Manufacturing Management Workflows](http://help.onupkeep.com/en/articles/4733864-manufacturing-management-workflows.md): Top 5 Manufacturing Management Workflows
- [Fleet Management Workflows](http://help.onupkeep.com/en/articles/4733705-fleet-management-workflows.md): Top 5 Fleet Management workflows
- [Hospitality - Hotel Management Workflows](http://help.onupkeep.com/en/articles/4733663-hospitality-hotel-management-workflows.md): Top 5 workflows for hospitality-hotel management
- [Equipment Management Workflows](http://help.onupkeep.com/en/articles/4733602-equipment-management-workflows.md): Top 5 equipment management workflows
- [Property Management Workflows](http://help.onupkeep.com/en/articles/4733572-property-management-workflows.md): Top 5 Property Management Workflows

## UpKeep Safety 

- [Getting Started with UpKeep Safety](http://help.onupkeep.com/en/articles/11647455-getting-started-with-upkeep-safety.md): Learn how to use UpKeep Safety to capture and manage Environmental Health and Safety \(EHS\) incidents, from initial reports to corrective action
- [Managing Your Subscription in UpKeep Safety](http://help.onupkeep.com/en/articles/15089839-managing-your-subscription-in-upkeep-safety.md): Learn how admins can view Paid vs. Free seat usage and submit a self-serve seat expansion request directly from UpKeep Safety.
- [Multi-Asset Linking in UpKeep Safety](http://help.onupkeep.com/en/articles/15650278-multi-asset-linking-in-upkeep-safety.md): Link multiple assets to a single safety record \(CAPAs, LOTOs, Permits, Audits, Events, JHAs, and SOPs\) with better PDF readability and list column visibility.
- [Creating and Managing Access Points in UpKeep Safety](http://help.onupkeep.com/en/articles/11647566-creating-and-managing-access-points-in-upkeep-safety.md): Learn how to create, configure, and edit Access Points—QR-code touchpoints that let users report safety events or access safety documents on the spot, with or without identification.
- [Creating Safety Events in UpKeep Safety](http://help.onupkeep.com/en/articles/11647594-creating-safety-events-in-upkeep-safety.md): Learn how to create Safety Incident reports in UpKeep
- [Creating CAPAs in UpKeep Safety](http://help.onupkeep.com/en/articles/11647616-creating-capas-in-upkeep-safety.md): Learn how to create Corrective and Preventive Action \(CAPA\) in UpKeep Safety
- [Managing and Responding to Safety Events in UpKeep Safety](http://help.onupkeep.com/en/articles/11647679-managing-and-responding-to-safety-events-in-upkeep-safety.md): How to take action on your safety events
- [Managing and Responding to CAPAs in UpKeep Safety](http://help.onupkeep.com/en/articles/11647948-managing-and-responding-to-capas-in-upkeep-safety.md): Learn how to review CAPAs, verify root causes, and ensure corrective actions are properly documented and resolved.
- [Understanding UpKeep Safety User Roles and Permissions](http://help.onupkeep.com/en/articles/11731742-understanding-upkeep-safety-user-roles-and-permissions.md): Learn about what users can do and access in UpKeep Safety, featuring our redesigned side-panel role manager and simplified permissions.
- [UpKeep Safety Notifications – Who Gets Notified and When](http://help.onupkeep.com/en/articles/11731750-upkeep-safety-notifications-who-gets-notified-and-when.md): Learn who gets notified and when they get notified in UpKeep Safety.
- [Navigating Between UpKeep CMMS and UpKeep Safety](http://help.onupkeep.com/en/articles/11779238-navigating-between-upkeep-cmms-and-upkeep-safety.md): Learn how navigate between UpKeep CMMS and UpKeep Safety
- [Managing OSHA Compliance in UpKeep Safety](http://help.onupkeep.com/en/articles/11853214-managing-osha-compliance-in-upkeep-safety.md): Learn how to utilize OSHA forms within UpKeep Safety
- [How to Fill Out the OSHA Log \(Form 300\) in UpKeep Safety](http://help.onupkeep.com/en/articles/11853486-how-to-fill-out-the-osha-log-form-300-in-upkeep-safety.md): Learn how to fill out your OSHA Form 300 in UpKeep Safety
- [Video: OSHA Forms Overview in UpKeep Safety](http://help.onupkeep.com/en/articles/11897372-video-osha-forms-overview-in-upkeep-safety.md): Watch a full walkthrough of OSHA Forms 300, 300A, and serious incident reporting — all within UpKeep Safety.
- [Video: How to Report, Manage, and Resolve Safety Events](http://help.onupkeep.com/en/articles/11898535-video-how-to-report-manage-and-resolve-safety-events.md): Learn how to use UpKeep EHS to report safety events, track investigations, and take corrective action — all from the floor or field.
- [Exporting Data in UpKeep Safety](http://help.onupkeep.com/en/articles/12022898-exporting-data-in-upkeep-safety.md): Learn how to export your data in UpKeep Safety.
- [Job Hazard Analysis \(JHA\) in UpKeep Safety](http://help.onupkeep.com/en/articles/12158537-job-hazard-analysis-jha-in-upkeep-safety.md): Learn how to use UpKeep Safety for your Job Hazard Analysis, including layout customizations, drag-and-drop media uploads, and visual risk badges.
- [Managing Safety Settings in UpKeep Safety](http://help.onupkeep.com/en/articles/12158630-managing-safety-settings-in-upkeep-safety.md): Learn how to manage Safety Settings to add OSHA Locations, Hazards and Control Measures
- [Standard Operating Procedures \(SOPs\) in EHS](http://help.onupkeep.com/en/articles/12471149-standard-operating-procedures-sops-in-ehs.md): Learn how to create SOP guides within UpKeep EHS
- [Lockout Tagout \(LOTO\) in UpKeep Safety](http://help.onupkeep.com/en/articles/12770127-lockout-tagout-loto-in-upkeep-safety.md): Learn how to utilize the Lockout Tagout in UpKeep Safety
- [Permit to Work \(PTW\) in UpKeep Safety](http://help.onupkeep.com/en/articles/12771072-permit-to-work-ptw-in-upkeep-safety.md): Learn how to use Permit to Work \(PTW\) in UpKeep Safety
- [Creating a Checklist from a Safety Document](http://help.onupkeep.com/en/articles/13006634-creating-a-checklist-from-a-safety-document.md): Learn how to take your existing EHS documentation and turn it in to a checklist for your Work Orders
- [Audits & Inspections in UpKeep Safety](http://help.onupkeep.com/en/articles/13178055-audits-inspections-in-upkeep-safety.md): Learn how to create and manage Audits and Inspections in UpKeep Safety
- [Custom Safety Templates](http://help.onupkeep.com/en/articles/13579335-custom-safety-templates.md): Learn how to create custom safety templates in UpKeep EHS
- [Managing Safety Data Sheets \(SDS\) in UpKeep Safety](http://help.onupkeep.com/en/articles/13919521-managing-safety-data-sheets-sds-in-upkeep-safety.md): Manage and Upload Safety Data Sheets \(SDS\) in UpKeep Safety
- [Team Introduction Template — UpKeep Safety Rollout](http://help.onupkeep.com/en/articles/14789287-team-introduction-template-upkeep-safety-rollout.md): Ready-to-send email templates to introduce your team to UpKeep Safety. Includes versions for general teams, managers/supervisors, and field workers.
- [UpKeep Safety Compliance Calendar](http://help.onupkeep.com/en/articles/14713997-upkeep-safety-compliance-calendar.md): Track regulatory, safety, and permit obligations in UpKeep Safety with the Compliance Calendar.

## UpKeep Edge

- [UpKeep Edge Overview](http://help.onupkeep.com/en/articles/4743037-upkeep-edge-overview.md): Overview of how to get started with Sensors on UpKeep Edge.
- [Managing Gateways](http://help.onupkeep.com/en/articles/4742259-managing-gateways.md): How to manage Gateways in UpKeep Edge
- [Managing Sensors](http://help.onupkeep.com/en/articles/4742256-managing-sensors.md): Learn how to add and manage sensors in UpKeep Edge
- [View and Export Sensor Readings](http://help.onupkeep.com/en/articles/4742251-view-and-export-sensor-readings.md): Learn how to view and Export your Reading information in UpKeep Edge
- [Managing Sensor Alerts](http://help.onupkeep.com/en/articles/4742245-managing-sensor-alerts.md): Learn how to manage sensor alerts, track incidents, and configure custom Alert Schedules to prevent false alarms in UpKeep Edge.
- [Edge Quick Start Guide](http://help.onupkeep.com/en/articles/9590749-edge-quick-start-guide.md): Go from unboxing to a fully configured sensor solution in minutes
- [UpKeep Edge: Key Concepts & Terminology](http://help.onupkeep.com/en/articles/14230934-upkeep-edge-key-concepts-terminology.md): Learning the definitions of the terms used in navigating UpKeep Edge
- [UpKeep Edge: Understanding AI Insights \(Beta\)](http://help.onupkeep.com/en/articles/14231224-upkeep-edge-understanding-ai-insights-beta.md): Learn about harnessing the power of AI to drive insights from your sensor activity
- [FAQs about Sensors](http://help.onupkeep.com/en/articles/4742197-faqs-about-sensors.md): General Sensors FAQs
- [FAQs on Sensors Set Up](http://help.onupkeep.com/en/articles/4740251-faqs-on-sensors-set-up.md): FAQs on sensors set up

## UpKeep Fleet

- [How to Connect Samsara and Access Live Telematics in UpKeep Fleet](http://help.onupkeep.com/en/articles/14602967-how-to-connect-samsara-and-access-live-telematics-in-upkeep-fleet.md): Set up the Samsara integration to link sensors to vehicles, access live telematics, view fault codes, capture DVIR defects as work requests, and create proactive work orders.
- [Getting Started with UpKeep Fleet](http://help.onupkeep.com/en/articles/13444237-getting-started-with-upkeep-fleet.md): Learn how to set up UpKeep Fleet including your vehicles, preventive maintenance and Fleet operators.
- [How to Bulk Add Vehicles](http://help.onupkeep.com/en/articles/13566784-how-to-bulk-add-vehicles.md): This guide explains how to bulk import vehicles into UpKeep using a CSV template, including required fields, formatting guidelines, upload steps, and common troubleshooting tips.
- [How to Complete Fleet Vehicle Inspections in UpKeep](http://help.onupkeep.com/en/articles/14113380-how-to-complete-fleet-vehicle-inspections-in-upkeep.md): Set up and complete fleet vehicle inspections using Web QR Codes for instant scan-and-go simplicity or the UpKeep Mobile Driver Experience.
- [Configure Fleet Inspection Portal Settings in UpKeep](http://help.onupkeep.com/en/articles/15196755-configure-fleet-inspection-portal-settings-in-upkeep.md): Learn how to control which fields appear on your Fleet Inspection Portal and set them as Required, Optional, or Hidden — so you collect exactly the data you need.

## UpKeep Learn

- [Configure the Learning Model in UpKeep Learn](http://help.onupkeep.com/en/articles/14669103-configure-the-learning-model-in-upkeep-learn.md): Set up the admin console that powers AI course generation, skill gap analysis, and compliance tracking.
- [How to Create and Manage Courses in UpKeep Learn](http://help.onupkeep.com/en/articles/15625881-how-to-create-and-manage-courses-in-upkeep-learn.md): Create, manage, and track custom training courses in UpKeep Learn with manual or AI authoring.
- [Setting Up Locations in UpKeep Learn](http://help.onupkeep.com/en/articles/14090386-setting-up-locations-in-upkeep-learn.md): Learn how to set up sites and departments first to streamline user setup, training assignments, and reporting from day one.
- [Manage users, roles, and access in UpKeep Learn](http://help.onupkeep.com/en/articles/14090539-manage-users-roles-and-access-in-upkeep-learn.md): Add users, assign roles, and structure your workforce to streamline training and compliance tracking.
- [Add and Assign Trainings in UpKeep Learn](http://help.onupkeep.com/en/articles/14090638-add-and-assign-trainings-in-upkeep-learn.md): Create trainings, assign them to your workforce, and track completion across your organization.
- [Track Training on the Compliance Dashboard in UpKeep Learn](http://help.onupkeep.com/en/articles/14090793-track-training-on-the-compliance-dashboard-in-upkeep-learn.md): Track completion, identify overdue trainings, and stay audit-ready across your workforce.
- [Manage Reminders and Notifications in UpKeep Learn](http://help.onupkeep.com/en/articles/14090943-manage-reminders-and-notifications-in-upkeep-learn.md): Automate reminders with reusable reminder templates, attachment rules, and recertification cycles for courses in UpKeep Learn.
- [Manage your Content Library in UpKeep Learn](http://help.onupkeep.com/en/articles/14091088-manage-your-content-library-in-upkeep-learn.md): Centralize training content, control AI access, and feed course generation with the Library.

## Ask the Expert Webinar Series

- [Ask the Expert: Smarter, Faster Work Orders](http://help.onupkeep.com/en/articles/13581105-ask-the-expert-smarter-faster-work-orders.md): Learn how to create, manage, and complete work orders more efficiently using best practices shared by UpKeep experts.
- [Ask the Expert: 2026 Account Review](http://help.onupkeep.com/en/articles/13605840-ask-the-expert-2026-account-review.md): How to build a strong data foundation so reporting, asset insights, and inventory decisions are reliable.
- [Ask the Expert: Checklists & Preventive Maintenance](http://help.onupkeep.com/en/articles/13747773-ask-the-expert-checklists-preventive-maintenance.md): Learn how to standardize preventive maintenance, improve asset reliability, and streamline technician workflows using checklists and preventive maintenance best practices.
- [Ask the Expert: Turn Analytics into Action](http://help.onupkeep.com/en/articles/13747977-ask-the-expert-turn-analytics-into-action.md): Learn how to use data and reporting in UpKeep to make smarter decisions, improve performance, and drive real maintenance outcomes from your insights.
- [Ask the Expert: Setting Up Parts & Inventory](http://help.onupkeep.com/en/articles/13878466-ask-the-expert-setting-up-parts-inventory.md): Learn how to structure Parts & Inventory in UpKeep so you can prevent stockouts, reduce asset downtime, and maintain accurate visibility
- [Ask the Expert: AI that Acts](http://help.onupkeep.com/en/articles/13952529-ask-the-expert-ai-that-acts.md): Discover how NOVA can streamline and automate your maintenance workflows.
- [Ask the Expert: The New Public Request Portal](http://help.onupkeep.com/en/articles/14127813-ask-the-expert-the-new-public-request-portal.md): Learn how to configure, share, and manage UpKeep’s new Public Request Portal so anyone can submit maintenance issues without logging in.
- [Ask the Expert: Conditional Maintenance & Meter-Based Triggers](http://help.onupkeep.com/en/articles/14659607-ask-the-expert-conditional-maintenance-meter-based-triggers.md): Learn how to set up meter-based triggers and use conditional maintenance to automate your PM program in UpKeep.

## UpKeep Integrations \(Enterprise Features\)

- [Video Walkthrough Overview of Integrations](http://help.onupkeep.com/en/articles/4649327-video-walkthrough-overview-of-integrations.md): Video length \(2:30\)
- [UpKeep Partnership](http://help.onupkeep.com/en/articles/7670577-upkeep-partnership.md): Learning about UpKeep Partnership
- [SAP Integration](http://help.onupkeep.com/en/articles/11037563-sap-integration.md): UpKeep’s SAP Integration bridges the gap between SAP’s ERP system and your maintenance operations.
- [How to set up Single Sign On with ADFS](http://help.onupkeep.com/en/articles/4752824-how-to-set-up-single-sign-on-with-adfs.md): Verifying SSO using ADFS for Upkeep
- [How to set up Single Sign On \(SSO\) - Okta](http://help.onupkeep.com/en/articles/2620060-how-to-set-up-single-sign-on-sso-okta.md): Setup instructions using Okta as a SSO provider
- [How to set up Single Sign On \(SSO\) - Google SAML](http://help.onupkeep.com/en/articles/2788941-how-to-set-up-single-sign-on-sso-google-saml.md)
- [Verifying SSO using Azure SSO for UpKeep](http://help.onupkeep.com/en/articles/4752933-verifying-sso-using-azure-sso-for-upkeep.md): This document is to help verify the Azure SSO settings and the corresponding UpKeep settings
- [How To Create a Direct Link For SSO Authentication](http://help.onupkeep.com/en/articles/9299102-how-to-create-a-direct-link-for-sso-authentication.md): How to bypass entering your companies unique identifier when going to log in on the web application
- [How to Configure SSO Settings in UpKeep](http://help.onupkeep.com/en/articles/10619598-how-to-configure-sso-settings-in-upkeep.md): Learn how to configure SSO settings in UpKeep, including user types, profile updates, native login, and reauthentication options
- [How do I use UpKeep's Public APIs](http://help.onupkeep.com/en/articles/2477562-how-do-i-use-upkeep-s-public-apis.md): A few quick videos on using UpKeep's Public APIs
- [How to Set Up Webhooks](http://help.onupkeep.com/en/articles/2862329-how-to-set-up-webhooks.md): Set up two way integrations with UpKeep using webhooks
- [Do you integrate with \[X Software\]?](http://help.onupkeep.com/en/articles/135762-do-you-integrate-with-x-software.md): Need a custom integration with your other business software? Reach out to us and we'll tell you if we can support that integration!
- [How do I use the Zapier Integration?](http://help.onupkeep.com/en/articles/568412-how-do-i-use-the-zapier-integration.md): Learn more about how UpKeep connects and integrates with over 500+ web services

## Customers

- [How to Import or Update Customers](http://help.onupkeep.com/en/articles/14862315-how-to-import-or-update-customers.md): Learn how to bulk-import customer records into UpKeep to track customer information across work orders and purchase orders.