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6a. Clients Management

1. Start Here

1.01 What is Servista and for whom it is designed
1.02 First things to do as a facility owner
1.03 General settings and defining parameters
1.04 Approval procedures and working with them
1.05 Company Details Management
1.06 Management of your membership
1.07 Managing the Supplier Authorizations

2. Facilities and Inventories

2. Facilities and Inventories

2.01 What is a facility in Servista system
2.02 Facilities monitoring screen
2.03 Creating a new facility
2.04 Filtering options in facilities screen
2.05 Editing parameters of an existing facility
2.06 Basics of inventory management system
2.07 Creating an inventory list for a facility
2.08 Editing or deleting an existing inventory list
2.09 What is the equipment maintenance history?

3. Users Management

3. Users Management

3.01 Basics of user management in Servista
3.02 Users management screen
3.03 User types, their roles and privileges
3.04 Creating a new user
3.05 Loading a profile photo
3.06 Editing an existing user’s parameters
3.07 Reset a user’s password

4. Work Orders

4.01 Work order statuses and explanations
4.02 Work orders screens; Calendar, monitoring, subcontractor works and approvals
4.03 Creating a work order
4.04 Creating a work order for multiple locations
4.06 Work order approval procedures
4.07 Filling the work order form
4.08 Creating a work order for multiple contactors

5. Planned Maintenance

5. Planned Maintenance

5.01 Planned maintenance statuses and explanation
5.02 Planned maintenance screens; Calendar, monitoring, sub-contractor works, planning, approvals and contracts
5.03 Planned maintenance contracts management
5.04 Planned maintenance monthly planning
5.05 Planned maintenance approval procedures
5.06 Filling the maintenance form

6a. Clients Management

6a. Clients Management

6a.01 Cliens management screen
6a.02 Adding a new Client
6a.03 Removing an existing Client

6b. Suppliers Management

6b. Suppliers Management

6b.01 Suppliers management screen
6b.02 Adding a new supplier
6b.03 Removing an existing supplier
6b.04 Managing supplier’s privileges

7. Sub-Contractors Management

7. Sub-Contractors Management

7.01 Sub-contractors monitoring screen
7.02 Adding a new Sub-contractor
7.03 Removing an existing Sub-contractor
7.04 Sending an assignment to a sub-contractor
7.05 Defining sub-contractor’s approval procedures

8. Analytics Center

8. Analytics Center

8.01 Which data can be analyzed in analytics center?

9. Frequently Asked Questions

9. Frequently Asked Questions

9.01 How to retrieve my password?
9.02 How to cancel accidentally opened work order?
9.03 What is the colors’ meaning in the work orders and maintenance?
9.04 How to change my membership plan?
9.05 Why I cannot create a new work order?
9.06 How to create work orders for multiple facilities instantly?
9.07 Can I unsubscribe email notifications?
9.08 How subscribe back to email notifications?
9.09 Where to find an equipment’s maintenance history?
9.10 Is it possible to change planned maintenance date?
9.11 How to load my profile photo?

Home
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Facilities
6a. Clients Management

6a. Clients Management

Manage your Clients and their facilities

6a.01 Cliens management screen
6a.02 Adding a new Client
6a.03 Removing an existing Client

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