The Course
Explore maintenance management with this beginner-friendly course, designed to help you master a leading asset management tool. You'll learn how to streamline operations, boost productivity, and simplify daily tasks. We’ll cover the essentials—from account setup to mastering common workflows and creating your first work order. Along the way, you'll gain insights into data best practices and UpKeep navigation.
By course's end, you'll be equipped to tackle facilities management challenges with confidence. Get ready to turn hard work into smart work and join a community of maintenance professionals.
Curriculum
Introduction
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Understanding User Types and Permissions
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How to Access UpKeep Profile Settings
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Best Practices for Data Collection
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Common Workflows
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- Introduction to Common Workflows in UpKeep (0:19)
- Request Workflow Overview (1:20)
- Configure Internal Request Form (1:31)
- Configure External Request Form (0:55)
- Submitting Requests (1:03)
- Approving Requests (1:06)
- Introduction to Reactive Work Order Creation Workflow
- Reactive Work Order Creation Workflow (0:36)
- Configuring Work Order Fields (0:35)
- Configuring Work Order Categories (0:51)
- Creating Work Orders (1:42)
- Navigating the Work Orders Home Page (1:37)
- Processing Work Orders (1:42)
- Additional Support (0:27)
- Quiz
Resources for Success
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