Help CenterAs an Admin of the system, you will be able to access settings and features that allows you to manage as well as control what your staff are able to create, edit, delete, and view in the system. You will also have control over the creation and management of all the different data and files in the system, including the Site/Customer, Projects, Jobs as well as Assets.
The Admin will also be able to schedule and organise jobs according to the specific requirement for the Site/Customer, as well as monitor all the Jobs created and done by the user, and generate a report for ease of tracking among the team as well as having serve as a reference point for the management.
1. Managing Users & Integrity Management
- Create/Manage User Accounts (Invite User)
As an Admin on the system, you will have the access to create additional users in the system, as well as managing the level of access the user should have in the system. Each of the user accounts are unique to its own user which ensures a level of integrity and certainty whenever the staffs uses the system.
You can go to this link here on guides on how you can invite users into your company's Caction system: How to Add a New User
Users in the system can be categorized into different user types, with each of them having different level of access on the system itself. With this, you will be able to easily manage what should certain group of users be able to view, and access.
To understand further on the different types of user category that is available in the system, you can go through the link here for further explanation : Understanding User Type Default Access
- Set Roles and Permissions (access control - Create, Edit, Delete, View)
Once a user has been added in, you can also control the level of access for the user itself, allowing the specific user to have different settings compared to the rest of their team. This is useful for when you may require a team leader or team representative for the staff to also be able to create, edit, delete or view Jobs, without having the need to give them full access to the system.
Here is a link for a guide on how you can set specific access and customize specific permissions to the users in the system: What is User Account Customization?
2. Data Creation
As an Admin, by default, you will have the access to create data for the Site/Customer, Project, Jobs as well as Assets in the system. You will also have the full access to edit, and delete the data as and when needed.
Through our Data Creation feature, you can easily manage all your site/customer info, compile your project lists, assign relevant assets, and schedule jobs all while having the ability to assign all the items to its respective and specified owner. With this, you can easily assign the the relevant site/customer, project or jobs to the relevant staff for their further actions on it.
Here is a guide on how you can learn more on the different Data Levels available in the system: Understanding Data Level Structures In Caction
3. Scheduling and Organising Preventive Maintenance Plan & Ad-hoc services
As Admin, you will have the access and control to create and organise all the different jobs in the system. From here, you will be able to have all the jobs created in the system to show up in the Job Schedule page, for ease of the staffs to see and perform all the necessary tasks all from the palm of their hands.
With this, you can have all the required preventive maintenance or scheduled maintenance jobs to be planned early or at the start of the customer onboarding, so that technicians won't miss out on any of the required maintenance, ensuring the customer is well taken care of and reducing the risk of the product failing overtime.
You will also be able to create emergency or ad-hoc tasks when and as needed. This will ensure that technicians will still be able to perform the relevant ad-hoc maintenance and allowing you to always keep track of what is happening with the ad-hoc task itself.
Here are some links for guides on further details on how you can schedule these Preventive & Ad-Hoc Maintenances: Scheduling and Organising Preventive Maintenance Plan
4. Managing job from creation to completion
Through Caction, you will also be able to manage jobs from its initial creation, to its repeating occurrence, down to its full completion, all while having full control and view over what is going on with the job itself. You will be able to create the initial job and have it show up in the schedule for the rest of your team to see, and then from there you can proceed to create planned maintenance jobs according to the customer's specific needs.
Here are some guides on how you can create the jobs for the customer: How to Add a New Job | How to Add a New Job in Mobile App?
Once you have created the initial job, you can create repeating jobs for the scheduled maintenances job required for the customer. This will allow the staffs to be notified and aware of all the maintenance job planned for the customer, and the staffs can proceed with following up with the customer according to all the scheduled jobs in the system. The main benefit of this is to have a peace of mind when you first created the job for the customer, as you won't have to always create jobs for when a maintenance is needed, and instead have it created beforehand.
On how you can create repeating jobs for your Maintenance Plans, you can follow these guides here: How to Create a Repeat or Recurrent Job? | How to Create a Repeat or Recurrent Job in Mobile App?
5. Monitoring & Report Generation
Our platform also enables Admins to be able to not only monitor the ongoing task to completion, but Admins will also be able to monitor all of the metrics on what is going on the ground and how does it work on making the company move.
Through the dashboard in our system, you are able to extract valuable and easily understandable real-time reports that can help you make fast and informed decisions, providing a streamlined and enhanced customer experience. You can simply keep your colleagues in the loop by sharing with them Excel or PDF reports such as regular service reports, breakdown/callback, scheduled maintenance and more.
You will also be able to pull out valuable data on what's going on on the field with the use of our built-in PowerBI Capabilities. You will be able to leverage our automatic data analytics to deepen understanding of your business operations, optimize performance, and focus on growth areas to ensure your business achieves its full potential.
All these functional data will be accessible right on the platform, but you will also have the ease of being able to extract these data and have it stored on your various devices, ensuring that you will always be able to access these valuable data no matter where you are.
For our guides on Report Generation as well as Updates Monitoring, click on this link here: Generating Reports