How to Use the Admin Panel to Get the Most Out of Your Organization
The Admin Panel serves as a valuable toolset for users with administrator roles, enabling them to efficiently oversee all aspects of their organization from a centralized location. Each tab's function is explained in detail below.
Organization
- This section serves as your Organization's profile, providing you with the ability to easily access and update essential details such as your address, phone number, business hours, and other information.
Subscription
- The Subscriptions tab is where you can view and update your plan, billing information, as well as how many available licenses you have.
- The Members panel is conveniently located within this tab, giving you easy access to manage and view all information related to organization members. This allows administrators to efficiently handle member-related tasks, such as updating profiles, adjusting roles, and monitoring member activity.To learn more about the Members Panel, click here.
Roles
- This section allows you to manage the roles within your organization. From this page, you can add new roles, update existing ones, and remove roles as needed. The Roles tab enables you to efficiently control permissions and user access throughout your organization. If you would like to learn more about the Roles page, click here.
Tickets
- In this tab, you can edit ticket priorities to indicate the importance and urgency of a job, ensuring that technicians understand the heightened need for each task based on your organization's specific scale. Additionally, you can set a time allotment for each priority to indicate how long each one should take.
- You can also set risk levels on tickets to notify technicians of the potential risks linked to a job.
- Reset Triggers move tickets between the Open status and Pending or Assigned status via the Four Pillars of Operation: Due Datetime, Elements, Checklists and Participants. Subsequent changes to ticket attachments after a ticket is created can be configured to trigger a status reset.
- Ticket Resolutions are rules that can be added to Tickets in order to move them from the Completed to Closed status on the Dashboard. For instance, you have the option to label a resolution as "Paid," allowing you to identify and close billable tickets once they have been completed and payment has been received. To learn more about Ticket Resolutions, click here.
- Ticket Types are a key method for categorizing your tickets, offering a high-level overview of work classification. Each ticket type represents a distinct category that helps streamline organization and management. Once a ticket is assigned a specific type at creation, it cannot be changed. Protected ticket types are for tickets you wish for to have explicit access to, once this is enabled, it cannot be changed.
- A ticket template can be added to assist in quickly creating tickets with similar properties. Templates can include pre-filled fields such as ticket Tags, Locations and Assets, Checklists, Teams and Team Members, along with several other properties. Administrators can customize templates to match common ticket scenarios, making it easier to accurately create and assign tickets. If you would like to learn more about Templates, click here.
Projects
- This tab enables you to create project templates which aids in maintaining consistency and standardization across all new Projects. By using these templates, you can define specific guidelines, structures, and attributes that should be applied whenever a new Project is developed. You can add Template Names, Descriptions, and Tags, as well as upload attachments from your device or the Chekhub Library. If you would like to learn more about Project Templates, click here.
Locations
- Location types can be organized to give a top-down view and better control of the types of locations you will be dealing with. The default settings show from the Region at the top, down to an individual Room at the bottom. If you would like to learn more about Location types, click here.
- A Location Template can be added for use in creating locations, much like a Project Template, you can add names, Tags and Qualifications to each template. If you would like to learn more about Location Templates, click here.
Assets
- Under this tab, you can create, edit and organize your PM rules through custom templates. These can be applied when you create your Preventative Maintenance tickets in the dashboard, allowing PMs with similar settings to be generated more quickly. To learn more about PM rules, click here.
- Like Location Templates, Asset Templates enable you to personalize the way new assets are included in your system for work. This simplifies the process and makes it more efficient for your organization. If you would like to learn more about Templates, click here.
Teams
- By utilizing team templates, administrators can streamline the process of creating new teams within the organization. These templates serve as a convenient tool for categorizing users based on the specific type of work they are assigned to do. By setting up predefined team structures, administrators can easily assign roles, permissions, and responsibilities to team members, ensuring efficient collaboration and task delegation. If you would like to learn more about Templates, click here.
Members
- A member template can be added for use when adding new members to your organization. If you would like to learn more about Templates, click here.
Billing
- The Billing tab allows you to manage Job Roles and Rates. Here you can also manage Expense Categories.
Tags
- Adding tags can improve the searchability and organization of the platform. Tags are keywords or labels that can be assigned to various elements within the system, such as Tickets, Rounds PMS, Checklists, and Locations. To learn more about Tags, click here.
Qualifications
- Qualifications can be added and edited on this page. Once a qualification has been added, you can view any Assets, Participants, or Checklists that a qualification is a part of. To learn more about Creating Qualifications, click here.
Safety Concerns
- Safety concerns allow you to classify the level of risk associated with a job. On this page, you can add level names, descriptions, and color codes to suit your organization's needs. This customization helps ensure that everyone is aware of the potential risks and can take appropriate precautions. To learn more about Safety Concerns, click here.
Approvals
- The approvals tab allows you to implement Approval Chains that can be added on to Tickets and PMs. Approval Chains are a powerful feature that enables you to establish a structured workflow for obtaining approvals on specific tasks from Users within your organization. To lean more about Approval Chains, click here.
Deleted Items
- This tab allows you to view any items in Chekhub that you have deleted and restore it.
The Admin Panel serves as a valuable toolset for users with administrator roles, enabling them to efficiently oversee all aspects of their organization from a centralized location. Each tab's function is explained in detail below.
Organization
- This section serves as your Organization's profile, providing you with the ability to easily access and update essential details such as your address, phone number, business hours, and other information.
Subscription
- The Subscriptions tab is where you can view and update your plan, billing information, as well as how many available licenses you have.
- The Members panel is conveniently located within this tab, giving you easy access to manage and view all information related to organization members. This allows administrators to efficiently handle member-related tasks, such as updating profiles, adjusting roles, and monitoring member activity. To learn more about the Members Panel, click here.
Roles
- This section allows you to manage the roles within your organization. From this page, you can add new roles, update existing ones, and remove roles as needed.
- The Roles tab enables you to efficiently control permissions and user access throughout your organization. If you would like to learn more about the Roles page, click here.
Tickets
- In this tab, you can edit ticket priorities to indicate the importance and urgency of a job, ensuring that technicians understand the heightened need for each task based on your organization's specific scale. Additionally, you can set a time allotment for each priority to indicate how long each one should take.
- You can also set risk levels on tickets to notify technicians of the potential risks linked to a job.
- Reset Triggers move tickets between the Open status and Pending or Assigned status via the Four Pillars of Operation: Due Datetime, Elements, Checklists and Participants. Subsequent changes to ticket attachments after a ticket is created can be configured to trigger a status reset.
- Ticket Resolutions are rules that can be added to Tickets in order to move them from the Completed to Closed status on the Dashboard. For instance, you have the option to label a resolution as "Paid," allowing you to identify and close billable tickets once they have been completed and payment has been received. To learn more about Ticket Resolutions, click here .
- Ticket types are a key method for categorizing your tickets, offering a high-level overview of work classification. Each ticket type represents a distinct category that helps streamline organization and management. Once a ticket is assigned a specific type at creation, it cannot be changed.
- A ticket template can be added to assist in quickly creating tickets with similar properties. Templates can include pre-filled fields such as ticket Tags, Locations and Assets, Checklists, Teams and Team Members, along with several other properties. Administrators can customize templates to match common ticket scenarios, making it easier to accurately create and assign tickets. If you would like to learn more about Templates, click here.
Projects
- This tab enables you to create project templates which aids in maintaining consistency and standardization across all new Projects. By using these templates, you can define specific guidelines, structures, and attributes that should be applied whenever a new Project is developed. You can add Template Names, Descriptions, and Tags, as well as upload attachments from your device or the Chekhub Library. If you would like to learn more about Project Templates, click here.
Locations
- Location types can be organized to give a top-down view and better control of the types of locations you will be dealing with. The default settings show from the Region at the top, down to an individual Room at the bottom.
- A Location Template can be added for use in creating locations, much like a Project Template, you can add names, Tags and Qualifications to each template. If you would like to learn more about Location Templates, click here.
Assets
- Under this tab, you can create, edit and organize your PM rules through custom templates. These can be applied when you create your Preventative Maintenance tickets in the dashboard, allowing PMs with similar settings to be generated more quickly.
- Like Location Templates, Asset Templates enable you to personalize the way new assets are included in your system for work. This simplifies the process and makes it more efficient for your organization.
- By utilizing team templates, administrators can streamline the process of creating new teams within the organization. These templates serve as a convenient tool for categorizing users based on the specific type of work they are assigned to do. By setting up predefined team structures, administrators can easily assign roles, permissions, and responsibilities to team members, ensuring efficient collaboration and task delegation. If you would like to learn more about Templates, click here.
Members
- A member template can be added for use when adding new members to your organization. If you would like to learn more about Templates, click here.
Billing
- The Billing tab allows you to manage Job Roles and Rates. Here you can also manage Expense Categories.
Tags
- Adding tags can improve the searchability and organization of the platform. Tags are keywords or labels that can be assigned to various elements within the system, such as Tickets, Rounds PMS, Checklists, and Locations. To learn more about Tags, click here.
Qualifications
- Qualifications can be added and edited on this page. Once a qualification has been added, you can view any Assets, Participants, or Checklists that a qualification is a part of. To learn more about Creating Qualifications, click here.
Safety Concerns
- Safety concerns allow you to classify the level of risk associated with a job. On this page, you can add level names, descriptions, and color codes to suit your organization's needs. This customization helps ensure that everyone is aware of the potential risks and can take appropriate precautions. To learn more about Safety Concerns, click here.
Approvals
- The approvals tab allows you to implement Approval Chains that can be added on to Tickets and PMs.
- Approval Chains are a powerful feature that enables you to establish a structured workflow for obtaining approvals on specific tasks from Users within your organization. To lean more about Approval Chains, click here.
Deleted Items
- This tab allows you to view any items in Chekhub that you have deleted and restore them.