Alldevice Help Center

Training Checklist - Production Companies

A list of features you should understand within Alldevice by role

Written by Richard Snaith

Updated over a month ago

A Simple check list with training topics by roll, with linked articles

X is recommended and O optional if needed

Product Usage

Function	Topic	Admin	Manager	Tech
Device Tree	Building the tree structure, Locations, Devices , Linking to Departments and copying devices in tree	X	X	O
Device Card	Attributes, Categories, manufacturers, additional fields and importing	X	X	O
Spares	Preparing to use the Spares Functionality	X	X	O
	Initial Adding of Spare Parts & Updating	X	X	O
	Spare Parts Stock Levels Setting & Adjusting	X	X	O
	Viewing spares & reports	X	X	X
	Adding spares to device card for easy access	X	X	O
Tasks / Works Orders	Task types & use case - Planned (One time), Scheduled Tasks (Maintenance) and Extraordinary ( Failures)	X	X	X
	Tasks Action Pre Sets - Templates to standardise maintenance activities	X	X	O
	3 Ways to add tasks	X	X	O
	Reminders for tasks	O	X	O
	Task view for planning and prioritising	O	X	O
	Task stages - show the status of tasks ie repairs waiting for parts	X	X	O
	Task groups - Allows you to segment tasks by categories you define	X	X	O
	Book Spares for a Works Order / Task & Upcoming spares report	O	X	X
Calendar	Calendar views - Differing views and usage	X	X	X
Files / Documents on Device card	Overview of file storage locations options for files, pictures etc	X	X	X
Mobile Application Usage	Searching Devices (Tree, Search, NFC), Confirming tasks and adding tasks	O	X	X

General Usage & Setup

Function	Topic	Admin	Manager	Tech
List Views	Filtering, Columns displayed, Sorting - Examples of usage	X	X	X
System	IP Setup for improved security and access and updating Alldevice	X	O	O
Settings	Devices, Spares, Tasks, Measurements, Downtime, Executors (External), Companies (name, address, logo, currency)	X	X	O
	Users & User groups - Adding users, setting who can perform tasks and replacing performers	X	X	O
	Departments - Limit visibility and access to tasks & locations	X	X	O
Settings - Settings	General Settings	X	O	O
	Functionality - customise functionality and usage	X	X	O
	EMail settings - company wide system setting for emails	X	O	O
	Time & Calendar - Regional settings, Working hours, Currency, Default Language & National Holidays	X	X	O
	Login Page - Customise background and Login Logo	X	O	O
	API (Only visible if API Options purchased) - Setup the Key for connection	X	O	O
Mobile Settings	Setting up the Mobile application	X	X	X

Options and advanced usage

Feature	Admin	Manager	Engineer
NFC Tags - Setup & Usage	X	X	X
QR Codes - Setup and Usage	X	X	X
Measurement Templates and using on Tasks	X	X	O
Counter based Tasks & Updating Counters - For hours, pieces or any numeric trigger for task intervals	X	X	X
Reports – Repairs and Tasks and other examples	X	X	X
Device Status - Marking a device status on device tree - Normal, In Repair, On Hold & Why to use this (Task Intervals on hold)	X	X	X
Device External URL to QR code or NFC for fault reporting (without login or user account)	X	X	O
Downtime - Setup	X	X	O
Downtime - Usage	O	X	X
Dashboard view	X	X	O
MFA Option	X	O	O
Tracking Factory Ancillaries maintenance and certifications ie HVAC, Protective equipment with 3rd parties	O	X	X
Certificate Recording and Reminders - Lifting equipment, forklifts, measurement devices, inspection logs or clean down logs etc	O	X	X
3rd Party service companies & tasks	X	X	O
Calendar usage - For availability / work load management	O	X	X
Multi Licence - Multiple companies in one instance - How to use and some setup tips	X	O	O

FAQ Section

Topic Area	Question
Tasks	I cannot complete or do not see the "Confirm Service" option on a tasks, why?
Login	How can I login to Alldevice on the web or mobile?
Mobile	I don't see any tasks on the mobile application but I know I have tasks
Help articles	For all help articles search here