This article is meant to give you a breakdown of what information you need to start entering and will provide links to articles for each of the sections.

Before we get started make sure you are logged into your account and are ready to go! We will walk you through the steps and will let you know what needs to be entered first so that your account is 100% set up and ready to go. The order given below will help you set up the account:

Custom field creation will allow you to capture specific information tailored to your organization's needs. You can create these fields for Customers, Production Lines, Machines, Parts, and Work Orders. Before uploading your Assets, Customers, and Inventory data on the platform, defining custom fields will help you map the data to the corresponding custom fields on the platform.

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The first thing you will want to do is add your customers to your account. The work orders cannot be created without the customers on the platform.

NOTES: Each customer should have a unique ID, this will help you to accurately report on work done at those customers’ sites.

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After you have added the Customers to your portal, you can add your customer users on the platform to give them access to the Customer Portal.

NOTES: Each customer user account should have a unique email ID, this will help you accurately track work orders created by the customers.

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Assets can be your production lines, Machines, or Components that will require work to be done on them.

NOTES: Each asset should have a unique serial number or ID, this will help you to accurately report on work done at those assets.

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Parts creation will allow you to optimize data being added to work orders and machines as well as help you track your current Inventory.

NOTES: Each part should have a unique article number, this will help you to accurately map them to the machines and components.

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Makula provides a set of custom statuses that you can use for the work orders. You can also define your custom statuses for work orders in the main settings of your platform. This will empower you to tailor your work order management workflow to match your organization's unique processes and needs.

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Once you invite your team members to the platform they will receive an email notification with the sign-in credentials and a link to directly go to the platform.

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Now you have added all of your data, created custom fields, defined work order statuses, and invited your users to the platform. You can start creating the work orders.

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You can also create Preventive Maintenance Events that will auto-fire off work orders that need to be done on a set schedule or regular basis. This will save you time and help you plan for what is to come!

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You can also add Procedures to create and maintain a comprehensive procedures library, digitally defining all machine service procedures and conveniently attaching the necessary resources for engineers to reference. These procedures can be attached to work orders and will be readily available for your team members.

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You can customize the branding and appearance of the Customer Portal to match your company's identity. This feature gives you the flexibility to create a seamless and consistent user experience for your customers.

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