All Collections
Help Articles
How to Articles for each of Redlists Tools
Admin
Configure and Edit Administrator Level Setting
Giving Users Access to FormsIt is essential to give users permissions to view and submit new forms. Access can be configured in Form Settings or User Permissions
How to Configure the Navigation Bar on Redlist Mobile App
How Do I sync data in Redlist's mobile app
How Do I Download the Redlist Mobile AppThis article provides instructions for downloading and accessing the Redlist mobile app on both iOS and Android devices.
How Do I Add a Dashboard to My Asset's Profile Page
How Do I Know What Different User Types Can Do?
How Do I Assign and Manage User License Types
How Do I link Users and Employees
How Do I Access My Redlist Account
How Do I Change My Homepage
How Do I Setup My Company's Information
How Do I Import Data Into My Account
How Do I Get Import Templates
How Do I Map Headers in the Import Tool
How Do I Correct Import Errors
How Do I Create New Users
How Do I Reset My Password
How Do I Create New User Roles
How Do I Change User Permissions
How Do I Know What Each User Permission Does
How Do I Create New Employees
How Do I Create New Employee Roles
How Do I Create New Teams
How Do I Create New Work Boards
How Do I Use Custom Fields
How Do I Log In to the Redlist Mobile App
What are the System Requirements to Use RedlistThese are the system requirements for both web and mobile devices to allow access to the Redlist App.
How to Access Redlist App on the WebThis is a step-by-step guide on how to access the Redlist web app.
How to Access Redlist Help CenterThis is a step-by-step guide on how to get into the Help Center on web and mobile app
How to Set a Default Home PageThis is a guide on how to set your Redlist web app home page to one of the tools you prefer.
How to Verify Email AddressThese are the steps in verifying the user's email address registered to a Redlist account.
What Browsers Does Redlist Support?Details on browser requirements for Redlist Support
How Do I Calculate the ROI on Reducing Downtime?Input your Company, Facility, and Department ROI from Reducing Maintenance Related Downtime
How to Use the Communications HubThis Communications feature contains conversations made by users. This is made available on Assets, Maintenance, and Operations tools in Redlist.
How do I Create my Digital SignatureThis article will discuss the feature of storing user's digital signature that can be used both on web and mobile app.
How Do I Use my Digital SignatureThis article will discuss the steps on how users can use their digital signature.
What are the Security Options available in Redlist?This article gives its users the security features available for tenants in Redlist.
How to Send an Invitation to Verify User's Email AddressThis is a step-by-step guide on how to inform and invite users to verify their email address on Redlist.
Assets
Track and Update Equipment Information.
How Do I Find All the Assets in a Location
How Do I Create Custom Fields for Assets
How to Update the Status of an Asset
Gallery View for Asset Hierarchy
Auditing QR Codes / NFC Tags on Groups
Planned Asset Lists
How Do I Monitor Activities on AssetsThere are a lot of activities on Assets that need to be updated and monitored. This article will guide the users on how to see the activities done on their…
Forms
This tool is extremely customizable, used to capture everything from equipment inspections, to incident reports, to temperature readings, the Forms tool can do it all.
How Do I Create a New Form
How Do I Select a Different Question Type When Building a Form
How Do I Make a Form Question Required
How Do I Link Inspection Failures to an Asset
How Do I Set When a Question is Visible in a Form
How Do I Allow Field Users Add Photo and Videos to Forms
How Do I Bulk Edit Form Questions
How Do I Create a Custom PDF for Forms
How Do I Organize Forms into Folders
How Do I Configure the PDF Report Footer
How Do I Configure the PDF Report Header
How Do I Prepopulate Information in my Form?
How Do I Use Form Section Settings
How Do I Use Form Question Settings
How Do I Use Form Questions
How Do I Use Form Question Logic
How Do I Use Form Settings
How Do I Edit Form SettingsForms can be accessed and used through mobile and web app. There are different settings to choose from to customize its functionality.
How Do I Edit My Forms PDF Report
How Do I Create Follow Up Task From a Form
How Do I Send Notifications from a Form
How Do I Add Additional Information to a Form Question
I Can't Find My Forms
Health, Safety, and Environmental - HSE
Create and Execute on Your Companies Safety Program
Adding a Supervisor Notification to a CertificationSupervisors can now receive notifications when status changes on an employees cdertification
Integrations
Connect Redlist to Other Software to Breakdown Operational Silos
How Do I Link Redlist Assets to Assets in One Step GPS
How Do I Access Integration OptionsThe Redlist Integration Hub allows you to set up integrations with Redlist Partners
Maintenance and Lubrication
Create Maintenance and Execute on Maintenance and Lubrication Programs
How Do I Complete a Work Order or Route
How Do I Use Work Order Filters
How to Complete a Work Order
How Do I Configure PM Program Work Order Template Required Settings
How Do I Configure PM Program Work Order Template Frequency Rule Settings
How Do I Edit General Task Settings in PM Programs
How Do I Add an Attachment or Inspection to a Recurring Task
How Do I Add Tasks to Work Order Templates
How Do I Create a Work Order from My PM Program
How Do I Add a Task to a PM Program
How Do I Add a Component to a PM Program
How Do I Add Assets to a PM Program
How Do I Create a New PM Program
How Do I Create Custom Fields for Tasks
How Do I Create Custom Fields for Components
How Do I Update Miles/Km at Last Service in PM Programs
How Do I Ignore or Delete Work Orders
How Do I Edit Work Order Templates
I Can't Find My Work OrdersIf you are using the mobile app and can't find a work order, below are a couple of troubleshooting steps to correct the issue
How Do I Complete a Form on a Task
How Do I Add a Section to a PM Program
Proof of Presence (POP) Facility and Route Level SettingsEnforce completing tasks at the applicable asset with Proof of Presence
Release Notes 2024.12.13
Closing Lubrication Routes in Redlist (a Weekly Open Office Hours Session)This session covers task completion settings in Redlist, including proof of presence, asset tracking, data collection, and automation tools to enhance lubrication route management. This is in Lubrication Management UI.
Operations
Quote and Create Jobs. Schedule and Dispatch Equipment and Employees. Approve and Invoice Customers
How Do I Mark a Job as Complete
How Do I Create a Quote
How Do I Create New Line Items to Add to a Job
How Do I Send Crew Notifications
Creating and Communicating PicklistsHow do I create and Communicate My Inventory Picklist?
Reports
Visualize, track, and trend your data
How to Use the ROI CalculatorThis is a step-by-step guide on how to access and use the ROI calculator in Redlist.
Time Tracking
Allow Employees to Attribute Time to Asset, Assignments, Jobs, Tasks and Work Orders
How Do I Clock In and Out of a Timer
How Do I Add Time to a Work Order or Task
How Do I Add a Timer Manually in Redlist's Mobile App
How Do I Set Up Clock In and Clock Out
How Do I View and Align Timezone Differences on TimersHow do I know if there is timezone difference that affects the timer data that I get? This guide gives you the steps to view and align timers.
How Do I Create Custom Fields on Timers
How Do I Customize the Timer Approvals Table