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Knowledge base
Inventory
Parts
17
Adding a Part
Editing Part Information
Adding a Vendor to a Part
Adding Equipment to a Part
Parts History Review
View all 17
Purchasing
12
Adding a Purchase Request for Stock Parts
Adding a Purchase Request for Non-Stock Parts
Approving Purchase Request - Approval Workbench
Converting Purchase Requests to Purchase Orders
Creating a Purchase Order
View all 12
Invoice Matching
3
Adding an Invoice
Authorizing an Invoice for Payment
Edit an Invoice
Vendors
4
Adding a Vendor
Editing a Vendor's Information
Adding a Contact to a Vendor
Deleting a Vendor
Accounts
2
Adding an Account
Editing Account Numbers
Mobile Applications
Getting Started
6
Mobile Configuration
Log In on the Mobile App
Mobile Main Menu
Viewing Attachments on Mobile Device
Adding Photos on Mobile Device
View all 6
Work Orders
11
Mobile Adding Work Requests and Work Orders
Completing Work Orders
Issue | Return Parts to a Work Order
Adding | Deleting Labor Records on a Work Order
Complete | Cancel Tasks on Work Orders
View all 11
Work Requests
1
Adding Work Request - Work Requester Only Security Level
Notifications
1
SOMAX Mobile Viewing Notifications
Equipment
3
Search for Equipment using Mobile Device
Adding Equipment Using a Mobile Device
Sorting Equipment List on Mobile Device
Parts
4
SOMAX Mobile Parts Update On Hand Quantity
SOMAX Mobile Adding Part Records
SOMAX Mobile Physical Inventory
SOMAX Mobile Adding Picture to a Part Record
Meters
1
SOMAX Mobile Meter Reading Entry
Sanitation
4
Mobile Adding Sanitation Request or Sanitation Job
Mobile Adding Maintenance Work Request
Mobile Sanitation Verification Workbench
Mobile Completing Sanitation Job
FAQs, Best Practices & Videos
FAQs
23
I forgot my password, how do I reset it?
How do I delete a user from SOMAX?
Search or lookup problems, how do I clear my search filter?
Why am I not able to access the SOMAX login page?
What mobile devices does SOMAX recommend?
View all 23
Best Practices
2
Last Due - vs - Last Done
Meter Based Maintenance
Videos
13
Add a new User
Add an Equipment record
Add a Work Request (requestor access only)
Add a Work Order
Building a Labor Schedule
View all 13
Sanitation
Sanitation
11
Overview of Sanitation Module
Add Sanitation Job without On-Demand Procedure From Dashboard
Sanitation Approval Workbench
Generate Sanitation Jobs
Assignment of Sanitation Jobs from Job Search
View all 11
Master Sanitation Schedule
7
Add Master Sanitation Schedule or MSSOP
Using Save As Option to copy a Master Sanitation Schedule
Adding Tasks to Master Sanitation Schedule
Adding Tools to Master Sanitation Schedule Planning
Adding Chemicals to Master Sanitation Schedule Planning
View all 7
Procedures
3
Add Sanitation Job with On-Demand-Procedure from Dashboard
Adding Sanitation Request With On Demand Procedure
Adding Sanitation On-Demand Procedure
Sanitation Job Verification
2
Verification Process
Verification Workbench
Reports & Dashboards
Reports
5
Customize a Report
Customize Work Order with Labor Costs Report - Grouping
Recently Accessed, Memorized, and Public Folders
Printing, Exporting and Searching Reports
Equipment Cost Summary
Dashboards
0
Getting Started with SOMAX
Getting Started
3
Logging In to SOMAX Web Application
SOMAX Dashboard Icons and Descriptions
Look Up List Meanings and Descriptions
Basic Information
2
Hard Refresh in Chrome - Part Checkout Page
Clearing Cached History in Chrome
Adding Records
3
Adding a User
Adding a Part
Changing Password and Security Question
Searching for Records
4
Adding a Picture
Adding Tasks
Add a Note
Add an Attachment
Configuration
Administrative Functions
8
Client Setup
Site Setup
Notification Setup
Editing Lookup List
Editing Security Profiles
View all 8
User Functions
0
Plant Location Tree
4
Plant Location Tree Overview
Plant Setup
Plant Locations
Add Equipment to the Plant Location Tree
Libraries
2
Adding an On Demand Procedure
Activation of On Demand Procedures
Sensors
About Sensors
0
Adding Sensors
0
Sensor Edit Pages
0
Shopping Cart
Shopping Cart Creating a Cart
1
Adding a Shopping Cart Purchase Request
Approve or Review Cart
2
Approve a Shopping Cart Purchase Request
Review a Shopping Cart Purchase Request
Maintenance
Equipment
8
Adding Equipment
Changing an Equipment ID
Delete/Inactivate an Equipment ID
Equipment: Additional Information
Adding Equipment Warranty Information
View all 8
Work Orders
13
Adding a Work Order
Adding a Work Request
Editing a Work Order
Adding Tasks to Work Orders
Approval Workbench - Approving Work Requests
View all 13
Preventive Maintenance
12
Adding a PM Master Job
Adding an On Demand PM Master Job
Adding Tasks to a PM Master Job
Adding Calendar Based Schedule Records to a PM Master Job
Adding Meter Based Schedule Records to a PM Master Job
View all 12
Meters
3
Adding a Meter Record
Recording Meter Readings
Resetting a Meter
Locations
2
Adding a Location
Working with Locations
Scheduling
3
Labor Scheduling - Assigning Approved WO's
Labor Scheduling - Reassigning Work Orders
Labor Scheduling - Scheduling Calendar