Help Center

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

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 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 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 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

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

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

About Sensors 0

Adding Sensors 0

Sensor Edit Pages 0

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

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