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Align EAM (Enterprise Asset Management)
72 articles
Adding an Administrator to Align
Adding a User to Align
Company ListsCompany Lists are customizable and populated with information tailored to your company’s specific needs.
Creating Cost Centers (Video)
Creating Cost Codes (Videos)
Create Lists: Tool, Material, Unit of Measure, Manufacturers (Video)
Creating a New List ItemList Items are customizable and populated with information tailored to your company’s specific needs.
Creating Stock & Non-Stock Locations (Video)
Creating Standard & User Employees (Video)
Creating Units of Measure (Video)
Data Loader benefits & ability
Using the Data Merge UtilityThe Data Merge Utility allows you to combine two or more similar Lists items.
Employee vs User
Enable Requisition Browser- Enterprise & Pro onlyThe Requisition Browser feature provides more control and flexibility over how field requests are processed.
Filtering and Searching List Items under Company Lists & SettingsWithin many of the List Item options, you have the ability to easily filter and search.
Login SettingsFor enhanced security, you can customize your login settings.
Status CodesStatus Codes are used to assign a particular statuses to your tools and equipment.
Tool & Equipment Aging PeriodsQuickly see which tools and equipment have not been scanned, transferred, or counted within a certain period of time within the Item Browser
Updating a Company LogoYour company logo can be added to your database.
User Roles
Add Model to Job Stock List - Enterprise only
Adding a Tool Model Service Plan to a Tool (Video)
Adding Unique Tools from the Catalog
Adding Unique Tools from the Product Catalog (Video)
Creating a Transfer Ticket from Item Browser (Video)
Item Browser Reports
The Item Browser (Video)
Manually Adding Unique Tools (Video)
Manually Creating Unique Tools
Model Record vs Item Record
Retiring a Tool & Reinstating a Retired Tool
Retiring Tools & View Manage Retire Tool Browser (Video)
Unique vs Quantity Tools in EAM Align Platform
Set Job Stock Target Levels- Enterprise only
Cloud: Convert Pick Ticket to Ready to Pick Status (Video)
Cloud: Creating a Pick Ticket (Video)
Cloud: Picking a Pick Ticket (Video)
Creating a Requisition/Pick Ticket
Creating a Transfer from the Transfer Browser
Creating a Transfer Ticket from the Transfer Ticket Browser (Video)
EAM Cloud Express Check In (Video)
EAM Cloud: Creating a Count Ticket from the Count Ticket Browser (Video)
Searching for Pick TicketsSearch for desired Pick Tickets within the Pick Ticket browser.
Transfer Ticket Header Information
Transfer Ticket Line Information