How do I import images and documents when importing from Excel?
You can create document linkages for items right as you update or upload them via an Excel sheet. Furthermore, you can attach up to 5 public media file URLs upon item import.
Archives: EZO CMMS FAQS
FAQ news and reviews
How can I use my own serial numbers in EZO CMMS?
EZO CMMS assigns an Item # to every item that you add to your account. This can also be referred to as the Asset # and Inventory #, depending on the context. The first item that gets added is #1, the second is #2, and so on. We’ve also designed a special field called Asset Identification …
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How can I delete an existing member in EZO CMMS? How is that different from ‘Deactivating’ a member?
Account owners can delete members by enabling the option from Settings → Company Settings → Policy → Member Deletion. Next, go to the Member listings page, choose the members you wish to delete, and click on Actions on Members → Delete. We recommend you enable this option only for the duration it takes you to delete members. Note that you can …
Importing in EZO CMMS – A Quick Guide
Here are some things you should be aware of before you begin importing data to EZO CMMS: 1) The first step is to make sure that you’ve finalized the mapping of your excel sheet columns to fields in EZO CMMS. Take a look at the predefined fields with assets and inventory. If they are not …
What types of alert do I get on each user level i.e. Account Owner, Admin, or a staff user?
Type of alerts that can be sent to each user level can be either ‘an email sent for each subscribed event’ or ‘a daily digest that summarizes all the events for the day’. Staff users receive email alerts for actions they’ve subscribed to only when they’re involved in the action. Following actions generate email alerts for …
How do I bulk import Members into my account using Excel?
EZO CMMS saves you time and effort by giving you the option to bulk import members into your account using Excel spreadsheets. To achieve this, go to Members → Import From Excel Sheet → Add New Members as shown: This leads to another page. Here, you get the option to either create a template for importing members …
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How can I calculate and track depreciation with EZO CMMS?
EZO CMMS supports straight-line method and declining balance method depreciation at the group level. This can be enabled from Settings –> Add Ons. Here’s a detailed guide on depreciation management in EZO CMMS.
Our company administrators manage the checkouts, reservations and other actions of our staff users. We therefore do not want the staff users to log in.
It is possible to specify and select which members are allowed to log in. This can be done by unchecking ‘Enable member to login’ on the Member Details page. If doing a mass import, you can have a column with ‘Yes’ and ‘No’ and map it to ‘Login Allowed’.
How do I delete multiple items?
Deleting an asset permanently removes it from the system. We recommend that you ‘retire’ assets that are no longer needed. Only the account owner can delete assets/inventory records in bulk to clean the account.Steps:1) From Settings -> Company Settings -> Item Deletion, enable “Allow account owner to delete in mass”, as shown below. Make sure …
What is the difference between Asset Retirement and Asset Deletion?
Asset retirement deactivates an asset from our system. Retired assets do not count towards the subscription package limit and cannot be actively used.Asset deletion permanently deletes an asset from the system, including checkout history, service details, comments etc.
