InfoAsset Planner Help Documentation infoassetplanner

The Work Manager window is used to create and manage service request, inspections, work orders, and other features. This window also allows for the manual import of Service Requests, Inspections and Work Orders when not utilizing the CMMS Data Exchange tool.

The Work Manager tool is divided into different tabs including Service Request, Inspection & Work Order.  All three of these options contain standard import/export options () for moving data into and out of the InfoAsset Planner project database.

Importing Service Requests - Step-by-step guide for importing service request information (customer complaints, SSOs, etc.).

Importing Inspections Step-by-step guide for importing inspection information (GPS Surveys, Smoke Tests, etc.).

Importing Work Orders - Step-by-step guide for importing service request information.