Client Training Guide

The Client Portal provides access to the client's main areas. Each menu option helps users view, manage, or review different types of information related to their sites, jobs, maintenance, reports, quotations, and profile details.

Dashboards

The Dashboards section gives users access to summary views and key information. It helps clients monitor overall activity, review important updates, and quickly understand what is happening across their account.

Under Dashboards, users can access:

• Data Hub (Reactive)
  This section shows information related to reactive work orders. It helps users review reactive jobs, track job activity, and monitor work raised for urgent or unplanned issues.

• Data Hub (PPM)
  This section shows planned preventative maintenance information. It helps users review scheduled maintenance activity and understand upcoming or completed planned work.

Reactive Work Orders

The Reactive Work Orders section allows users to view and manage reactive jobs raised against their sites. These are usually jobs created for faults, repairs, or unplanned maintenance requirements.

Users can use this section to check job details, monitor progress, and review updates related to reactive work.

PPM

The PPM section provides access to planned preventative maintenance records. It helps users view maintenance schedules, planned tasks, and PPM-related job activity. This section is useful for monitoring routine maintenance and ensuring planned tasks are managed properly.

Sites

The Sites section displays the list of sites linked to the client account. Users can view site-related details and access information connected to each site.

This helps clients manage visibility across all locations associated with their profile.

Export Governance Report

The Export Governance Report section provides information related to export. It helps users review export-related records and monitor controlled access to exported data.

Quotations & RFQs

The Quotations & RFQs section allows users to view and manage quotation and request-for-quote records. This helps clients review pricing requests, quotation details, and approval-related information.

Profile

The Profile section opens the client profile page. This is where users can view client information, linked records, contact details, users, sites, groups, subsidiaries, and work assignment rules

Summary

The Client Information page gives a clear and structured view of each client. It keeps client records, site information, contacts, users, financial details, and assignment rules in one place, helping teams manage client operations more efficiently.