Introduction

Learn about what Operate is and who uses it.

Data structure

Learn about the fundamental Operate data structures of Tenant, Asset and Project, and how they relate to one another.

Navigation

See how to navigate around Operate, including the Toolbar, Breadcrumbs, Home Screen and Data Tables.

Views and Filters

Learn how you can change the views and filters in Operate

Uploads

Learn how to view files that have been uploaded into Operate.

Users & security groups

Learn about user management and security groups.

Asset Management

Learn about asset management within Operate.

Projects

Learn about managing projects and documents templates.

Tag Management

Learn about managing tags within Operate.

Packs

Learn about managing packs, pack statuses, adding packs to phases and linking packs to documents.

Model Interactions

Learn how to interact with the 3D models in Operate.

Equipment

Learn about managing equipment and linking equipment to documents and tags.

Maintenance schedules

Learn about viewing maintenance schedules.

Document Manager

Learn about managing documents, creating folders and uploading files.

Document Markup

Learn about the document markup feature in Operate.

Tools

Create tools and manage associated calibration certificates.

Manage Personnel

Find out about how you can manage personnel, competencies and resource types in Operate.

Dashboards

Learn about dashboards in Operate.

Technical Queries

Learn about managing technical queries and linking technical queries to documents.

Non-Conformances

Learn about managing non-conformances and linking non-conformances to documents.

Hazardous Releases

Learn about managing hazardous releases and linking hazardous releases to documents.

Punch Lists

Learn about managing punch lists and linking punch lists to documents.

Phases

Learn about managing phases and linking phases to documents.

Planner

Learn how to access the planner and change the view.

Contact asset55

Learn how to contact asset55 within Operate