ToolTips for PubWorks Software | Helpful Tips and Tricks2018-07-18T16:10:15+00:00

   Support ToolTips

Tooltips: Tips and Tricks in PubWorks

Take advantage of the these powerful ToolTips to help your city or county run PubWorks on a higher level.  Click the Solution buttons below for the details.

Record Consolidation

On occasion duplicate records can find their way into PubWorks. How can we consolidate them?

See Tooltip

Report Listing Bar Codes

Where do I find a Report that lists Bar Codes?

See Tooltip

Employee Record Hyperlinking

New hyperlinks allow a user to jump from a user record to its linked employee record and vice versa.

See Tooltip

Approving Work for Mobile

When opening the Mobile Work Approval screen the form will now auto-filter for the department set for your user.

See Tooltip

Crew Activities Marked with an “M”

Crew Activities created with PubWorks Mobile are now marked with an M.

See Tooltip

Equipment Screen Enhancement

If you use Customers have asked for a quick way to determine the age of equipment used in PubWorks without having to run a report.

See Tooltip

Fleet Parts Kit Enhancement

If you use Part Kits in the PubWorks Fleet Module we have some good news.

See Tooltip

Service Request Edit Button

We’ve added an optional Edit button to both the Service Request and Service Request Callers screens.

See Tooltip

Fleet Check Box for Activity Types

We’ve added a Fleet (work order) check box to the Activity Types check box array in the Activity Filter so that you can now include or exclude from the listing work documented via a Fleet Work Order.

See Tooltip

Equipment Replacement Reports Enhancement – Public Works ToolTips

We’ve added, to our Equipment Replacement Reports, a report to help list/locate equipment and vehicles whose registration has expired or is close to expiration

See Tooltip

Work Order Status District Filter

We’ve added a District drop-down list filter to the Work Order Status screen.

See Tooltip

Registration Expiration & In Service Dates

We’ve added a Registration Expiration Date that pairs up with the Registration Number and an In Service Date for vehicles and equipment records.

See Tooltip

Enable Photographs For PubWorks Mobile With iOS

On your iOS device you go to attach a picture in PubWorks and nothing happens…

See Tooltip

PubWorks Mobile Refresh Assets and Turn on Asset Filtering

If your PubWorks Mobile device is having an issue opening the Locations Menu in Work or Requests…

See Tooltip

Recurring/Scheduled Work Orders

PubWorks has added several new features to the Recurring/Scheduled Work Orders.  The update allows you to start a Work Order on a specific day

See Tooltip

Synchronizing PubWorks Records with the GIS Records using the PubWorks GIS Data Manager in the MapViewer

New Assets are added to the SDE using the Collector App…

See Tooltip

How do I set a new background image in PubWorks?

A .jpg or other image can be used as a background image in PubWorks.

See Tooltip

Project Estimate Enhancement

The PubWorks Project screen has been enhanced to allow you to create a detailed estimate of what you expect a project to cost by using Activity records.

See Tooltip

Base Rate versus Regular Rate

The Employee screen has a Base Rate and a Regular Rate; what is the difference between the two?

See Tooltip

Update Rates

The Update Rates screen now has the ability to update any rate for employees.

See Tooltip

Export to CSV

PubWorks is a repository for lots and lots of data of different kinds.

See Tooltip

Accessing the About Screen

The About PubWorks screen provides useful information about the program as well as quick access to PubWorks Support, learning tools and program files.

See Tooltip

Setting up Auto-Close for Service Requests

PubWorks provides a way to help stream-line data management by providing Service Request Auto-Close settings.

See Tooltip

Code Field Visibility Settings

When using PubWorks Activities and would like to turn the Code fields “On” or “Off,” there is an easy way to make the Code fields Visible/Invisible using the User Powers interface.

See Tooltip

Turning On The Dashboards

How do I turn on the Service Request and Fleet Maintenance Dashboards inside PubWorks?

See Tooltip

Fleet Work Order PM Items Check

It seems logical that when a vehicle is in for service and a Fleet Work Order is opened to record that service and repair, you’d be able to – with a single click – check if that vehicle has any overdue or upcoming PMs.

See Tooltip

Report That Lists Equipment and Their VIN Numbers?

Our insurance company is looking for a listing of all our equipment and vehicles with VIN numbers. Where can I find such a report?

See Tooltip

Turning on Access to Departmentalization Department Assignment Screen

I would like to manage Departmentalization in PubWorks but I do not have access to the Departmentalization Assignment Screen, the selection is grayed out.

See Tooltip

Can I Search a Service Request?

Is it possible to search for a Service Request using a keyword?

See Tooltip

Fleet Service Requests

Fleet Service Requests give our customers the ability to allow vehicle owners throughout the organization (perhaps in different departments or divisions) to submit vehicle maintenance and repair requests.

See Tooltip

How do I Activate an In-active Location Record in PubWorks?

How do I activate an in-active location record in PubWorks?

See Tooltip

Fleet Maintenance Comprehensive Summary Report

A new report has been added to present a comprehensive picture of vehicle maintenance expenses by vehicle/equipment.

See Tooltip

How Do I Retire an Employee?

We have a few employees that no longer work for us. How do we retire them so that they don’t show up in our drop lists but we are still able to report on their work history?

See Tooltip

What’s the difference between Service Request Type and a Task?

A Service Request Type is a type of issue or problem that needs attention…

See Tooltip

How do I add values in the Vehicle Condition Drop-list in an Equipment Record?

How do I add values in the Vehicle Condition Drop-list in an Equipment Record?

See Tooltip

Fleet Activities

What’s the productivity rate of your shop mechanics? Are they achieving the industry standard of 70% to 80%?

See Tooltip

Fleet PM Schedules

I have a Vehicle (Equipment Code 1010) showing as 47,809 miles overdue for a PM item for equipment that was imported into PubWorks.

See Tooltip

Copy Document in the More Button

The More Button has been universally enhanced to allow a document to be copied to a specified folder based on an INI file setting.

See Tooltip

Create a Service Request using MapViewer

If you’re using the MapViewer as a place to initiate work, it’s very easy to create a Service Request directly from the MapViewer based on a selected asset.

See Tooltip

Map this Service Request

The PubWorks Service Request screen comes with a Map button and it is designed to perform one button GIS. In other words, click the Map button and the Service Request will be projected immediately in the MapViewer.

See Tooltip

Map this Work Order

You’ve got a work order assigned to an employee and you want to be certain he/she knows exactly where to go to find the assigned work items.

See Tooltip

Map This Asset

So, do you find yourself looking at an asset record (location or location feature) in PubWorks and you’re curious as to where it falls on your GIS map? PubWorks can show you where in a just a few clicks.

See Tooltip

View Asset Attributes in MapViewer

Once an Asset (location or location feature) is selected in the PubWorks MapViewer, displaying its attributes is easy.

See Tooltip

Copy Assets to the Clipboard and Running Reports

A very powerful feature of the MapViewer is the ability to select a number of assets, copy them to the PubWorks Clipboard and then paste them into a report. Here’s how…

See Tooltip

Setting a Start Screen in PubWorks

Do you spend most of your time in PubWorks primarily using one screen? When you open PubWorks do you wish the program would automatically load that screen for you?

See Tooltip

Linking Employee Information to User Logins

It’s easy to assign, to each of your users, an Employee, Department and phone number. Here’s how:

See Tooltip

Filter Service Requests by Department automatically in the Service Request Status Screen

You can set up the Service Request Status screen to automatically show only Service Requests assigned to your department. Here’s how:

See Tooltip

Filter Service Requests by Employee Name automatically in the Service Request Status Screen

You can set up the Service Request Status screen to automatically show only Service Requests assigned to you.  Here’s how:

See Tooltip

Create a Work Activity Directly from a Service Request

You are looking at a Service Request and you would like to immediately link work to the Service Request. There is now a button that allows you to add work immediately to the Service Request.

See Tooltip

Snow Report

This will help AUTOMATE and SIMPLIFY this process, we developed two “Snow Reports” that summarize costs for snow events (or any other type of event or project) breaking costs out for Labor, OT Labor, Equipment and three distinct Material Types.

See Tooltip

Location Feature Lookup

The Crew Activity Screen has been enhanced to include a Location Feature Lookup button.

See Tooltip

How To Search

When searching for a record in PubWorks remember: Don’t type into a field (like equipment code or part number) and then click the LOCATE button…

See Tooltip

Linking a PM Item to Equipment

Q: How do I link a PM item to a piece of Equipment?

See Tooltip

Assigning Service Requests of a Certain Type

Q: How can I assign all Service Request of a certain type to the same person automatically?

See Tooltip

Changing Location Codes without Affecting the History

Q: I need to change a location’s code. How do I do that and insure the history stays intact?

See Tooltip

Activities-Only Employee Settings

Q. I have an employee that will be entering activities only.   How do I set them up so they can log “Activities” but will not be able to run reports or see what other employees are making?

See Tooltip

Adding a Bar Code to a Part/Material

Q. How do I add bar code data to a Part/Material in PubWorks?

See Tooltip

Changing Password in PubWorks

Q. How do I change my Password in PubWorks?

See Tooltip

Add/Modify/Delete, Viewing and Reporting

Q. When I click on System>User Powers>General info tab I see settings called Add/Modify/Delete, Viewing and Reporting.  What does each of these setting do?

See Tooltip

Bar Code Scanner Suggestion

Q. What type of Bar Code Scanner do you suggest using for PubWorks?

See Tooltip

Task Modifier

Q. What is a Task Modifier and how do I add one?

See Tooltip

Fleet Work Order

Q. I want to enter Fleet Work Order Details and assign an employee to each Detail Record, but I do not want to enter any Labor Hours because the work has not yet been completed.

See Tooltip

Daily Activity Sort Button

Can the “Previous” option on the Daily Activities screen be reset to go to the record entered prior to the one active on the screen?

See Tooltip

Equipment Search

Regardless of how many vehicles you have in your fleet, we’ve tried to make it easy to find the unit you’re looking for. Here are some of the ways…

See Tooltip

Fleet PM Schedule Email

Running a PM Schedule is one thing, getting the vehicle in need of service into your bays is another thing.

See Tooltip

Daily Activities Filter

How to fix a Daily Activity that has a date of 5/1/20xx which is incorrect.

See Tooltip

Emailing Service Requests to Assignees

How to email a Service Request to the person it is assigned to.

See Tooltip

Printing a Service Request

How to send a single Service Request straight to the network printer.

See Tooltip

Preventing Data Loss

In this age of increasing connectivity, the risks of catastrophic failure (either accidental or otherwise) is also increasing.  Regardless of the sophistication of your computer network or IT department, it might be worthwhile to ask: “Is our PubWorks database being backed up every day?”

See Tooltip

Employee/Equipment/Material Rate Override

A PubWorks user is having an issue: in Crew Activities she is unable to edit the Material Unit Cost.  Her permissions have been checked, and the check boxes for Materials Add/Modify/Delete, View and Report are all checked.  She does have limits on her overall access, and she is only in PubWorks every couple of months, so it’s unknown when this “started.”

See Tooltip

Setting User Rights

How do you create a user with full administrative rights?

See Tooltip

User Power Settings

Why, when you tab through the equipment and material fields of a daily activity (or route activity) does the cursor only stop on fields in the first two lines?

See Tooltip

Daily Activity Calculator

Did you know there is an embedded calculator in Daily Activities?

See Tooltip

Lost and Found Activity Records

If you are filtering activities, the “Filter” tab will have an * displayed.

See Tooltip

Fleet PM Schedule Work Order Creation

Many customers who run the Fleet PM Schedule have asked for the PM Schedule to automatically create Fleet Work Orders based on the displayed results.

See Tooltip

Parts History

When running a fleet maintenance operation it’s important to be able to quickly retrieve information on parts used, on the vehicles they were used for, and to review the “Fleet Work Order” on which parts were used.

See Tooltip

Asset Search

One of the most powerful asset management features in PubWorks is the Asset Search function found under System -> Asset Search. This function is part of the PubWorks core.

See Tooltip

New Address Function for Urban PubWorks Users

This feature is now updated and available with PubWorks version 5.8.58 and later. This is a feature that most users can appreciate, especially urban PubWorks users where the address is very important.

See Tooltip

Odometer Reset

Do you have a vehicle or piece of equipment whose odometer or hour meter has been reset back to zero? And now, because there are number of Fleet Work Orders and/or Odometer Log records with old and “high” readings, your PM Schedule is out of whack for this vehicle?

See Tooltip