Otuvy QM (formerly CleanTelligent) | Work Order Setup

Work Order Setup
Using Message Types
Video Transcript Message Types are used to categorize work orders at creation. When you create a work order, you can assign one or more message types to it so that specific people can be notified of the different types of work orders. First, you need ...
Create a Custom Work Order Status
Transcript: The Work Order Status (displayed as W.O. Status) is a way to give updates on work orders to your employees and clients. For example, I can change this work order from Open to In Progress, or Completed, if I’ve finished it. You can also ...

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What Is Business Intelligence?
Transcript: Understanding your business trends is crucial to managing your operations efficiently and maximizing your profitability. CleanTelligent Business Intelligence Dashboards provide quick, useful insight into your performance. Your dashboards ...
Create an Employee/Contractor Record
Video Transcript Welcome! In this video, I’ll show you how to add a new employee to the system. First, hover over the HR tab and select New Employee/Contractor from the drop-down menu. You can also click the HR tab then click New Employee/Contractor ...
Custom Question Templates Overview
Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
Job Schedule Report
Transcript: This video is to show how to run the Job Schedule Report by Employee/Contractor. Start by clicking on the Reports tab. The Job Schedule Report by Employee/Contractor is located in the Miscellaneous Reports section. Choose your Output ...
Build a Basic Service Provider Organization Chart
Transcript The Service Provider Organization Chart, or SP Org. Chart for short, is one of the most important parts of the CleanTelligent software and is referenced in almost all records, so it’s very important for you to have a solid understanding of ...

Otuvy QM (formerly CleanTelligent) | Work Order Setup | Knowledge Base