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Main Menu Explained

Learn all about the functionality of the Main Menu

Updated over 6 months ago

Main Menu

Log in and see the Main Menu on the left. This menu helps you navigate to all the modules and features in the program. Any item highlighted on the main menu indicates what's open on the main screen.

The amount of modules you see listed depends on the user permissions you have. The Main Menu can include the following:

  • Entity

This is the name of your organization, facility, department, etc. You can have more than one entity. Each entity contains its own data associated with the purpose of performing maintenance and reports.

  • Requests

The Requests module is where Users can create, view, and edit Requests and Admins must manage them. Submitting a request is basically passing a message that maintenance is required. Admins can Approve the request and ultimately create a work order, or they can be Declined or put On-hold.

  • Work Orders

The Work Orders module is where you can create and locate both Reactive and Preventive work orders in the program. Depending on your permissions, you can edit and modify work orders.

  • PMs

The PMs module is the space where you create the details for your regularly scheduled maintenance or Preventive work orders. Store, access, and edit your PMs here, and use the module to effectively manage and analyze your reoccurring work orders.

  • Assets

The Assets module provides insight into just about everything in the program. It's where your equipment or anything that needs maintenance and all associated details like specs and manuals etc. are added, edited, and kept. Access the asset detail cards from here to see asset family, equipment downtime, barcodes, work order history for both open and completed tickets, and more.

  • Locations

The Locations module is a list of areas within your entity that require maintenance. You can create, view, and edit location details as well as access the Location details cards that provide links, barcodes, work order history, and more.

  • Inventory & Parts

The Inventory & Parts module is where you can add, view, edit, all your key parts and materials. Track and restock your parts, as well as manage usage. Access QR codes, asset information, and work orders associated to your parts.

  • Vendors

The Vendors module is where you can add, edit, and view all your outside contractors information. Vendors details can include contact information so they can be associated with categories, assets, parts, and work orders.

  • Users

The Users module contains a list of users for the entity seen at the top of the main menu. Admins can view the list, add new users, and edit details and permissions such as mark Inactive or allow users to be assigned to work orders.

  • Reports & KPIs

This module provides a variety of visuals and customizable reporting results that can be extracted.

  • Support

Click On Support to open Messenger. From this portal you can access the Help Center which is full of guides and videos. You can also chat with the Support team, enroll in live Q&A training sessions, and see what is going on in the Click Maint world.

  • Profile

Click on your profile name to view and edit your profile preferences and email notifications. You can log out from here.

  • Admin Settings

System-wide decisions or global settings made by admins are located here. Configure forms and create, view, and edit reference lists associated to modules. Create and view a complete list of all users in the program and edit their information.

  • Collapse Sidebar

Finally, at the bottom, you have the option to collapse the menu to show module icons only.

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