Adding Meters and Integrating them into Work Orders

Users with the ability to add meters now have access to a new menu option that allows individual meters to be added to the program. Before this, meters were only linked at the bill and account level and NOT managed individually. 

Adding this to your Role

1. Go to Admin > Roles
2. Edit your Role
3. Add the new options below and click Save. 

Adding a Meter

1. Go to Meters on the left-side menu.

2. Click Actions > Add Meter. 

3. Fill out the Meter Details.

Note: Ensure the Meter is at the correct building for the Work Orders integration to work. 

4. Click "Save Meter".

Utilizing the Integration

1. Go to Admin > Integration > MLW Integration.

2. Your Utilities Meters will appear on the left side, and WO meters on the right side.

3. Map the Utility meter to the respective Work Orders Asset (Meter) on the right. 

Note: The system knows what assets to pull over based on the building and "asset type"

4. Click "Save Mappings". 

5. Once the Meter is mapped, you can go back to the meters page and enter a WO for that Meter by selecting this icon ""

6. Choose whether you want to create a Work Order or PM based on this Meter.

7. You will be redirected to Work Orders and need to fill out the Work Order or PM Form.

8. Click Submit Request.

The Work Order will now be associated with the respective asset.