DirectLine Training Video Library
Please select from the list below
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Copying Files to Your Local PC
An overview of the process to copy your files, such as reports, to your local workstation using Dropbox.
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Creating Purchase Requisitions
Create a P.O. using your Puchase Requisition Entry screen including status, suppliers, line items, part numbers, approvals, search and email functions.
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Creating Reports
Use the Report Definition Wizard to create your detailed custom reports, edit existing reports and delete old reports.
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DirectLine Mobile Checklists
Access your checklists in DirectLine Mobile including entering information such as equipment readings.
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DirectLine Mobile Overview
An Overview of DirectLine Mobile including accessing your work orders, tracking labor, finding checklists, and status updates.
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Equipment Records
An overview of the Equipment Entry function including how to create new equipment records, setting hierarchy, and designating locations.
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How to Login
How to login to DirectLine (using the Citrix interface) and DirectLine mobile.
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Inventory Automatic Reordering
Use the Automatic Reorder function to generate purchase requisitions for parts when they are low in stock.
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Inventory Count Management
An overview of the Physical Count Management function in Inventory including selecting, location, batch and physical counts, and status updates.
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Parts Ordering AT-SITE©
Use the Mobile Shopping List function within an open work order to add parts you need, create an RFQ and send a requisstion to a chosen supplier .
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PM Scheduler
An overview of how to use the PM Scheduler and to automatically generate Work Orders from your PM Procedures.
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PM Scheduling by Intervals
Schedule Preventative Maintenance according to equipment readings, such as hours or miles, with set intervals; as opposed to elapsed time frequencies.
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Using the Search Function
An overview of Search screens and functions. Equipment and Work Order searches are used as examples of how you can use the Search function throughout.
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Work Order Console
An introduction to the Work Order Console. The Work Order console facilitates the management of Work Orders.
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Work Order lifecycle
An overview of the Work Order lifecycle including entry, planning, time tracking and closing your work order; DirectLine and DirectLine Mobile.
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Work Order Screen Update
The new Work Order Processing screen* reduces the number of steps you need to create, plan, and close a work order. *Version 3.30 and later.
