PTS Documentation
Quick Reference Guides
PTS is as simple as you want it to be and as robust as you need it to be. The Quick Reference Guide (QRG) page consists of step-by-step instructions on how to use the most common processes in both PTS Essential and Pro platforms. These guides are typically ten pages or less and are structured to make even the most novice user feel like a PTS “Pro.”
The Pro module is a subscription based function of PTS and is only available to users that are enrolled; for additional information regarding Pro subscription please contact your PTS representative. If there is a process that you or your team members feel could be added as a QRG please feel free to contact us and we will create the documentation.
Essential
- Create a Report
- Essential Account Settings
- How to Create a Label (Standard)
- How To Create a Label (Fast Form)
- How to Create a Label (General Assets)
- How to Create a Metal Tag
- How to Replace a Label
- How to Create an RFID Tag
- KITS - Hose
- KITS - General Assets
- Managing Attachments
- Using Pre-Printed Labels
- Using the Import Replacements Template
- Using the Pre-Print Template
- Using the Update Template (Mass Maintenance)
- PTS Pro Account Settings
- PTS Pro Asset Group Maintenance
- PTS Pro Creating Service Event Templates
- PTS Pro Data Book
- PTS Pro Master Tag
- PTS Pro Performing a Service Event
- PTS Pro Schedule Inspections & Replacements
- PTS Pro Search for Assets
- PTS Pro Transfer an Asset
- PTS Quick Reference Guide
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