The Main Menu

The main menu appears on the left side of every page in GLOBAL and allows users to navigate to the different pages in GLOBAL. Some users may not see or be able to access every menu item; the menu items available to users are based on the User Groups and User Roles assigned to each user. User Groups and User Roles also control how individual users can access and interact with the pages the menu buttons lead to. See User Groups and User Roles and Work Order Permissions for more information.

This guide describes the main menu items and the sub-menu items that become available when the main menu items are selected. Click on the menu names to see more information about each sub-menu.

ClosedMaintenance Menu Item

The Maintenance menu item is at the top of the main menu, and is available to all users. Selecting this item takes users to the homepage, where links to commonly used pages are available.

ClosedWork Orders Menu

Work Orders menu items link to pages which allow users to view and manage work orders, service requests, and tasks. Users must have at least one WO user role assigned to view and access the Work Orders menu.

Menu Item Function
Dashboard Takes users to the Dashboard page. The Dashboard offers users customizable at-a-glance information about work orders, service requests and PMs.
Work Orders Takes users to the Work Orders list page. The Work Orders page allows users to sort, filter, and manage work orders.
Service Requests Takes users to the Service Requests list page. The Service Requests page allows users to view service request details including the work order number and task number assigned to the service request.
Manage Requests

Takes users to the Manage Requests page. Users with access to the Manage Requests page can approve or reject Service Requests and assign approved requests to work orders.

Note: The Manage Requests button is available only to users assigned Manage Requests or WO Admin user roles.

Task Queue Takes users to the Task Queue page. The Task Queue page allows users to view and manage assigned tasks, including recording time spent performing tasks and updating task status.
Tasks Takes users to the Task list page. The Task list page allows users to sort, filter, and manage tasks.
ClosedPreventive Maintenance Menu

Preventive Maintenance menu items link to pages which allow users to view and manage PMs, the PM calendar, and PM schedule templates. Users must have at least one PM user role assigned to view and access the Preventive Maintenance menu.

Menu Item Function
PMs Takes users to the Preventive Maintenance list page. The Preventive Maintenance page allows users to sort, filter, and manage PMs.
PM Calendar Takes users to the PM Calendar page. The PM Calendar page allows users to view current and upcoming scheduled PM work order tasks.
Schedule Templates Takes users to the Schedule Templates list page. The Schedule Templates page allows users to view and manage PM Schedule Templates.
ClosedResources Menu

Resources menu items link to pages which allow users to view and manage the resources that are recorded while completing tasks and work orders, such as shops, labor and other costs that are not inventory parts. Users must have at least one Maintenance role assigned to view and access the Resources menu.

Menu Item Function
Shops Takes users to the Shops list page. The Shops page allows users to view and manage Shop items.
Labor Takes users to the Labor list page. The Labor page allows users to view and manage Labor items.
Vendors Takes users to the Vendor list page. The Vendor page allows users to view and manage Vendor items.
Other Costs Takes users to the Other Costs list page. The Other Costs page allows users to view and manage Other Costs items.
Documents Takes users to the Documents list page. The Documents page allows users to view, add edit, and download documents. Users assigned the Maintenance Admin role can delete documents.
ClosedAdministration Menu

Administration menu items link to pages which allow users to view and manage items such as the services, maintenance categories and priority levels assigned to work orders and tasks. Users must have at least one Maintenance role assigned to view and access the Administration menu.

Menu Item Function
Services Takes users to the Services list page. The Services list page allows users to sort, filter, and manage services.
Priorities Takes users to the Priorities list page. The Priorities page allows users to view and manage the priorities assigned to work orders and tasks.
Maintenance Categories Takes users to the Maintenance Categories list page. The Maintenance Categories page allows users to view and manage the maintenance categories that are available to assign to work orders and tasks.
Shifts Takes users to the Shifts list page. The Shifts page allows users to view and manage the shifts that can be assigned to Labor items.
ClosedAssets Menu

Assets menu items link to pages which allow users to view and manage assets and related items such as components and bills of materials. Users must have at least one Asset role assigned to view and access the Assets menu.

Menu Item Function
Assets Takes users to the Assets list page. The Assets page allows users to view and manage the assets that can be assigned to work orders and tasks.
Asset Types Takes users to the Asset Types list page. The Asset Types page allows users to view and manage the asset types that can be assigned to assets.
Components Takes users to the Components list page. The Components page allows users to view and manage components that are part of assets.
Component Types Takes users to the Component Types list page. The Component Types page allows users to view and manage the component types that can be assigned to components.
Bill of Materials Takes users to the Bill of Materials list page. The Bill of Materials page allows users to view and manage bills of materials that can be assigned to components and included in asset records.
Groups Takes users to the asset Groups list page. The asset Groups list page allows users to view and manage asset Groups and Sub Groups.
ClosedLibraries Menu

Libraries menu items link to pages which allow users to view and manage templates that can be used to quickly fill forms when adding details to items such as assets and components. Users must have at least one Asset role assigned to view and access the Libraries menu.

Menu Item Function
Failures Takes users to the Failures list page. Items on the Failures page are available as Failure Templates when adding Potential Failures to Assets.
Functions Takes users to the Functions list page. Items on the Functions page are available as Function Templates when adding Functions to Assets and Components.
Meters Takes users to the Meters list page. Items on the Meters page are available as Meter Templates when adding Meters to Assets asset Components.
Conditions Takes users to the Conditions list page. Items on the Conditions page are available as Condition Templates when adding Conditions to Assets or asset Components.
Specifications Takes users to the Specifications list page. Items on the Specifications page are available when adding Specifications to Assets and when adding Specifications to Parts.
Warranties Takes users to the Warranties list page. Items on the Warranties page are available when adding Warranties to Assets.
ClosedInventory Menu

Inventory menu items link to pages which allow users to view and manage parts, inventory locations, and purchase order information. Users must have at least one Inventory role assigned to view and access Parts and Locations on the Inventory menu. Users must have at least one Inventory role and one Purchase Order role assigned to view and access Orders and Receiving on the Inventory menu.

Menu Item Function
Parts Takes users to the Parts list page. The Parts page allows users to view and manage information about parts.
Locations Takes users to the inventory Locations list page. The inventory Locations page allows users to view and manage information about parts inventory locations.
Orders Takes users to the Orders list page. The Orders page allows users to view and manage information about parts purchase orders. Users must have at least one Inventory role and one Purchase Order role assigned to view and access Orders and Receiving on the Inventory menu.
Receiving Takes users to the Receiving list page. The Receiving page allows users to view and manage Receiving items, including receiving items into inventory. Users must have at least one Inventory role and one Purchase Order role assigned to view and access Orders and Receiving on the Inventory menu.
ClosedOrganization Menu

Organization menu items link to pages which allow users to view and manage details about their organization. Users must have at least one Maintenance role assigned to view and access the Organization menu.

Menu Item Function
Site Takes users to the Sites list page. The Sites page allows users to view and manage their organization's sites.
Departments Takes users to the Sites list page. The Sites page allows users to view and manage their organization's sites.
Accounts Takes users to the Accounts list page. The Accounts page allows users to view and manage their organization's accounts.
ClosedDirectory Menu

Directory menu items link to pages which allow users to view and manage contact information. Users must have at least one Maintenance role assigned to view and access the Organization menu.

Menu Item Function
Contacts Takes users to the Contacts page. The Contacts page allows users to view and manage contact information for individuals both inside and outside their own organization.
Organizations Takes users to the Organizations page. The Organizations page allows users to view and manage contact information for organizations associated with their own organization.
Contact Types Takes users to the Contact Types list page. The Contact Types page allows users to view and manage the contact types that can be assigned to individual records on the Contacts page.
Organization Types Takes users to the Organization Types list page. The Organization Types page allows users to view and manage the organization types that can be assigned to individual records on the Organizations page.
Position Types Takes users to the Position Types list page. The Position Types page allows users to view and manage position types.
ClosedReports Menu

Reports menu items link to pages which allow users to view, generate, and download reports about work orders. Users with the Analytics User role assigned also have access to the external GLOBAL Analytics tool.

Menu Item Function
Generate Reports Takes users to the Generate Reports page. The Generate Reports page allows users to create and export a variety of reports about both completed and open work orders.
Exported Reports Takes users to the Exported Reports page. The Exported Reports page allows users to download or delete reports exported from the Generate Reports page.
Analytics Takes users to the GLOBAL Analytics tool, which opens in a separate tab from GLOBAL. The GLOBAL Analytics tool allows users to analyze and generate reports from their GLOBAL data. The Analytics tool includes a variety of default reports and also allows users to create custom reports.